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Momintn

Momintn
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  • IBM Has A Cash Flow Problem [View article]
    The CFO is retiring at the customary age of 60. People do not grow old at IBM, unlike the government.
    Nov 26 09:40 PM | Likes Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    And that is why I'm worried about my mutual funds.
    Nov 26 09:38 PM | 1 Like Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    ?..."$200/share to be really generous (just over 50% of the current share price).
    Don't you mean .5%? Price is now $381.
    Nov 26 09:36 PM | Likes Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    And if margins were that good, all of the other retail websites would do it cheaper and take their business away.
    Nov 26 09:33 PM | 1 Like Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    I pretty much disagree with everything you have said about IBM. Open systems is a big strength for IBM and a negative for AWS. IBM works with many vendors and licenses their patents to them. Hardware is cyclical and with businesses unwilling to spend, that is the first thing they put off buying. But they will be looking at their budgets at the end of the year and try to figure out how to spend that money or lose it. They can't ask for more money next year, unless they spend the money in the budget this year. AWS is getting cloud business but from IBM's conference call, even the IBM cloud revenue is not replacing the legacy systems, so I doubt AWS is either as much as they pretend. If you read through the Amazon conference call, you can see the bs. IBM has a much stronger relationship with clients than people give them credit for, and few of those clients are going to trust their bread and butter business to a retail vendor, especially one with outages. I have little doubt that IBM will be here going strong well after Amazon's debt rating goes to junk. In fact, I think the CIA made such a blunder, that it is likely to bankrupt Amazon and risk our national security causing a major uproar in Congress. I wouldn't want to own Amazon's stock then for sure. As you have seen with healthcare.gov, you can't just assume anyone can manage a project. And that is one thing I know from experience; IBM is the best at project management as no other. I would never want anyone else to manage such a large project. They have amazing tools in house to put all of the plan together with the time required, education, skills, people, etc. That is another strength of IBM; they use what they make and they improve it, so that they can go out and offer it to their customers. Many customers are happy to try out their new products as well, in order to get them early. Boxes arrive from IBM and everyone acts like it's Christmas. The China problem is said to be about waiting for the central plan from their government. So that should be resolved soon. The one problem for IBM is that there is a lot of old IBM equipment on the market and it is very reliable. But support from IBM is important to many, so they don't want to get too far behind, maybe just one model behind though they will consider. So IBM usually makes each new announcement cheaper than the last. This in turn appears to the outside that they are selling less hardware. I believe it is just that hardware is getting quite inexpensive. I have little regard for anyone on CNBC as I do not think they know anything at all about technology. Perhaps people who have worked in other industries find them more informed. My guess is that Buffett goes on there to continue to promote Berkshire; the few times I've seen him he doesn't say much about his stocks. Very wise in my opinion. He knows what he likes and he owes no one an explanation. I am quite satisfied with my investment in IBM, as I am sure he will equally be some day. I plan to leave my IBM stock to my children.
    Nov 26 09:13 PM | Likes Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    I have read where people said the profits from retail were being used to invest in AWS. Honestly I don't care one way or the other. I sold my shares awhile back. I am worried about my mutual funds who own Amazon.
    Nov 26 12:17 PM | Likes Like |Link to Comment
  • IBM: Stanley Druckenmiller Vs. Warren Buffett, Who Is Right? [View article]
    IBM made $1B in cloud revenue last quarter and is on target to make $7B in cloud revenue in 2015.
    Nov 26 12:14 PM | 1 Like Like |Link to Comment
  • IBM: Stanley Druckenmiller Vs. Warren Buffett, Who Is Right? [View article]
    A good way to find out about their competitive situation is to take a look at Gartner's Magic Quadrant reports.
    Magic Quadrant for CRM Service Providers, Worldwide
    http://gtnr.it/1cMHLT9
    Magic Quadrant for Social Software in the Workplace
    http://gtnr.it/1cMHNuj
    I D C M a r k e t S c a p e : W o r l d w i d e C l o u d P r o f e s s i o n a l S e r v i c e s
    2 0 1 3 V e n d o r An a l y s i s
    http://bit.ly/16g3ZJM
    I D C M a r k e t S c a p e : W o r l d w i d e B u s i n e s s C o n s u l t i n g
    S e r v i c e s 2 0 1 3 V e n d o r An a l y s i s
    http://bit.ly/1cmTagF

    IBM is a leader in market-share W o r l dw i d e S e c u r i t y a n d V u l n e r a bi l i t y M a n a ge m e n t R e v e n u e
    http://bit.ly/16g41RT
    Nov 26 12:01 PM | 1 Like Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    Actually I have read that the company made more profits before AWS.
    Nov 26 11:41 AM | Likes Like |Link to Comment
  • Senvest: Better Than Buffett And Einhorn... At A Discount [View article]
    So what are their stock picks?
    Nov 26 11:39 AM | Likes Like |Link to Comment
  • Picks from Goldman's Hedge Fund Monitor [View news story]
    I don't think their losses are from their stock picks as much as it is from their shorts. When you are in a bull market it is difficult to make money shorting stocks.
    Nov 26 11:25 AM | 1 Like Like |Link to Comment
  • Picks from Goldman's Hedge Fund Monitor [View news story]
    I think it is late to buy stocks after all the hedge funds piled in last quarter. They will be selling to you.
    Nov 26 11:19 AM | Likes Like |Link to Comment
  • IBM Is Not A Technology Company [View article]
    IBM was in the services business way back in 1930. Lookup Service Bureau Company
    Nov 26 09:42 AM | Likes Like |Link to Comment
  • Don't sleep on General Mills [View news story]
    The stock is reasonably priced compared to other food staples and they are growing. The price should be stable and you get the dividend. So I think you will get at least 8% and maybe 10% for next year.
    Nov 26 09:18 AM | 1 Like Like |Link to Comment
  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    This was for Andre'.
    Nov 26 09:12 AM | Likes Like |Link to Comment
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