Bob Djurdjevic
Bob Djurdjevic
exactly ibm time
This is exactly what IBM went through during that time frame.
ibm prior structure
Prior to 1994, IBM didn't have the kind of structure it has now. They also had silos,
hardware ibm rest rid
They got rid of a dud, so the profitability of the rest of IBM hardware can now shine.
business constant hardware ibm increased pc rest rid
They got rid of a dud so that the profitability of the rest of IBM hardware can now shine. Hardware revenues without the PC business increased 6% or 9% in constant dollars.
hardware ibm rest rid
They got rid of a dud so that the profitability of the rest of IBM hardware can now shine.
biggest billion business contract decline drop fourth global ibm losing means results services unit
Global Services results are disappointing, especially a $2 billion drop in its backlog in the fourth quarter. And a 9% decline in new contract signings? That means that the biggest IBM unit is losing more business from its backlog than it is signing.
company hit ibm quarter slow track
Overall, IBM hit the first quarter on the button. The company is on the slow track to improvement.
accept anyone credit fact ibm investors leap mentality profit quantum savvy smaller wall wants
If anyone wants to look at the quantum leap at IBM, they should look at profit margins. Investors have to be savvy enough to accept the fact that sometimes smaller is better, but that's not the mentality on Wall Street. That may be why IBM is not getting the credit they deserve.
gets ibm meets ton
The mainframe is much more important to IBM than meets the eye. Off of that mainframe IBM gets a ton of other revenue.
gets ibm meets ton
The mainframe is much more important to IBM than meets the eye, ... Off of that mainframe IBM gets a ton of other revenue.
blue drill fingers good investors leaking predicted reason rehearse says ship sinking voting
The Big Blue ship is leaking and creaking, and the new skipper says there's no need to change, ... Just keep those fingers plugged in the leaks, as we rehearse the sinking ship drill at Armonk. Well, investors think there is good reason to change. They are voting with their feet, just as we predicted back in January.
hearing pitch sales
That's been the sales pitch I've been hearing from all these companies.
path saw slow today
The way I would characterize what I saw today is, they're on a slow path of improvement. It's not a sprint.
business losing tells together
You put it all together and what it tells me is they're losing more business than they're selling. And that's a worrisome sign.