International Business Machines Corp. (IBM)

All Comments on IBM

  • commenter
    p. smith
    May 13 10:11 AM
    Barron's Looks at Tech Sector M&A Candidates [view article]
    All mindless speculation. How come nobody ever thought about HPQ to acquire EDS...? if these analysts have any sense at all they should all shut their mouths.

    A bunch of blithering idiots....     Reply
  • commenter
    Richard
    Schweitzer
    May 13 09:09 AM
    Wall Street Breakfast: Must-Know News [view article]
    By time anything is in Fortune, is it "news?" Reply
  • commenter
    pitchforkpau
    l
    May 13 08:27 AM
    Wall Street Breakfast: Must-Know News [view article]
    you missed the news on BG in Fortune! Reply
  • commenter
    vitaminG
    May 13 01:14 AM
    The Real Story About Massachusetts's Open Standards Agenda [view article]
    hey Dennis. why not publish your blog using a system of symbols of your own creation where you could make some money in the symbol licensing end of the deal instead of using the free abc's of the English language in utf-8? and hey why dont your publish your blog using MS Word docs instead of HTML?

    well your reasoning may have something to do with the fact that even if your licensed system of symbols made you rich while it grew to become commonplace still not everyone would be able to even see the words of your blog (much less understand or agree) without having first paid you a small fee. what's your priority: collecting fees or informing your readers? at some level you understand your readership could be broader if you published your thoughts using some set of unlicensed yet standardized free symbols. in this case you chose to use the unlicensed yet standardized and vendor neutral English abc's utf-8 character set. perhaps you dont publish your blog using saved files from your MS Word application because while its widely used its still not available on all computing platforms ... or perhaps your reasoning takes into account the version of MS Word you purchased and publish with may prevent me from reading it using the version of MS Word i already own. and if your document had to be archived for 10 years, well then Go Fish on what version of MS Word wont open your blog then.

    the internet works so well for publishing and sharing foolishness because it relies on shared components adhering to published document creation and retrieval standards which are unlicensed and free and not owned by a vendor (ie vendor neutral).

    because state governments mean to serve all in their state and because state governments also archive a lot of documents for a long time they have been encouraged by the White House to meet federal standards for system interoperability since 2002.     Reply
  • commenter
    Kris Tuttle
    May 09 08:10 AM
    My Website
    Business Intelligence: An Interview With IBM's Rob Ashe [view article]
    You need IBM GS to implement their BI now because I think they have a stack of about 527 different software products that are used to make it happen! Reply
  • commenter
    investorsliv
    e
    May 08 11:44 AM
    My Website
    Business Intelligence: An Interview With IBM's Rob Ashe [view article]
    IBM border line breakout and then we see $150-200

    www.investorslive.com/.../     Reply
  • commenter
    nawaha
    May 08 11:03 AM
    Cleantech "Power 10" Ranking (Vol. I) [view article]
    American Superconductor (AMSC) deserves a mention as a non-pure play on wind. Their Windtec subsidiary makes voltage regulators that condition the power generated by turbines before feeding it onto the grid. Reply
  • commenter
    graybeard
    May 07 11:13 AM
    Cleantech "Power 10" Ranking (Vol. I) [view article]
    not a pure play, but Corning (GLW) has many tentacles in the green world. If AMAT's thin-film on glass process takes off, that could mean huge volumes for Corning, which already is a leader in the similar LCD TV glass market. Plus Corning owns 50% of Dow-Corning, which sells multiple products to the photo-voltaic industry, in addition to owning 63% of Hemlock Semiconductor (polycrystalline silicon supplier). Finally, Corning has a big position in vehicle pollution control, especially latest diesel system. One disappointment: although Corning would seem to be ideally positioned to be a leader in the concentrated solar power market, so far they seem to be standing on the sidelines while the original poster's #10 pick Schott leads the growth of that market. Reply
  • commenter
    Paul/pams
    May 06 12:46 PM
    Sun Goes Down With Its Legacy Businesses [view article]
    Sun has fallen by the way-side with it's chip development for Unix, compared with companies such as IBM who have had a clear roadmap they have delivered on and which lives up to the performance hype. Anybody wanting to host new Unix based apps on anything other than Power 6 would be mad. Reply
  • commenter
    ripskii
    May 06 12:01 PM
    Cleantech "Power 10" Ranking (Vol. I) [view article]
    Very interesting and useful comments by contributors, especially the information on the non US wind companies.

    A company I've followed for a long time and own is Energy Conversion Devices (ENER) that makes amorphous Si solar panels. They also make batteries for hybrid cars and have some interesting developments in hydrogen technology. They also have a phase change memory patent that has attracted some developmental interest from major semiconductor companies. It could become a major addition to revenues if it works out.     Reply
  • commenter
    LASISI
    May 06 08:28 AM
    Under The Radar News - Monday [view article]
    VERY VALUABLE SETS OF INFO. Reply
  • commenter
    Piggybank
    May 06 06:15 AM
    Cleantech "Power 10" Ranking (Vol. I) [view article]
    @quick, i mentioned above my list that it was incomplete. That shouldn't surprize, if i would list every uttility firm that owns some wind farms the the list would be endless, let alone listing all side bussiness with it to.

