IBM NYSE: IBM

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slayer74
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Re: IBM NYSE: IBM

Postautor: slayer74 » 27 wrz 2018 00:11

IBM Gains After UBS Lifts Rating to 'Buy', Price Target to $180
https://www.thestreet.com/markets/ibm-g ... 0-14723866
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It’s Finally Time to Be Bullish on IBM — for 2020
https://247wallst.com/technology-3/2018 ... -for-2020/
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!


slayer74
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Rejestracja: 19 lip 2005 13:21
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Re: IBM NYSE: IBM

Postautor: slayer74 » 07 paź 2018 17:05

IBM has tried to morph into a cloud computing and AI company. The value of the IBM brand dropped 8% to $43 billion. The parent company has pushed a portion of these businesses under a new brand–Watson. This may be a sign that the IBM brand is too old and tarnished by the company’s performance. This has undermined this flagship brand of the very troubled company. The move to the new business sectors has not worked. The company continues to lag larger tech firms in the sector. IBM routinely hurdles press releases into the market as an attempt to promote its progress in cloud computing and AI. The campaigns have been no more successful than the businesses have been.

https://247wallst.com/services/2018/10/ ... -big-hits/
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
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Re: IBM NYSE: IBM

Postautor: slayer74 » 16 paź 2018 22:40

Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
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Rejestracja: 19 lip 2005 13:21
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Re: IBM NYSE: IBM

Postautor: slayer74 » 17 paź 2018 11:00

IBM Shares Fall on Mixed Earnings Report
https://www.thestreet.com/investing/ear ... t-14746997
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
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Posty: 21161
Rejestracja: 19 lip 2005 13:21
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Re: IBM NYSE: IBM

Postautor: slayer74 » 19 paź 2018 11:21

Are Analysts Overly Optimistic After IBM’s Q3 Report?
https://247wallst.com/technology-3/2018 ... q3-report/
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
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Posty: 21161
Rejestracja: 19 lip 2005 13:21
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Re: IBM NYSE: IBM

Postautor: slayer74 » 28 paź 2018 23:16

IBM Will Buy Red Hat For $33.4 Billion In Big Cloud Computing Push
https://www.investors.com/news/technolo ... computing/

IBM przejmuje Red Hat za 34 mld USD

Przejęcie amerykańskiej spółki specjalizującej się w systemie Linux to największa akwizycja dokonana przez IBM w historii, informuje Reuters.

IBM przejmie Red Hat wraz z jego długiem. Zapłaci 190 USD za każdą jego akcję, co daje 63 proc. premii wobec kursu zamknięcia z piątkowej sesji. Transakcja jest realizacją strategii rozwoju usług oprogramowania subskrybowanego. Prezes IBM Ginni Rometty podkreśla, że Red Hat jest jedną z niewielu spółek w branży usług w chmurze, która notuje wzrost zarówno przychodów, jak i wolnej gotówki. IBM chce dzięki przejęciu Red Hat nawiązać rywalizację z coraz mocniejszymi w obszarze usług w chmurze spółkami Amazon.com, Alphabet i...
https://www.pb.pl/ibm-przejmuje-red-hat ... usd-943895
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
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Posty: 21161
Rejestracja: 19 lip 2005 13:21
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Re: IBM NYSE: IBM

Postautor: slayer74 » 29 paź 2018 15:01

IBM Slides to 9-Year Low After $34 Billion Red Hat Deal; Moody's Warns on Rating
IBM shares slumped to the lowest level in nine years Monday after the group said it would pay the equivalent of nearly a third of its market value for Red Hat in a $34 billion deal that both jump starts its move into cloud computing but raises questions over the price it's prepared to pay for the Linux distributor.

International Business Machines (IBM) shares slumped to the lowest level in nine years Monday after the group said it would pay the equivalent of nearly a third of its market value for Red Hat (RHT - Get Report) in a $34 billion deal that both jump starts its move into the $1 trillion cloud computing market but raises questions over the price it's prepared to pay for the Linux distributor.

