IBM is a screaming buy!
Yanhong Li
>
>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.
yli
vno...@dhvx20.csudh.edu
the same tiem as well. For all this time, I have never seen a better
investment than IBM at this point. For some reason, it fell out of fashion for
awhile without ANY change in fundamentals (you cannot consider Jerome York
departure a fundamental change ...) at the time the earnings are growing strong
in a strong market environment. Porjected $12 or whereabouts in fiscal 1995
and over $13 per share in 1996 makes the stock extremely cheap with fairly
low risk of downside.
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.
/signature
Bapcha Ramamurthy
>
>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%.
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.
Bapcha
--
________________________________________________________________________________
"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
________________________________________________________________________________
Sanjay
Hi:
I will be careful, when someone says IBM is a screaming
buy...
In my opinion it is a great turnaround story, with lot more
upside.
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....
Sanjay
** These are my views only..
Scott Noack RD
just profit taking and feel that Apple is currently a better deal for the
future. Further assuming that other mutals don't do the same then IBM may
be even a better deal now. Watch those mutals!!!!
--Scott
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.
: yli
Steve Haigh
(Scott Noack RD) writes:
|> Fidility just sold off a shit load of IBM for Apple stock. I'll assume
|> their
how do you know this? what is your source?
|> just profit taking and feel that Apple is currently a better deal for
|> the
|> future. Further assuming that other mutals don't do the same then IBM
|> may
|> 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
first!)).
--
The odds get even
- ------- -- -------
Lyrics by Neil Peart
mark.m...@ccmail.adp.wisc.edu
>In article <43795u$2...@calvin.bellahs.com>, sno...@calvin.bellahs.com
>(Scott Noack RD) writes:
>|> Fidility just sold off a shit load of IBM for Apple stock. I'll assume
>|> their
>
>how do you know this? what is your source?
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,
right).
Peter Andreasen 12-95
> ... 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.
Magellan has a sizable investment in AAPL as does 20th Century Ultra.
Pete
Lawrence Noronha
: In article g...@news.doit.wisc.edu, mark.m...@ccmail.adp.wisc.edu writes:
: > ... but the WSJ
: > Heard on the Street column a few days ago was on IBM, and mentioned that
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.
--
Larry Noronha