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  • Warren Buffett Is Missing Red Flags At IBM [View article]
    Take a survey of Amazon workers. My cousin worked for them and hated it, and quit.
    Jun 11, 2014. 09:09 AM | 7 Likes Like |Link to Comment
  • Palava, India's Next Big Planned City, Builds Smarter City Foundation with IBM [View article]
    I can think of a few cities in the USA who need this.
    Jun 11, 2014. 08:59 AM | Likes Like |Link to Comment
  • A Big Blue Déjà Vu: Is It 1914 Or 1984 For The Long-Term IBM Investor? [View article]
    Anything as small as 8% commission is for technical sales support like software sales assistance. And those employees are regularly surveyed to see what they think. Some want salaries and some want commission, so it changes from one year to the next. I do not believe morale is any poorer than any other workforce in large corporations. Recruitment attendance is huge.
    Jun 11, 2014. 08:55 AM | Likes Like |Link to Comment
  • Warren Buffett Is Missing Red Flags At IBM [View article]
    I guess anyone can write an article rehashing the same talking points. If you want to read something new today, read this:
    IBM Rolls Out Federal Government-Specific Cloud Infrastructure
    IBM seems to roll out something new every day. What a great company!
    I'm not really impressed that Amazon uses white box servers from China. In fact, I'm a little afraid for my credit card information to be on there. If you think the American government may spy on internet traffic, you know for sure that China does. That's why 5 Chinese were charged in the first place. Think of all the small vendors on Amazon. Do you think they want their businesses spied on by China? And I have read many years ago, when I first invested in Amazon stock that most of the AWS users were in higher education and research. That is probably why China sells white box servers to steal research. All they do is copy us.
    Jun 11, 2014. 08:35 AM | 4 Likes Like |Link to Comment
  • A Big Blue Déjà Vu: Is It 1914 Or 1984 For The Long-Term IBM Investor? [View article]
    I just happened upon an old article titled almost the same as Cringely's (a pseudoname for several anonymous authors much like the website Zerohedge which is in Switzerland).
    This one has a real author who wrote a very derogatory article on IBM in 1996.
    The Decline and Rise of IBM
    "many observers had counted the company out — “It’s a dinosaur, an implosion, a wreck,” various commentators said"
    "IBM finds innumerable reasons to deceive itself about the need to change. In times of major technological transition, it has had to jettison its top leadership to bring in people who are willing to break with the past."
    "Again, the pattern has repeated itself. A new chairman and a new top management team are redirecting the company. IBM is embracing an innovative approach to computing — networks — and bringing out products and services that fit into the new model. As Lou Gerstner, IBM’s chief executive officer, recently commented, “We are completely transforming the business to address the market for networked computer systems.”
    "Could Gerstner return the company to growth? If not, IBM would become a shell of its former self, destined to decline slowly and die."
    "So IBM is recovering. But how could the world’s most admired company have slipped into massive losses and layoffs in just a few years? What do IBM’s experiences mean for other large corporations? Each of us has grown up with an image of IBM: once the world’s most admired corporation, it stumbled badly in the late 1980s and early 1990s. The causes of IBM’s difficulties constitute a warning and a source of insight."
    Since the article came out July 15, 1996, IBM's stock's total return is 913.72%. Read about what IBM is actually doing and take all articles from journalists with a grain of salt. They are just trying to make money selling their articles and books. And there was a time my mother recalls when things were so much better, but I remember her saying she had to walk miles in the snow to school and only got shoes twice a year. People revise history positively and complain about change. IBM has accommodated to change throughout over a 100-year period and they will continue to do so.
    Jun 10, 2014. 03:30 PM | 3 Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    I have listened to this talk of a correction for a very long time. What are the events that could cause it to happen in 2014? If we knew this, then we might could anticipate it. Otherwise it seems like a futile conversation.
    Jun 10, 2014. 12:52 PM | 1 Like Like |Link to Comment
  • IBM's Hidden Source Of Value [View article]
    I agree with your statement on IBM and MSFT. The latest announcements on OpenPOWER state that they do not expect the PC to drive the next scale out of global computing. Look at the companies involved in this.
    How can any one company like Microsoft compete?
    Jun 10, 2014. 12:44 PM | 1 Like Like |Link to Comment
  • IBM Ships POWER8 Power System Servers to Provide Clients an Open Platform for Big Data [View article]
    Looks like the market is unaware of this major offering. Watson can get even smarter with Power8 servers.

