Bob Djurdjevic
Bob Djurdjevic
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.
hearing pitch sales
That's been the sales pitch I've been hearing from all these companies.
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.
hardware ibm rest rid
They got rid of a dud, so the profitability of the rest of IBM hardware can now shine.
hardware ibm rest rid
They got rid of a dud so that 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.
company hit ibm quarter slow track
Overall, IBM hit the first quarter on the button. The company is on the slow track to improvement.
quarter
Overall, you can say the quarter was on the mark,
company decline degree severity vary
Only the degree of severity of the decline will vary from one company to the next.
exactly ibm time
This is exactly what IBM went through during that time frame.
budgets cannot capital cutting feeling pinch services small spending trouble
These companies, in their own way, all are in trouble and cutting back their capital spending and budgets, and that's why the IT services vendors are feeling the pinch as well, ... That cannot be said of the small and medium-sized enterprises, which is typically Sun's bread-and-butter marketplace.
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.
ibm prior structure
Prior to 1994, IBM didn't have the kind of structure it has now. They also had silos,