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International Business Machines Corporation (IBM)

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  • Dec. 1, 2010, 1:32 PM
    A recovering global server market saw $11.8B in sales in Q3, a 13.2% rise from Q3 last year, and the fastest quarterly revenue growth since 2000, says IDC. Hewlett- Packard (HPQ) led in Q3 with 33.4% of revenue, followed by IBM (IBM) with a 30.6% share, and Dell (DELL) was 3rd with 14.1% share.
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  • Dec. 1, 2010, 10:47 AM
    IBM (IBM +1.7%) claims advances in making optical chips from silicon, as the race to transform computers with laser-based communications accelerates. IBM says its research paves the way for future chips that can send more than 1T bits of data per second, and expects the first related commercial products to hit the market in three to five years.
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  • Nov. 11, 2010, 4:01 PM
    Facebook will build a $450M million data center in North Carolina, becoming one of a number of high-tech giants, such as IBM (IBM), that have a presence in the small state. The real estate is cheaper than in Silicon Valley, electricity costs are low, and local lawmakers have even passed data center tax breaks. This helps drop the cost of cloud computing and may even speed its adoption.
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  • Nov. 8, 2010, 12:58 PM
    Wanting to appear serious about the cloud, Microsoft is offering a new data center services program. Dubbed "Hyper-V Cloud," it will be based around Microsoft's Windows Server 2008 software platform, running on IBM (IBM), Dell (DELL), and Hewlett-Packard (HPQ) hardware.
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  • Nov. 5, 2010, 9:19 AM
    IBM's (IBM) curious decision to spend $50B in stock buybacks rather than buying out rivals such as Sun (JAVA), especially given that IBM's shares are at a near-record high, signals Big Blue considers its stock under-valued. And it seems committed to proving that statement to be true.
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  • Nov. 3, 2010, 8:05 AM
    As projected, Republicans retake control of the House while Democrats hold onto their Senate majority despite GOP gains. Winners from the power shift include companies like IBM (IBM), Microsoft (MSFT) and Blackstone (BX), which now have new Republican allies in their fight against proposals to increase taxes on overseas profits.
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  • Nov. 1, 2010, 3:24 PM
    Fortinet (FTNT +6.5%) falls four points after refuting rumors of a possible acquisition by IBM (IBM -0.7%), saying it is "focused on building a strong independent company and is not in acquisition discussions with IBM."
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  • Oct. 30, 2010, 3:30 PM
    IBM (IBM) is in advanced talks to buy Fortinet (FTNT), sources say. Purchasing the fast-growing maker of network-security systems would help IBM fill a gap in its portfolio and put to good use some of the cash burning a hole in IBM's pocket.
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  • Oct. 26, 2010, 12:01 PM
    IBM's (IBM +0.7%) chunk of change headed back to shareholders may signal more of the same for other companies; buyback announcements have actually slipped this year, well below the pace in 2006-2007. Tax policy uncertainty could be keeping some firms' powder dry, but some Basel III clarity on reserves could free up financials to let loose dividends and repurchases.
  • Oct. 26, 2010, 10:48 AM
    IBM announces a $10B stock repurchase program, adding on to $2.3B left from its previous authorization - and expects to ask for more in April. The company declared a $0.65 quarterly dividend; shares +0.8%.
  • Oct. 24, 2010, 4:02 PM
    Big companies are quickly adopting cloud computing, writes Barron's, which is great news for computer-service providers like AMZN, GOOG and MSFT, but could spell disaster for Corporate America's hardware and software suppliers. Those with the most to lose: HPQ, DELL, ORCL, CSCO, IBM.
  • Oct. 22, 2010, 9:43 AM
    A revealing infographic separates America's real corporate cash cows (GS, AAPL, GOOG, MSFT, INTC, QCOM) from the charlatans (JPM, BAC, T, CMCSA, VZ, IBM, GE). Bottom line: after factoring in debt, it's not $3.7T sitting on the sidelines, but rather -$750B.
  • Oct. 19, 2010, 4:05 PM
    Market recap: Stock losses accelerated on heightened mortgage concerns after a report that a consortium may force Bank of America to buy back $47B of mortgage bonds. Tech stocks were hit hard on disappointing results from Apple and IBM. The dollar jumped and commodities tumbled on China's interest rate hike. On the NYSE, decliners routed advancers more than five to one.
  • Oct. 19, 2010, 9:15 AM
    Premarket gainers: CTIC +14%. MEE +10%. PH +9%. RNN +7%.
    Losers: INFN -33%. CWTR -29%. OGXI -15%. KCI -13%. BXC -11%. HT -7%. BKCC -7%. NVO -7%. VMW -7%. AIB -6%. ABK -5%. RIO -5%. ALU -5%. AAPL -5%. HL -4%. IBM -4%. RCL -4%. AUY -4%. ARMH -4%. WFT -4%. BHP -4%. SLW -4%. TOT -4%.
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  • Oct. 18, 2010, 4:19 PM
    IBM (IBM): Raises full-year EPS guidance to at least $11.40 vs. $11.29 consensus. Gross margin of 45.3% falls short of consensus of 46%. Free cash flow of $3.2B was down $200M year-on-year.
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  • Oct. 18, 2010, 4:17 PM
    IBM (IBM): EPS up 18% for the 31st straight quarter of EPS growth, on 3% higher revenues. Services revenues up 2%; Global Technology Services revenue of $9.5B, up 1%; Global Business Services of $4.6B, up 5%. Systems and Technology revenue jumps 10.4% to $4.3B. (PR)
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Company Description
International Business Machines Corp is an Information Technology (IT) company. It creates business value for clients and solves business problems through integrated solutions that leverage information technology & knowledge of business processes.