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International Business Machines Corporation Message Board

justbeingcareful 9 posts  |  Last Activity: 8 hours ago Member since: Jul 17, 2014
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  • justbeingcareful justbeingcareful 8 hours ago Flag

    They'll have to deal with it - they're a 4X trading hedge fund anyway and financial engineering is their specialty.

  • justbeingcareful justbeingcareful 8 hours ago Flag

    Collapsing economy in japan, civil war in Syria, civil war in Iraq, Taliban return to Afghanistan, Iran goes nuclear, US tapering off the stimulus, lowest workforce participation in history, France bankrupt, Spain bankrupt, Italy bankrupt, Argentina bankrupt, $17.5 trillion debt, $5 trillion on the Fed's balance sheet, collapse of high yield bond market, stock market correcting, and about 50 more...

  • Reply to

    IBM's chip unit

    by dvdbckagn Jul 25, 2014 10:12 PM
    justbeingcareful justbeingcareful Jul 30, 2014 10:41 PM Flag

    Garce said: "IBM saw the end of hardware way back in the 80's and has
    been shedding ever since"

    Really? Are you serious? They launched AS400 in the '90s not to mention RS6000 and the SP Supercomputer. Between 2000 and now they have spent more than $3 billion on Watson, and S390 has gone through 4 generations of improvements. Then there's the storage business (also launched in the 1990's under Vanderslice. LINUX clusters, the microprocessor business, a printer business, networking hardware, personal computers, Intel servers, portables, and displays - all launched after the point in time when you declared that IBM "saw the end of hardware."

    The 1980's predates Software Division and Global Services both. But you think they were "shedding" hardware businesses.

  • Reply to

    IBM's chip unit

    by dvdbckagn Jul 25, 2014 10:12 PM
    justbeingcareful justbeingcareful Jul 28, 2014 12:54 PM Flag

    They need 1000 wafer starts per day to be competitive. So if the PowerPC business is shrinking and memory chips are a pure commodity and cell phone chips come from China and there is no market for Cell then why would IBM invest money in this horrible business. The idea is to get out of horrible, low margin businesses. Even Intel is struggling to make money in this market.

    So, once again, Garce who has no numbers or facts to work from, thinks that Sam Palmisano should have taken money from somewhere else and "upgraded" the chip business.

    And what does "upgrade" mean in this context?

  • Reply to

    IBM vs Facebook

    by njhouse Jul 23, 2014 10:28 PM
    justbeingcareful justbeingcareful Jul 24, 2014 1:12 PM Flag

    It's because Janet Yellen called Social Media a bubble. Lesson #1 - always bet in the opposite direction of any message from the Fed.

  • Reply to

    Apple to acquire IBM

    by stockholderrevolt Jul 22, 2014 2:19 PM
    justbeingcareful justbeingcareful Jul 23, 2014 8:05 PM Flag

    2 words - shareholder lawsuit

  • justbeingcareful by justbeingcareful Jul 21, 2014 9:59 PM Flag

    Rometty will not step down and the board will not boot her out for at least another 3 years. She's the ultimate discount CEO. Think about it this way: she's President, CEO, and Chairman of a $90 billion global software, hardware, and services empire, and she barely clears $1 million per month (around $14 million this year). Gerstner made more than $1 billion in his final year. Her compensation is .015% of the corporate revenue. What does that tell you about her and what does that tell you about the board's opinion of her? The only way they are going to recruit a real CEO is if they decide to pay a huge cash incentive. Another shoe salesman who works on commission isn't going to cut it. Nobody qualified wants the job. The compensation is just not there because it's a career wrecker.

  • justbeingcareful justbeingcareful Jul 21, 2014 9:32 PM Flag

    $45 billion of debt.
    His name was John Akers not "john acker."

  • Reply to

    What is the actual deal?

    by justbeingcareful Jul 16, 2014 7:43 PM
    justbeingcareful justbeingcareful Jul 17, 2014 4:24 AM Flag

    So IBM would have a product that fits the Apple naming system? I don't think so. That would be like General Motors working to integrate iPhone and calling their car an iBuick. Overall it's just an agreement for IBM to resell Apple products, write Apple software, and integrate Apple iOS into IBM customer environments. So what is Apple going to do?

    Again - what is the deal?

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