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Momintn

Momintn
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  • IBM refreshes mainframe line with high-end z13 [View news story]
    22 countries are there for the briefing! And over 5,000 people live streaming!
    Jan 14, 2015. 02:03 PM | Likes Like |Link to Comment
  • IBM refreshes mainframe line with high-end z13 [View news story]
    1548 now
    Jan 14, 2015. 01:57 PM | 1 Like Like |Link to Comment
  • IBM refreshes mainframe line with high-end z13 [View news story]
    IBM z13 Is Designed for Social, Mobile, Cloud, Analytics and Security
    http://bit.ly/17IfroG
    Jan 14, 2015. 01:54 PM | Likes Like |Link to Comment
  • IBM refreshes mainframe line with high-end z13 [View news story]
    947 people so far waiting on the IBM webcast
    Jan 14, 2015. 01:51 PM | Likes Like |Link to Comment
  • IBM refreshes mainframe line with high-end z13 [View news story]
    IBM is getting $7B in cloud revenue in 2015 so far, and Merrill thinks it is $3B. Analysts cannot keep up.
    Jan 14, 2015. 01:49 PM | Likes Like |Link to Comment
  • IBM refreshes mainframe line with high-end z13 [View news story]
    so who is that
    Jan 14, 2015. 01:48 PM | 1 Like Like |Link to Comment
  • IBM refreshes mainframe line with high-end z13 [View news story]
    If you don't know what is going on in technology, then I guess analysts just think X86 server sprawl will continue, security breaches will bankrupt companies, and layoffs will go on forever, while people accept no return from their investments, ignoring technology innovation from global R&D. Doesn't make much sense to me. But pick some numbers and follow whatever Indians you choose to follow.
    Jan 14, 2015. 12:49 PM | 1 Like Like |Link to Comment
  • IBM refreshes mainframe line with high-end z13 [View news story]
    The IBM z13 enables superior cloud services at up to 32 percent lower cost than x86 cloud and up to 60 percent less than public cloud over three years.
    Jan 14, 2015. 12:43 PM | Likes Like |Link to Comment
  • IBM refreshes mainframe line with high-end z13 [View news story]
    Look how bad the performance is of the lead analyst at Merrill/BoA
    http://bit.ly/1DZ7ztr
    Look how very bad the performance is of the second analyst at Merrill/BoA
    http://bit.ly/1zck6e5
    And nothing on the third analyst.
    Jan 14, 2015. 11:02 AM | 1 Like Like |Link to Comment
  • GM issues guidance update [View news story]
    Dividend of 3.4% will keep investors in the stock. So many new cars being sold now that I think GM is where you want to invest.
    Jan 14, 2015. 10:32 AM | 6 Likes Like |Link to Comment
  • IBM refreshes mainframe line with high-end z13 [View news story]
    I looked over the Merrill report this morning and no mention of any real products or announcements from IBM, certainly not the new mainframe today. How do these analysts come up with their opinions?
    Jan 14, 2015. 10:06 AM | Likes Like |Link to Comment
  • IBM Launches z13 Mainframe -- Most Powerful and Secure System Ever Built [View article]
    According to IBM, the z13 comes packed with “the world’s fastest microprocessor, 2X faster than the most common server processors, 300 percent more memory, 100 percent more bandwidth and vector processing analytics to speed mobile transactions.”
    'Much of the new technology, Mr. Rosamilia said, is designed for real-time analysis in business. For example, he said, the mainframe system can allow automated fraud prevention while a purchase is being made on a smartphone.'
    Z13 is primarily for existing mainframe accounts but here is an example of someone newly interested in mainframes:
    "Today Mr. Peri is shifting the back-end computing engine in the Radixx data center from a cluster of industry-standard servers to a new IBM mainframe. After testing out the mainframe, he has been impressed by its performance, security and even cost. He estimates the total cost of ownership including hardware, software and labor will be 50 percent less with a mainframe than on his “sprawling server farm,” given the growing complexity of managing hardware and software from several suppliers."
    http://nyti.ms/1xn9fHA
    Jan 14, 2015. 12:08 AM | Likes Like |Link to Comment
  • IBM Launches z13 Mainframe -- Most Powerful and Secure System Ever Built [View article]
    I added to my shares today.
    Jan 13, 2015. 06:15 PM | Likes Like |Link to Comment
  • Amazon, Microsoft And IBM: What Cloud Questions Must Be Answered In 2015? [View article]
    So how many cloud centers does ORCL have? How much cloud revenue do they get?
    I own a small ORCL position but I do not consider it to be a value stock at this point.
    Jan 13, 2015. 08:57 AM | Likes Like |Link to Comment
  • A 20-Year View Of IBM Fundamentals [View article]
    "more than the number of patents granted last year to Microsoft (MSFT), Hewlett-Packard (HPQ), Oracle (ORCL), Apple (AAPL), Accenture (ACN), and Google (GOOG) combined."
    I'm not spending my time in the new year arguing with posters on here. I do not care what Microsoft and Cisco think. BusinessWeek has become just another website with poorly written articles that are all over the internet. I remember the weekly magazine subscription that was so much better.
    I have heard on conference calls that the patent portfolio generates over $1B revenue per year. This is also mentioned on this website by the editor.
    http://bit.ly/1xWUyQe
    Jan 13, 2015. 08:34 AM | Likes Like |Link to Comment
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