The stock was also pressured by a decision from Moody's Investors Service to put IBM's A1 credit rating on review for a possible downgrade, citing a "substantial increase in leverage" ... and a "departure from IBM's historical acquisition philosophy of making small, tuck-in acquisitions that limit integration risk."

IBM will pay $190 each for all of the outstanding shares of Raleigh, North Carolina-based Red Hat, a 63% premium to its Friday closing price of $116.68 and will finance the $34 billion enterprise value deal, which CEO Ginni Rometty called a "game changer" with a mixture of cash and debt. Red Hat will operate as a distinct unit within IBM's hybrid cloud division, the company said, and will be run by current head Jim Whitehurst.

"We believe Red Hat is a trusted open source leader with a large enterprise customer base, and a share gainer in its traditional categories (server operating systems, application server markets, middleware) while participating in very strong secular trends such as re-architecting of the data center, cloud computing, virtualization, and big data," wrote analysts at Oppenheimer. "We question IBM's ability to extract incremental value from Red Hat, taking into account its M&A track record and mixed stature in the developer community."

IBM shares were marked 4.3% lower in the opening minutes of trading in New York Monday and changing hands at $119.67 each, the lowest since November 2009 and a move that extends its year-to-date decline past 22% and values the Armonk, New York based group at just under $110 billion.

Red Hat's market cap, based on IBM's $190 per-share bid, is $33 billion, and its shares were marked 48% higher at $172.71, suggesting investors are pricing in some execution risk into a deal that still needs to be approved by shareholders.

Rometty told CNBC Monday that its $190 offer was a "fair price" for Red Hat, and repeated her view that she can both integrate the company, generate earnings and continue growing IBM's dividend despite the $33 billion it will lay out for the Raleigh, North Carolina-based group.

The deal is expected to be free cash flow and gross margin accretive within 12 months, IBM said, and will accelerate revenue growth and support a solid and growing dividend. The group, however, said it will suspend planned share buybacks in 2020 and 2021 as a result of the acquisition. IBM said it remains "committed to maintaining strong investment grade credit ratings" and will target a leverage profile consistent with "a mid to high single-A" grade.

Earlier this month, IBM posted weaker-than-expected third quarter revenues as cloud computer deliveries slowed and a stronger U.S. dollar weighed on international sales, complicating Rometty's uneven turnaround plans.
IBM said sales for the three months ending in September fell 2.1% from the same period last year to $18.8 billion, missing Street forecasts of $19.1 billion as cloud sales grew at around half the rate of the previous quarter.

Earnings were solid, at $3.42 per share, but slowing sales in IBM's systems division, where revenue slowed sharply from the previous quarter and cognitive software sales -- which include its Watson brand -- fell 6% to $4.15 billion. Technology Services & Cloud Platforms saw revenues fall 2% to $8.3 billion.

IBM's gross margin for the September quarter was 49.5%, essentially flat on a year-to-year basis and the best figure the group has posted in three years, according to CFO Jim Kavanaugh, and held to its full-year non-GAAP earnings guidance of $13.80 per share on free cash flow generation of around $12 billion.

Last, Linux operating system distributor posted weaker-than-expected earnings for its fiscal second quarter, which ended in August, and said sales for the three months ending in November would likely come in below forecasts withing a range of $848 million to $856 million.

However, CEO Whitehurst insisted in an interview with TheStreet, and in the company's earnings call, that some one-time events are to blame, and that his firm's competitive position hasn't changed.

https://www.thestreet.com/investing/sto ... l-14760038
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
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Rejestracja: 19 lip 2005 13:21
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Re: IBM NYSE: IBM

Postautor: slayer74 » 05 lis 2018 23:55

Does Insider Buying at IBM Mask Its Poor Performance Enough?
https://247wallst.com/technology-3/2018 ... ce-enough/
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!


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