International Business Machines Corp. (IBM)

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All Comments on IBM

  • commenter
    Philip Davis
    May 23 05:46 PM
    My Website
    Options Trader: Friday Outlook [view article]
    User 198 - These are just exerpts that SA takes from my membership site. All those details are discussed in the member section and the web site is linked at the top of the page. Those were day trades from the day before, we had long Apple calls that we UNcovered on the dip on Thursday and held naked overnight. BIDU was a call we picked up on yesterday's close that we escaped even this morning.

    Well Al, on Wednesday our screens told us to go short on XOM, CVX, SU, USO and HES as oil topped $133 and today we cashed most of them out to give you a chance to buy them back up "on the dip." If it weren't for people like you and Ship Shape, we'd have no one to buy puts from so I'm not even going to try to change your mind. In fact, we even grabbed XOM $95 calls at the close so please, go to town on Monday, we'll be shorting again when you get to around Wednesday's close - have a great weekend!

    Reply
  • commenter
    ship shape
    and bristol
    fashion
    May 23 03:16 PM
    Options Trader: Friday Outlook [view article]
    People lining up before gas stations before a price hike. Yes that is sufficient evidence for me to say that oil demand will drop after the price hike.

    Mr Davis do you really believe what you write? And if you really believe what you write you must have a very narrow vision. It is time to realize, that the Chinese have huge savings rates. We do not. In other words they can afford it. We do not. Because we are busy complaining instead of getting more efficient.     Reply
  • commenter
    Al Rob
    May 23 01:35 PM
    Options Trader: Friday Outlook [view article]
    Here is a tip Phil. Take everything to do with oil off your screen. It isn't really as important as you think! You need to move on because its getting really pitiful.
    Reply
  • commenter
    User 198721
    May 23 12:59 PM
    Options Trader: Friday Outlook [view article]
    What do you mean? Are you covering shorts or writing covered calls. Caught a break on Apple sounds like you are long. Baidu are you selling or just not doing anything. Please explain. Thanks. Reply
  • commenter
    daniela
    May 19 01:05 PM
    Symantec CEO: Nothing Is For Sale to Oracle [view article]
    This article really jives with my personal experience with Symantec. Product is getting more expensive and better functionality is just not there. CEO is not getting it :There are better products out there for cheaper price. That's what consumer wants. I "like" also this quote from CEO: "take over their machines "yeah...every consumer's dream... Thanks for article. It revealed CEO's idiotic thinking. Reply
  • commenter
    JohnMurphy
    May 19 12:42 PM
    My Website
    Google, IBM, Red Hat, Sun and the Digistan Connection [view article]
    Dennis: have you thought about your next article? The blogosphere is aquiver with anticipation as to where you'll take this story next. Here is something I've been researching. Did you realize that "Digistan" is perhaps meant to sound like "Dagestan", a well-known islamic republic? I found that:

    "93% percent of Dagestan's population is Muslim..." and "There is a millennia-old presence of a Jewish community, the "Mountain Jews".

    Also that "Since 2000, Dagestan has been the venue of a low-level guerilla war, bleeding over from Chechnya; the fighting has claimed the lives of hundreds of federal servicemen and officials – mostly members of local police forces – as well as many Dagestani national rebels and civilians."

    Surely this is no coincidence...? I suspect we're only a step away from seeing the Dagestani government lobbying in Brussels to get MSFT hit with huge fines. I'd be careful about misunderestimating the Dagestanis, they look really mean.

    Please keep up the excellent work and don't make us wait too long for your next insightful commentary!

    Yours respectfully
    John H. Murphy
    (Boston)     Reply
  • commenter
    Donald E.
    L. Johnson
    May 18 09:28 PM
    My Website
    Oracle's Got What It Takes - Barron's [view article]
    I think Barron's does a good job of reporting how the street is evaluating ORCL. It's amazing to see the variety of calls by independent research firms on the stock. It's got a bearish point and figure chart based on Friday's close, but that should turn bullish if the stock pops Monday in response to the Barron's piece, as it probably will. Reply
  • commenter
    C. Lou
    Lesstwit
    May 18 03:04 PM
    Google, IBM, Red Hat, Sun and the Digistan Connection [view article]
    Mr Byron,
    I read your article about the hidden meaning of Digistan and experienced an epiphany. For ages I have been wondering how those helpful people at the other end of the internet have known to send me so many emails to sell me Viagra and other products to expand my - to enlarge my - well lets just say to enable the flesh to occupy as much shelf space as the spirit.
    I read your article, looked down at my PC and there it was - "Micro Soft" - my uhhhm friend's two problems summarized in one word. Another acquaintance whom I would not consider as a friend as he uses that "Lunix" system on his computer tells me his network sniffer shows that my PC not only receives these mails but SENDS THEM AS WELL. Oh bless you Microsoft for this true miracle! I am expecting my first consignment of product any day now and will keep you posted of developments. I mean my friend will - of course.

    Keep up the good work!!!

