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Momintn

Momintn
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  • Cash Does Not Mean Capex, IBM Edition [View article]
    IBM's hardware isn't a boat anchor. It's just highly cyclical. And as companies have reduced manpower, they have also reduced spending. IBM has recently announced a finance plan where customers pay for the machine cycles they use. This should sell more hardware, but I am uncertain as to if it will move the hardware sales number in dollars or not. Hardware from every vendor gives the customer more for less money due to innovation and improvements in engineering. IBM actually grew MIPS sold.
    When is the next system Z coming out?
    Apr 18 09:02 AM | Likes Like |Link to Comment
  • IBM Earnings: Revenues Decline As Hardware Sales Continue To Disappoint [View article]
    You are correct. A mainframe uses about the same amount of electricity as a clothes dryer, an IBM spokesmen said.
    Apr 17 06:18 PM | 1 Like Like |Link to Comment
  • Cash Does Not Mean Capex, IBM Edition [View article]
    I haven't checked lately but I think MSFT gets at least half of their revenue from PC sales.
    IBM is in the Moat ETF, not the three that you mention.
    Apr 17 06:10 PM | 1 Like Like |Link to Comment
  • When To Buy Dividend-Paying Stocks? [View article]
    I think a P/E of 20 is rather high. IBM's P/E is 12 with a forward P/E under 10.
    Apr 17 03:55 PM | Likes Like |Link to Comment
  • Cash Does Not Mean Capex, IBM Edition [View article]
    Revenues don't really mean that much. You need to be looking at earnings. IBM has almost doubled net income in the past decade.
    Apr 17 03:53 PM | 2 Likes Like |Link to Comment
  • IBM Earnings: Revenues Decline As Hardware Sales Continue To Disappoint [View article]
    Currency headwinds made matters worse than they really are.
    Apr 17 03:41 PM | 1 Like Like |Link to Comment
  • Lacking Growth, IBM Is A Sell [View article]
    They are only interested in making their trades work. The SEC should investigate the "news".
    Apr 17 03:30 PM | 2 Likes Like |Link to Comment
  • IBM Finally Breaks Out: The Earnings Update. [View article]
    Now the forward P/E is under 10.
    Apr 17 03:28 PM | Likes Like |Link to Comment
  • IBM Finally Breaks Out: The Earnings Update. [View article]
    All hardware is getting cheaper and every server is cheaper no matter who the vendor is. And with SDN which IBM has recently had some big announcements ( go to their website, look up product announcements, and search on SDN) customers can replace servers with software.
    Apr 17 03:27 PM | Likes Like |Link to Comment
  • IBM Finally Breaks Out: The Earnings Update. [View article]
    IBM commented that if you looked at sales in terms of MIPS instead of dollars revenue would be way up. The problem for the hardware vendors is you get more for less money and the US dollar is so cheap that an improving economy here doesn't necessarily lift sales.
    Apr 17 03:24 PM | 1 Like Like |Link to Comment
  • Lacking Growth, IBM Is A Sell [View article]
    IBM's revenue last year was almost $100B. If you look at the past decade, revenue does go up and down. But net income has almost doubled. Seems to me that Wall Street is quick to talk down companies even when they have survived other difficult years and even made more money.
    http://on-msn.com/14AaREI
    Apr 17 11:33 AM | 1 Like Like |Link to Comment
  • Lacking Growth, IBM Is A Sell [View article]
    I like the picture. She looks tough, and not like the childish people the media tout like Marissa Mayer and Mark Zuckerberg.
    Apr 17 11:15 AM | 1 Like Like |Link to Comment
  • Lacking Growth, IBM Is A Sell [View article]
    It is rumored that they may sell the chip fabrication to GlobalFoundries but I don't think they should. They won't be selling Power8 as it is new.
    Apr 17 10:57 AM | Likes Like |Link to Comment
  • IBM Finally Breaks Out: The Earnings Update. [View article]
    Bill Kreher, analyst with brokerage EdwardJones, rates IBM shares a buy for a growth-and-income investment strategy.
    Apr 17 10:28 AM | Likes Like |Link to Comment
  • Lacking Growth, IBM Is A Sell [View article]
    IBM Corp.’s first quarter was a soft one, but both executives and analysts seem less worried than investors.
    IBM stuck to its full-year operating earnings per share guidance of “at least $18.”
    Schroeter repeated the 2015 goal of “at least $20.”
    Schroeter did say that the Power8 series of IBM’s microprocessor line is expected to come out within the year. The Power8 is made in East Fishkill and runs the Unix line that now is known as the Power series.

    Bill Kreher, analyst with brokerage EdwardJones, rates IBM shares a buy for a growth-and-income investment strategy.
    Apr 17 10:22 AM | Likes Like |Link to Comment
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