International Business Machines Corp. (IBM)

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  • commenter
    Jeff from
    Oshawa
    Jun 20 03:19 PM
    Tech's Most Popular CEOs [view article]
    I went to glass door, and I started to comment on my company, but the information they wanted would get me fired. To me it is obvious they are looking for 2 types of reviews, positive and disgruntled former employees, if you don't like what you CEO is doing and you want to keep working you don't post to glass door. Reply
  • commenter
    Partners in
    Grime
    Jun 19 10:14 PM
    My Website
    Tech's Most Popular CEOs [view article]
    Wow! Is that higher than the iPhone? ;) Reply
  • commenter
    TraderMark
    Jun 19 04:56 PM
    My Website
    As Intel Joins the Solar Sector, Is There Room for Everyone? [view article]
    More polysili supply coming online in the long run - China's largest contract chip maker joins in. As I said, we should see Taiwan as well - its going to be a whole new world

    www.reuters.com/articl...

    Semiconductor Manufacturing International Corp, China's biggest contract chip maker, plans to become a maker of polysilicon, a key material for solar energy cells, a source familiar with the situation said on Thursday.

    SMIC is in talks with a German company to obtain the necessary technology, said the source, declining to identify the German firm.     Reply
  • commenter
    Eagle-Chief
    Jun 19 03:46 PM
    Wall Street Breakfast: Must-Know News [view article]
    Eli - this statement is interesting -
    Food could cost 7-9% more next year. Economists say heavy Midwest flooding may cause U.S. food prices to climb 7-9% in 2009. "The U.S. consumer has gotten used to cheap, affordable food," food-industry analyst Fiona Boal says. "Now the goal posts are moving."

    The thought of this sicken me. I had an instructor iin college that said "The U.S. could produce enough food to feed the entire world." Although perhaps an overstatement, it was not far from being truth. And with today's technology and modern equiptment, one would think that food production in the world would be in great abundance.

    However, government policies make food less affordable. This ethanol thing is sickening. Ethanol is a government sponsored scam that is contributing to the rising cost of food worldwide and is even causing starvation around the world. Mark Perry wrote an excellent one page article about ethanol on Seeking Alpha -
    seekingalpha.com/artic....

    In the name of "environmentalism... radiacals are pushing these biofuels at the expense of rising food costs and starving peoples.
    Sadly, America has become a socialist-elitist nation which has no regard for rightousness or for the welfare of its citizens and the citizens of other nations.

    America could be energy-independent - using nuclear energy, American oil, and solar and wind energy. And yes, we and the rest of the world could have cheap, abundant food too.




    Reply
  • commenter
    TraderMark
    Jun 19 02:14 PM
    My Website
    As Intel Joins the Solar Sector, Is There Room for Everyone? [view article]
    Certainly could be - frankly I'd be surprised if SpectraWatt is solely a cell mfg in 3-5 years - why not go the whole vertical integration route? Depends on what they want to do of course - but those with size/scale should be the ultimate winners. If INTC wanted to go this route, they have the size/scale. So we shall see how it plays out.

    I would not be surprised to see other semi players especially in Taiwan get into the process as solar moves incrementally from "70s hoax" to "2010s reality"
    And they can scale quite quickly based on decades of process...

    Just have to keep an eye out on these "under the cover" announcements and see how far old school companies decide to infringe on this space. I do think the market opportunity could be/will be enormous hence why I believe we will see a stampede of elephants within 5 years. Destroying profit margins ;)     Reply
  • commenter
    Sebhelyesfar
    ku
    Jun 19 01:11 PM
    Tech's Most Popular CEOs [view article]
    "Apple (AAPL) CEO Steve Jobs has an unsurprising 91% approval rating from his employees"

    Do they have any other choice?     Reply
  • commenter
    vitamin_j
    Jun 19 01:08 PM
    As Intel Joins the Solar Sector, Is There Room for Everyone? [view article]
    Mark, you mention how SpectraWatt will be positioned in the solar value chain, in direct competition with JA Solar (and Q-Cells, which I don't think you mention), while serving the "module makers."

