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Momintn

Momintn
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  • Is IBM The Apple Of Enterprise Computing? [View article]
    "IBM (NYSE: IBM) today announced that it has signed an agreement with Dexia (Euronext: DEXB) and several major financial institutions in Europe to build and manage their IT infrastructure previously managed by Associated Dexia Technology Services (ADTS). As a result of this agreement,IBM takes a controlling share in ADTS establishing an IBM company, renamed as Innovative Solutions for Finance (ISFF), with signed sourcing contracts at a total value of 1.3 billion US Dollars over seven years. With this agreement, IBM will implement a cloud infrastructure to expand ISFF services into new markets and optimize the efficiency of its existing information technology management."
    http://bit.ly/18IhCs2
    Dec 6 09:16 AM | 3 Likes Like |Link to Comment
  • IBM Shrinks - Analysts Hate It [View article]
    They have approval to buy back 10.6% of their stock.
    Dec 5 01:59 PM | Likes Like |Link to Comment
  • IBM Shrinks - Analysts Hate It [View article]
    IBM invented the cloud in the 1930s. They made $1B in revenue last quarter in the cloud. IBM cloud supports 270,000 more Web sites than Amazon and supports 24 of the top 25 Fortune 500 companies. They bought Softlayer who was the largest privately-held cloud company in the world. IBM holds over 1400 cloud-related patents. Who says they aren't in the cloud?
    Dec 5 11:23 AM | Likes Like |Link to Comment
  • IBM Shrinks - Analysts Hate It [View article]
    It's going to happen. And I believe it will be higher.
    Dec 5 11:12 AM | Likes Like |Link to Comment
  • IBM Shrinks - Analysts Hate It [View article]
    Actually currency averages out as they are in over 200 countries. With Europe in a recession and having a strong euro, really hasn't helped anyone.
    Dec 5 11:11 AM | Likes Like |Link to Comment
  • IBM: A History Of Adapting, Extinction Seems Unrealistic [View article]
    That video is from Bloomberg tv.
    Dec 5 10:57 AM | Likes Like |Link to Comment
  • IBM: A History Of Adapting, Extinction Seems Unrealistic [View article]
    What I remember is Meg Whitman coming on tv much later and saying that HP was not going to do that. I cannot remember which channel. But you see, Garcha was wrong and he crashed the stock 10% simply by coming on CNBC. There is no accountability. CNBC can do anything, even in error, and crash stocks with impunity. I believe at some point, they will be prosecuted and convicted. The stock market has become too critical to the economy. It isn't just some gambling casino where people can be flippant putting down companies that clearly they know nothing about.
    My mistake: this particular video I posted above was Garcha talking on Bloomberg. He goes on both channels.
    Dec 5 10:38 AM | Likes Like |Link to Comment
  • IBM: A History Of Adapting, Extinction Seems Unrealistic [View article]
    Why are you afraid to fault Garcha? Do you think people who work for Swiss companies or are educated or have worked in London are more knowledgeable than anyone else? Do they get a free pass on their mistakes just because of who they are? Actually it was those very same types of people who crashed the entire global economy and basically they did it with lies and cheating the system. Should they get off as well? Apparently they are...
    Dec 5 10:18 AM | Likes Like |Link to Comment
  • IBM Shrinks - Analysts Hate It [View article]
    Anyone can grow revenue if they don't need to make a profit. I wonder how long banks will lend them money.
    Dec 5 10:13 AM | Likes Like |Link to Comment
  • IBM: A History Of Adapting, Extinction Seems Unrealistic [View article]
    I am not interested at all in Garcha's points because from what I can tell he makes things up and has frequently been wrong.
    Dec 5 09:54 AM | Likes Like |Link to Comment
  • IBM: A History Of Adapting, Extinction Seems Unrealistic [View article]
    IBM has been calling on departments for decades outside of IT. They call on presidents and CEOs of companies, marketing, accounting, retail sales, actually any dept where they have a new incentive to do so. What do you think "new business" sales people do? They call on the highest decision maker they can find to sell their products.
    Dec 5 09:38 AM | Likes Like |Link to Comment
  • International Business Machines' Management Presents at 2013 Credit Suisse Technology Conference (Transcript) [View article]
    Watson has nothing to do with security specifically. I don't know where you got that idea. IBM has other products for security.
    If analysts aren't held accountable for their bad calls or their errors, then why is that?
    Dec 5 09:33 AM | Likes Like |Link to Comment
  • IBM: A History Of Adapting, Extinction Seems Unrealistic [View article]
    To make my point look at what having him on CNBC did to HPQ's stock on this day.
    http://bit.ly/18nHyn1
    And I believe he was wrong. There was never any plan to break the PC business away from HP. He made that up in my opinion.
    Dec 5 08:46 AM | Likes Like |Link to Comment
  • IBM: A History Of Adapting, Extinction Seems Unrealistic [View article]
    You can sound intellectual without making sense and then you get your point across without any rebuttal until months later which you can find on this website but not yet on CNBC. CNBC should not be allowed to have one analyst make their view known without any other. This is clearly unfair. Also, CNBC never has a disclaimer that the speaker's view is not their own nor do they state that short sellers cannot force the price of a stock to go down or the entire stock market to go down, so they mislead all the investors watching their channel. Basically they have become a channel for hedge funds, bears, and talking heads to make havock with the stock market.
    Garcha said to buy EMC, QCOM, and Apple instead of IBM. This is nothing new. Every person on CNBC likes those 3 stocks regardless of highs or lows for years now. It doesn't require a managing director of Credit Suisse's salary to know that. I can tell you that for free. You would have to be deaf, dumb, and blind to not know that those stocks get the most favorable coverage of all other tech stocks on CNBC. I cannot remember a time when anyone said to sell those 3 stocks, ever.
    Dec 5 08:36 AM | 1 Like Like |Link to Comment
  • International Business Machines' Management Presents at 2013 Credit Suisse Technology Conference (Transcript) [View article]
    Watson is going to be SaaS. It's already being used in several applications which you can find on IBM's website that run in the cloud. One of the last ones I read about is an App that helps you figure out what to buy when you are shopping for a trip.
    http://bit.ly/1aByn26
    Look through stocktalks as I probably posted some other ones there.
    Dec 4 11:41 PM | Likes Like |Link to Comment
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