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  • IBM: Is Watson Truly Ushering In The New Era Of Cognitive Computing?  [View article]
    Many chip companies, so not sure who you think is most of the industry.
    Jan 26, 2016. 10:53 AM | Likes Like |Link to Comment
  • When Will The Beatings Cease?  [View article]
    I do not think we should be held hostage because of China's stock market. If you look up the P/E of Chinese stocks, there are few that are as cheap as many stocks in the US market. Why should Chinese stocks get a higher value?
    When foreign currencies are devalued, those stocks in those currencies go down immediately. Instead of explaining this to investors up front, advisors tell investors to invest in global stocks irrespective of currency or to buy foreign stocks and try to hedge currency. This destroys investor confidence in the stock market. When you own US companies that do business globally, your stock is denominated in US dollars and get paid dividends in US dollars. This is where most investors need to be.
    All of these ETFs are just sucking up people's money without being any better investments for long-term investors, while traders make money increasing volatility, and making the valuation of individual stocks difficult to explain.
    Jan 26, 2016. 10:48 AM | 2 Likes Like |Link to Comment
  • IBM: Is Watson Truly Ushering In The New Era Of Cognitive Computing?  [View article]
    Many companies do not own fabrication plants, including Apple, AMD, Qualcomm, Nvidia, ARM. IBM is in the chip business and will stay in the chip business, whether or not they own the factories.

    I think you are about 10 years behind talking about the Power chip. The return of Steve Jobs brought the traditional IBM-produced PowerPC designs back into favor. IBM licenses designs to other vendors.
    Jan 26, 2016. 10:35 AM | Likes Like |Link to Comment
  • The Real Financial Crisis Will Be Caused By ETFs  [View article]
    I think there is a problem with the currency hedged ETFs. They are making people lose more money but people keep buying them. And a Japanese author actually wrote on Marketwatch that the US stock market couldn't go up unless the yen went down which is absurd. Currency traders and oil traders are making the stock market go down with ETFs and I doubt it is even sound in methodology.
    Jan 25, 2016. 11:36 PM | 1 Like Like |Link to Comment
  • IBM: Is Watson Truly Ushering In The New Era Of Cognitive Computing?  [View article]
    I am voting against the board and they better start improving their communications with investors or more people may vote against them. I am tired of them selling business units which is another big complaint of mine.
    Jan 25, 2016. 03:13 PM | Likes Like |Link to Comment
  • Why I Bought More IBM Stock After Its 'Terrible' Earnings  [View article]
    IBM's credit rating is AA- and their altman z score is 4, so there is no problem with their balance sheet.
    Jan 25, 2016. 11:12 AM | Likes Like |Link to Comment
  • IBM: Is Watson Truly Ushering In The New Era Of Cognitive Computing?  [View article]
    It's quite exciting. I kind of hope my son, getting his Masters at GA Tech, goes into it. But I hate to tell him as he should make his own decisions. He would be great as he is a whiz in calculus, even at a young age. The only comment I have heard from him is that data mining is in general too slow and one project he was on took 2 weeks just to do that. He has a security clearance so I have no idea what he has worked on.
    Jan 25, 2016. 10:15 AM | Likes Like |Link to Comment
  • IBM: Is Watson Truly Ushering In The New Era Of Cognitive Computing?  [View article]
    Tom, See this article: http://bit.ly/1Svln95
    What they say about IBM:
    "The larger market for business analytics software and business intelligence solutions which now includes the new disciplines of data science and cognitive computing (e.g., IBM Watson) is at least 5 times bigger. But a much larger market, which may indeed approach a trillion dollar sometime in the not-distance future, includes the revenues companies in any industry will generate from “monetizing” their data and algorithms."
    Don't pay any attention to the negativity. It's a waste of time. IBM is the only company that is building a brain chip while Watson is free to developers. Obviously they see a bigger picture.
    Jan 25, 2016. 09:26 AM | 2 Likes Like |Link to Comment
  • My Conversation With IBM  [View article]
    I disagree, surprise surprise, not interested in Microsoft at all. Last time I looked a P/E of 36. I doubt if they will ever make enough money again as before. Happy New Year to you too.
    Jan 25, 2016. 08:51 AM | Likes Like |Link to Comment
  • IBM Stock: Today, It's Interesting  [View article]
    Don't you wonder how long it will take Watson to cure cancer?
    Jan 23, 2016. 07:48 PM | Likes Like |Link to Comment
  • IBM Stock: Today, It's Interesting  [View article]
    UNICOM® Global Acquires IBM® Data Collection Suite from IBM Corp. Acquisition is the 6th Transaction between IBM and UNICOM in 24 months http://bit.ly/1QjEJLl

    UNICOM® Global Acquires IBM® Rational® System Architect from IBM Corp.
    Acquisition is the 7th Transaction between IBM and UNICOM in 24 months
    http://bit.ly/1PG4SkH

    B2B PAYMENTS IBM Sells Off Supply Chain Software
    http://bit.ly/1nE731u
    Jan 22, 2016. 03:04 PM | 1 Like Like |Link to Comment
  • IBM Stock: Today, It's Interesting  [View article]
    These are the software divestitures this year I have found so far:

    UNICOM® Global Acquires IBM® Rational® Focal Point and Rational® PurifyPlus Solutions from IBM® Corp.Transaction Brings Over 2,000 Customers in 40 Countries to UNICOM
    1.1.2015
    http://bit.ly/1nE9p0u
    Jan 22, 2016. 02:51 PM | 1 Like Like |Link to Comment
  • IBM Stock: Today, It's Interesting  [View article]
    User 53147, How do you know they only divested one small niche application? It was never mentioned.
    And here is another one, so apparently there was more than one.
    UNICOM® Global Acquires IBM® Data Collection Suite from IBM Corp. Acquisition is the 6th Transaction between IBM and UNICOM in 24 months http://bit.ly/1QjEJLl
    It's not my job to find all the software they divested.
    It's the job of analysts who make the big money and to recommend stocks.
    Here is another one:
    B2B PAYMENTS IBM Sells Off Supply Chain Software
    http://bit.ly/1nE731u
    Jan 22, 2016. 02:30 PM | 2 Likes Like |Link to Comment
  • IBM Stock: Today, It's Interesting  [View article]
    I don't think the earnings call even lasted an hour. They don't seem to even care about it. But honestly the way the analysts act, I really can't blame them.
    Jan 22, 2016. 02:22 PM | 2 Likes Like |Link to Comment
  • IBM Stock: Today, It's Interesting  [View article]
    More block trades buying IBM today than Netflix.
    Jan 22, 2016. 01:59 PM | 2 Likes Like |Link to Comment
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