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  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    From IBM China's website:
    "IBM China Global Delivery Center
    Founded in 1911 in the USA, IBM (International Business Machines) is the world's largest IT and business solution provider. IBM is the only IT (information technology) Company in the world, and also in China, to offer end-to-end solutions from hardware to software services and high end consultancy.

    IBM's Global Services is the world's largest IT and consulting service provider offering higher values for clients and addressing growing demand for global delivery of IT services. IBM opened its Global Delivery Center (GDC) in China in 1999 in Shanghai, and it is now IBM's second largest Global Delivery Center worldwide after India. All the Global Delivery Centers regardless of geography comply with IBM's global practices, processes and methodologies.

    The IBM China GDC provides a broad spectrum of services, including consulting, systems integration, application services, maintenance, testing, solution management, business transformation outsourcing services and IT infrastructure services. It also supports leading package solutions, such as SAP, Oracle, Siebel, mainframe and e-business applications. It consists of five locations across China ranging from: Shanghai, Dalian, Shenzhen, Chengdu, and Wuhan.

    In 2009, China GDC has successfully attained both ISO 20000 and ISO 27001 certifications. The ISO certification is another important milestone in the company's continuous quality improvement efforts following its accreditation of Capability Maturity Model® Integration Level 5 (CMMI 5) Version 1.2 by the Software Engineering Institute (SEI) in 2008. With the latest and highest international standard institutionalized across China Global Delivery's sites, IBM continues its leadership in quality control in China's application services (AS) outsourcing market.

    Shanghai
    The IBM China Global Delivery Center Shanghai Site was established in 1999. It provides application services to clients worldwide, especially in Japan. It also focuses on the invoice phase of Accounts Payable process supporting 15 countries in five languages (English, Indonesian, Japanese, Korean, and Thai)

    Dalian
    The IBM China Global Delivery Center Dalian Site was established in 2003. It provides application services to customers worldwide, especially in Japan and in South Korea. It is the strategic site for IBM Global Process Services (GPS) business in Asia, as it provides services for clients worldwide ranging from credit card processing services and business process outsourcing services in functions of CRM (customer relationship management), finance and accounting, HR (human resources) and procurement. The Dalian site was awarded the "Best Software & Services Outsourcing Company" four times issued by local government to date.

    Shenzhen
    The IBM China Global Delivery Center Shenzhen Site was established in 2002. It serves as a strategic Service Delivery Center for the Global Technology Services business. It provides technical support, call center and command center services to clients worldwide. The Shenzhen site was awarded “China Best Outsourcing Support Center” in 2008 and became one of the first companies in China to be ISO 20000 certified (2007), an international standard for IT service management. The Shenzhen site also offers application services to Asian customers as well as IBM products and services through the ibm.com and telephone.

    Chengdu
    The IBM China Global Delivery Center Chengdu Site was established in 2007. It provides development, operation and maintenance of application services to clients worldwide. It also acts as a regional operation center for the IBM Global Procurement Center. The IBM Global Procurement Center supports all of IBM's global integration of supply chain management and provides services in multiple languages ranging from Chinese, English, Japanese and Korean.

