tabloid investing .. or religiously believing every headline , back in the day , people used to sneak a peak at
the supermarket tabloids, now it's equities ... treated like sport and approached like rotisserie football ...
lottery mentality is also rife .... g
at the winner ... far too much made about this "throttling deal" .. the company has stated that such action
is in the process of network mgmt ... and will only be used at individual cell sites at times of high traffic to
ensure that all concerns have connections ... i don't see any difference here , than with the electric companys'
practice , for decades , of brownouts ...
of course the pundits will point out that abuses could occur , but that's what we have regulators for, to
monitor such ... g
i thought that the deal was for a one/one swap of GE for SYN .. which would mean that
GE shares will have to be higher than SYN for the swap to be more expensive ..
no need for them , Rock keeps our knives sharp and we're using Emgain microdisplays in
our spyglasses ..
the plank is always there for the faint hearted ...
seems like the readings are 0 latitude and 0 longitude ... where does that put the ship ?? let's recalibrate the
sextant ... we can sail through a polar vortex ,as long as the charts are dry ..
Apple doesn't assemble iPhones in Vermont. Nor does Samsung. ORCL chips are from Japan. Why should IBM put money in assets and a business that can't compete with labor costs in Taiwan & China? exactly ... IBM saw the end of hardware way back in the 80's and has
been shedding ever since ... for proprietary reasons , the company chose to remain
vertical with chips , now the end is near ...
as i have oft stated , IBM should have , over the years , created wholly owned subsidiaries
to continue running hardware , then sell'em when margins got into single digits ...
... I was not clear with the comments about Sammy P ... if the end goal was to exit
everything but design/development in chips , then SP did the right thing , but it resulted
in an Albatross that nobody wants ... they should just write it all down ... ooopps ..
all the equipment has already been depreciated , too bad .. just junk the operation and
move on ...
FACT ... IBM does not want to totally abandon chips , but also does not want the
headaches of running production , just R&D .. that's fair enough ... most of the
successes that IBM has had over the years , with everything hardware has been from
phenomenal R&D of MATERIALS .. which they will continue to do .. graphene being
on the hit parade ... as long as IBM can make new inroads in chip development , they can
make bales of money ... there's just some soiled laundry that needs attention before
the real traction gets going ...
PS .. next year we should be hearing more about the batteries that recharge from
air , as noted in their 5 year plans from 2010 ... could be some real revs coming
from that front ... g
nobody wants IBM's chip plants/equipment .. it's old .. Palmissano was too busy buying back shares , than
to reinvest in the company ... he went out on top and Ginny has to cobble something together ..
What IBM should have done , 15 years ago , was to spinoff the chip unit and couple of others as
WHOLLY OWNED subsidiaries ...
IBM will turn things around , as it slogs through another transition , the problem will be that their newer
business lines will not have the same moats as before and they face some pretty nimble competition in
their wheel house ....
i will posit , that , IF , they begin to seriously mine their patent trove and monetize it properly , they
can get those revs back up there , with huge margins and robust earnings ... the opportunity is there,
but i'm not so sure about the culture ... g
we have a small crew and have discussed just about everything ... fatigue sets in after months on the briney ...
i'm getting restless with no date for earnings .. i don't want to wait 'til the last week in sept , but i feel that
they want a few contracts signed first so they have some substance in the CC ...
then root very hard , be sure to tie your shoes the same way each day , and , oh by the way , it wouldn't
hurt to light a few candles .. but just be sure to root hard ... it often works for the home team
lol .. take a job with company , then see how they spin your head around and you have no idea if you are
coming or going ... still not an excuse for leaving young child or infant farther away than your elbow , much of that stuff has to do with our ginned up society ... expect to see a lot more of this kind of stuff ..