Andrew Neff Ibm Quotations

While the earnings-per-share outlook was inline with expectations, Network Appliance provided a positive revenue outlook for the fourth-quarter with IBM business just beginning to ramp.

We still see IBM attractively valued at a 13 percent discount to S&P multiple.

While the stock could remain under pressure near term, we maintain our 'buy' rating on IBM owing to a compelling second-half story.

As we have said before, the investor owns IBM for its consistent earnings and cash flow growth and relatively high degree of earnings predictability.

It's good for Compaq at the margin, because it helps them fill out their product line, and it is good for IBM at the margin because it helps them to sell storage.