so what draws you to this message board .. if you don't like the company, then sell your stock and hang around
whatever board you buy ... this post is utter nonsense ....
he doesn 't need the exam ... M. Lee is nearly pornograhic ... not necessarily pretty , but she has that
thing ... M. C. has a nice bod , but reminds me of a piece of lumber .. .
down to about 85 shares (from 1300+) ... there's plenty of gas left, ppe could turn in 2014 , my guess is 190
tops for a while ... there's lots of bugaboo in the analyses .. like declining revs ... however , that's part of
the long term plan for IBM as they continue to exit nearly all mfg, which has turned into a low margin business ...
earnings will continue to grow , thanks to other lines of biz with outsized margins ..
I see Big Blue in yet another transistion phase(like mid 90's once the toads got it that mainframes were not
going drive earnings as they had and the world was shifting to servers) .. now it's cloud and utility computing ..
this could be a good area to accumulate , provided one has patience .. it will probably be 2 years before
IBM "shocks" the analysts again ... I've been accumulating GE , both for div , div growth and pps growth and
hanging on the VZ and BMY for same ... later .. .grce
sam left at high tide .. ginnie hasn't been on board long enough to have done anything .. same as when Sam
took over and many on this board bashed the company and Sam ...
My guess is that Sam drove things to China and caught low hanging fruit , now we are seeing that China is
not sustainable (for IBM biz) as they want to incubate their own companies
I'm sure that Ginny has already laid out plans but they will take time to take hold
i have always felt that it's an excellent idea to not invest in something that will increase in value ... good
move ... why not short VZ , then pay me my dividend ...
what is it that makes humans so eager to display their ignorance .... ?
oh yeah baby .... glad to see that you are still able to sit up and take nourishment chainy ... at least you do post
something about BMY ....
might be faster than that ... depends on ins cos. and price ..... with the ever increasing numbers of
surgeries taking place , especially cardios , and patients having fits with blood clots ...
and you are correct .. whenever a new , major drug gets acceptance , it takes a year or two for
momentum to build ... high prices keep the number of users low for while and also many doctors
are reluctant to switch from something that is working .. also , there are still more applications
being sought for Eliquis and same for Yervoy ... those 2 drugs are giving BMY some breathing
room until more of the pipeline gains approvals ... BMY is no longer on their own 2 yard line .. now
it's more like the 30 and a long field to go .... g
why do you guys post something like this ??? SO WHAT ??? at least give something that you believe will
affect the pps of HD ... if ANYTHING ... SBD will probably have to reduce prices to pare down inventories and
may even have to pare back on their margins .. that means cheaper prices and higher margins for HD and
whoever else is selling those products !!!!!!!!!!!!!!!!!!
IBM missed the PC business BECAUSE .. their business plan excludes anything for retail consumers ... they
had no choice , but to get into pc's because many of their corporate customers were turning to pc's to replace
dumb terminals .. if IBM didn't offer pc's , then there's a lot of large systems that would have gone to Group Bull,
or somewhere else .. they DID dominate the PC market , but did not run that division for profit .. yes , they
missed networking , but not for lack of effort ...
As for mining their patent portfolio , that's another story .. back in the mid 90's , IBM announced that they
would start to make some of their patents available , but that turned out to be lip service , what they did
offer for licensing was minor stuff ... they still have the largest patent portfolio on Earth and it's a potential
gold mine ...
As for hiring foreign people .. take another look at history .. back in the 50's and 60's IBM brought brains
from India over by the boatload ...
No doubt , IBM is at a juncture ... the horse what brought them is ready for the glue factory(hardware mfg) ..
and they haven't yet gained traction in the next phase , but i would certainly NOT count them out .. garce
yes ,,, back in those days , the company was run by corporate toads dressed in pin stripes .. the biggest
miss that IBM ever had was not getting into the server game early .. they had plenty of great servers ,
but the mainframes were still seducing those guys in the corner office .. it's a much different outfit
now , with almost no loyalty to anything other than making money and they will continue to
dominate ... g
and GE seems to be nowhere near any of the minds of posters to these boards .. i don't get it ... do you
go to social sights and post stuff about a company or the markets ?? it's not as though there are not slews of
outlets for political banter , moreover the posters on those sights want to discuss politics ...
this doesn't make sense .. no wonder DC has the impression that Congress is in the business of herding
sheep !!!!!!!!!!! .... g
biggest problem with Obamacare seems to be a computer system that cannot handle the traffic ... rather
obvious that the govt is not using IBM services , or are operating ancient systems ... OR maybe the
system is an Oracle system ???
solve this thing ... order a Watson comuter !!!!!!!!!!!!!!!!!!!