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  • China Targets IBM In Foreign Tech Crackdown [View article]
    Why would you be afraid to own one of the most profitable companies in the S&P 500?
    May 28, 2014. 06:05 PM | 1 Like Like |Link to Comment
  • Pfizer Couldn't Get Its Bid Up, Shareholders Should Take Profits [View article]
    http://on.mktw.net/SRkFa8

    A Pfizer spokeswoman said the company was aware of the potential for the tax, which is why it mentioned that it expected Pfizer shareholders would face a "taxable event" in an April 28 news release confirming discussions with AstraZeneca on a deal.
    May 28, 2014. 04:44 PM | 1 Like Like |Link to Comment
  • China Targets IBM In Foreign Tech Crackdown [View article]
    I was high in my estimate. Toni Sacconaghi, an analyst at Sanford C. Bernstein & Co., estimates that about 4 percent of IBM’s revenue comes from China.
    The stock is down 11.75% from its high which is overdone on this talk about revenue. The forward P/E for IBM is 9.3.
    May 28, 2014. 04:33 PM | 3 Likes Like |Link to Comment
  • China Targets IBM In Foreign Tech Crackdown [View article]
    IBM was not on any document from Snowden and did not participate in Prism.
    May 28, 2014. 04:09 PM | 4 Likes Like |Link to Comment
  • China Targets IBM In Foreign Tech Crackdown [View article]
    And as important as China is Bloomberg reports that all of Asia less Japan is 14% of IBM's revenue. I believe revenue from China is around 5%.
    May 28, 2014. 03:54 PM | 1 Like Like |Link to Comment
  • China Targets IBM In Foreign Tech Crackdown [View article]
    This information about IBM has been ongoing ever since Credit Suisse's analyst Garcha put a sell rating on IBM. That's a long story, but he has bad performance history, and Credit Suisse has been losing assets for the past years as well as has long term earnings growth rate (past 5 years) of -20%.
    None of IBM's server revenue is in the price of IBM's stock. You can go to trefis.com if you don't believe me. That is why IBM has been selling off their low margin businesses. If you aren't getting any benefit from your hard work, then why do it? IBM is moving into software and services and has been doing this for more than a decade. It doesn't really matter who China buys their servers from. IBM is selling their x86 servers to Lenovo, a Chinese company. Chinese factories make components for all servers. IBM Growth Markets Unit (GMU) includes nearly 150 countries with headquarters in Shanghai. IBM has at least 3 cloud data centers in China as well as a cloud lab there. One of the IBM's 7 science and technology centers is in Shanghai. IBM has been in China for over 30 years, and when they say they haven't heard the government say to replace IBM servers, you should believe them. The Chinese economy depends on IBM more than IBM depends on China.

    From IBM China's website:
    "IBM China Global Delivery Center
    Founded in 1911 in the USA, IBM (International Business Machines) is the world's largest IT and business solution provider. IBM is the only IT (information technology) Company in the world, and also in China, to offer end-to-end solutions from hardware to software services and high end consultancy.

    IBM's Global Services is the world's largest IT and consulting service provider offering higher values for clients and addressing growing demand for global delivery of IT services. IBM opened its Global Delivery Center (GDC) in China in 1999 in Shanghai, and it is now IBM's second largest Global Delivery Center worldwide after India. All the Global Delivery Centers regardless of geography comply with IBM's global practices, processes and methodologies.

    The IBM China GDC provides a broad spectrum of services, including consulting, systems integration, application services, maintenance, testing, solution management, business transformation outsourcing services and IT infrastructure services. It also supports leading package solutions, such as SAP, Oracle, Siebel, mainframe and e-business applications. It consists of five locations across China ranging from: Shanghai, Dalian, Shenzhen, Chengdu, and Wuhan.

    In 2009, China GDC has successfully attained both ISO 20000 and ISO 27001 certifications. The ISO certification is another important milestone in the company's continuous quality improvement efforts following its accreditation of Capability Maturity Model® Integration Level 5 (CMMI 5) Version 1.2 by the Software Engineering Institute (SEI) in 2008. With the latest and highest international standard institutionalized across China Global Delivery's sites, IBM continues its leadership in quality control in China's application services (AS) outsourcing market.