    Oh and i don't think US investors are unsophisticated.     Reply
  • commenter
    frflyer
    May 06 12:48 AM
    Cleantech "Power 10" Ranking (Vol. I) [view article]
    I meant ESLR is a year away from production, not FSLR Reply
  • commenter
    frflyer
    May 06 12:41 AM
    Cleantech "Power 10" Ranking (Vol. I) [view article]
    The lowest cost producer looks more like Nanosolar, which is still private.

    "Nanosolar’s founder and chief executive, Martin Roscheisen, claims to be the first solar panel manufacturer to be able to profitably sell solar panels for less than $1 a watt. That is the price at which solar energy becomes less expensive than coal.
    With a $1-per-watt panel,” he said, “it is possible to build $2-per-watt systems.
    According to the Energy Department, building a new coal plant costs about $2.1 a watt, plus the cost of fuel and emissions, he said."
    from www.grinzo.com/energy/.../

    Wind verses solar?

    "The same acre can produce 10 times as much energy from wind as it can from corn ethanol, 180,000 miles per acre per year. But both corn ethanol and wind power pale in comparison with solar photovoltaic, which can produce more than 2 million miles worth of transport per acre per year." www.ecogeek.org/conten.../

    They both have their place. Since wind is generally stronger at night, solar and wind go hand in hand.

    Solar thermal plants can store heat to generate electricity at night, thus eliminating much or their intermittency.
    And intermittency is an overblown argument against both wind and solar. It doesn't seem to be a problem in these countries.

    "There are areas in Denmark and Germany who use more than 40 percent of their electricity from wind. From what I have read, they are less concerned about the intermittency than we are in the United States even though we aren't at 1 pecent yet. Why? Because we are told by the fossil fuel guys, hey, can't use wind, can't use solar, what about the intermittency. If wind gets up to 40 percent of the electricity we use and solar gets up to 40 of the electricity we use, the other percents of electricity we need can be made up from the fossil fuel plants that are still there. If they are run less at full power, they can last a long time. That can be your electricity `battery.'"

    User 126360 They all have potential. FSLR is a year or so away from full production, but their stock is low right now.
    I've been looking to do a little bottom fishing. The chart is showing bearish signs still, so looking for a bottom.


    In fuel cells, I think Fuel Cell Technology is interesting. Utility scale fuel cells that run on natural gas or methane. They just got a fairly big order from a Korean company.


    "The greatest obstacle to implementing a renewable U.S. energy system is not technology or money, however. It is the lack of public awareness that solar power is a practical alternative—and one that can fuel transportation as well. Forward-looking thinkers should try to inspire U.S. citizens, and their political and scientific leaders, about solar power’s incredible potential. Once Americans realize that potential, we believe the desire for energy self-sufficiency and the need to reduce carbon dioxide emissions will prompt them to adopt a national solar plan"
    from Scientific American Article
    Scientific American A Solar Grand Plan
    www.sciam.com/article....

    Solar thermal, which I would emphasize more than the concentrating PV that the above proposal does, has less environmental impact than PV, is lower tech and can store heat. PV is better for distributed energy, and over a larger geographical area. Solar thermal really needs to be in very sunny climes and works best in fairly large utility scale projects.

    like these

    "Abengoa Solar's 280 MW parabolic trough project with 6-hour molten salt storage for the investor-owned utility Arizona Public Service will be designed to supply the late afternoon and evening electric load of the Arizona summer."

    "In recent months, PG&E has signed deals for more than a gigawatt of electricity — enough to light more than 750,000 homes — with solar power plant developers."

    "The solar thermal industry is in its infancy but utilities like PG&E (PCG), Southern California Edison (EIX) and San Diego Gas & Electric (SRE) have signed several contracts for solar power plants and negotiations for gigawatts more of solar electricity are ongoing."

    Green Wombat has several articles about solar thermal plants in California and Arizona. California has 9 small pilot plants that were built in the 80s and 90s. They produce 355 megawatts. Two larger plants have been approved for the Mojave Desert at 355 and 500 megawatts. Another is to be built near San Luis Obispo at 175 megawatts.

    "Hamilton Sundstrand, a subsidiary of United Technologies Corp. [NYSE: UTX], and US Renewables Group have formed a new entity, SolarReserve, to commercialize the concentrated solar power tower technology and corresponding molten salt storage system developed by Rocketdyne. This renewable technology will enable utility-scale solar power generation. It is designed to meet a utility's needs with a single installation capable of producing up to 500 MW of peak power."
    From CNET:

    Read more at Green Wombat
    blogs.business2.com/gr.../


    Reply
  • commenter
    Fish-food
    May 05 08:45 PM
    Cleantech "Power 10" Ranking (Vol. I) [view article]
    All,
    I am still new to stock buying/research...so I am wondering abt a couple of solar/wind companies. Can someone tell me a little about what they think?

    ESLR
    VSE
    AKNS
    WWAT.OB

    Thanks! Fish     Reply
Loading...
Symbols:
Authors:
Quick Links: