Laura Conigliaro Ibm Quotations

Microelectronics remains one of the best parts of IBM and, we think, has an opportunity to continue to grow by at least 20 percent going forward, driven primarily by new design wins,

We have it ( IBM ) as a recommended list rating because, ironically, this currency change comes at a time when the fundamental picture is actually perhaps a little bit better than what we had been expecting,

While our checks suggest that there was a general pickup in hardware business at the end of the March quarter, this was probably not sufficient for IBM to make our original revenue forecasts.

We watched the euro get significantly weaker over the last couple of weeks and that certainly has an impact on companies that don't have that much growth, but are very large and very exposed as IBM is internationally,