International Business Machines Corp. (IBM)

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  • commenter
    Q. A. SAMAD
    Feb 24 03:04 PM
    IBM Q4 2007 Earnings Call Transcript [view article]
    International Business Machines ROCKS! Reply
  • commenter
    David V.
    Feb 23 01:32 PM
    My Website
    2007 Was a Record Year for the Canadian M&A Market [view article]
    According to www.madmergers.com CBH is trading at a 1.11% discount (10.79% annualized). Under the agreement, Commerce shareholders will receive 0.4142 shares of a TD common share and US$10.50 in cash in exchange for each common share of Commerce Bancorp Inc. You can view all the merger arbitrage returns for all pending stock mergers for free at www.madmergers.com. Reply
  • commenter
    Roy P.
    Feb 21 12:55 PM
    Did IBM Software Failure Lead Customer to Bankruptcy? [view article]
    i2, 2007 vs 2008

    2007 total operating revenue was $257.87 millions, averagely $64.45 millions per quarter and making $0.82 per share.

    the bookings of q4-07 was $81.8 millions....

    let's assume bookings/revenue to be only $70-75 millions a quarter for 2008.

    the 2008 revenue will be $280-$300 million.

    assume operating expense per quarter to be $58 millions(it was only $54.5 millions in q4-07).

    Non-GAAP earnings for 2008: $48-68 millions eq. to $2.28 - $3.23 per share(using 21 million shares to calculate).

    Why sell i2 at this time? anyone?
    Reply
  • commenter
    Roy P.
    Feb 18 12:34 PM
    Did IBM Software Failure Lead Customer to Bankruptcy? [view article]
    Most of these Wall Street writers or analysts are just a bunch of brainless mouth-pieces, they look at news headlines and start their wild speculations, blowing a mountain out of a mole hill. Reply
  • commenter
    Roy P.
    Feb 18 08:00 AM
    Did IBM Software Failure Lead Customer to Bankruptcy? [view article]
    Later Nike was found to be liable for its own fault, its CEO Phlilip Kinght blamed the software upgrade still in progress for his own fail execution.

    Since then, i2 Technologies has later become Nike's most trusted Supply Chain Management partner and contributed to Nike's great success in leading the sport shoes industry.

    Most Wall Street analysts/writers knew about the front part of the headline but unaware of the 2nd part of the story...     Reply
  • commenter
    Mark Perkins
    Feb 13 11:27 PM
    My Website
    Earnings Power vs. Investor Sentiment [view article]
    last one is me. Reply
  • commenter
    Mark Perkins
    Feb 13 11:26 PM
    My Website
    Earnings Power vs. Investor Sentiment [view article]
    KiritVora and others. I didn't intend for the charts to be the end all of valuation, rather, just something to think about along with my ideas.

    fxtrader07, It is just something to think about as alternative energy becomes more common. Yes, it could be soon or as I say "centuries." It will happen eventually though. Just look at how the world and technology has changed so fast in so little time after the Industrial Revolution. airplanes, cars, jet propulsion, subs, computers etc. were not here 180 years ago.

    Thanks for the feedback.     Reply
  • commenter
    granger
    Feb 09 11:46 AM
    Gartner’s Top 10 Strategic Technologies for Organizations in 2008 [view article]
    Great info, thank you Reply
  • commenter
    billybob_jcv
    Feb 08 12:24 PM
    Death of the Independent Software Firm? [view article]
    Perhaps.

    It's up to the independent software companies - if they continue to believe that we will happily pay huge annual support fees without seeing the value in having them as partners, then they are dead wrong. I no longer have the capital or annual G&A to simply buy the "best" of everything - I need to buy the highest *value* solutions, and that value is composed of functionality, support, cost, strategic fit, etc. Willingness to partner with me to satisfy my overall business requirements at the lowest TCO is what keeps me as a customer. In my humble opinion, many stand alone software companies are depending on me to buy them simply because they are "specialists"... and they think I'm willing to pay a premium for them without really being able to demonstrate how they fit into my holistic IT strategy. They are wrong...
     Reply
  • commenter
    granger
    Feb 07 06:00 AM
    Net Payout Yield Screen Update [view article]
    Great info, thank you. Reply
  • commenter
    MacManMaz
    Feb 05 03:18 AM
    Microsoft + Yahoo = No Longer a Recipe for Success [view article]
    Great, just what we all need. The blue screen of death while searching the internet and maps. Oh boy, O boy, I can't wait!

