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IBM roundup: 1) Following solid 2012 growth and an M&A binge, IBM expects to generate $20B...

  • Thursday, February 28, 5:45 PM ET
    IBM roundup: 1) Following solid 2012 growth and an M&A binge, IBM expects to generate $20B in analytics/big data revenue in 2015, up from a prior forecast of $16B, says CEO Ginni Rometty. 2) Rometty also talks up IBM's emerging markets efforts: Big Blue is on track to double Chinese sales from 2010-2015, and grew its South American client base by 22% last year. 3) An NYT column looks at IBM's efforts to expand Watson's uses. Potential applications include drug development, predicting machine maintenance, and inventing recipes. IBM recently added Watson to a server line that starts at ~$6K.
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This news story has 4 comments:

  •  
    A nice 25% increase in server revenue is big news. But, the stock sold off today;Go figure. IBM reiterates $20 EPS in 2015.
    Watson will start to generate big revenue as well...
    28 Feb, 05:56 PM Reply Like
  •  
    The IBM strategy to be the dominant player in the data, analytics and consulting business will boost margins and protect it from competitors. Once IBM accumulates the data, they have an automatic advantage over competitors because the more data one has the more accurate the analytics. By focusing on the hardware to store the data, IBM will have a total solution that is unique and extremely valuable. IBM is now selling ADDED VALUE INTELLIGENCE and no one is close to offering what they have -- NO ONE. With its movement into mobile computing, everyone will be a potential customer for its ADDED VALUE INTELLIGENCE services. In 5 years, IBM will be back on top in terms of most valued company on the planet and in 15 years it will be part of the fabric of our worldwide socio-economic system.
    28 Feb, 06:00 PM Reply Like
  •  
    Watson will eventually give us more leisure time, doing many tasks. We need to figure out how to pay people for not working.
    1 Mar, 08:20 AM Reply Like
  •  
    I take it your comment is satire. We are already paying millions of people for not working.
    13 Mar, 02:46 PM Reply Like
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