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  • Notes On The 2015 IBM Investor Briefing  [View article]
    All of the people who work at IBM make up the company. Executive management is expendable. And shareholders aren't going to put up with much more from them. Once they are gone, the share price will rise. Clearly they do not contribute to the business in any way, get caught up in trends without focusing on IBM's product strengths, and enjoy the limelight in running such a prominent company when they do not deserve the credit for the massive effort of developers and the legions of marketing. One more year and I believe these executives will be gone.
    Mar 3, 2015. 10:21 AM | 1 Like Like |Link to Comment
  • Notes On The 2015 IBM Investor Briefing  [View article]
    I haven't liked senior management for a very long time, so this is nothing new for me. I don't like their interference in canning product development, selling divisions to foreign entities, the trend to licensing innovation instead of manufacturing, the ridiculous pay packages for executives, and the sell off of hardware divisions. I don't even like the move to "the cloud" or investment in China. I am very old school in what I think is important to running a business and probably the last person who would turn the most important infrastructure in my business over to a vendor.
    But with the brightest in thousands of employees, IBM is worth every dime of my investment and more. All you have to do is ask major corporations who do they trust with their information technology decisions and 4 out of 5 will say IBM. The market doesn't give credit to companies who will be here a hundred years from now nor does the market give credit to what real clients think over anonymous bloggers. So when you see a great company like IBM this cheap, I say buy the stock. Sometimes you have to go against your feelings to make good decisions.
    Mar 3, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • IBM: Big Iron Will Help Big Blue To A Big 2015  [View article]
    No one pays any attention to your comments because you have posted them over and over thousands of times. Book value means nothing in tech, especially with buybacks.
    Shorts have been recently reduced in IBM. I suggest you do the same.
    Mar 2, 2015. 01:03 PM | 1 Like Like |Link to Comment
  • IBM Is Finally Ready To Create Real Shareholder Value  [View article]
    You can go to my stock talks to see some recent links to what IBM is announcing or do your own searches. Announcements of new IBM products are on IBM's website. http://ibm.co/1wE70q6 last week of US announcements.
    New IBM Flashsystem 9000 announced last week. Since IBM Flashsystem was announced 2 years ago, over 4,000 systems have been installed.
    Mar 2, 2015. 11:24 AM | Likes Like |Link to Comment
  • Where hedge funds have bets in the consumer staples/discretionary sectors  [View news story]
    When a stock you like hits support such as the 200 dma it may be a good time to buy. I would not buy a stock when it is up because of hedgefunds. A few stocks that I checked that hedgefunds sold at, I assume, the end of the year, have come back up in price now. So when a stock falls because of hedgefunds selling may be a good entry point.
    Feb 27, 2015. 02:08 PM | 3 Likes Like |Link to Comment
  • Notes On The 2015 IBM Investor Briefing  [View article]
    One reason IBM is number three in Security revenue and ranked number one in Mobility solutions in the enterprise.
    MobileFirst apps beat BlackBerry offerings on security: IBM
    http://bit.ly/1C4TSvr
    A big problem for enterprise is BYOD. See a recent news article.
    5 billion Android apps open to hack
    http://cnb.cx/1C4TTzH
    Feb 27, 2015. 01:08 PM | 2 Likes Like |Link to Comment
  • Where hedge funds have bets in the consumer staples/discretionary sectors  [View news story]
    Hedgefunds haven't done that well so I'm not sure what this means.
    Feb 27, 2015. 11:41 AM | 5 Likes Like |Link to Comment
  • Q4 GDP revised lower, as expected  [View news story]
    That's what you get when you let so many companies profit unrestrained from the sick.
    Feb 27, 2015. 10:27 AM | Likes Like |Link to Comment
  • Notes On The 2015 IBM Investor Briefing  [View article]
    I just don't trust the leadership any more but I know IBM has so many smart people who can respond to customer requirements that I believe that the company will figure it out. There are many new products that have been announced and rated number 1 in their category. So many partnerships with other vendors and clients shows just how imbedded IBM is in the global economy. Value stocks tend to outperform over time and IBM's stock is definitely a value at this price. I intend to replay the conference again in the next few days.
    Feb 27, 2015. 10:22 AM | Likes Like |Link to Comment
  • The Aging Of The Tech Sector: The Pricing Divergence Of Young And Old Tech Companies  [View article]
    Then you should remember the .com bust. So many promising companies are gone in bankruptcy or were replaced by competition. If the company doesn't make any money, how long will it be in business? Good question!
    http://bit.ly/1838HBk
    List of significant bubble stocks here:
    http://bit.ly/1bMlIfi
    If you can sell before the bubble pops, you can make lots of money. But once those small caps pop, watch out below.
    Feb 26, 2015. 05:52 PM | Likes Like |Link to Comment
  • Notes On The 2015 IBM Investor Briefing  [View article]
    Book value...debt...etc. has all been rehashed on this website ad infinitum and that is not the worry. When they are going to grow revenue is the concern.
    Feb 26, 2015. 04:01 PM | 2 Likes Like |Link to Comment
  • IBM aims for $40B in 2018 sales from growth businesses  [View news story]
    One time I tried to count how many companies were in Salesforce.com's business and when I quit looking at names I realized that they have no exclusive that cannot be replaced by someone else. When investors insist on profit instead of losses, what is going to stop people from switching to someone else? How long can they last without making any money?
    Feb 26, 2015. 02:48 PM | Likes Like |Link to Comment
  • Notes On The 2015 IBM Investor Briefing  [View article]
    IBM has not gone out of the hardware business as it was stated hardware would be around 10% of their business going forward. Z System, Power8, and XIV etc. IBM is not getting out of the hardware business; they are helping customers get out of the hardware business.
    Feb 26, 2015. 02:34 PM | 1 Like Like |Link to Comment
  • Notes On The 2015 IBM Investor Briefing  [View article]
    IBM has beat many other large cap stocks YTD. It is likely to be up more so than down this year.
    It's up more than Accenture, a direct competitor.
    And it's up more than other companies considered to be less risky like Kraft and General Mills.
    It's up more than even another favorite of Warren Buffett, Wells Fargo Bank.
    Feb 26, 2015. 01:15 PM | 3 Likes Like |Link to Comment
  • Notes On The 2015 IBM Investor Briefing  [View article]
    I do not think the executives deserve the money they are paid. And I will not vote with the board.
    However I do agree with you that they have a plan to grow revenue similar to other large global technology companies and are under-valued now in comparison to the industry and to the stock market.
    Analysts want another roadmap, even when I don't see them ask anyone else for one, and they aren't going to get one either from IBM going forward. IBM should never have committed to the $20 EPS in the first place.
    Feb 26, 2015. 12:55 PM | 6 Likes Like |Link to Comment
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