    It's pretty obvious that Microsoft is desperate to the point of giving up on it's own developers. They would rather use up all their cash and then borrow even more than rely on their own developers. Apparently, the top dogs in Redmond have finally come to grips with the fact that they just can not create productive, and attractive applications that can compete "off the desktop". This does not bode well for the future in an era when mobile devices will be taking more and more of the add revenue. If this deal were to fail, who else would Microsoft turn to?

    Yahoo would be smart to stay far away from this "deal". Let the boys in Redmond have the desktop. There's more potential in the mobile web and web based applications. Microsoft needs Yahoo far more than Yahoo needs Microsoft right now.
     Reply
  • commenter
    peter02l
    Feb 05 01:22 AM
    Microsoft + Yahoo = No Longer a Recipe for Success [view article]
    "I recall a discussion on the Gillmor Gang podcast at least two years ago that wondered when -- not if -- Microsoft would buy Yahoo! Most of those on the call, including me, said it was the only outcome for Yahoo! and the only way for Microsoft to blunt Google."

    Some recommendation you admit to have made two years ago! This deal makes no sense no matter the timing. Neither Yahoo, nor Microsoft have ever had any technological advantage over Google. The gap will only widen over time. In case you haven't noticed Microsoft is unable to compete effectively in anything but where they already hold a monopoly - a monopoly which has claimed the destruction of many companies along the way and for which they had to pay dearly in legal fines and fees.     Reply
  • commenter
    Victor J.
    Cook, Jr.
    Feb 04 11:29 AM
    My Website
    Microsoft + Yahoo = No Longer a Recipe for Success [view article]
    Dana,

    Not a good recipe for success and besides, Microsoft doesn't need to spend $45 billion to fix their problem, because the source of that problem is in Redmond's back yard. See my post on "Microsoft-Yahoo Deal: A Question of S&M Synergy" at seekingalpha.com/artic...
    Reply
  • commenter
    Victhom
    Jan 31 07:22 PM
    Jim Cramer's Mad Money In-Depth, 1/23/08: Back from the Abyss? [view article]
    Meredith Whitney fears $70bn carnage on monoliners
    By James Quinn, Wall Street Correspondent
    Last Updated: 11:55pm GMT 30/01/2008

    www.telegraph.co.uk/mo......



    The high-profile banking analyst who triggered the resignation of Citigroup chairman Charles "Chuck" Prince is predicting investment banks will need to take further write-downs of $40bn (£20bn) to $70bn as a result of the current crisis in the bond insurance market.

    The latest news and analysis on the credit crisis
    Whitney raised fears about write-downs last year
    Meredith Whitney, whose research note on Citigroup in late October triggered a $369bn sell-off in global equities after she warned of the bank's need to raise fresh capital, warns Citigroup will be one of the banks to be hardest hit by a collapse in the monoline sector, along with Merrill Lynch and UBS.

    Ms Whitney, who now works for Oppenheimer following the boutique investment house's recent purchase of CIBC World Markets, warns: "Among the myriad of negatives that surround financial stocks today, we see no issue more critical than the fate of the monoline insurers."

    Major monolines - such as MBIA and Ambac - risk losing their triple-A credit ratings as a result of having to pay out on guarantees connected to bonds that contain defaulting sub-prime mortgages.

    She estimates that Merrill, Citigroup and UBS hold more than 45pc of the entire market risk associated with the monolines.

    However Speaking at a banking conference in New York, Merill's new chairman and chief executive John Thain pointed out that the bank's net exposure to collateralised debt obligations (CDO's) hedged by monolines is around $3.5bn. However, he said that if monolines "disappeared from the face of the earth", which he doesn't expect to happen, Merrill will owe around $6bn.


    Reply
  • commenter
    Victor J.
    Cook, Jr.
    Jan 31 04:03 PM
    My Website
    Dell, You Can't Make a Tune Out of Just One Note [view article]
    Peyton,

    I elaborate on the equation for maximum earnings potential in my August 8, 2007 post on "Morgan Stanley, Merrill Lynch and the Fable of Three Bears." Check it out.

    If you really want to dig in the dirt there's a link in that post to an audio slide show I did on "The Rule of Maximum Earnings," based on Chapter 5 in my book "Competing for Customers and Capital."

    If you still have questions, or want actually to apply this to a business, you should get your hands on a copy of my book, then go to Appendix A "Definitions and Derivations" pages 250-252 and code the expressions into a spreadsheet and test them on financial accounting data.     Reply

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