I am not saying IBM is a bad buy, but you just can not compare IBM
with Compaq and Intel, Intel is growing at 20%, IBM is at 9%.
>IBM is the best buy I have seen in years ... Long call options (LEAPS) on IBM
>are highly recommended.
IBM is now THE cheapest technology stock of reasonable quality. The stock is
worth around $140-150 at PE ratios of Compaq, Intel, DEC, DELL, etc. and
arount $1,000,000 per share at PE ratio of Netscape Comm. :=)
IBM is the best buy I have seen in years ... Long call options (LEAPS) on IBM
are highly recommended.
When you have close to $65billion a year in sales, a 0.5 percent increase
in profit margins, and tack on the 9% growth is far more than sufficient
to sustain and increase IBM's market value at a pace greater than the
market in general.
"I have NEVER known a bubble that didn't burst". Eat your Cardizems, and
Verelans; and in the
E-mail: bap...@netcom.com near future, Naprelan
I will be careful, when someone says IBM is a screaming
In my opinion it is a great turnaround story, with lot more
But... with the dollar strength, it is going to have some
negative impact on its earnings, at least in the short term
as IBM is true global company, and dollar strength is going
to take a big bite out of its earnings.....
But, if you have long time horizon, IBM may be a good buy,
particularally, if it comes down to high 80's....
** These are my views only..
Yanhong Li (y...@cs.buffalo.edu) wrote:
: In article <1995Sep11...@dhvx20.csudh.edu>,
: >IBM is now THE cheapest technology stock of reasonable quality. The stock is
: >worth around $140-150 at PE ratios of Compaq, Intel, DEC, DELL, etc. and
: >arount $1,000,000 per share at PE ratio of Netscape Comm. :=)
: I am not saying IBM is a bad buy, but you just can not compare IBM
: with Compaq and Intel, Intel is growing at 20%, IBM is at 9%.
: >IBM is the best buy I have seen in years ... Long call options (LEAPS) on IBM
: >are highly recommended.
how do you know this? what is your source?
|> just profit taking and feel that Apple is currently a better deal for
|> future. Further assuming that other mutals don't do the same then IBM
|> be even a better deal now. Watch those mutals!!!!
doesn't that imply that Apple is a buy, not IBM?
(hey, maybe IBM's going to buy Apple (remember, your heard it here
The odds get even
- ------- -- -------
Lyrics by Neil Peart
Don't know if this is what the original poster is referring to ... but the WSJ
Heard on the Street column a few days ago was on IBM, and mentioned that
Magelllan had sold off 2.5 million IBM shares recently. I don't know about the
buying of AAPL though.
Of course, according to a poster on another thread here recently, Fidelity and/
or the WSJ could be "poker bluffing" and lying about these trades :) (yeah,
Magellan has a sizable investment in AAPL as does 20th Century Ultra.
If someone has saved the IBM Heard on the Street article could you post it
(or email it to me)? I cannot get it from the WSJ web page.