[Am-info] New Apple store near Beantown

[Sujal Shah]

On Mon, 2001-12-17 at 09:20, John J. Urbaniak wrote:
[SNIP]
> 4. Some bigtime "analyst," I think it was Rick Sherlund of Goldman Sachs, made a "strong
> buy" recommendation for IBM back when IBM was selling for about $42 (pre-split).  This was
> coincident with Gerstner's "top 2000" statement.  And it propelled IBM stock strongly
> upward.  Gerstner and other IBM bigwigs benefitted enormously from this recommendation.
> 

I'm not trying to say that your conspiracy theory is wrong.  I do,
however, have to point out that the company actually has done quite well
over the past few years, and that a Strong Buy rating from analysts
can't create profits...

I had invested in IBM after working with a number of their Global
Services guys, most of whom knew their business and knew when to get
help (a better measure for the strength of a consultant).  Whatever the
impact of OS/2 on their bottom line over this time, they've done quite
well in most (if not all) of their other divisions.

It's not realistic, unless you have real evidence (not just
circumstantial) of wrongdoing.  It just isn't a convincing argument the
way you've phrased it, especially in light of the other research and
work that IBM has produced in those years...

I guess my point is just that you don't need to add a giant stock
manipulation scheme to your market splitting theory.... it just makes
the whole thing less credible (which is amazing since you don't seem to
have any evidence, except for gerstners announcement, of any of your
theories).

Sujal

> I think the deal was this:
> 
> IBM would agree to split the OS market - MS would get one or more of its flunkies in the
> financial analysis business to recommend IBM as a buy - Windows gets a monopoly - IBM gets
> to support it - everybody's happy.
> 
> John
> 
> 
> 
> 
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