    Wuhan
    The IBM China Global Delivery Center Wuhan Site was established in 2010. It provides development, operation and maintenance of application services to clients worldwide with focus in banking, industrial, telecommunications and transportation industries."
    May 28, 2014. 10:41 AM | 2 Likes Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    "IBM Unleashes New Tools To Accelerate Data-Driven Cities
    Minneapolis, Minnesota, and Montpellier, France, Help Pioneer Smarter Cities Solutions for Water, Transportation and Emergency Management- IBM's work with these cities will enable others to attain new level of efficiency- Advanced capabilities for water, transportation and emergency management provides cities a flexible, open and easy-to-use foundation- IBM launches People for Smarter Cities allowing citizens to exchange ideas to rapidly improve their cities."
    May 28, 2014. 10:16 AM | Likes Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    SOUTH SAN FRANCISCO, Calif., May 28, 2014 /PRNewswire/ -- CollabNet® ( http://www.collab.net ), a leading provider of cloud-based Application Lifecycle Management (ALM) solutions for agile software delivery at scale, today announced a partnership with IBM to offer its CloudForge® development platform in the IBM Cloud Marketplace. Starting today, IBM clients can sign up for a CloudForge account to gain instant access to leading tools that developers use to manage development projects (plan, code, track and collaborate) and deploy code in the cloud.
    The IBM Cloud marketplace offers clients access to more than 100 SaaS applications, IBM's Bluemix platform-as-a-service with its suite of composable services, the powerful SoftLayer infrastructure-as-a-se... and IBM's rich intellectual capital and deep industry expertise. This single online destination with a suite of cloud services delivers a new buying experience for clients that enables line of business professionals to deploy new services faster; allows developers to build them with greater speed; and offers IT departments more creative, efficient and lower-cost ways to deliver these services."
    http://on.mktw.net/1mE...
    May 28, 2014. 10:15 AM | Likes Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    "Mission critical messaging middleware from IBM is the base for software systems integration projects used to implement smart phone apps, mobile applications for the web, cloud computing, and enterprise collaboration suites. IBM WebSphere MQ is the IT industry defacto standard for mission critical information messaging. The IBM WebSphere MQ product continues to completely dominate the enterprise middleware messaging market."
    Read the entire article
    http://yhoo.it/1mEPQQk
    May 28, 2014. 09:57 AM | 1 Like Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    That is ridiculous. Criminals should be prosecuted. We are not fearful of China.
    May 28, 2014. 09:26 AM | 1 Like Like |Link to Comment
  • Pfizer Couldn't Get Its Bid Up, Shareholders Should Take Profits [View article]
    PFE has just crossed over the 200 dma pre-market. So you may want to follow this and see if it can close above the moving average. This will trigger more buying. Usually what happens in pharma is one day up and one day down. However PFE is down so much that it may move up a little each day.
    May 28, 2014. 09:24 AM | 1 Like Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    The first Bloomberg report I read last week was old information about IBM's problems outlined by hedge funds who are short IBM stock. Being short means these hedge funds have sold IBM stock they do not own, they have to pay dividends to the real shareholders quarterly, and cover their short positions by buying IBM stock to return the stock to the shareholders of record. Further reports from Bloomberg Businessweek seem to repeat this anonymous report of banks being told to replace IBM servers with no verification from anywhere else as to the truth of it.

    Chinese factories build components for these IBM servers and the low-end server line is being sold to Lenovo, a Chinese company. Data inside servers is encrypted and is of no use to anyone. IBM was not listed as a vendor who participated in Prism according to Snowden's documents. According to Gartner, IBM is a leader in security. And IBM has recently won the 2014 Global Frost & Sullivan Award for Customer Value Leadership, in recognition of its integration of various mobile security, mobile identity, and access management solutions. As the four leading Chinese banks compete in the global financial industry for accounts, with many of these account owners accessing their accounts from their smartphone, they will not risk their business to replace IBM products without justification.

    Read the Reuters report as it includes all the statements saying that the information from Bloomberg is not true.

    "IBM is not aware of any Chinese government policy recommending against the use of IBM servers within the country's banking industry," said IBM spokesman Ian Colley. "IBM is a trusted partner in China and has been for more than 30 years."

    "A spokesman at the National Development and Reform Commission (China) said the country's top economic planner has not told companies to change their IBM servers, nor received orders from higher levels of the government to do so."

    "Sources at China's "big four" state-owned banks said they had no knowledge of pressure for a technology change, saying any replacement of such systems would not be an easy task.

    "We haven't heard about the order," an official at one of the bank's IT department said, declining to be identified because he was not allowed to speak to the media.

