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International Business Machines Corporation Message Board

marco_corazone77 4 posts  |  Last Activity: 16 hours ago Member since: Jul 18, 2008
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  • marco_corazone77 by marco_corazone77 16 hours ago Flag

    Short term -- restructure: completed major headcount reduction, sell microelectronics busienss to focus on UC. ESM: Kenworth now offers as factory option on premium models, another oem about to announce the same, thrid is testing.

    Mid term -- resturctue: factory consolidation, return to profitability.
    China buses are expected to decline while grid, auto and light rail should grow. 2018 "inflection year".

    Long term -- excess rail braking energy recapture.

    Compared to last call, they seemed to downplay ESM and focus more on grid and rail. .
    Sale of microelectronics unit and cost cuts will give them cash, and reduce the risk of dilution.
    Should go back into the 6.50 - 7.50 range until more news.

  • marco_corazone77 by marco_corazone77 Jul 22, 2015 12:43 PM Flag

    A CAAS executive expects huge upside in the timing belt supply market as desperate, bereaved Chinese look to hang themselves after losing three generations' worth of savings.

  • Reply to

    Call

    by marco_corazone77 Apr 23, 2015 5:53 PM
    marco_corazone77 marco_corazone77 Jun 12, 2015 11:21 AM Flag

    In retrospect, the credit line issue was a huge signal that the stock would get diluted. Today, the company announced that since April 23rd they raised $10M by selling 1.83M shares.. There were 29.95M shares before the dilution, so that's a dilution of 6%.
    6.60 is the new 7.
    7.54 is the new 8.
    8.49 is the new 9
    9.43 is the new 10
    10.38 is the new 11

  • marco_corazone77 by marco_corazone77 Jun 11, 2015 1:57 PM Flag

    TroLLC

IBM
161.15+0.19(+0.12%)10:40 AMEDT