    Shanghai
    The IBM China Global Delivery Center Shanghai Site was established in 1999. It provides application services to clients worldwide, especially in Japan. It also focuses on the invoice phase of Accounts Payable process supporting 15 countries in five languages (English, Indonesian, Japanese, Korean, and Thai)

    Dalian
    The IBM China Global Delivery Center Dalian Site was established in 2003. It provides application services to customers worldwide, especially in Japan and in South Korea. It is the strategic site for IBM Global Process Services (GPS) business in Asia, as it provides services for clients worldwide ranging from credit card processing services and business process outsourcing services in functions of CRM (customer relationship management), finance and accounting, HR (human resources) and procurement. The Dalian site was awarded the "Best Software & Services Outsourcing Company" four times issued by local government to date.

    Shenzhen
    The IBM China Global Delivery Center Shenzhen Site was established in 2002. It serves as a strategic Service Delivery Center for the Global Technology Services business. It provides technical support, call center and command center services to clients worldwide. The Shenzhen site was awarded “China Best Outsourcing Support Center” in 2008 and became one of the first companies in China to be ISO 20000 certified (2007), an international standard for IT service management. The Shenzhen site also offers application services to Asian customers as well as IBM products and services through the ibm.com and telephone.

    Chengdu
    The IBM China Global Delivery Center Chengdu Site was established in 2007. It provides development, operation and maintenance of application services to clients worldwide. It also acts as a regional operation center for the IBM Global Procurement Center. The IBM Global Procurement Center supports all of IBM's global integration of supply chain management and provides services in multiple languages ranging from Chinese, English, Japanese and Korean.

    Wuhan
    The IBM China Global Delivery Center Wuhan Site was established in 2010. It provides development, operation and maintenance of application services to clients worldwide with focus in banking, industrial, telecommunications and transportation industries."
    May 28, 2014. 03:47 PM | 2 Likes Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    Do you think employees at any company were happy in 2009?....maybe just happy to have a job...
    Keep in mind that IBM employees are pretty busy and are not writing posts on blogs.
    May 28, 2014. 12:38 PM | 1 Like Like |Link to Comment
  • Pfizer Couldn't Get Its Bid Up, Shareholders Should Take Profits [View article]
    Yes, Pfizer didn't want to pay taxes but they were going to force their American shareholders to do it.
    May 28, 2014. 12:35 PM | 2 Likes Like |Link to Comment
  • Macro Scale REIT Valuation: Is The Sector Becoming Too Expensive? [View article]
    I like HTA which is fairly new and small. You might want to take a look at that one. The ETF should also do well.
    May 28, 2014. 12:30 PM | Likes Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    I talked with some IBMers and ex-IBMers a couple of years ago at a party, and the ex-IBMers were more negative on the consulting sector and with difficulty in making money. I think when they left IBM because of dissatisfaction or cutbacks, they saw it wasn't so great on their own or with smaller companies either, so I believe it's just sour grapes that they continue to say negative things online. The people still at IBM seemed fine to me and didn't say anything negative. The recession has caused many unhappy workers who lost their jobs and I don't think we've heard the end of it.
    May 28, 2014. 12:26 PM | Likes Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    No, I'm a shareholder with no affiliation to IBM.
    May 28, 2014. 11:46 AM | Likes Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    Just information from the internet that anyone including SeekingAlpha could find each day.
    May 28, 2014. 11:45 AM | 1 Like Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    From IBM China's website:
    "IBM China Global Delivery Center
    Founded in 1911 in the USA, IBM (International Business Machines) is the world's largest IT and business solution provider. IBM is the only IT (information technology) Company in the world, and also in China, to offer end-to-end solutions from hardware to software services and high end consultancy.

    IBM's Global Services is the world's largest IT and consulting service provider offering higher values for clients and addressing growing demand for global delivery of IT services. IBM opened its Global Delivery Center (GDC) in China in 1999 in Shanghai, and it is now IBM's second largest Global Delivery Center worldwide after India. All the Global Delivery Centers regardless of geography comply with IBM's global practices, processes and methodologies.

    The IBM China GDC provides a broad spectrum of services, including consulting, systems integration, application services, maintenance, testing, solution management, business transformation outsourcing services and IT infrastructure services. It also supports leading package solutions, such as SAP, Oracle, Siebel, mainframe and e-business applications. It consists of five locations across China ranging from: Shanghai, Dalian, Shenzhen, Chengdu, and Wuhan.

