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Momintn

Momintn
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  • IBM Is Not A Technology Company [View article]
    Why not write your own article? It would be most appreciated!
    Nov 27, 2013. 09:48 AM | Likes Like |Link to Comment
  • IBM: Stanley Druckenmiller Vs. Warren Buffett, Who Is Right? [View article]
    IBM will not take 6 to 7 years as they are acquiring companies on a fast pace. And with those acquisitions, talent. Mobility too.
    http://onforb.es/1b4qaU6
    And IBM is already profitable and pays investors a dividend that matches the S&P 500.
    Nov 27, 2013. 09:33 AM | Likes Like |Link to Comment
  • IBM: Stanley Druckenmiller Vs. Warren Buffett, Who Is Right? [View article]
    I just don't see them making much money. IBM isn't interested in cheap business. I can see why Amazon thinks they can make money by providing infrastructure to small customers; after all, they are a bookseller. As an IBM shareholder, I don't want IBM to go after Amazon's business, because from what I can see, there is no money in it. Believe me, where there is money, IBM will be there. And they don't have to be first either. When they do something, is it usually better than the rest. So Amazon better be afraid when IBM gets finished integrating Softlayer with openstack.
    Nov 26, 2013. 10:23 PM | 2 Likes Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    The world is a big place. And banks have just started to put in computer systems in Africa. Look at the size of Africa! Think about how many banks there could be.
    And Japan has really come back. If it weren't for the currency, that would have been very good news. The currency completely wiped out the growth.
    Some new things are happening in China. IBM won't give up there, nor should they.
    After the share buybacks have happened, it's going to get interesting. You better jump in then on the first sign or pay up.
    Nov 26, 2013. 10:06 PM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    No, it's about lying or misleading other people to make a profit, such as a pump and dump scheme. Let's say everyone that has been informed that Druckenmiller says to go short, does it. Then there just might not be enough shares to go around, as IBM starts buying back 10.6% of their stock, and longs have no plan to sell out. The shares sold short have to come from somewhere and the dividends have to be paid by someone. So all of these people who have been mislead by Druckenmiller and CNBC could join a class action lawsuit, if the Dept of Justice didn't take action.
    Nov 26, 2013. 09:47 PM | Likes Like |Link to Comment
  • IBM Has A Cash Flow Problem [View article]
    The CFO is retiring at the customary age of 60. People do not grow old at IBM, unlike the government.
    Nov 26, 2013. 09:40 PM | Likes Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    And that is why I'm worried about my mutual funds.
    Nov 26, 2013. 09:38 PM | 1 Like Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    ?..."$200/share to be really generous (just over 50% of the current share price).
    Don't you mean .5%? Price is now $381.
    Nov 26, 2013. 09:36 PM | Likes Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    And if margins were that good, all of the other retail websites would do it cheaper and take their business away.
    Nov 26, 2013. 09:33 PM | 1 Like Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    I pretty much disagree with everything you have said about IBM. Open systems is a big strength for IBM and a negative for AWS. IBM works with many vendors and licenses their patents to them. Hardware is cyclical and with businesses unwilling to spend, that is the first thing they put off buying. But they will be looking at their budgets at the end of the year and try to figure out how to spend that money or lose it. They can't ask for more money next year, unless they spend the money in the budget this year. AWS is getting cloud business but from IBM's conference call, even the IBM cloud revenue is not replacing the legacy systems, so I doubt AWS is either as much as they pretend. If you read through the Amazon conference call, you can see the bs. IBM has a much stronger relationship with clients than people give them credit for, and few of those clients are going to trust their bread and butter business to a retail vendor, especially one with outages. I have little doubt that IBM will be here going strong well after Amazon's debt rating goes to junk. In fact, I think the CIA made such a blunder, that it is likely to bankrupt Amazon and risk our national security causing a major uproar in Congress. I wouldn't want to own Amazon's stock then for sure. As you have seen with healthcare.gov, you can't just assume anyone can manage a project. And that is one thing I know from experience; IBM is the best at project management as no other. I would never want anyone else to manage such a large project. They have amazing tools in house to put all of the plan together with the time required, education, skills, people, etc. That is another strength of IBM; they use what they make and they improve it, so that they can go out and offer it to their customers. Many customers are happy to try out their new products as well, in order to get them early. Boxes arrive from IBM and everyone acts like it's Christmas. The China problem is said to be about waiting for the central plan from their government. So that should be resolved soon. The one problem for IBM is that there is a lot of old IBM equipment on the market and it is very reliable. But support from IBM is important to many, so they don't want to get too far behind, maybe just one model behind though they will consider. So IBM usually makes each new announcement cheaper than the last. This in turn appears to the outside that they are selling less hardware. I believe it is just that hardware is getting quite inexpensive. I have little regard for anyone on CNBC as I do not think they know anything at all about technology. Perhaps people who have worked in other industries find them more informed. My guess is that Buffett goes on there to continue to promote Berkshire; the few times I've seen him he doesn't say much about his stocks. Very wise in my opinion. He knows what he likes and he owes no one an explanation. I am quite satisfied with my investment in IBM, as I am sure he will equally be some day. I plan to leave my IBM stock to my children.
    Nov 26, 2013. 09:13 PM | Likes Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    I have read where people said the profits from retail were being used to invest in AWS. Honestly I don't care one way or the other. I sold my shares awhile back. I am worried about my mutual funds who own Amazon.
    Nov 26, 2013. 12:17 PM | Likes Like |Link to Comment
  • IBM: Stanley Druckenmiller Vs. Warren Buffett, Who Is Right? [View article]
    IBM made $1B in cloud revenue last quarter and is on target to make $7B in cloud revenue in 2015.
    Nov 26, 2013. 12:14 PM | 1 Like Like |Link to Comment
  • IBM: Stanley Druckenmiller Vs. Warren Buffett, Who Is Right? [View article]
    A good way to find out about their competitive situation is to take a look at Gartner's Magic Quadrant reports.
    Magic Quadrant for CRM Service Providers, Worldwide
    http://gtnr.it/1cMHLT9
    Magic Quadrant for Social Software in the Workplace
    http://gtnr.it/1cMHNuj
    I D C M a r k e t S c a p e : W o r l d w i d e C l o u d P r o f e s s i o n a l S e r v i c e s
    2 0 1 3 V e n d o r An a l y s i s
    http://bit.ly/16g3ZJM
    I D C M a r k e t S c a p e : W o r l d w i d e B u s i n e s s C o n s u l t i n g
    S e r v i c e s 2 0 1 3 V e n d o r An a l y s i s
    http://bit.ly/1cmTagF

    IBM is a leader in market-share W o r l dw i d e S e c u r i t y a n d V u l n e r a bi l i t y M a n a ge m e n t R e v e n u e
    http://bit.ly/16g41RT
    Nov 26, 2013. 12:01 PM | 1 Like Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    Actually I have read that the company made more profits before AWS.
    Nov 26, 2013. 11:41 AM | Likes Like |Link to Comment
  • Senvest: Better Than Buffett And Einhorn... At A Discount [View article]
    So what are their stock picks?
    Nov 26, 2013. 11:39 AM | Likes Like |Link to Comment
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