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IBM (IBM): Q4 EPS of $5.39 beats by $0.14. Revenue of $29.30B (-0.6% Y/Y) beats by $210M....

IBM (IBM): Q4 EPS of $5.39 beats by $0.14. Revenue of $29.30B (-0.6% Y/Y) beats by $210M. Expects 2013 EPS of at least $16.70, above consensus of $16.63. Shares +4.1% AH. (PR)
Comments (10)
  • rickraff
    , contributor
    Comments (313) | Send Message
     
    This is a beat and raise quarter! Although, their sales are still pretty flat. Their free cash flow and margins are impressive! $200?
    22 Jan 2013, 04:25 PM Reply Like
  • Trebora
    , contributor
    Comment (1) | Send Message
     
    I have recently inherited IBM stock. Seems like it's a nice little retirement package, but my estate planner is urging I sell. "It's been up, it's a good time to sell it." It seems like it's the only thing making any money these days (quarterly dividends) and/or holding value. I think he'd rather I stick in my mutual funds IRA (through him, of course) . I'm 63, self-employed, and thinking of an international living adventure in a couple years. Never been into the market...risk is, well...risky. I'm thinking sit tight till then. Any advice?
    23 Jan 2013, 06:30 AM Reply Like
  • filipo
    , contributor
    Comments (2767) | Send Message
     
    Trebora,
    IBM became an expert in it-advice to companies.
    Companies completely rely on it-advice.
    Experts charge heavily and will do so ever more in the near future.
    SAP and IBM are safe bets for this near future.
    23 Jan 2013, 11:18 AM Reply Like
  • Whitehawk
    , contributor
    Comments (3129) | Send Message
     
    @filipo: Until their services are no longer cost effective (expensive, relative to advantages). Then the lower cost leaders will fill the gap. This may drive IBM's revenue and margins down.
    23 Jan 2013, 02:09 PM Reply Like
  • Misho ILIEV
    , contributor
    Comments (570) | Send Message
     
    One thing to consider is that Buffett became the biggest shareholder in IBM about a year ago. So the Oracle of Omaha must be expecting some long term performance from IBM. He can be wrong, of course, but he rarely is.
    23 Jan 2013, 02:51 PM Reply Like
  • filipo
    , contributor
    Comments (2767) | Send Message
     
    White,
    Yes, but until then they'll have the advantage. Cloud computing is still in the take-off phase.
    The same happened with ERP-software implementing. At the start it offered great opportunities, but after a few years competitors came and the margins narrowed.
    That's why I said "in the NEAR future".
    23 Jan 2013, 03:04 PM Reply Like
  • filipo
    , contributor
    Comments (2767) | Send Message
     
    Misho,
    The resilience of IBM has proven to be exceptional.
    23 Jan 2013, 03:07 PM Reply Like
  • Whitehawk
    , contributor
    Comments (3129) | Send Message
     
    IBM is behind the cloud computing curve. Google and Amazon (and perhaps other entrants) will lead that charge.
    23 Jan 2013, 03:36 PM Reply Like
  • filipo
    , contributor
    Comments (2767) | Send Message
     
    White,
    The pond is large.
    24 Jan 2013, 08:57 AM Reply Like
  • Ronjenn
    , contributor
    Comments (24) | Send Message
     
    Way to go Ginny, I apologize for what I said after last quarter results. GO GIRL!
    23 Jan 2013, 06:36 AM Reply Like
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