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Momintn

Momintn
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  • IBM: Answering Buffett's Prayers? [View article]
    Good article on IBM's $1.2B investment in the cloud.
    http://bit.ly/1a09zHq
    Jan 28, 2014. 09:00 PM | Likes Like |Link to Comment
  • IBM Needs To Rethink The Hardware Business For Infrastructure-Based Cloud Computing [View article]
    IBM is making a $1.2B investment to challenge AWS.
    http://bit.ly/1a09zHq
    Jan 28, 2014. 08:58 PM | Likes Like |Link to Comment
  • IBM: Answering Buffett's Prayers? [View article]
    IBM with technology centers all over the world seems to be more of an engineering-invention company with global patent leadership every year. Before they announced their five year plan, they stated that they were moving away from hardware sales into software and services. If investors keep watching hardware revenue, they are going to be disappointed. On this website there is even a rumor under Breaking News that they are considering selling their SDN unit. I doubt that though because they made many announcements today on SDN with openflow-enabled switches. Every day IBM has announcements. Recently it was reported that IBM was the most-frequently mentioned company in other corporate filings as a risk factor to their business, which is because of IBM's disruptive innovations.
    Jan 28, 2014. 08:44 PM | 1 Like Like |Link to Comment
  • IBM And Intel: Comparing 2 Recent Underperforming Dow 30 Components [View article]
    IBM came out with many announcements today, which included SDN and openflow-enabled switches
    http://ibm.co/1e5BSFf
    Jan 28, 2014. 08:35 PM | Likes Like |Link to Comment
  • IBM Needs To Rethink The Hardware Business For Infrastructure-Based Cloud Computing [View article]
    IBM makes very little profit from hardware. According to Trefis, servers, storage, and other contribute .1% (one-tenth of one percent) to the stock price.
    http://bit.ly/1b2AXTx

    Analysts keep trying to talk about hardware revenue and IBM said even before they came out with the 5 year plan that they were a software and services company going forward.
    Jan 28, 2014. 08:33 PM | 1 Like Like |Link to Comment
  • IBM reportedly considering sale of software-defined networking unit [View news story]
    The article said that IBM was exploring the sale. I don’t believe they will do this because software is the most profitable for IBM. Today they had announcements for SDN which included OpenFlow-enabled switches.
    http://ibm.co/1e5BSFf

    There is a Barron's article that says Cisco is in trouble because of SDN. I honestly don't know but IBM is a better investment if you are looking for a long-term technology investment.
    http://on.barrons.com/...
    Jan 28, 2014. 08:20 PM | Likes Like |Link to Comment
  • IBM reportedly considering sale of software-defined networking unit [View news story]
    According to Trefis, hardware is not contributing to the stock price. They have servers, storage, and other contributing .1%.

    http://bit.ly/1b2AXTx
    Jan 28, 2014. 08:08 PM | Likes Like |Link to Comment
  • Analysts Rate Salesforce.com A Buy. They Should Be Ashamed Of Themselves [View article]
    How many of you make your investment decisions based on posts on the internet from supposedly happy employees?
    Jan 28, 2014. 06:40 PM | Likes Like |Link to Comment
  • IBM Needs To Rethink The Hardware Business For Infrastructure-Based Cloud Computing [View article]
    They are getting deeper as they are integrating IBM SmartCloud with Softlayer and adding many new data centers. They will be a competitor to AWS on the high end. Therefore AWS will not be a business partner in the cloud.
    The only reason to have business partners is to sell your products and expand your market reach when you don't have products to sell in that industry. If business partners sell other vendor's products instead of IBM, they will be removed from the program.
    Jan 28, 2014. 06:24 PM | Likes Like |Link to Comment
  • IBM reportedly considering sale of software-defined networking unit [View news story]
    I don't believe this is true. I think SDN is the reason they sold their low-end servers to Lenovo. They have won business replacing other vendors' servers with SDN, such as replacing MSFT servers at Seattle Children's Hospital. Why would they sell something that is very competitive?
    Jan 28, 2014. 06:14 PM | Likes Like |Link to Comment
  • IBM: Incentives Are Most Important [View article]
    I have no idea why you are making this argument. IBM sales is measured the same as any other company such as MSFT or HPQ. No one is penalized if the customer doesn't use the product. For ease of use, ease of installation, ease of applying maintenance, and to get package prices which may give you a significant discount, any customer may have something they aren't using. Sometimes they just don't recognize what it is and should go ask their systems programmer.
    Jan 28, 2014. 02:01 PM | Likes Like |Link to Comment
  • IBM And Intel: Comparing 2 Recent Underperforming Dow 30 Components [View article]
    IBM never went to $150 and then to $50 unless it was in a market crash. If you are looking at historical prices, you may be ignoring stock splits.
    Jan 28, 2014. 01:55 PM | 1 Like Like |Link to Comment
  • IBM And Intel: Comparing 2 Recent Underperforming Dow 30 Components [View article]
    IBM will increase hardware revenue with their next mainframe announcement.
    Jan 28, 2014. 01:53 PM | 1 Like Like |Link to Comment
  • IBM Needs To Rethink The Hardware Business For Infrastructure-Based Cloud Computing [View article]
    "approximately half of Systems and Technology's server and storage sales transactions are through the company's business partners."
    I haven't had time to review your article but your explanation of this stood out to me. What they mean is that half of their server and storage sales are generated by companies who sell for them; the business partners sell IBM hardware with their solution. You wouldn't see in IBM's earnings something like AWS earnings as that is Amazon's earnings. The reason IBM has business partners is to sell IBM products, not the other way around.
    If Amazon met analysts' estimate of AWS revenue of $3B, then IBM cloud revenue beat Amazon's by 50% at $4.5B.
    The following is incorrect: "In the public cloud, IBM may rely on companies like Amazon and Microsoft to lay out the infrastructure and set up the platform."
    IBM acquired Softlayer to use as their public cloud and is currently building 40 data centers for the IBM cloud.
    Jan 28, 2014. 01:31 PM | 2 Likes Like |Link to Comment
  • IBM And Intel: Comparing 2 Recent Underperforming Dow 30 Components [View article]
    Buy good companies when they are out of favor. IBM is one of the best investments today.

    A tweet from IBM today:
    1 doctor would need 10,000 weeks to read & understand 10 million patient files vs 15 secs for IBMWatson http://bit.ly/1fiyLbM
    Jan 28, 2014. 11:20 AM | 2 Likes Like |Link to Comment
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