    "IBM’s POWER architecture is the cornerstone of innovation for the OpenPOWER Foundation, creating a computing platform available to all. The Foundation – representing 25 global technology providers and growing – was founded by IBM, Google, NVIDIA, Mellanox and Tyan. The group announced an innovation roadmap detailing planned contributions from several of its members, with IBM's Power Systems as the first servers to exploit OpenPOWER technology."
    ..."According to IBM test results, the IBM Power Systems are capable of analyzing data 50 times faster than the latest x86-based systems. Certain companies have reported analytics queries running more than 1,000 times faster, reducing run times from several hours to just seconds, IBM said."
    "IBM also announced two Linux developments that fortify rapid cloud innovation on POWER8 systems. One is the availability of Ubuntu Server 14.04 LTS, Ubuntu OpenStack and Juju service orchestration tools, on all POWER8 systems; and the introduction of PowerKVM, a Power Systems-compatible version of the popular Linux-based virtualization platform KVM, on all POWER8 systems that run Linux exclusively. IBM's collaboration with Canonical, the commercial sponsor of Ubuntu with more than 20 million users worldwide, provides easy migration for applications to Linux for cloud deployments..."

    - See more at:

    Twenty-five members have joined OpenPOWER and may license the technology to build connecting systems, devices, and applications.

    With Blu Acceleration, performance is phenomenal. "“With BLU Acceleration and the POWER8 hardware, we observed an average performance improvement of 82 times on report generation compared to competitor running on x86 platform.”

    With the Power8 server launch, IBM is now adding support for Ubuntu Linux.
    Ubuntu has become one of the most-used Linux distributions in the cloud today powered by x86 servers. "It's a different set of application developers than we would normally see in our traditional enterprise Linux distributions," Wasko said. "We are looking for more applications to be able to slide over to run on Power."
    Jun 10, 2014. 12:32 PM | Likes Like |Link to Comment
  • A Potential Prevailing Tailwind For Housing-Related Stocks [View article]
    The largest potential short squeeze is going to be Ryland (RYL) and Ryland has news that may generate interest in owning the stock.
    "The Ryland Group, Inc. RYL +1.66% has received an A+ on Big Builder Magazine’s annual public builder report card. The 2014 public builder report cards, ultimately graded by Builder Magazine’s editors, provide research-based analysis of financial and operational performances, which includes financial, operations, sales and marketing and land, for 17 public home building companies during 2013."
    From BusinessWire May 22, 2014
    Jun 9, 2014. 11:20 AM | Likes Like |Link to Comment
  • IBM's Hidden Source Of Value [View article]
    Jun 9, 2014. 10:54 AM | Likes Like |Link to Comment
  • Why Investing New Capital During All-Time Market Highs Doesn't Scare Me [View article]
    My last purchase was IBM.
    If you are a value investor, this website is helpful because you can see the current valuation compared to the industry and to the S&P 500, as well as the average P/E the last 5 years.
    I do think one has to be careful about buying stocks that are at their highs unless you have a good reason.
    Jun 9, 2014. 10:31 AM | 2 Likes Like |Link to Comment
  • IBM Is A Buy - Chinese Companies Still Prefer Its Servers [View article]
    I haven't yet seen any proof that China thinks IBM is involved in any kind of espionage. IBM was not one of the companies mentioned in the Snowden documents. The news has hurt the price of IBM's stock and investors will finally get tired of it. Once people stop selling, you will see the stock return to its highs. Notice that the news never mentions any of the companies who were in the documents. Try to explain that.
    Jun 9, 2014. 09:53 AM | 1 Like Like |Link to Comment
  • Watch Out For The Buyback Taper [View article]
    Wow, I forgot Visa had bought so many shares back. I certainly made a big profit in that one before I sold it last year.
    I use this link to quickly see how a company is doing on revenue, total net income, and EPS.
    IBM didn't go down by that much in 2013. Revenue and total net income are still quite large. None of these large caps are going to go up in a straight line.
    Jun 6, 2014. 11:40 AM | Likes Like |Link to Comment
  • Advice For Young Investors [View article]
    My suggestions: Get a college degree without accumulating much debt. If you have to, live at home for at least 2 years, or do a work/study program. Pick a field of study to complete in 8 semesters using your state's scholarships, as this is free money. If you do not know what you want to do, pick something that has job opportunity with your interest and skills in mind, and stick with it. You won't regret getting a degree in business, engineering, or healthcare.
    When you get a job, live within your means, avoiding debt other than car and house. Every year, invest in a Roth IRA. When interest rates are low, weight your investments in favor of stocks with some shorter-term bonds. When interest rates are high, buy some long-term zero coupon bonds.
    Jun 6, 2014. 10:30 AM | 2 Likes Like |Link to Comment
  • Mary Barra Can Turn GM Around [View article]
    I called about one of my children's GM cars and there were no recalls. In fact it has never had a recall. So I just don't think if you buy a car less than 8 years old, you are going to have many recalls. And it certainly hasn't hurt sales.
    I saw a new blue Corvette this week on the road and that is the best looking car I've seen in a long time. Look at what USA Today says:
    Chevy Corvette Z06 will be GM's most powerful car ever
    Jun 6, 2014. 09:29 AM | 4 Likes Like |Link to Comment