    C. Lou Lesstwit     Reply
  • commenter
    Analystpats
    May 17 02:54 PM
    Upbeat BMC Software Sees Mixed Impact from HP/EDS Deal [view article]
    Does HP needs a consulting arm to take on IBM is still yet to be watched. HP has evolved from hardware company to a software and services firm. Still IBM has a strong edge over HP due to its PWC consulting wing. The benefits of this has been reaped...however, with some analytical BI services in HP's portfolio might counter for IBM-HP's gap. It may also aquire some business intelligence vendor to full fill its strategy. IBM has done its purchase of Cognos recently. SAP has done its Business Objects...so who is next is yet to be seen? Reply
  • commenter
    =8)-DX
    May 17 09:37 AM
    My Website
    Google, IBM, Red Hat, Sun and the Digistan Connection [view article]
    Hey there Dennis,

    I'd just like to correct you on a couple of things, which it seems you don't understand.

    Digistan is a syllabic abbreviation of Digital Standards. Just as for instance Microsoft is a syllabic abbreviation of Microcomputer Software. In other words the name has nothing to do with terrorism or Farsi. Producing such abbreviations is normal in various European languages.

    And as Digistan is presumably funded by European EUR (and other EU currencies) I can't possibly see how it could be using up your US taxpayer dollars. Also it seems to me that the cost of a single website and someone drafting a declaration shouldn't be too much. People participating pro-bono in workgroups and open source projects don't cost anything and I would rather say they bring unmeasurable value.

    You are right in saying that the website with its declaration should more precisely define what "free and open standards" are and I also on first reading their declaration felt a little "propaganda-fille... But on reflection it seems to me very simple, that a "free standard" means - without expensive patents attached. An "open standard" means one available to all interested parties (such as software developers) and not vendor-specific. For instance HTML or XML or CSS. These specifications are available for free online in many places and for me as a web developer it is easy to write HTML. Also I can be reasonably assured that people using different browsers, operating systems or even devices will be able to view and access this HTML. Conversely I would not call for instance MSOXML an open standard (yet - until OOXML is published and implemented) because it is extremely difficult for me to create or edit such a document (which I have tried to do many times with varying levels of success - with next to no reference material) and the document I produce is only openable using a single vendor's software. As for Digistan "having a problem defining" free and open standards I later found they hava definition on www.digistan.org/open-....

    Dennis, I would please like you to give us a explanation of why you think this declaration is wrong or bad (does it contain bad logic?) and who it will hurt.

    And also it would be good to apologize for your tone which seems to imply there is something inherently bad in either coutries ending in "stan", Europeans, left-wing ideology. This seems like deep predjudice which is something you yourself are criticising (anti-Microsoft predjudice). Also as a European I think it would be good to have more competition in the software market, for instance in the Czech Republic where I live there are only a handful of Microsoft emplyees/representativ... The majority of all profit spent by people here on MS Office and Windows etc etc goes to the US. "Free and open standards" are one of the things that will allow capable Czech programmers an equal chance on the global IT market.     Reply
  • commenter
    Gillian
    Wates
    May 17 08:01 AM
    Google, IBM, Red Hat, Sun and the Digistan Connection [view article]
    sam: thanks for your insightful remarks but I'm not sure Denise is against Linux so much as against freedom as a general principle. Also he seems to really dislike Soros, who is one of the richest men in the world. So he must be against rich people too. Maybe he's just an old white racist who regrets the passing of Empire and the availability of cheap ethnic labor? If you ask me, his analysis and writing is based more on the need to get another strong drink than to get facts.

    Who is paying for Denise's Drivel? MSFT? If so, is this not a pure waste of Microsoft Tax dollars? If I had MSFT shares instead of AAPL (which to be honest is doing a great job of executing Windows), I'd be selling them asap, because if this is how MSFT defends itself, by employing clowns as bloggers, wow... I mean, just wow...     Reply
  • commenter
    sam gregor
    May 17 07:01 AM
    Google, IBM, Red Hat, Sun and the Digistan Connection [view article]
    To contribute a second thought, one should respect his age and grey hairs but this poor geezer belongs to the generation who still think that free software means 'amateur' software, that Linux was written by amateurs who have to give it away because it is so poor. I've actually heard one of them say so. He now believes it was written by terrorists, is that right? It's a wonderful thing when sharing, generosity, pure research and cooperation and the absence of a profit motive are equated with terrorism.
     Reply
  • commenter
    sam gregor
    May 17 06:51 AM
    Google, IBM, Red Hat, Sun and the Digistan Connection [view article]
    Who is funding Denis Byron to write this warped rubbish? Unless of course it is a scam. With such an opponent open source software must be a good thing. Reply
  • commenter
    IloveMSFT
    May 17 04:59 AM
    Google, IBM, Red Hat, Sun and the Digistan Connection [view article]
    User 194882: are you saying MSFT's EU fine was the result of the FFII and groups like it? Wow! I never realized how much power these dangerous radicals wield. Don't you think it's time for a total ban, enforced by the army if necessary, for this kind of thing? It seems bad for business to stop monopolists abusing their god-given market share. Let's shoot the judges while we're at it, they seem to also hate profits. I'm with you, please contact me at wipe.out.the.radicals@... LETS DO IT! Reply
  • commenter
    IloveMSFT
    May 17 04:54 AM
    Google, IBM, Red Hat, Sun and the Digistan Connection [view article]
    User 194882: I guess you meant open standards, not open source. So MSFT is against open standards, is that what you mean? Just trying to get some clarity here. Reply

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