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Momintn

Momintn
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  • IBM's Problems May Be Fatal [View article]
    IBM Leads Flash Storage System Market
    IBM Leads in Business Intelligence and Analytics
    IBM leads in Smart City Technology
    IBM leads in Mobility Services for the Enterprise
    IBM Named Market Share Leader in Application Infrastructure and Middleware Software for 13 Consecutive Years
    IBM Leads in the Business Cloud.
    "IBM is leading the infrastructure-as-a-se... (IaaS) market preferences by the U.S.-based enterprises, ahead of Amazon, Google, Cisco, HP and Microsoft, said IDC.
    IDC said while US enterprises have ranked IBM the #1 cloud computing provider, Cisco in second position, HP in third rank, AT&T 4th, Google 5th, Microsoft 6th and Amazon received 7th rankings."

    Many companies would like to have these problems.
    Aug 21 08:05 PM | 4 Likes Like |Link to Comment
  • H-P +4.5%; sell-side praises cash flow, top-line performance [View news story]
    HP PCs look like a good deal at Costco. But I'm wondering what happens when Costco starts selling Apple products.
    Aug 21 01:46 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    EPS for MSFT was actually down the last 2 quarters from the previous year. The P/E is 17 for MSFT same as the Technology ETF.
    Nothing goes up in a straight line. IBM is the better buy today.
    Aug 21 01:34 PM | Likes Like |Link to Comment
  • IBM's Problems May Be Fatal [View article]
    IBM is undervalued by at least 40% while the Technology ETF has a P/E of 17. At some point IBM's stock is going to recover and be on par with the rest of the industry. Don't be late if you want to own the shares.
    Many companies have had revenue down, especially in the financial sector, even Lockheed Martin, but all the while only IBM is mentioned. One has to wonder why. Every year IBM is selling different products with different price points. It's amazing to me that they can still get around $100B in revenue no matter whether we are in good times or bad. And look at Total Net Income. They are quite profitable and have increased it almost every year.
    http://on-msn.com/14AaREI
    It is highly likely they are going to hit their $20 per share target on EPS in 2015. And on top of that, it is time for a new mainframe. This was stated by the CFO, in so many words, in the last earnings call.
    I wouldn't buy the stock today though. I'd wait for some bad global news and buy the stock on weakness. If you don't want to own the company, that's your decision, but I wouldn't be short.
    Aug 21 12:31 PM | 1 Like Like |Link to Comment
  • Splunk: Paving The Way For IBM [View article]
    I have seen articles about IBM buying Splunk as early as Jan 2013. I would be cautious believing rumors on the internet. I have no holdings in Splunk or opinion on the company. I have found something that may be of interest to you regarding IBM.

    "IBM SmartCloud Analytics Predictive Insights is software aimed at transforming the high-scale machine data spinning out of IT systems -- networks, servers, storage systems, applications and so on -- into business intelligence. In the past, these log files and event streams were either used for simplistic, stove-pipe monitoring and diagnosis or they were entirely ignored.

    In the big data era, some have realized that IT monitoring and event data might reveal leading indicators that can help IT anticipate and prevent problems rather than diagnose failures after the fact. Where many IT monitoring systems are all about setting thresholds and alerts for one system at a time, the idea behind Predictive Insights is to combine large sets of information and find correlations and anomalies in data that yield predictive insights.

    Consolidated Communications, a cable operator headquartered in Illinois, is using Predictive Insights to track some 80,000 streams of data across its systems to monitor the health of its video delivery network. By spotting anomalies that couldn't be seen by studying systems in isolation, the cable operator reports it has avoided service disruptions and related costs of approximately $300,000 per year.

