| Author |
IBM Replies |
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16936
Location: Sunny California
|
 Posted: Tue May 11, 2010 11:35 am Post subject: |
 |
|
LEX thinks that's about it--which has really been something:
IBM
Published: May 11 2010 09:24 | Last updated: May 11 2010 10:13
| Quote: | Every good consultant knows that the trick is to never quite solve all of a customer’s problems. So it would be reasonable to expect IBM to have a few rabbits in hats when it presents to investors on Wednesday in New York. However, the long job of self-improvement by the world largest consulting group (and third-largest software company) leaves it with few obvious ways to further propel a share price approaching a decade high.
Big Blue has become the model of how to sell integrated hardware, software and IT services, with the latter two contributing four-fifths of sales, from less than half in 1997. Much of the past decade was spent dealing with the consequences of buying PwC’s consulting arm in 2002 – a culture clash and staff departures coincided with a price war in IT services and the rise of Indian outsourcers. But a mixture of integration, moving staff offshore and improving technology over the past five years has seen real transformation, with gross margins rising by almost 6 percentage points. |
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
 |
HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11735
Location: Los Angeles, California
|
| Posted: Wed Jan 20, 2010 11:36 am Post subject: |
|
|
Morningstar's latest notes on IBM's earnings:
| Quote: | | IBM's fourth quarter performance was in line with our expectations. We are maintaining our fair value estimate. Excluding a favorable impact from currency movements, total revenue declined 5% compared with the prior year quarter, led by a 9% decline in each of the Global Business Services and Systems and Technology segments. Although IT spending appears to be improving, customers' appetite for expensive IT equipment remains weak. Sales of IBM's pricey System z mainframes declined 31% year-over-year, but cheaper x86 based servers experienced a 31% increase in sales over the same period. Total Global Services revenues also declined, although signings grew 2% over the prior year quarter, mainly due to a 55% increase in new application outsourcing contracts. A 9% decrease in hardware sales caused higher margin software sales to increase as a percentage of total revenues, enabling operating margins to grow two percentage points over the prior year quarter, to more than 23%. Operating margins also benefited from management's continued focus on expense controls, but we would caution investors against extrapolating recent expense reductions into future margin expectations. We expect the company to respond to improving economic conditions by investing in people and resources to take advantage of new opportunities. |
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16936
Location: Sunny California
|
| Posted: Tue Oct 27, 2009 2:32 pm Post subject: |
|
|
5 Billion buyback announcement didn't do much for the market but good to see a company not treat its stock like toilet paper. When JPM reinstates the dividend we'll have something.
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11735
Location: Los Angeles, California
|
| Posted: Tue Aug 18, 2009 8:51 am Post subject: |
|
|
IBM still the place for innovation:
http://www.dailytech.com/article.aspx?newsid=15994
| Quote: | Microprocessors using DNA construction are ten years away
IBM is synonymous with performance in the supercomputing world. In fact, the company's hardware is inside five of the top ten supercomputers in the world. IBM and other CPU makers are always looking to improve the technology behind the construction of microprocessors.
The latest research breakthrough from IBM was made in conjunction with the California Institute of Technology. The breakthrough uses DNA, the building blocks of the human body, as the starting point for microprocessors built at under 22nm size. The semiconductor industry is facing significant hurdles in developing lithographic construction processes for under 22nm construction. Research is also being done into incorporating carbon nanotubes or silicon nanowires into construction processes. |
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16936
Location: Sunny California
|
|
| Back to top |
|
|
HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11735
Location: Los Angeles, California
|
| Posted: Sat Jan 05, 2008 1:51 am Post subject: |
|
|
A quick profile of what IBM is doing in India:
http://www.businessweek.com/globalbiz/content/dec2007/gb20071228_845181.htm?campaign_id=yhoo
| Quote: | IBM's rise in India has been breathtaking. Since 2004 the company has ramped up its business, with research labs and global delivery centers. In 2007, IBM won deals for application and business transformation services and infrastructure management in India's rapidly growing sectors such as telecom, real estate (DLF), aviation (Delhi International Airport), health care (Apollo Hospitals), and a microfinance technology service provider. It has 73,000 employees in the country and plans to invest $6 billion over the next three years to set up infrastructure, hire more employees, and boost education and training.
This year alone, IBM's India revenues will be up 30%, to $1 billion. "India is the fastest-growing market for IBM, and we want to maintain our lead," says Shankar Annaswamy, managing director for IBM India and South Asia. |
|
|
| Back to top |
|
|
HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11735
Location: Los Angeles, California
|
|
| Back to top |
|
|
HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11735
Location: Los Angeles, California
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16936
Location: Sunny California
|
| Posted: Wed Apr 25, 2007 6:28 pm Post subject: |
|
|
Alright...it took a day. 100 new floor?
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16936
Location: Sunny California
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16936
Location: Sunny California
|
| Posted: Fri Apr 06, 2007 10:50 am Post subject: |
|
|
From copper to light: new chips dramatically increase (and transform) data throughput:
http://seattlepi.nwsource.com/business/309012_chips26.html
For all the advances in IT over the years, Moore's Law etc., really it's this, the visual sphere of human interaction that is the MINIMUM expectation of anything approximating an IT world.
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16936
Location: Sunny California
|
| Posted: Thu Jan 18, 2007 10:17 pm Post subject: |
|
|
I remember when Big Blue hit a hundred. It was going to 120 they all said. That was the beginning of th e90's. We've come a long way since then.
They were going to bring Linnux into the mainstream. Did they pull it off?
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
Please log in to view without the ad banners |
|
|
FAQ
Search
Memberlist
Usergroups
Statistics
Register
Profile
Log in to check your private messages
Log in
