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Verizon Communications Inc. Message Board

iamgarce 570 posts  |  Last Activity: 3 hours ago Member since: Aug 23, 2012
  • iamgarce iamgarce Oct 20, 2014 6:32 PM Flag

    he was short , just like badlandsing ..

  • Reply to

    Should Ginni be fired?

    by piercembutler Oct 20, 2014 2:08 PM
    iamgarce iamgarce Oct 20, 2014 2:44 PM Flag

    pretty much what i said ... the BOD needs to be focused over the next months to determine
    if Ginny is a product of that incest .. either way .. if they move her out , another outsider
    is definitely needed ... Maybe Elan Musk might want to handle the reins ?? i'm certain
    he would mine the daylights out of the patent trove ....
    IBM was supposed to show a battery that recharges from air this year ( 5 year tech
    lookout from '09) .... g

  • Reply to

    Time to short IBM again

    by el_capitan_of_the_club Jul 28, 2014 3:47 PM
    iamgarce iamgarce Oct 20, 2014 2:31 PM Flag

    great advice for last week ... the big part of the move is behind us ..

  • Reply to

    Should Ginni be fired?

    by piercembutler Oct 20, 2014 2:08 PM
    iamgarce iamgarce Oct 20, 2014 2:31 PM Flag

    no ... this is Sam's mess ... as long as Ginny can sell the bod on future markets and growth , she'll
    stay .. she is as capable as any , BUT .. IBM may need another LG ... Ginny is still a product of
    of the internals and might not have the peripheral vision needed going forward .. more accurately , she
    may have it , but like any CEO , she will be directing based on input from the team around here , including
    a couple of candidates salivating for her office ....
    when passing out blame , investors should be concerned with the BOD more than the person wearing
    the CEO hat ... g

  • iamgarce iamgarce Oct 20, 2014 2:28 PM Flag

    you are correct , HOWEVER .. if the numbers don't show growth and it's not a value play yet , then
    regardless of performance ,, it will be investor psych that determines share price .... IBM could very
    well wallow in a range for a number of years before getting new traction and that div just isn't big
    enough for many to wait it out .. I'd rather stick with VZ or a few of the pharmas to ride out a tumultuous time ..
    I can't see IBM boosting that div for a years and there is a liklihood of cutting it ... g

  • Reply to

    Cash Flow

    by crzyweasle Oct 16, 2014 9:35 AM
    iamgarce iamgarce Oct 20, 2014 2:25 PM Flag

    waiting mode ... still more heavy capex to come , that cash will certainly help , but we need to see how those
    investments will keep VZ ahead of the pack... for 1 thing ... the new spectrum they will bid on ... will it have
    immediate use , or just be held for a while ... also , even with the sale of some towers , there will still
    need to be upgrades , then there is FIOS .. if it's successful enough .. there's a lot of buildout necessary , that
    will suck out a lot of quid ..
    not a slam dunk , but one of the best places to keep some money working ... g

  • Reply to

    IBM could have

    by iamgarce Oct 20, 2014 1:50 PM
    iamgarce iamgarce Oct 20, 2014 2:04 PM Flag

    yup , they missed the rise of servers ...
    IBM has always had the conundrum of when to cut the cord on current revenue producing products and
    bring out the new .. it's a tough game to control your own obsolecant activities , no different
    now ... hardware losing big margins and services , cloud , security and such are the game going
    forward ...

  • iamgarce by iamgarce Oct 20, 2014 1:50 PM Flag

    forged a decent chip biz , by putting some real money into it 5 years ago and partnering with a good outfit AND
    concentrated on making chips for other companies ...
    mostly , IBM only ever produced chips for themselves , then to help pay for B 323 , they started to make
    game chips and a few chips for AAPL .. they decided not to grow that business and wound up choking
    on it , in much the same way as they did with mainframes 25 years ago ....
    It's not like chip mfg can't be a decent business ... there are companies out there doing very well , but
    they are diversified .... g

  • iamgarce iamgarce Oct 20, 2014 1:14 PM Flag

    not long enough .. give it some more time ...

  • iamgarce by iamgarce Oct 20, 2014 1:10 PM Flag

    plans to operate the Essex Junction site for chip making , maybe same for EF ?

  • Reply to


    by grunuts2 Oct 20, 2014 10:28 AM
    iamgarce iamgarce Oct 20, 2014 12:38 PM Flag

    that's why i posted that the shorts are just getting revved up ... again , short at a dime and cover at nickel is
    a double ... short at 3 cents and triple by covering at a penny ... NES is a shorts' playground now ...