    Why not go one step further and say that, if SpectraWatt can successfully apply Intel manufacturing advantages, at least some significant benefits will go downstream to those module makers, and, one assumes, to system integrators/installers like Akeena? How fair an assumption do you think that is?     Reply
  • commenter
    Diva
    Jun 19 11:13 AM
    As Intel Joins the Solar Sector, Is There Room for Everyone? [view article]
    Awesome news !! Reply
  • commenter
    vitamin_j
    Jun 19 11:02 AM
    As Intel Joins the Solar Sector, Is There Room for Everyone? [view article]
    I have a big picture question for Jack and Mark:

    Isn't "grid parity" for solar a bit of a paradox, since as companies get closer and closer to achieving it (Suntech's CEO actually threw out a cost/watt, I think around $2, at InterSolar de), global demand will increase on an exponential curve (STP CEO also indicated that China was waiting for this point to really get into solar), keeping prices higher than "grid parity"?

    Put another way, will the supply chain, even expanding as it is, be able to absorb an exponential increase in demand? Will it do this smoothly or do you think there will be a series of hiccups (like the 2002-2007 spike) that will swing prices around violently?     Reply
  • commenter
    TraderMark
    Jun 19 10:24 AM
    My Website
    As Intel Joins the Solar Sector, Is There Room for Everyone? [view article]
    I actually think once China and India start to let subsidies subside we could see a serious correction in energy prices (ex - coal)
    But the long term trend is up... we are just in a hysteric mode at this point... could see crude back to $100-$110 very easily.

    But thats short term - I just hope when/if oil retreats to that level and gas goes to $3.25 Americans dont stop alternative energy pushes and go back to SUVs... we have such short memories.     Reply
  • commenter
    Jack Yetiv
    Jun 19 09:30 AM
    As Intel Joins the Solar Sector, Is There Room for Everyone? [view article]
    Mark, the answer to your question--whether there is enough room--all depends on whether solar reaches grid parity in average sun locations, which will depend on nat gas/coal prices staying up and carbon taxes coming in, as well as cost of solar coming down.

    Since I believe that nat gas and coal WILL remain high (if not go higher) and since I believe we are not far from having to start to pay for CO2 release, I believe average sun locations will reach grid parity within 2-3 years.

    Once that happens, I believe demand will increase at a compounded annual rate of well over 100%, and yes, there will be room for at least the next few years.

    Beyond a "few years," it's a wild guessing game.

    Jack     Reply
  • commenter
    tom1234
    Jun 19 08:39 AM
    Tech's Most Popular CEOs [view article]
    are we there yet Reply
  • commenter
    sunrises
    Jun 19 01:33 AM
    As Intel Joins the Solar Sector, Is There Room for Everyone? [view article]
    Hi Mark:

    I've been looking a nice solar company. All the current companies are having incredible high runs. Intel is a possibility. Are there anymore new solar companies that are very reasonably priced?     Reply
  • commenter
    twampus
    Jun 19 12:41 AM
    As Intel Joins the Solar Sector, Is There Room for Everyone? [view article]
    i think you are reading the hype wrong. IF the PV space future was going to bear gangbuster profits, they would bring existing mothballed small sites online and they would use this product line as a vehicle for growth on their fully depreciated capital equipment. this would grow production a lot faster than building a new site. seriously, if anyone could make Si based PVs, it would be intel. they're a juggernaut in Si, manufacturing, and the brand would sell itself at a premium. I see this between the lines: "yes, it could be profitable, on the order of 5-20%, which is a big step down in margins." i really could not envision intel walking away from major growth opportunity in their core competency unless they saw insufficient upside. solar will either commoditize rapidly or never meet intel margin expectations, intel makes these decisions often - just ask the memory folks that work for Numonyx. Reply
  • commenter
    TheBarber
    Jun 18 10:18 PM
    IBM Wins Supercomputing 'Bakeoff' [view article]
    Personally, I'm betting that Pony Tail Boy and his sycophantic crew will succeed in driving this stock back down to its pre-4-to-1-reverse-spl... single-digit trading range. Wouldn't it be nice to have some real courage on the Board? Rather, paralyzed by contumely, they regularly shirk their fiduciary responsibility. McNealy is the worst of them. Schwartz won the Big Prize by being the best suck up of the bunch of them. The edifice is rotten through and through.

    The Barber, the man Schwartz fears most     Reply

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