You might as well put everyone on your ignore list because i'm sure they all feel exactly as i do. and btw, thanks for telling me about the ignore feature. i thought yahoo did away with that. no need replying....
yeah, it could go either way. but if it was me and i had bad earnings to report, i'd report them, let the stock get hammered and THEY announce the apple deal about a week later.
It could be the opposite too. Nobody expects great earnings, so maybe getting investors looking forward, rather than backward, will dull a negative earnings report. It seems to be working. This partnership could be a game changer if the majority of the S&P companies buy in or it could fall flat on it's face. Only time will tell. The two companies together have a huge brain trust at their disposal, so I'm not going to write them off just yet. All else being equal, which they never are, I like the action.
I doubt that you know ANYTHING that the people over at apple don't already know. These companies are going to be so intertwined that are basically mergining. Wasn't Tim Cook at IBM for ten years? Aren't you starting to get the impression that this is much more than 100 apps? I sure am.
IBM for while has built itself on numbers that never come true the way you would logically expect
example the 2015 road map... $20 eps hmm ok revenue growth, aquistions, business realignment, historical trens.. BUT in reality revenue has fallen greatly, aquistions for that pie in the sky, new lows on layoffs benifit cuts, pay raise freeze and bonus cuts... even then its was still not enough so it bought back its stock to fudge the numbers.
NOW with this new announcement making the $20 is irrelevant.. IBM can now make an excuse for any missed marks.. AND continue so for a while...
DONT BE FOOLED.. IBM is not as DUMB as they appear to be...
IBM has the most patents of any company in the world and aquires more and more every year.
6478 patents granted 2012
IBM has one of the best teams of lawyer of any company and are probaly the best at setting up contracts for their benifits.
IBM delivers and designs it software in a way that makes it near imposbile to remove without tremenous pain.
like Windows was to EI was to AOL and Netscape.
I assure you that those 100 apps are being designed to make it very difficult for a company to switch.
IBM would love to see those ipads sell to business but long run its about the software.
Apple is Apple and has alway be apple with the same service and products.
They do not reinvent themselfs very often.
There patent portfolio as of 2012 is 1136 patents granted
Apple will win on getting into business sales that IBM is so good at
ZILCH for IBM.. no matter what the contract says IBM is the KING of ALL KINGs in legal and contracts.
APPLE you are so screwed IBM wants sucesss in selling to business but will likely accept kicking it back to your court and still make a lot of money from it software that you can NEVER remove without tremenous cost..
Just a sec cause I'm LMAO...IBM will provide cloud service..... SUcKers.. IBM now owns you BEE-aw ch
Stockholders & Apple meet IBM & its good pal Satan
Sentiment: Strong Buy
A day before earnings we learn of the apple partnering. My intuition tells me that earnings are solid. Seems that if earnings were not good, they would've waited until after earnings to tell us about the apple info.
International Business Machines Corporation (IBM) -NYSE
195.08 Up 2.72(1.41%) 10:07AM EDT - NYSE Real Time Price
Jul 16, 2014 192.24 193.36 190.76 192.36 7,812,600 192.36
Jul 15, 2014 189.54 190.08 188.21 188.49 4,864,700 188.49
Jul 14, 2014 188.55 190.44 188.53 189.86 4,501,100 189.86
Sentiment: Strong Buy
"this will either turn out to be a mega deal , or IBM grasping at straws ... i just don't see how
writing apps for Apple products to gen much revenue or earnings for that matter .. "
grace -- is this sour grapes?
IBM is walking away...you may never be able to buy in if it takes off later today.
Ask yourself: Do I feel lucky?
Then act, or not.
YOMD here reporting from the actual center of the flames ladies and gentlemen!
Ole tater77 is pulling out all stops. He thinks his stuff will drive the hoi polloi out of Big Blue.
Noted again is the absence of justbecareful & the vicious variousmarkets. Everyone is on pins & needles waiting for them to chime in and send IBM in a tailspin to $170.
IBM Yahoo Senior Monitor
Well if AAPL goes to business....will need iPad will need more connectors...with memory that can be add...USB...or Lightning connector.....Saphire glass will be great...security features will be important....and battery life need to be improved....also the processor may need upgrade also....Intel goes to 14nm now..
this will either turn out to be a mega deal , or IBM grasping at straws ... i just don't see how
writing apps for Apple products to gen much revenue or earnings for that matter .. hell,
Apple can write their own apps quite well ... this is probably just an attempt to drive
enterprise use of gadgets ...
While Seaburg sees the partnership as positive for Apple, he believes IBM’s main goal is to get growth momentum back on track. For that reason, he thinks investors should cash in their IBM shares and wait-and-see.
“From a trading perspective, I think the move today actually gives you a chance to sell stock ahead of the quarter,” said Seaburg of IBM, which reports its earnings after Thursday’s close. “I don’t think it’s going to be a great quarter…. You can probably buy it at much lower levels in my opinion.”
(Read: Apple-IBM deal weighs on BlackBerry shares)
Richard Ross, global technical strategist at Auerbach Grayson, agrees that IBM is a sell.
“I am bearish on IBM shares,” said Ross, a “Talking Numbers” contributor. “It’s very difficult to get too optimistic about IBM even in light of this deal with Apple.”
Sentiment: Strong Sell
So IBM would have a product that fits the Apple naming system? I don't think so. That would be like General Motors working to integrate iPhone and calling their car an iBuick. Overall it's just an agreement for IBM to resell Apple products, write Apple software, and integrate Apple iOS into IBM customer environments. So what is Apple going to do?
Again - what is the deal?