  • iamgarce iamgarce Oct 20, 2014 11:32 AM Flag

    Okay Surr ... this is all true , however there are still questions ....
    IF Emagin has to move .. that will be very expensive and probably no production
    for at least 6 months ...
    best scenario ... we get some real contracts soon , that will drive need for
    SNUP 2 and maybe 3 ... set them up in a 2nd location and get that fab running ,
    then close out EF and move the whole shebang ... looks like we have
    5 years for that , but the key is more contracts , including something for
    consumers ...
    as i stated in a previous post .. the next CC should have some interesting
    questions that will demand crisp answers ... g
    I am not sure if the deposition process can be farmed out while a move
    is going on ... g
    I would also have to guess, that IF Emagin was not made aware of the
    recent events when signing the lease extension that they should have
    some recourse should GF shut down chip production at EF .. it would be
    far too expensive for IBM to maintain necessary infrastructure at EF just
    for development , which could be moved to Albany area ... garce

  • Reply to

    I Worked For IBM From 2006-2011

    by rebeccaherbstinvestor_f1 Oct 20, 2014 9:50 AM
    iamgarce iamgarce Oct 20, 2014 10:41 AM Flag

    The manager would stress over which words to use for minutes at a time in our presentation to his higher ups
    a bit LOL .. i could never master the correct words and was not invited to
    final meetings ... only the preps ....

  • iamgarce iamgarce Oct 20, 2014 10:30 AM Flag

    i know .. hence my concern for Emagin's fortunes ... i'm sure that
    whatever they have been paying for leases has been and is a
    bargain ... IBM will still maintain development at EF , but who knows
    for how long ... they do have a presence in Albany area and could
    move the development up there ....

  • Reply to

    That was a real steal

    by surrealskiller Oct 20, 2014 9:59 AM
    iamgarce iamgarce Oct 20, 2014 10:28 AM Flag

    sold IBM in bits for about 4 years .. .completely exited about 6 mos. ago @ 196 ...
    i see a redux of 1991 ... IBM could sink to 140 , maybe even the 120's .. then we have to see if the
    toads are pushed out and some fresh minds enter ... the patent trove could be levered for tremendous
    revenues and the services will do okay to things floating ..
    I expect another shoe to drop with a div cut some time next year ... this is a house of pain for a while ... g

  • Reply to

    I Worked For IBM From 2006-2011

    by rebeccaherbstinvestor_f1 Oct 20, 2014 9:50 AM
    iamgarce iamgarce Oct 20, 2014 10:13 AM Flag

    77 - 09 for me ... I used to prep my mgr for a 7 am meeting that was prep for a 9 am meeting which
    was the prep for the 11 am meeting , the afternoon was filled with more meetings to discuss what
    happened in the morning meetings ...
    I was getting the impression that meetings were very important because they had so many ... g
    also , it was not uncommon for a key person to be missing from the meeting because he/she
    was at another meeting at the same time ... g

  • Reply to

    Simple questions

    by ferdinandoc Oct 19, 2014 12:52 PM
    iamgarce iamgarce Oct 20, 2014 10:09 AM Flag

    any serious investor should be watching and in absolutely no hurry to start or add to
    a position ..
    entire energy sector has lots of dust that needs to settle , same for tech sector ...
    far too much controversy on oil / gas ... are the Saudis going to flood the world and
    drive prices down , such that US fracking has to mothball ? or is the US driving prices
    down for whatever reasons ? Will Russia dump huge volumes on the market because
    they need money ... Mexican gangs tapping pipes and selling cheap on black market ?
    How many other countries have such gangs ..
    The picture is fuzzy ... good time to just watch , maybe buy some insurance .. g

  • Reply to

    Can BK be far away?

    by grunuts2 Oct 17, 2014 2:13 PM
    iamgarce iamgarce Oct 20, 2014 10:03 AM Flag


  • Reply to

    The good news: IBM is becoming a yield stock.

    by jridley17 Oct 20, 2014 9:28 AM
    iamgarce iamgarce Oct 20, 2014 9:54 AM Flag

    and you don't think that the current div level is at risk ???? IBM's borrowing is pretty well tapped out , so they
    won't be able to borrow more to prop up the div and earnings don't look good enough to sustain it ..
    anyone not willing to watch at least 2 more quarters before deciding to buy is drinking too much Kool Aid .. g

  • Reply to

    The good news: IBM is becoming a yield stock.

    by jridley17 Oct 20, 2014 9:28 AM
    iamgarce iamgarce Oct 20, 2014 9:52 AM Flag

    IBM has saved a bundle from not have to pay divs on so many shares .. .

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