International Business Machines Corporation

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  • Jan. 21, 2011, 9:29 AM
    Despite its turnaround and reinvention as a software and services company, EMC (EMC +1%) just doesn't get the Street respect it deserves, say executives. Once just a one-trick storage pony, EMC successfully acquired its way to diversity - but its stock still languishes. "There are times you get frustrated," CEO Joe Tucci admits.
    | Jan. 21, 2011, 9:29 AM
  • Jan. 20, 2011, 3:02 PM

    Systems management apps maker CA (CA +0.1%) hits a 52-week high in trading, exceeding the prior max of $25.61/share. Kapitall said this a "deeply undervalued" company, whose stock has gained 9.17% over the last year.

    | Jan. 20, 2011, 3:02 PM
  • Jan. 19, 2011, 2:10 PM

    Only a big boost from IBM (IBM +3.5%) is keeping the Dow near breakeven, while ~85% of S&P issues are in the red and Nasdaq posts substantial losses with two hours to go. General gloominess surrounds big bank shares following disappointments from Goldman (GS -3.1%) and Northern Trust (NTRS -4.6%). The market's reaction suggests that expectations for corporate profits may have climbed too high.

    | Jan. 19, 2011, 2:10 PM
  • Jan. 19, 2011, 8:11 AM

    IBM's (IBM) Q4 saw the strongest quarterly revenue growth in nearly 10 years - a sign that pursuing higher-margin, more exclusive businesses, such as outsourcing and analytics, is paying off. And, says Gleacher & Co., "The enterprise tech recovery cycle is alive and well based on what IBM is saying." Premarket, IBM +2.6%.

    | Jan. 19, 2011, 8:11 AM | 1 Comment
  • Jan. 18, 2011, 4:15 PM
    IBM (IBM): Q4 EPS of $4.18 beats by $0.10. Revenue of $29B (+6.6% Y/Y) beats by $800M. Shares +2.5% AH. (PR)
    | Jan. 18, 2011, 4:15 PM | 1 Comment
  • Jan. 18, 2011, 1:54 PM

    WikiLeaks is good for business, or at least Symantec (SYMC +4.1%), which Deutsche Bank is upgrading to Buy from Hold. Deutsche Bank cites improving consumer margins, increased contribution from the SSL security unit, and the "potential for increased data leakage prevention momentum," in part because of WikiLeaks.

    | Jan. 18, 2011, 1:54 PM | 1 Comment
  • Jan. 18, 2011, 1:43 PM

    Analysts like EMC's (EMC +0.8%) new VNX line of lower-cost storage gear, believing it can simplify and strengthen its small-to-medium business strategy. The VNX offering will "catalyze growth in EMC’s midrange as this segment had been exhibiting weakness lately," notes Capstone Investments.

    | Jan. 18, 2011, 1:43 PM
  • Jan. 18, 2011, 9:09 AM

    Hewlett-Packard's (HPQ -0.3%) neophyte CEO Leo Apotheker will shuffle senior management and focus on the most profitable businesses, like networking, software, and storage, according to speculation. This may mean cuts in less profitable segments, like commodity servers. It needs the revamp to challenge IBM (IBM -0.2%) and Oracle (ORCL) in the enterprise.

    | Jan. 18, 2011, 9:09 AM | 1 Comment
  • Jan. 18, 2011, 12:10 AM
    Notable earnings after Tuesday's close: AAPL, ADTN, CREE, FULT, IBM, LLTC, WDC
    | Jan. 18, 2011, 12:10 AM
  • Jan. 13, 2011, 10:23 AM

    Dell (DELL -0.6%) is collapsing its public sector business unit together with its large enterprise organization. The company also announced its one-time CIO Steve Schuckenbrock is the new president of Dell Services, replacing outgoing Peter Altabef, who oversaw the unit's integration with Perot Systems. (PR)

    | Jan. 13, 2011, 10:23 AM
  • Jan. 12, 2011, 3:15 PM

    Hewlett-Packard (HPQ +0.4%) inks a $30M year-long deal with Texas to implement a state-wide Medicaid health information exchange. The contract calls for H-P to roll out ID cards, a provider web portal, and an online prescription tool. H-P systems already administer $95B in Medicaid and Medicare benefits annually.

    | Jan. 12, 2011, 3:15 PM
  • Jan. 12, 2011, 12:20 PM
    Given the vastness of the rebounding tech sector, Tom Lydon offers a quick way to get exposure to the key subsectors. He suggests iShares Dow Jones U.S. Technology Sector Index Fund (IYW); Technology Select Sector SPDR (XLK); and PowerShares QQQ Trust (QQQQ). They all contain mainstays like Apple (AAPL) and Google (GOOG).
    | Jan. 12, 2011, 12:20 PM
  • Jan. 12, 2011, 11:10 AM

    The departure of Microsoft (MSFT +1.5%) stalwart Bob Muglia is at least a sign CEO Steve Ballmer is changing his overall strategy for the firm. As it pushes into the cloud with Azure, it needs a "highly focused effort to match or at least emulate the broad and unified enterprise-stack approaches" of IBM (IBM), SAP (SAP) and Oracle (ORCL).

    | Jan. 12, 2011, 11:10 AM | 1 Comment
  • Jan. 12, 2011, 8:15 AM

    Following on from Goldman's bullish call on stocks and the economy, its top picks for 2011 - a year it says will favor cyclicals: XOM, AAPL, GE, IBM, CVX, JPM, WFC, BAC, BRK.B and INTC. Should-avoids: MSFT, GOOG, PG, T, JNJ, KO, PFE, ORCL, WMT and MRK.

    | Jan. 12, 2011, 8:15 AM
  • Jan. 11, 2011, 4:27 PM

    Noting a new growth strategy and margin expansion under CEO Leo Apotheker, UBS Securities upgraded Hewlett-Packard (HPQ) to Buy from Neutral. Given H-P's China investments, and projected increases in maintenance and networking revenues, UBS raised 2011's earnings forecast to $5.24/share from $5.14/share. H-P closed at +1.2%.

    | Jan. 11, 2011, 4:27 PM
  • Jan. 11, 2011, 9:43 AM

    Out of 100 stocks on 30 Wall Street strategists’ 2011 lists of recommendations, the nine most touted: Microsoft (MSFT), Procter & Gamble (PG), Cisco (CSCO), Occidental Petroleum (OXY), Aflac (AFL), Baxter (BAX), IBM (IBM), Pepsico (PEP) and Qualcomm (QCOM).

    | Jan. 11, 2011, 9:43 AM | 4 Comments
Company Description
International Business Machines Corp is an Information Technology (IT) company. It creates business value for clients and solves business problems through integrated solutions that leverage information technology & knowledge of business processes.