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Momintn

Momintn
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  • IBM According To Warren Buffett's Annual Letters To Shareholders [View article]
    IBM is building cloud data centers all over the world so I don't know why you say they are not investing in their own business.
    Aug 22 01:30 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    "From a customer perspective, IBM now has the ability to deploy end-to-end cloud-based IAM (Identity and Access Management) services, software and systems," said Latha Maripuri, director of IBM security services. "Our competition may be able to offer a piece of the solution, but IBM will be able to deliver the entire solution."

    Maripuri said that social, mobile and cloud trends are weighing heavily on companies that are trying to manage identities, and it’s important to have one company wrestle the complex solutions. That end-to-end IAD offering eliminates the complexity of multivendor deployments and ultimately saves customers money.

    Maripuri said that IBM plans to roll out a full suite of IAM offerings to its channel partners. "It's our intent to have our business partners selling these services within the next six to 12 months," she said.

    The purchase is within the Global Technology Services group and is the second recent acquisition by GTS. In July, IBM Security Services purchased CrossIdeas, a privately held provider of security software that governs user access to applications and data across on-premise and cloud environments.

    http://bit.ly/1ohYhik
    Aug 22 12:57 PM | Likes Like |Link to Comment
  • The Bull Case For IBM: A Revision Of The DCF, A Look At ROIC [View article]
    If you ever called on and responded to RFPQs from the government, you know that many people who make decisions have no idea what they are doing. One win isn't going to make Amazon much money. They are saddled with the low margin retail business and all the ideas they can devise aren't going to change that.
    Aug 22 12:43 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    Looking at these big pops today thinking that those are better investments will be a serious problem for many novice investors. If the companies can't make money, they are depending on Wall Street to give them a pass. I can't think of anything closer to a pyramid scheme than pumping a stock of a company who can't make any money when they have double digit revenue growth. I remember the internet bubble in the 90's and I remember the crash of IBM's stock. Sometimes the market does get things wrong. And you don't want to be on the wrong side of fundamentals because of hype There is a reason IBM is in the Moat ETF and Salesforce isn't.
    Aug 22 12:24 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    That isn't true. Mainframe revenue has been very stable. When you measure mainframe sales in mips then there has been growth even in the past few years when everyone knows that a new mainframe announcement is imminent.
    Aug 22 12:14 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    If I made my investment decisions reading anonymous posts on blogs, I would not be where I am today. I would be like many other people wondering when they can retire.
    Aug 22 12:10 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    All large companies look for smaller companies to buy. There is certainly nothing wrong with that. Big banks make their bread and butter on mergers and acquisitions. And traders spend a lot of time trying to figure out who is next.
    And it's a known fact that small companies are the fastest growing and do the most hiring in the USA. But the downside is that many new startups go bankrupt in the first or second year.
    Aug 22 12:07 PM | Likes Like |Link to Comment
  • IBM's Problems May Be Fatal [View article]
    IBM's creation of the PC, which happened in 1 year to catch up with the threat from Apple, actually created Microsoft to supply the software for the PC. Many companies have been created through working with IBM products. Why do you think people still refer to the PC as the IBM-compatible PC? People all over the world are trying to develop something just hoping IBM will buy it or at least help market it.
    Aug 22 11:56 AM | Likes Like |Link to Comment
  • 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 | 5 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
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