International Business Machines Corp. (IBM)

All Comments on IBM

  • commenter
    getitright
    Apr 27 10:09 PM
    i2 Technologies' Turnaround: Part I [view article]
    In reading your article and looking at your chart it appears i2 had a successful turnaround in motion up to the point they ousted Michael McGrath, not since his departure. i2 stock continues to fall regardless of who is covering it or the thoughts on analysts and unfair practices for reporting.

    As someone who has partnered and worked closely with i2 for over a decade, the only success since Greg Brady was President occurred during the 29 months when Michael McGrath and his turnaround team were in place at i2. They are the individuals to thank for delivering positive results for i2’s growth, not an individual who is collecting off the coattails of success from their efforts.

    Chatterjee has been inside the company since 2000 when he joined as COO. He did not deliver results, changes were made and the board searched for a CEO who had experience to make it happen.

    As one of the most respected individuals in the supply chain consulting world, co-founder of PRTM and the father of SCOR, McGrath resided on i2’s board. After a long, extensive, and unsuccessful search for CEO, the board turned to McGrath and asked him to consider becoming the CEO to take on the turnaround. McGrath felt with support from the board and his knowledge in the market he could make a difference and agreed.

    He built a management team of key individuals who were respected in the market and they dedicated almost 3 years to restructure, rebuild and restore a sense of stability to i2 resulting in the 11 consecutive quarters of profitability and growth. An impressive badge to earn as the company had significant SEC issues when he stepped in.

    He and his team built out a strategy plan based on customer feedback. They listened to their clients and partners. Our partner program was rebuilt. Marketing and development prioritisation was designed around customer and partner input. The focus of McGrath’s team on the client resulted in the delivery of 11 profitable quarters. A successful turnaround. While he was in charge, i2’s stock went from not being listed to being relisted and hitting the mid 20's.

    Many realise he and his team were forced out of i2 and the market has responded to the threat of stability which is reflected in i2’s continual stock drop.

    To claim Pallab Chatterjee as a success because i2 has experienced a couple of follow on successful quarters since McGrath's release is preposterous. Those who are experienced in covering the enterprise software market recognise it takes 3 to 4 quarters to identify a project and bring it to closure due to the length of building out custom demonstrations, contract negotiations, and hitting the budgeting cycles of companies at the right time. These 2 quarters, and probably the next 2, are results from the momentum of the changes put into affect under McGrath's team. Simply check with i2 clients and partners.

    The analysts you mention in your article are top analysts in the software market. They are highly respected by Wall Street, have an accuracy rate which is impressive and they do not make comments based on hearsay. By placing your message on a public post board without having your facts straight on their coverage of i2 is completely unprofessional and not credible.

    If you wish to document the facts, you need to do your research in a balanced manner. In the process of developing your article, did you interview McGrath, Cummings, Walravens, or others? Did you stop to review the history of this company? Do you realise that pipeline is usually 3-4 quarters deep and the last 2 quarters are simply a continuation of the successful development created by McGrath and his team?

    Your comments on the SAP lawsuit are valid with one exception. The legal action was initiated by McGrath. He was the person to recognise the patent infringement. He took the legal action required which now has set i2 up for significant gains.

    McGrath and those he hired to help turnaround the company hold consistent, successful track records outside of i2. They delivered results for i2 only to be thanked by being ousted by the old regime.

    Pallab Chatterjee’s track record has not been impressive. His scorecard cannot be measured until you have year over year results to show whether or not he can deliver.

