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Momintn

Momintn
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  • The Info Tech Services Tipping Point: CIA Chooses Amazon Over IBM For Private Cloud [View article]
    Wait until Americans find out that the CIA gave the bid to Amazon while knowing the cost is 58% more. I have no faith at all in Amazon to deliver a secure network that gives our intelligence agencies the systems they need. And if AWS is so great, why not break out the revenue and earnings in Amazon's quarterly reports? I bet you that this quarter, IBM had more cloud revenue than AWS.
    Oct 17, 2013. 09:08 AM | Likes Like |Link to Comment
  • IBM Has A Moat Full Of Boiling Oil [View article]
    So what is the revenue for AWS? And how do they contribute to Amazon's expected .09 loss expected this quarter?
    Oct 16, 2013. 11:56 PM | Likes Like |Link to Comment
  • IBM Has A Moat Full Of Boiling Oil [View article]
    Currency impacted some of those numbers. You need to look at the numbers in constant currency. Total Services revenue grew in constant currency. Revenue was only down 2% which is what S&P forecast.
    A moat does not assure you that every quarter will see a rise in revenue. The BRICs were down a lot, after they had been on a tear.
    Oct 16, 2013. 11:54 PM | Likes Like |Link to Comment
  • Is International Business Machines A Value Trap? [View article]
    They mentioned that cloud revenue was in addition to existing customer revenue in the earnings report.
    Oct 16, 2013. 11:48 PM | Likes Like |Link to Comment
  • Is International Business Machines A Value Trap? [View article]
    What is Amazon's cloud revenue? They are suppose to lose 9 cents this quarter. Must be those razor thin margins in ecommerce.
    Oct 16, 2013. 09:12 PM | Likes Like |Link to Comment
  • More on IBM: EPS guidance maintained, Asia-Pac sales nosedive [View news story]
    Most of the EPS growth came from margin expansion. The decline in revenue was more than made up by share buybacks. This is a cheap price to buy IBM stock.
    Oct 16, 2013. 07:49 PM | 1 Like Like |Link to Comment
  • More on IBM: EPS guidance maintained, Asia-Pac sales nosedive [View news story]
    PC storage is a bad place to go. Anything for PCs is not going to have good margins.
    Oct 16, 2013. 07:46 PM | Likes Like |Link to Comment
  • IBM Earnings Preview: Weathered The Storm, But Is Big Blue Out Of The Woods ? [View article]
    S&P upgraded IBM recently to a 5 star stock with a $227 price target. They expect a 2% revenue decline this year and weakness in China and Russia.
    From the E/R you can see that buybacks added to earnings more than revenue reduced earnings and margin expansion is really where the earnings growth came from.
    Oct 16, 2013. 07:21 PM | Likes Like |Link to Comment
  • Is International Business Machines A Value Trap? [View article]
    Basically the problems for IBM this quarter were the BRICs, especially China who is suppose to be getting an economic plan, and the Yen was down 26% y/y which negated the strength in IBM Japan.
    Oct 16, 2013. 07:10 PM | 1 Like Like |Link to Comment
  • Is International Business Machines A Value Trap? [View article]
    System Z was up 6% (7% @cc)
    Oct 16, 2013. 07:09 PM | 1 Like Like |Link to Comment
  • Is International Business Machines A Value Trap? [View article]
    In IBM's E/R report tonight:
    Cloud +>70% YTD; >$1B in revenue for first time in a quarter
    Oct 16, 2013. 07:00 PM | Likes Like |Link to Comment
  • IBM Earnings Preview: Weathered The Storm, But Is Big Blue Out Of The Woods ? [View article]
    Read my last post on the most recent article on IBM and you will see why shorts should be covering soon.
    Oct 16, 2013. 01:54 PM | Likes Like |Link to Comment
  • Is International Business Machines A Value Trap? [View article]
    "Cloud service companies such as Amazon, Google, Microsoft, Verizon, etc. can now better compete with IBM for IT service contacts. Instead of IBM being able to charge premium prices for customized IT services, customer companies can now buy those same services as a commodity service."
    Service contracts primarily include costs for people. Trained, skilled IT engineers are worth a premium. If you think of people as being a commodity, you are unaware of the long-term consequences of poor implementation on the costs and success of an IT project. When it comes to people skills, you get what you pay for. That is one reason IBM is at the very top in many areas such as in the the IDC MarketScape: Worldwide Cloud Professional Services 2013 Vendor Analysis, in the IDC Market Analysis: Worldwide Security and Vulnerability Management 2013-2017, and in the IDC MarketScape: Worldwide
    Business Consulting Services 2013 Vendor Analysis.

    http://bit.ly/16g3ZJM
    http://bit.ly/16g41RT
    http://bit.ly/1cmTagF

    Look for yourself. I don't see any mention of Amazon here.
    Oct 16, 2013. 01:34 PM | 2 Likes Like |Link to Comment
  • Key Takeaways From Coca-Cola's Recent Earnings Release [View article]
    3% dividend is good now and EPS up from last year. I like the stock here. Growth returned to N. America and non-CSD is growing faster which includes: Dasani bottled water
    Glaceau VitaminWater
    POWERade sports drinks
    Minute Maid and Minute Maid To Go juices
    Aquarius sports drinks
    Nestea
    Sokenbicha
    Odwalla
    Oct 16, 2013. 09:54 AM | Likes Like |Link to Comment
  • Dell: Goodbye Investors, I Am Going Private [View article]
    Dell is moving into niche growth sectors like security. I believe that when they get their business growing again, they will offer an IPO at a higher price. It's just like many privatization deals that are done at the expense of the investing public.
    Oct 16, 2013. 09:37 AM | 1 Like Like |Link to Comment
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