Seeking Alpha

Momintn

Momintn
Send Message
View as an RSS Feed
View Momintn's Comments BY TICKER:
Latest  |  Highest rated
  • Microsoft's Cloud-First Mentality Is The Brilliance Of Satya Nadella's Vision [View article]
    Microsoft delivers their software in their cloud now so it seems to me it is just replacing their software via subscription instead of OTC.
    And they lowered their estimate to .51 so they could beat it at .61. If they had reported a meets estimate, the news would have told you that earnings was down from last year which was .68. This is the fifth quarter in a row that earnings has been less than the previous year same quarter.
    Apr 24, 2015. 06:53 PM | Likes Like |Link to Comment
  • IBM: Sometimes Flat Is Good - 9 Positive Points From Q1 Conference Call [View article]
    http://ubm.io/1tbNWdw
    Apr 24, 2015. 06:00 PM | Likes Like |Link to Comment
  • IBM: Sometimes Flat Is Good - 9 Positive Points From Q1 Conference Call [View article]
    I guess we will see. I wouldn't be putting my money in a company that reports losses like Amazon. IN a recent survey commissioned by Microsoft, IBM was first, MSFT 2nd, and Amazon a distant third in cloud.
    Apr 24, 2015. 05:26 PM | Likes Like |Link to Comment
  • IBM's Software Franchise Widens Its Moat [View article]
    Why don't you update your article with Revenue $ and earnings $? Then you will see just how much further ahead IBM is in this middleware software market. When you grow a big number by 6.1%, it's even a larger number. IBM gets over twice the revenue as the much-loved Oracle in this market.
    If IBM had kept the empty-calories in hardware, the stock market would be lapping up the stock.
    Apr 24, 2015. 03:51 PM | 4 Likes Like |Link to Comment
  • What Does 'Avengers: Age Of Ultron' Mean For Disney? [View article]
    I saw Robert Downey Jr on David Letterman last night, and I'm going to really miss David Letterman. I think Disney will do well unless the market tanks.
    Apr 24, 2015. 10:59 AM | 1 Like Like |Link to Comment
  • IBM: Sometimes Flat Is Good - 9 Positive Points From Q1 Conference Call [View article]
    CNBC pumps the other cloud companies into unrealistic valuations while IBM is the true gem in the category. The only way a cloud can ever take care of large corporations' transactions is to utilize the new z mainframes for mobile.
    Apr 24, 2015. 10:49 AM | 5 Likes Like |Link to Comment
  • IBM's First Quarter: What's Really Encouraging [View article]
    Amazon reported a loss while IBM reported a 8.5% EPS gain.
    Apr 24, 2015. 09:44 AM | Likes Like |Link to Comment
  • Nasdaq futures buoyed by Google and Amazon [View news story]
    Microsoft actually had lower earnings as compared to the same quarter last year. Amazon reported a loss, while last year they reported a profit.
    Google's EPS is up 4.7%.
    IBM's EPS is up 8.5%.
    Apr 24, 2015. 09:39 AM | 1 Like Like |Link to Comment
  • Ryland Group: This Homebuilder Is Primed For More Upside [View article]
    Ryland has its own mortgage business and that is why it has higher debt. They make money on this debt.
    Apr 24, 2015. 08:41 AM | Likes Like |Link to Comment
  • IBM: The Box Closes In [View article]
    When Amazon reports a loss this quarter, they are going to wish they were in a cloud...
    Apr 23, 2015. 02:35 PM | 1 Like Like |Link to Comment
  • IBM: The Box Closes In [View article]
    A lot of IBM news today besides the cloud survey; Gartner reported that for 2014 once again IBM is #1 in worldwide application infrastructure and middleware (AIM) software market revenue with 29.15% marketshare. Why is this important? Middleware is the fastest growing software.
    Apr 23, 2015. 12:23 PM | 3 Likes Like |Link to Comment
  • IBM: The Box Closes In [View article]
    451 Research Survey of Almost 2,000 Companies Confirms IBM as Most Likely Cloud Hosting Partner
    BY Business Wire
    — 5:30 AM ET 04/23/2015
    ARMONK, N.Y.--(BUSINESS WIRE)-- IBM today announced that a 451 Research survey of almost 2,000 enterprise cloud users has named IBM as the company most likely to win significant cloud hosting projects. The survey was commissioned by Microsoft.
    Key findings from the survey, Hosting and Cloud Survey 2015, include:
    50 percent of current public cloud users are already shifting workload to private cloud environments, and 52 percent expect to do so in the future. The primary reason for this shift is security, followed by control.
    IBM is listed as the company most likely to win Cloud business (18 percent), followed by Microsoft (11 percent) and Amazon Web Services (6 percent).
    The primary reasons that companies are moving to Cloud have little to do with cost, but rather business growth, agility, and quality.

