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$IBM 1-pager
The Schrödinger's cat of companies
Can be view as alive and dead (money)
In the midst of yet another transformation to focus on Cloud while business fundamentals are in decline
But still with a grand brand name with a wide customer base
Could end as $GE or $MSFT
The Schrödinger's cat of companies
Can be view as alive and dead (money)
In the midst of yet another transformation to focus on Cloud while business fundamentals are in decline
But still with a grand brand name with a wide customer base
Could end as $GE or $MSFT
Today was announced a partnership with $PLTR
IMO a great match-up
But also another example how $IBM own creation and focus have lacked in recent years
This business venture is essentially "Watson" playing field
See graph on IBM hype dying down on Watson
https://twitter.com/YahooFinance/status/1358863097654566913?s=20
IMO a great match-up
But also another example how $IBM own creation and focus have lacked in recent years
This business venture is essentially "Watson" playing field
See graph on IBM hype dying down on Watson
https://twitter.com/YahooFinance/status/1358863097654566913?s=20
A strength in $IBM is definitely patents
27th consecutive year of most US patents
If all this collective brain power and invention is translated to innovation that sticks and can be monetized we may have a great turnaround story
Focus and reward innovation, not only invention
27th consecutive year of most US patents
If all this collective brain power and invention is translated to innovation that sticks and can be monetized we may have a great turnaround story
Focus and reward innovation, not only invention
Even when strategically $IBM is right it seems to then pivot too fast with the many transformations
example
IBM Simon. The first smartphone 1994. It lasted 6 months in the market https://time.com/3137005/first-smartphone-ibm-simon/
example
IBM Simon. The first smartphone 1994. It lasted 6 months in the market https://time.com/3137005/first-smartphone-ibm-simon/
By end of this year it's expected IBM will be focused on cloud and AI
The spinoff part of the company (NewCo - i.e. it will need to get a name) will be Leading Managed Infrastructure Services Company https://newsroom.ibm.com/2020-10-08-IBM-To-Accelerate-Hybrid-Cloud-Growth-Strategy-And-Execute-Spin-Off-Of-Market-Leading-Managed-Infrastructure-Services-Unit
The spinoff part of the company (NewCo - i.e. it will need to get a name) will be Leading Managed Infrastructure Services Company https://newsroom.ibm.com/2020-10-08-IBM-To-Accelerate-Hybrid-Cloud-Growth-Strategy-And-Execute-Spin-Off-Of-Market-Leading-Managed-Infrastructure-Services-Unit
