Fri, Mar 6, 2015, 7:17 PM EST - U.S. Markets closed


% | $
Quotes you view appear here for quick access.

International Business Machines Corporation Message Board

  • retired.bandb retired.bandb Apr 20, 2013 2:04 PM Flag


    Revenue is on track to match 2004 (if they can halt the decline). So with PE=13, why is the stock worth any more than the level back then (around $90)? And that view is optimistic because the world economy was not in a complete reset in 2004 with Japan doubling their monetary base and European countries nearing default on catastrophic amounts of debt.

    Do you really believe GR's statement that they just need to close a couple of open mainframe and software deals? How are they going to deal with an employee base of 467K with fully burdened cost per employee above $100K? That's nearly $50 billion of headcount expense. And most of that expense comes from acquired employees in new companies that they can't really afford to lose right now.

    Glad I walked away when Palmisano left and cashed out all my vested options and restricted stock.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
158.50-2.68(-1.66%)Mar 6 4:02 PMEST

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.