    This report comes on the heels of recent confirmation from Synergy Research naming IBM as the leader in the Private/Hybrid Cloud marketplace with approximately 13 percent marketshare:

    Private and Hybrid Cloud Services - Worldwide Revenue MarketShare

    Company 1Q 2014 2Q 2014 3Q 2014 4Q 2014
    IBM 13.06% 13.15% 12.57% 12.93%
    Amazon 3.91% 3.91% 4.63% 6.50%
    Rackspace 4.37% 4.50% 4.53% 4.57%

    On Monday, IBM reported 75 percent growth in first quarter Cloud revenue, and rolling 12-month Cloud revenue of $7.7 billion.
    Apr 23, 2015. 10:19 AM | 3 Likes Like |Link to Comment
  • IBM's First Quarter: What's Really Encouraging [View article]
    451 Research Survey of Almost 2,000 Companies Confirms IBM as Most Likely Cloud Hosting Partner
    BY Business Wire
    — 5:30 AM ET 04/23/2015
    ARMONK, N.Y.--(BUSINESS WIRE)-- IBM today announced that a 451 Research survey of almost 2,000 enterprise cloud users has named IBM as the company most likely to win significant cloud hosting projects. The survey was commissioned by Microsoft.
    Key findings from the survey, Hosting and Cloud Survey 2015, include:
    50 percent of current public cloud users are already shifting workload to private cloud environments, and 52 percent expect to do so in the future. The primary reason for this shift is security, followed by control.
    IBM is listed as the company most likely to win Cloud business (18 percent), followed by Microsoft (11 percent) and Amazon Web Services (6 percent).
    The primary reasons that companies are moving to Cloud have little to do with cost, but rather business growth, agility, and quality.
    The full survey can be found here.
    This report comes on the heels of recent confirmation from Synergy Research naming IBM as the leader in the Private/Hybrid Cloud marketplace with approximately 13 percent marketshare:

    Private and Hybrid Cloud Services - Worldwide Revenue MarketShare

    Company 1Q 2014 2Q 2014 3Q 2014 4Q 2014
    IBM 13.06% 13.15% 12.57% 12.93%
    Amazon 3.91% 3.91% 4.63% 6.50%
    Rackspace 4.37% 4.50% 4.53% 4.57%

    On Monday, IBM reported 75 percent growth in first quarter Cloud revenue, and rolling 12-month Cloud revenue of $7.7 billion.
    Apr 23, 2015. 10:09 AM | 1 Like Like |Link to Comment
  • General Motors slides 3.1% on earning miss [View news story]
    Buy GM on weakness. See the press release above. Net income up, EPS up, EBIT-adjusted up, ROIC 19.5% as compared to 16.9% last year. Don't pass up opportunities on earnings misses dips. You make more money by buying stocks that are down on earnings according to Mark Hulbert on Marketwatch.
    Apr 23, 2015. 09:59 AM | 4 Likes Like |Link to Comment
  • Swiss National Bank's Move: More About Equity Than Policy [View article]
    Swiss property is over-priced and what happens when the bubble bursts? Are the Swiss banks going to take a hit? When rates go up, property values will come down. Then recent buyers of over-priced property will be under-water.
    Apr 22, 2015. 01:41 PM | Likes Like |Link to Comment
COMMENTS STATS
4,760 Comments
3,956 Likes