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International Business Machines Corporation Message Board

  • blackcombgrouse blackcombgrouse May 13, 2013 4:01 PM Flag

    Indian Business Model

    This recent quote from a "former IBM exec who spoke on the condition of anonymity" prompted revisiting the company and again asking some

    questions about their business model and future prospects:

    "Realizing this, IBM's become a holding company of sorts, buying assets, integrating them and reselling them as an IBM brand."

    "IBM does not want to fund its own development because past history shows we're not very good at it."

    Stock Performance

    IBM has been a remarkably successful stock in recent years (and is about 12% of the gain propelling the DJIA to record highs since the 2009 low) and

    Wall Street loves the company as a result. Here are returns over the last five years:

    IBM data by YCharts

    Top line growth however looks more like the surf report for a birdbath on a windless day, even as the bottom line is up over 50% in the same period:

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