    Splunk has been a pioneer in doing big data analysis across myriad IT system sources, but IBM says the Predictive Insights service is different from Splunk and other offerings in that it's an analytic-correlation and pattern-detection environment rather than an open-ended search-and-discovery tool. In other words, it surfaces conditions worthy of investigation on its own rather than relying on humans to drive the analysis."

    http://ubm.io/1lhMiGU?
    Aug 20 12:36 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    In 2009, IBM's stock went up 54%. It certainly can happen again. It is likely that it will happen when they announce the next mainframe. The time to buy is while it is down so much.
    Aug 20 10:30 AM | Likes Like |Link to Comment
  • The Bull Case For IBM: A Revision Of The DCF, A Look At ROIC [View article]
    Pay to sell? Experts doubt IBM deal report
    http://pojonews.co/1tk...

    I've run across other WSJ stories from the past that weren't true: IBM buying Sun, HP getting out of the PC business, Hackers Stole Millions of Dollars from Citigroup, Obama Administration Doesn’t Drill Enough
    Aug 19 11:10 PM | Likes Like |Link to Comment
  • The Bull Case For IBM: A Revision Of The DCF, A Look At ROIC [View article]
    You can't believe everything you read on the internet. Obviously with the latest brain chip called TrueNorth, the PowerPC chip, and the new RF chip developed in Vermont, IBM is not going to give IP away.
    Aug 19 09:01 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    Accenture is a bunch of stuffed shirts. What have they ever invented?
    Fraud is deception to profit from someone else's loss by manipulating the securities market which includes using the media with misinformation.
    Aug 19 08:19 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    Bears on this website should not be believed. You are wrong about the price that Buffett paid.
    Aug 19 08:16 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    I agree. The "accounting gimmicks" and "financial engineering" are terms the bears use trying to make their shorts work and their hedge funds stay in business. It's a sad state of affairs when they are allowed to do this, unimpeded on national television. I would think by now IBM would figure out a way to trace the news feeds back to the sources to reveal the fraud behind the news.
    Aug 19 02:07 PM | Likes Like |Link to Comment
  • Splunk: Paving The Way For IBM [View article]
    40% seems reasonable. The XLK Technology Fund has a P/E of 17. 17 times 15.81 = $268.77. So that's 41% undervalued.
    Many of these companies would not exist were it not for IBM. IBM invented the first PC, the first smartphone, etc...
    Aug 19 01:16 PM | Likes Like |Link to Comment
  • Splunk: Paving The Way For IBM [View article]
    Why own these tiny companies when you can own the leading tech company in the world which is under-valued by at least 40%?
    Aug 19 11:40 AM | Likes Like |Link to Comment
  • The Bull Case For IBM: A Revision Of The DCF, A Look At ROIC [View article]
    IBM Leads Flash Storage System Market
    IBM Leads in Business Intelligence and Analytics
    IBM leads in Smart City Technology
    IBM leads in Mobility Services for the Enterprise
    IBM Named Market Share Leader in Application Infrastructure and Middleware Software for 13 Consecutive Years
    IBM Leads in the Business Cloud.
    "IBM is leading the infrastructure-as-a-se... (IaaS) market preferences by the U.S.-based enterprises, ahead of Amazon, Google, Cisco, HP and Microsoft, said IDC.
    IDC said while US enterprises have ranked IBM the #1 cloud computing provider, Cisco in second position, HP in third rank, AT&T 4th, Google 5th, Microsoft 6th and Amazon received 7th rankings."
    http://yhoo.it/1oWV3Rb
    Aug 19 10:51 AM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    "As a former competitor and customer of IBM, I can tell you that IBM is never regarded as the BEST, COOLEST, Bleeding Edge or Stellar/elite performance."
    What about Watson? Even the negative press on CNBC has had to give IBM credit for that.
    IBM is a major disruptor to the tech industry. They were stated in many financial reports as being a risk to other companies' businesses. If SDN takes off what will happen to Cisco? IBM replaced hundreds of Microsoft servers at Seattle Children's Hospital with SDN.
    Now they have basically doubled the throughput with their new Power servers. The 12-core (96-thread) Power8 CPU is one of the largest and probably the most powerful CPU ever built.
    And now they have produced a commercially viable chip that emulates the human brain on low power. Do you really think your IPOs can compete with this?
    http://ibm.co/1oNonj0
    Can even Intel compete with this?
    Aug 19 09:39 AM | Likes Like |Link to Comment
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