The only way Buffett is down is if he sold, and I highly doubt that. More than likely increased his position at yesterday's low.
Sick of always being on the wrong side of the trade? I was to until I signed up to LionStockAlerts . The alerts are quality. They are straight forward and cut out the hype.
This SELL OFF puts the stock back to the level it was at one month ago. Its recovery is already in process. I had expected a harder initial hit. .The turn around is in process but I would have expected that the revenue loss would have been contained by now. .
All in on Vertical Saas
Who is Actua and what we now about vertical cloud?
Actua is a cloud vompany focused on transforming vertical and highly specialized markets.
While the first wave of cloud computing is dominating in horizontal diciplines like accounting, CRM and HR, offline processes in most industries still proliferate and await the transformative efficiency of the cloud.
We believe that the second wave of SaaS -the specialized wave - is transforming vertical industries and processes.
Visionaries even before the cloud was "the cloud" no one has seen, built and grown more cloud businesses than the Acuta team,, We know what winning cluld buisinesses look like and what they must achieve to transform their markets.
I'm pretty sure IBM won't go bankrupt any time soon, but it obviously is on a path to shrink to 30%-50% of its present size before it settles out. The strategy of waiting for a market to reach $1B and then buying in won't work anymore because it isn't big enough to buy most of that market and not flexible enough to out maneuver the companies who empower their employees. It's sort of like communism versus free enterprise. A managed economy will eventually lose just because the bureaucracy can't keep up with changes...... and the future is changing faster and faster.
...unless IBM management gets smart and implemens real reorganization including splitting the company so that the current IBM divisions can pay attention ONLY to their products and service competitiveness in the market (not to competitiveness in the stock market thru shares buyback, to the real competitiveness among IBM competitors so that the picky and smart customers have a real and strong reason to go with IBM in the next 10+ yeasr or so).
Long term IBM investors will be very very surprised in the mid-term future, pay mostly your attention to the real fundamentals and not to various official propaganda and wishes in the public media. Only the results count, not various promises that are not backed by strong fundamentals.
Good luck to IBM and mostly to current and former IBMers and IBM retirees, the time for a real change is getting short.
ibm earning continue to rise, that mean greatly increased margins in growth areas that are accelerating. Big long term growth advantage for ibm.
Dividend increase is next, IBM soon back in 150s and pushing to 160. After that, probably a cooling off period where it will trade sideways for a while.
You stated on another thread that you were "Heavily short INTC with 4/29 28s".
How exactly are you "pressing" this short in AH?
You should get your story straight before posting accounts of your fantasy trades.
And down goes INTC. Full market reaction tomorrow. Pressing my short in AH.