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Momintn

Momintn
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  • Credit Suisse looks for the next spinoff candidates [View news story]
    Maybe Credit Suisse can spin itself off before it goes bankrupt.
    Nov 24, 2014. 04:01 PM | 7 Likes Like |Link to Comment
  • Today's Market: Mergers And Rumors Pushing Stocks Higher [View article]
    There is a rumor that Icahn will reveal he owns IBM shares.
    Nov 24, 2014. 01:16 PM | Likes Like |Link to Comment
  • 3 Blue-Chip Stocks To Consider [View article]
    There is a rumor that Carl Icahn will reveal a stake in IBM. This stated on theflyonthewall.com, ransquawk.com, and b4thestreet.com
    Nov 24, 2014. 12:54 PM | Likes Like |Link to Comment
  • IBM: Valuation Scenarios Using The Dividend Discount Model [View article]
    The IBM zEnterprise System (zEnterprise), announced in July 2010 with the z196 model, was designed to offer both mainframe and distributed server technologies in an integrated system.(Wikipedia) During IBM's second-quarter 2013 financial call, IBM said sales of its System z mainframes rose 10 percent compared to the same period of 2012, making it the only part of IBM's server business to actually see a revenue increase. The last new Z mainframe was announced in July 2013. I believe that a new mainframe announcement will be made in July of 2015.
    Why do companies buy mainframes? There are many reasons but the primary reason is that IBM mainframes maintain backward capability and can run many programs that are even over 5 decades old. Companies do not lose their investment in applications development when they buy a new IBM mainframe.
    Nov 21, 2014. 11:17 AM | 2 Likes Like |Link to Comment
  • IBM: Valuation Scenarios Using The Dividend Discount Model [View article]
    No one may want to own the stock now but that may change when the new mainframe ships next year.
    Nov 21, 2014. 10:52 AM | 3 Likes Like |Link to Comment
  • Apple + IBM Partnership 2: Implications [View article]
    Don't under-estimate IBM. They don't do business for free. Compare their return on equity of 85% to other stocks.
    Nov 21, 2014. 10:33 AM | 2 Likes Like |Link to Comment
  • Apple + IBM Partnership 2: Implications [View article]
    And all of those devices give corporations endless security events. Who has the best security in the cloud? IBM.
    Nov 21, 2014. 10:25 AM | 2 Likes Like |Link to Comment
  • Share Buyback Programs Are Big News For Dividend Investors [View article]
    Value stocks outperform later in the cycle. Earnings per share is a big part of valuation. Part of your portfolio needs to be in value stocks that have been oversold by the market. Look at RSI for IBM and you will see that it is oversold. And a new mainframe is likely to ship next year. So you have a reason to be investing in the stock. All of the arguments against IBM will not matter when the new mainframe ships.
    Nov 21, 2014. 10:21 AM | Likes Like |Link to Comment
  • Is IBM Suddenly Vulnerable To A Takeover? [View article]
    This is the best article I've found on what IBM is doing in the microelectronics (semiconductor) industry
    http://bit.ly/1r2udJY
    "In the next ten years computing hardware systems will be fundamentally different as our scientists and engineers push the limits of semiconductor innovations to explore the post-silicon future," said Tom Rosamilia, senior vice president, IBM Systems and Technology Group. "IBM Research and Development teams are creating breakthrough innovations that will fuel the next era of computing systems."
    Nov 20, 2014. 09:06 PM | Likes Like |Link to Comment
  • Apple + IBM Partnership 2: Implications [View article]
    Sounds like Samsung has some serious problems with security updates.
    http://zd.net/1p4cOoP
    Nov 20, 2014. 08:52 PM | 1 Like Like |Link to Comment
  • Cyber Security: Protect Yourself And Profit [View article]
    "DALLAS - 08 Sep 2014: IBM (NYSE: IBM) today announced that SoftLayer it will be the first cloud platform to offer its customers bare metal servers powered by Intel® Cloud Technology that provides monitoring and security down to the microchip level."....
    These new security capabilities put IBM at the forefront of security innovation helping organizations develop solutions around areas such as governance, compliance, audit, application security, privacy, identity and access management and incident response. IBM will also be offering services to help customers implement this new capability into their applications and platforms.
    “Security perception remains the biggest hurdle for wide-spread enterprise cloud adoption,” said Marc Jones, CTO for SoftLayer. “SoftLayer is the only bare-metal cloud platform offering Intel TXT, leading the industry in enabling customers to build hybrid and cloud environments that can be trusted from end-to-end.”...
    Today’s announcement builds on IBM’s security offerings including software and services to help customers strategically and holistically manage information technology and operational risk end-to end across all including:
    information security
    threat and vulnerability management
    identity and access management
    application security
    physical security
    http://ibm.co/1p47l13
    Nov 20, 2014. 07:38 PM | Likes Like |Link to Comment
  • Is IBM Suddenly Vulnerable To A Takeover? [View article]
    "As the increase of connected technologies and growth of big data demand increasing bandwidth and transmission speeds, data centers are turning to photons instead of electrons to send data faster between servers, requiring high-speed photonic connections between chips. But developing volume manufacturing technology for connecting optics to electronics is complicated, yet critical for wide adoption. " EvaluationEngineering.... which is written by engineers for engineers, mentions IBM as an industry leader.
    IBM did not sell all ip, continues to invest in Microelectronics R&D, and provides engineering services to GlobalFoundries.
    Nov 20, 2014. 07:33 PM | Likes Like |Link to Comment
  • Is IBM Suddenly Vulnerable To A Takeover? [View article]
    They have other semiconductor ip and it's probably good that they got out of the older stuff. Go to the end of this interview to the Q & As. http://bit.ly/1r1wS6M
    " IBM scientists, including researcher Jerry Chow (pictured), are exploring post-silicon semiconductor materials, such as carbon nanoelectronics, silicon photonics, new memory technologies, and architectures to meet the emerging demands of cloud, Big Data and secure transaction optimized systems." http://ibm.co/1r28nGy
    Nov 20, 2014. 07:00 PM | Likes Like |Link to Comment
  • IBM: Red Flags In Free Cash Flows [View article]
    If you don't want to own IBM stock, then you are missing the trees and imagining the wrong forest somewhere else. Your choice...
    Nov 20, 2014. 06:58 PM | 1 Like Like |Link to Comment
  • IBM: Red Flags In Free Cash Flows [View article]
    Then click report abuse. I have heard this argument before on this website and it doesn't make any sense.
    Nov 20, 2014. 06:55 PM | Likes Like |Link to Comment
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