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  • IBM results not impressing sell-side  [View news story]
    People who are optimistic and paid by IBM like Momintn should take a look at this analysis and learn something. The results are ominous and IBM is one step away from ruin once Mr Buffett realises his monumental mistake..
    Jan 22, 2014. 10:46 AM | Likes Like |Link to Comment
  • Dear Warren, About IBM...  [View article]
    Agree with you in many ways.The main thing that many on SA like momintn don't get is like India China Brazil are growing to some extent but businesses are under stress. Small and medium sized companies which have high growth ambitions and relatively newer will definitely prefer a variable cost model like AWS...for infrastructure, platform, apps etc. Large companies with long contractual agreements with will also probably re-think at the end of the contract cycle. The union site tells the story As to Mr Buffett...good luck to him with his investment...hope this does not become his waterloo. The point is WB can afford to lose some money and not get hurt..what about the rest of us?
    Dec 1, 2013. 05:25 AM | 3 Likes Like |Link to Comment