"Is that your answer to my question?"
We don't need no stinken questions.
I demand that you produce justbecareful or variousmarkets NOW!!!!
YOMD - IBM Board Monitor
IBM (as a 'company') did NOT meet expectations in 2014
Ginny is CEO of the 'company'
Did Ginny meet expectations, and if not, is she subjected to the same poor performance rating?
Is Ginny on job probation?
I am not an IBM's employee but it's just a reflection of friends who worked there. If a company cannot inspire people for greatness and fearful of losing their job, who would contribute. Common sense. When people work there does not care what the management said, it means something. As an investment, until I see sign of stabilization of the organization, I won't touch it but I will monitor its progress and HR. When the price is right, I'll join it since I cannot fight it. Hopefully at 170.
You are a rare hydra with a big blue fetish -- that blue monkey on your shoulder won't go away.
Everybody sees it.
What happened to variousmarkets and justbecareful.
We only have rareconfinment left.
But he seems to also have a blue fetish -- likes to correct other posters -- if they have anything positive to say aboul ole Big Blue.
Same fetish -- for all to see.
ever since whenever ,, more analysts have gotten IBM wrong , than right ... and they have lots of
sour grapes for missing many opps , hence the negative stories ... too bad ... all an investor has
to do is check the numbers , then study IBM's history ... this isn't the first transition , but it is
acting the same as the rest ...
WOW ,,do you even analyze what you write ?
The trend of companies shift to commodity hardware is hurting IBM. Sales are down.
O why do you think that IBM is shedding hardware , in the planned succession started
over 25 years ago ... pc's , disc drives , and smaller chunks .
They are slow in change because of outsourcing themselves and shooting their own foot
O IBM has been working on the CLOUD for over 10 years .. it's a slow , evolutionary process .
Right now, my valuation assume 0 growth with IBM for 2014.
o yup , no doubt .. huge transition underway , 2015 will be a bit different .
now is the time to put up or shut up ... IBM will most likely be range bound for a year or
so ... trade it you want , should be some very good money for a trader to make , other
than that , it's buy , sell , hold .. your choice
Short ratio rose again above 5.7. I'll see what's come out in April. No catalyst till then.
CEO Ginni may be fired in a year. The trend of companies shift to commodity hardware is hurting IBM. Sales are down. Selling Assets is lobbing revenue capability and a stop gap solution. Underneath sales are eroding, They are slow in change because of outsourcing themselves and shooting their own foot. The business and sales cycle is taking too long. The products are too cumbersome. Microsoft software is so much user friendly. Break up the company may have a chance. It is not growing at all. While others DOW stocks are surging,
I have higher hope in gaint such as BAC and AIG. These stocks offer better reward now. They are 5 years late in cloud computing in my view than Amazon, Microsoft and Google. If it shows sign of turnaround, then I will consider to buy it back. Right now, my valuation assume 0 growth with IBM for 2014. Any growth will be from special item. When did you see Ginni presented an innovative and visionary speech?
Sentiment: Strong Buy
- From Dailymail UK @ 16:34 ET 3/8/14
An American national working for IBM in Malaysia has been identified as one of the passengers traveling aboard the Malaysian Airlines plane that vanished off the coast of Vietnam as new information concerning stolen passports has raised fears that it may have been an act of terror.
Philip Wood, 51, was identified as the only adult passenger traveling on a U.S. passport on Flight MH307. Two other American travelers have been named as toddlers Leo Meng, 2, and Nicole Meng, 4.
Earlier today, two oil slicks were spotted by the Vietnamese air force earlier today, as the major search and rescue operation was launched when the aircraft disappeared shortly after losing contact with air traffic controllers... more
sad statement is that most financial media outlets have adopted the Super Market tabloid format ,
they pick one or two aspects of a company /sector / economy and write from a single perspective ..
they just there to "fire your 'magination" ... one thing that i do during DD , is to take at least 2 sides
into consideration .. what can go right and what can go wrong , if you don't know both sides ,
you should stay away from that company .. the articles do have some merit , but only if you
read 2 or about the same theme ...
fact is .. what IBM is going through now ( a transition ) is nothing new for IBM , the company
has reinvented itself many times successfully ... garce
Full mention in Motley Fool article -- survey of 10k filing...
"The world's top tech companies are well aware of this constant challenge, and they're not shy about pointing out exactly which of their competitors pose the greatest threats. A couple of months ago, Bloomberg dug into the 10-K filings of the 50 largest tech companies on U.S. exchanges to find out which of them are most often mentioned in the "risk factors and competition" section -- you know, that wall of text many investors scroll past to get to the juicy financial details. You might be very surprised by which companies appear most frequently, so read on to discover the most dangerous companies in tech, or just scroll down to find the full top-10 rankings with additional data.
After working our way through a list of industry leaders, it may be surprising that IBM (NYSE: IBM ) worries more of its peers than any other tech company. With 18 mentions out of the top 50 tech companies, IBM is clearly a big threat, but why? Bloomberg points out that IBM's business-services focus has given it an inside track to IT departments in many of the world's largest companies, which has been a popular avenue of growth for companies ranging from HP to Cisco.IBM's leadership in the nascent Big Data field, and its development of artificial intelligence systems such as Watson, also make it dangerous to a number of analytics-driven tech companies. IBM is also by far the most prolific patent hoarder in America, which can make it dangerous even when it's not trying to challenge anyone directly. However, it's possible that IBM's rank will slip next year, since it recently sold off its server-hardware segment, which was one of the world's largest server vendors in 2013.
Try John Swainson at Dell, he is sure to make a play for the mainframe apps with the Clerity acquisition. There was Jerry York who fired everyone and looted the pension for sweet Lou then moved on after a few years.