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Momintn

Momintn
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  • A Big Blue Déjà Vu: Is It 1914 Or 1984 For The Long-Term IBM Investor? [View article]
    I don't invest in stocks based on surveys or culture or general feelings from posters on the internet.
    Jun 11, 2014. 09:47 AM | 1 Like Like |Link to Comment
  • CBS Corporation Launches the Split-Off of CBS Outdoor [View article]
    Okay folks, what should I do with my CBS stock?
    Jun 11, 2014. 09:45 AM | Likes Like |Link to Comment
  • Warren Buffett Is Missing Red Flags At IBM [View article]
    New IBM smartphone chip designed in Vermont. Demand is higher than supply. On the way, to a global smartphone.
    http://bfpne.ws/1qtDj3b

    "IBM is today announcing a new network of data centers, built on its SoftLayer platform, that are specifically focused on federal government business. Alongside the actual data centers, IBM is rolling out some high speed networking to help data transfer for its customers.
    The first center in the new federal network, located in Dallas, Texas, will, according to Big Blue, be online by June 16. "
    http://onforb.es/1qtDgEq
    Jun 11, 2014. 09:42 AM | 2 Likes Like |Link to Comment
  • IBM's Stagnant Revenue May Be Coming To An End And It's Priced At A Discount Right Now [View article]
    Some interesting IBM News today.
    New IBM smartphone chip designed in Vermont. Demand is higher than supply. On the way, to a global smartphone.
    http://bfpne.ws/1qtDj3b

    "IBM is today announcing a new network of data centers, built on its SoftLayer platform, that are specifically focused on federal government business. Alongside the actual data centers, IBM is rolling out some high speed networking to help data transfer for its customers.
    The first center in the new federal network, located in Dallas, Texas, will, according to Big Blue, be online by June 16. "
    http://onforb.es/1qtDgEq
    Jun 11, 2014. 09:40 AM | 1 Like Like |Link to Comment
  • Warren Buffett Is Missing Red Flags At IBM [View article]
    Take a survey of Amazon workers. My cousin worked for them and hated it, and quit.
    Jun 11, 2014. 09:09 AM | 7 Likes Like |Link to Comment
  • Palava, India's Next Big Planned City, Builds Smarter City Foundation with IBM [View article]
    I can think of a few cities in the USA who need this.
    Jun 11, 2014. 08:59 AM | Likes Like |Link to Comment
  • A Big Blue Déjà Vu: Is It 1914 Or 1984 For The Long-Term IBM Investor? [View article]
    Anything as small as 8% commission is for technical sales support like software sales assistance. And those employees are regularly surveyed to see what they think. Some want salaries and some want commission, so it changes from one year to the next. I do not believe morale is any poorer than any other workforce in large corporations. Recruitment attendance is huge.
    Jun 11, 2014. 08:55 AM | Likes Like |Link to Comment
  • Warren Buffett Is Missing Red Flags At IBM [View article]
    I guess anyone can write an article rehashing the same talking points. If you want to read something new today, read this:
    http://onforb.es/1qtlHV4
    IBM Rolls Out Federal Government-Specific Cloud Infrastructure
    IBM seems to roll out something new every day. What a great company!
    I'm not really impressed that Amazon uses white box servers from China. In fact, I'm a little afraid for my credit card information to be on there. If you think the American government may spy on internet traffic, you know for sure that China does. That's why 5 Chinese were charged in the first place. Think of all the small vendors on Amazon. Do you think they want their businesses spied on by China? And I have read many years ago, when I first invested in Amazon stock that most of the AWS users were in higher education and research. That is probably why China sells white box servers to Amazon...to steal research. All they do is copy us.
    Jun 11, 2014. 08:35 AM | 4 Likes Like |Link to Comment
  • A Big Blue Déjà Vu: Is It 1914 Or 1984 For The Long-Term IBM Investor? [View article]
    I just happened upon an old article titled almost the same as Cringely's (a pseudoname for several anonymous authors much like the website Zerohedge which is in Switzerland).
    This one has a real author who wrote a very derogatory article on IBM in 1996.
    The Decline and Rise of IBM
    http://bit.ly/1l5qQO1
    "many observers had counted the company out — “It’s a dinosaur, an implosion, a wreck,” various commentators said"
    "IBM finds innumerable reasons to deceive itself about the need to change. In times of major technological transition, it has had to jettison its top leadership to bring in people who are willing to break with the past."
    "Again, the pattern has repeated itself. A new chairman and a new top management team are redirecting the company. IBM is embracing an innovative approach to computing — networks — and bringing out products and services that fit into the new model. As Lou Gerstner, IBM’s chief executive officer, recently commented, “We are completely transforming the business to address the market for networked computer systems.”
    "Could Gerstner return the company to growth? If not, IBM would become a shell of its former self, destined to decline slowly and die."
    "So IBM is recovering. But how could the world’s most admired company have slipped into massive losses and layoffs in just a few years? What do IBM’s experiences mean for other large corporations? Each of us has grown up with an image of IBM: once the world’s most admired corporation, it stumbled badly in the late 1980s and early 1990s. The causes of IBM’s difficulties constitute a warning and a source of insight."
    Since the article came out July 15, 1996, IBM's stock's total return is 913.72%. Read about what IBM is actually doing and take all articles from journalists with a grain of salt. They are just trying to make money selling their articles and books. And there was a time my mother recalls when things were so much better, but I remember her saying she had to walk miles in the snow to school and only got shoes twice a year. People revise history positively and complain about change. IBM has accommodated to change throughout over a 100-year period and they will continue to do so.
    Jun 10, 2014. 03:30 PM | 3 Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    I have listened to this talk of a correction for a very long time. What are the events that could cause it to happen in 2014? If we knew this, then we might could anticipate it. Otherwise it seems like a futile conversation.
    Jun 10, 2014. 12:52 PM | 1 Like Like |Link to Comment
  • IBM's Hidden Source Of Value [View article]
    I agree with your statement on IBM and MSFT. The latest announcements on OpenPOWER state that they do not expect the PC to drive the next scale out of global computing. Look at the companies involved in this.
    http://bit.ly/1oJeSiQ
    How can any one company like Microsoft compete?
    Jun 10, 2014. 12:44 PM | 1 Like Like |Link to Comment
  • IBM Ships POWER8 Power System Servers to Provide Clients an Open Platform for Big Data [View article]
    Looks like the market is unaware of this major offering. Watson can get even smarter with Power8 servers.

