vo1aQXJ3

6 ms·

1.
by vo1aQXJ3 12y ago
and that is why Warren Buffet is not too worried either. because the share price has come down IBM will buy more of its own shares. Therefore Buffet will own a bigger part of the company with out actually buying more shares. almost a win-wi
2.
by vo1aQXJ3 12y ago
which makes sense for them... Lets assume they went with your solution. All fine. up and running in no time. Then you get hit by a bus or leave the company. Then things go wrong. How are you going to explain this to senior management. If th
3.
by vo1aQXJ3 12y ago
and are these the same consultants that suggested the EPS target was a good idea?
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by vo1aQXJ3 12y ago
I think he did say that... and it sounds like they have (for now)
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by vo1aQXJ3 12y ago
you are assuming here that IBM is a tech company. It isn't. It is a financial engineering company. And the problem is that there is only so much you can do in this space (otherwise you become like Enron).
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by vo1aQXJ3 12y ago
what a surprise... the question was not if... but when. and the answer might well be: today.
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by vo1aQXJ3 12y ago
the money was raised to buy back shares. That is actually a better investment (saves on dividents, and you don't have to bring back any cash to the US). But yes... what if interest rates rises... either buy back less shares (or sell th
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by vo1aQXJ3 12y ago
the moral of the IBMers does NOT contribute to the $20 EPS so therefore is irrelevant. Firing people... ooohhh sorry RA-ing them does. You know you are stuffed when execs talk with euphemisms like Resource Action. They are no longer proud o
9.
by vo1aQXJ3 12y ago
bluemix looks actually quite good... but I wonder if it is enough (ie. can it make up for the billions lost in hardware sales) and how long before these things get commoditized? And we all know how good IBM is at that!!!
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by vo1aQXJ3 12y ago
Ginni is very unlikely to turn around the company. She is a livelong IBMer. Just like Sam Palmisano before her. And both have been undoing the good work that Lou Gerstner did and continued the bad work he did. IBM is a financial engineering