Bob Djurdjevic
Bob Djurdjevic
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.
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.
ibm prior structure
Prior to 1994, IBM didn't have the kind of structure it has now. They also had silos,
exactly ibm time
This is exactly what IBM went through during that time frame.
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.
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.
quarter
Overall, you can say the quarter was on the mark,
answer customer deeper drilling obviously smaller
The answer obviously has to be in diversifying the customer set, drilling down deeper into the smaller and medium-sized companies,
additional existing expect meet ongoing saying source thanks
What he is saying is we expect to meet the expectations thanks to this additional source of revenue, not from our existing ongoing operations,
company decline degree severity vary
Only the degree of severity of the decline will vary from one company to the next.