    "IBM’s POWER architecture is the cornerstone of innovation for the OpenPOWER Foundation, creating a computing platform available to all. The Foundation – representing 25 global technology providers and growing – was founded by IBM, Google, NVIDIA, Mellanox and Tyan. The group announced an innovation roadmap detailing planned contributions from several of its members, with IBM's Power Systems as the first servers to exploit OpenPOWER technology."
    ..."According to IBM test results, the IBM Power Systems are capable of analyzing data 50 times faster than the latest x86-based systems. Certain companies have reported analytics queries running more than 1,000 times faster, reducing run times from several hours to just seconds, IBM said."
    "IBM also announced two Linux developments that fortify rapid cloud innovation on POWER8 systems. One is the availability of Ubuntu Server 14.04 LTS, Ubuntu OpenStack and Juju service orchestration tools, on all POWER8 systems; and the introduction of PowerKVM, a Power Systems-compatible version of the popular Linux-based virtualization platform KVM, on all POWER8 systems that run Linux exclusively. IBM's collaboration with Canonical, the commercial sponsor of Ubuntu with more than 20 million users worldwide, provides easy migration for applications to Linux for cloud deployments..."

    - See more at: http://bit.ly/1oJbGnr

    Twenty-five members have joined OpenPOWER and may license the technology to build connecting systems, devices, and applications.

    With Blu Acceleration, performance is phenomenal. "“With BLU Acceleration and the POWER8 hardware, we observed an average performance improvement of 82 times on report generation compared to competitor running on x86 platform.”
    http://bit.ly/1oJbGnu

    With the Power8 server launch, IBM is now adding support for Ubuntu Linux.
    Ubuntu has become one of the most-used Linux distributions in the cloud today powered by x86 servers. "It's a different set of application developers than we would normally see in our traditional enterprise Linux distributions," Wasko said. "We are looking for more applications to be able to slide over to run on Power."
    http://bit.ly/1oJbJ2s
    Jun 10, 2014. 12:32 PM | Likes Like |Link to Comment
  • A Potential Prevailing Tailwind For Housing-Related Stocks [View article]
    The largest potential short squeeze is going to be Ryland (RYL) and Ryland has news that may generate interest in owning the stock.
    "The Ryland Group, Inc. RYL +1.66% has received an A+ on Big Builder Magazine’s annual public builder report card. The 2014 public builder report cards, ultimately graded by Builder Magazine’s editors, provide research-based analysis of financial and operational performances, which includes financial, operations, sales and marketing and land, for 17 public home building companies during 2013."
    From BusinessWire May 22, 2014
    Jun 9, 2014. 11:20 AM | Likes Like |Link to Comment
  • IBM's Hidden Source Of Value [View article]
    http://bit.ly/1l0rI6v
    Jun 9, 2014. 10:54 AM | Likes Like |Link to Comment
  • Why Investing New Capital During All-Time Market Highs Doesn't Scare Me [View article]
    My last purchase was IBM.
    If you are a value investor, this website is helpful because you can see the current valuation compared to the industry and to the S&P 500, as well as the average P/E the last 5 years.
    http://bit.ly/1l0n7RJ
    I do think one has to be careful about buying stocks that are at their highs unless you have a good reason.
    Jun 9, 2014. 10:31 AM | 2 Likes Like |Link to Comment
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