    You need to remember that many of us have worked with i2 as clients and partners for almost two decades. We know their politics, their people, and who can and cannot deliver. i2 had a team who was leading them to success. They stopped to listen to us as their customers and partners. Trust was being rebuilt. The listening has stopped and the arrogant approach has returned. Whether this results in continued success is yet to be determined.     Reply
  • commenter
    Arabianmoney
    Apr 26 05:39 AM
    My Website
    Why It's Time to Be Invested in the New Recession [view article]
    We have hardly started to see the financial crisis roll out into the real economy yet - but that is hardly a good reason to think that it is not going to happen! This is all wishful thinking - good companies will survive a shake-out but their share prices will fall along with everybody else...The DJ is far too high for a recession! If you don't get that you should not be investing in stocks. Reply
  • commenter
    Blue W.
    Apr 25 05:56 PM
    Options Trader: Thursday Outlook [view article]
    My Irish grandparents had 12 children. My father had 3. I have 4. The change in our respective family size is I believe attributable to the expectations of the mothers of the family. My grandmother was a full time wife and mother, and was expected to produce children. My mother was a successful professional, as has been both of my wifes. Another aspect is to the value of children to the parents. In rural societies, children contribute to net revenues; in urban societies, they contribute to net expenses of their families. Reply
  • commenter
    bill d
    Apr 25 04:22 PM
    Options Trader: Thursday Outlook [view article]
    Absolutely on the money.
    Birth control not macho.
    Cows and others are sacred.
    Millions are spent and food donated that never gets where it is intended.
    This has been going on for YEARS.
    We just need more celebrities to adopt these poor unfortunate kids.     Reply
  • commenter
    jackooo
    Apr 25 02:09 PM
    My Website
    Options Trader: Thursday Outlook [view article]
    Poker Donkey
    You got that right.     Reply
  • commenter
    dogsbody
    Apr 25 01:12 PM
    Options Trader: Thursday Outlook [view article]
    Obviously poverty is caused by breeding oneself into it i.e. irresponsibly having children one cannot support. This is in any nation at any time. We cannot feed children as fast as irresponsible people have them. Children are dying because they shoudn't have been born in the first place.
    We need an all nation, all government, all media, all religion campaign
    for any and every type of birth control the exists. With education the rythm method is available to everyone, everywhere.

    dogsbody     Reply
  • commenter
    Norman
    Lepoff, M.D.
    Apr 25 11:35 AM
    Options Trader: Thursday Outlook [view article]
    Interesting article. Thanks for writing and publishing it. Reply
  • commenter
    raceluver
    Apr 25 06:01 AM
    Apple / P.A. Semi Deal May Hit Defense-Work Snag [view article]
    The chip is dual core super fast ideal for handheld gaming gadgets. What is missing from apple's lineup to close the loop of being the super power in media, etc. ? Does Nintendo sound familiar? Reply
  • commenter
    raceluver
    Apr 25 05:57 AM
    Apple / P.A. Semi Deal May Hit Defense-Work Snag [view article]
    your information is completely WRONG. The chip is high power consumption!!!! In its present form it is not ideally suitable for iphone application. However, apple disclosed that modifications are possible but may not be used in iphone before a couple of years. The purchase of P.A semi is obviously for other purposes that apple is not disclosing..... have you thought about a gaming acquistion that is in the works for apple where this chip could be of use? Think about it.....! Reply
  • commenter
    2bitRick
    Apr 24 11:56 PM
    Apple / P.A. Semi Deal May Hit Defense-Work Snag [view article]
    Well said Tan.

    Once a cynic always a cynic.     Reply
  • commenter
    Nom de plume
    Apr 24 09:54 PM
    Avnet's Vallee: FYQ2 Hurt by Server Sales Slowdown [view article]
    You have it backwards - Electronics Marketing sells electronic components, Technology Solutions sells servers, software, storage, etc... Reply
  • commenter
    TanToday
    Apr 24 06:25 PM
    Apple / P.A. Semi Deal May Hit Defense-Work Snag [view article]
    Outsource the chip. Problem solved.

    U just won't let up on Apple will U?     Reply
  • commenter
    PokerDonkey
    Apr 24 04:53 PM
    Options Trader: Thursday Outlook [view article]
    6.6 billion humans sounds like enough to me. Reply
  • commenter
    wheels14
    Apr 24 04:48 PM
    My Website
    Options Trader: Thursday Outlook [view article]
    I have an idea. Lets keep using ethanol as a gas additive. A 10% mix does have 40% less tail pipe emissions compared to pure gasoline. Any one here want to argue in favor of more air polution. We could convert the tobacoo fields to growing food. Less cancer, more food. Reply
  • commenter
    wheels14
    Apr 24 04:43 PM
    My Website
    Options Trader: Thursday Outlook [view article]
    People were starving when corn was $2 bushel. Evan if farmers in Iowa were giving the stuff away poor nations could not afford the diesel fuel required to ship it to Africa. And evan if it got to Africa their corupt government would divert it or feed it to their troops.

    Reply
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