    In 2009, China GDC has successfully attained both ISO 20000 and ISO 27001 certifications. The ISO certification is another important milestone in the company's continuous quality improvement efforts following its accreditation of Capability Maturity Model® Integration Level 5 (CMMI 5) Version 1.2 by the Software Engineering Institute (SEI) in 2008. With the latest and highest international standard institutionalized across China Global Delivery's sites, IBM continues its leadership in quality control in China's application services (AS) outsourcing market.

    Shanghai
    The IBM China Global Delivery Center Shanghai Site was established in 1999. It provides application services to clients worldwide, especially in Japan. It also focuses on the invoice phase of Accounts Payable process supporting 15 countries in five languages (English, Indonesian, Japanese, Korean, and Thai)

    Dalian
    The IBM China Global Delivery Center Dalian Site was established in 2003. It provides application services to customers worldwide, especially in Japan and in South Korea. It is the strategic site for IBM Global Process Services (GPS) business in Asia, as it provides services for clients worldwide ranging from credit card processing services and business process outsourcing services in functions of CRM (customer relationship management), finance and accounting, HR (human resources) and procurement. The Dalian site was awarded the "Best Software & Services Outsourcing Company" four times issued by local government to date.

    Shenzhen
    The IBM China Global Delivery Center Shenzhen Site was established in 2002. It serves as a strategic Service Delivery Center for the Global Technology Services business. It provides technical support, call center and command center services to clients worldwide. The Shenzhen site was awarded “China Best Outsourcing Support Center” in 2008 and became one of the first companies in China to be ISO 20000 certified (2007), an international standard for IT service management. The Shenzhen site also offers application services to Asian customers as well as IBM products and services through the ibm.com and telephone.

    Chengdu
    The IBM China Global Delivery Center Chengdu Site was established in 2007. It provides development, operation and maintenance of application services to clients worldwide. It also acts as a regional operation center for the IBM Global Procurement Center. The IBM Global Procurement Center supports all of IBM's global integration of supply chain management and provides services in multiple languages ranging from Chinese, English, Japanese and Korean.

    Wuhan
    The IBM China Global Delivery Center Wuhan Site was established in 2010. It provides development, operation and maintenance of application services to clients worldwide with focus in banking, industrial, telecommunications and transportation industries."
    May 28, 2014. 10:41 AM | 2 Likes Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    "IBM Unleashes New Tools To Accelerate Data-Driven Cities
    Minneapolis, Minnesota, and Montpellier, France, Help Pioneer Smarter Cities Solutions for Water, Transportation and Emergency Management- IBM's work with these cities will enable others to attain new level of efficiency- Advanced capabilities for water, transportation and emergency management provides cities a flexible, open and easy-to-use foundation- IBM launches People for Smarter Cities allowing citizens to exchange ideas to rapidly improve their cities."
    May 28, 2014. 10:16 AM | Likes Like |Link to Comment
  • IBM: 3 Compelling Arguments To Own This Stock [View article]
    SOUTH SAN FRANCISCO, Calif., May 28, 2014 /PRNewswire/ -- CollabNet® ( http://www.collab.net ), a leading provider of cloud-based Application Lifecycle Management (ALM) solutions for agile software delivery at scale, today announced a partnership with IBM to offer its CloudForge® development platform in the IBM Cloud Marketplace. Starting today, IBM clients can sign up for a CloudForge account to gain instant access to leading tools that developers use to manage development projects (plan, code, track and collaborate) and deploy code in the cloud.
    The IBM Cloud marketplace offers clients access to more than 100 SaaS applications, IBM's Bluemix platform-as-a-service with its suite of composable services, the powerful SoftLayer infrastructure-as-a-se... and IBM's rich intellectual capital and deep industry expertise. This single online destination with a suite of cloud services delivers a new buying experience for clients that enables line of business professionals to deploy new services faster; allows developers to build them with greater speed; and offers IT departments more creative, efficient and lower-cost ways to deliver these services."
    http://on.mktw.net/1mE...
    May 28, 2014. 10:15 AM | Likes Like |Link to Comment
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