    "There aren't any locally made hardware around that can handle the massive amount of data in the banking industry."
    May 28, 2014. 08:23 AM | 2 Likes Like |Link to Comment
  • Kelley Blue Book: May U.S. auto sales to show 7% gain [View news story]
    You need to buy GM stock before it goes back up.
    May 28, 2014. 07:53 AM | 1 Like Like |Link to Comment
  • Pfizer Couldn't Get Its Bid Up, Shareholders Should Take Profits [View article]
    I think Pfizer is the cheapest pharma in the market and one of the largest. I didn't want them to buy AstraZeneca because Astra has 4 drugs coming off patent. Perhaps they will buy smaller companies. In any case, I do not care if they pay taxes here. If companies simply state they are paying more taxes which lowered EPS, then it might bring about tax reform. Even with declining revenue, Moody says there is currently no impact on Pfizer's A1/Prime-1 ratings or stable outlook. The stock is up pre-market and I'm waiting for my price target. Pfizer resumed with an Overweight at JPMorgan Target $35.
    May 28, 2014. 07:51 AM | 2 Likes Like |Link to Comment
  • Bloomberg Business Week Joins DoctoRx In Warning About The Risks In IBM [View article]
    The Business Week article was old information written by short sellers. It should be an embarrassment to the magazine.
    You can read better articles on this website and others to see where IBM leads. Click on my name, look through my comments, and click on the links.
    You should not compare IBM's cloud with AWS because they were built for two different types of customers. Amazon was awarded the CIA contract based on bids before IBM acquired Softlayer. Amazon is going to have to build a private cloud for the CIA which is something they have never done. I think few CEOs would be taking that risk to their business. And I doubt that high-level security information will be on the AWS cloud.
    May 24, 2014. 09:46 AM | 6 Likes Like |Link to Comment
  • Hewlett-Packard - Company Is Stabilized As Whitman Resorts To Job Cuts Again [View article]
    IBM's virtualization along with SDN does replace servers. IBM has replaced many server installations. It doesn't matter what the schools are teaching. IBM has its own education.
    http://bit.ly/1gXsJS2
    http://bit.ly/1gXsHtr
    Improves server resource utilization by removing the network
    as a bottleneck to increased VM density: What this means is that a server can be utilized more thereby eliminating the need to buy another one for performance.
    High availability and multi-tenancy services for cloud providers: What this means is that on a cloud we can securely share the network with other companies.
    Last year before the rumor of the sale to Lenovo, IBM was number one in server market share. With the sale to Lenovo, Lenovo will catapult to number one. All vendors saw revenue decline in servers because there is a price war going on. You don't want your business to be counting on servers to grow revenue.
    IBM's system Z is doing quite well and there is an upcoming hardware refresh coming as well. In the recent IDC survey, IBM was most often voted as the vendor of choice for the cloud, both public or private.
    May 23, 2014. 03:51 PM | Likes Like |Link to Comment
  • Hewlett-Packard - Company Is Stabilized As Whitman Resorts To Job Cuts Again [View article]
    I think you should be taking some profits if you own these shares. When Lenovo buys IBM's x86 server line, they will be a big competitor on the low end on both servers and pcs. And they are known for price cuts. IBM has new servers, SDN which replaces servers with software, and a more complete line of cloud solutions. IBM has the majority of large Fortune 500 companies as customers. I would not put much money on HPQ.
    May 23, 2014. 10:29 AM | 1 Like Like |Link to Comment
  • H-P guides in-line, announces more job cuts [View news story]
    Strange how the traders are bidding up HPQ. Anyone know why? I thought the pundits didn't like shrinking companies and buybacks. Maybe they really like IBM's model more than they admit. Seems like everyone is trying to become IBM. But I honestly don't think HPQ's Meg Whitman has a clue as to how to do it. Look at the IDC survey on IAAS providers. IBM is the top, HPQ is in a tie for third, and it's a wide spread between the two.
    May 23, 2014. 10:18 AM | 2 Likes Like |Link to Comment
  • Does IBM CEO Rometty Understand Cloud? [View article]
    According to a new report by IDC: AWS may be falling out of favor. Or it may just be that small companies and individuals use AWS and larger companies plan to use IBM, Google, or Microsoft.
    In a key finding on 5/16/14 in IDC's first Public Cloud Tracker report, IDC says, "buyers selected IBM as their overall top preference among providers they believe can most effectively provision IaaS, whether private or public." "IBM didn't simply lead as the preferred IaaS provider, but more than doubled the votes of what one might consider two close competitors: IBM received 35%, while Microsoft and Google each obtained 16%." Amazon was ranked seventh.
    http://ubm.io/1gTCfFz...
    IBM is THE LEADER in cloud "integration service providers" which Gartner now calls "integration brokerage". Currently, more than one million companies use integration brokerage services, Gartner estimates in its latest Magic Quadrant for Integration Brokerages published in early April 2014. It believes spending for the category will rise at a compound annual growth rate of 15 percent. The need for integration hubs and frameworks that orchestrate interactions between cloud services and legacy infrastructure continues to grow.
    While IBM made over $16B, MSFT over $21B, and GOOG over $12B in net income, AMZN made only $274M. So one has to ask why own a company who made only $274M with a forward P/E of 91 when you can own IBM who made $16480M with a forward P/E of 9. It's a no-brainer.
    May 22, 2014. 12:51 PM | 14 Likes Like |Link to Comment
  • IBM May Be Selling At A Bargain Price [View article]
    IBM is THE LEADER in cloud "integration service providers" which Gartner now calls "integration brokerage". Currently, more than one million companies use integration brokerage services, Gartner estimates in its latest Magic Quadrant for Integration Brokerages published in early April 2014. It believes spending for the category will rise at a compound annual growth rate of 15 percent. The need for integration hubs and frameworks that orchestrate interactions between cloud services and legacy infrastructure continues to grow.

    In a key finding on 5/16/14 in IDC's first Public Cloud Tracker report, IDC says, "buyers selected IBM as their overall top preference among providers they believe can most effectively provision IaaS, whether private or public." "IBM didn't simply lead as the preferred IaaS provider, but more than doubled the votes of what one might consider two close competitors: IBM received 35%, while Microsoft and Google each obtained 16%." Amazon was ranked seventh.
    http://ubm.io/1toSNHy
    May 22, 2014. 11:21 AM | 2 Likes Like |Link to Comment
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