Dear Ginni, Do us another favor, please step down as chairman, you have done quite enough for us, just do us one last small favor. You announced your retirement and the stock price spiked, need we say more? You have the best PIP package than all... — read more 

Big Jim Kavanaugh cannot be too pleased at the present. And can you blame him much? If not Whitehurst for CEO, which would have been largely for public perception, the top job had JK's name written all over it. Like him or love him, he's a sharp... — read more 

Jim Whitehurst, Red Hat’s former CEO, is becoming our president... Thougts?

https://www.wsj.com/articles/ginni-rometty-stepping-down-as-ibm-ceo-11580420650 IBM built its success on providing technology to other companies. But IBM was slow to adapt as corporations shifted from storing data on big servers they owned to... — read more 

Krishna just had his last all hands call... his charts were mostly showing red... good luck with that guy.

3/3/21, at the age of 63. Her obsession with 3's demands it

https://www.cnbc.com/2020/01/30/ibm-ceo-ginni-rometty-steps-down-arvind-krishna-to-take-over.html

I suspect there are layoffs coming for services and hardware. Power Hardware has bit hit every year in the spring for the last three years and the power 2019 numbers were really bad and 2020 is going to be a major challenge. Another way to cut... — read more 

Heard this directly from a friend, ex-IBM, who was told this by a recruiter: Many external job postings in Services are aimed at replacing 1 for 1 some staff currently at IBM. The recruiter told this to my friend as he was interested to bring my... — read more 

By every standard, Rometty has not delivered for IBM shareholders, and yet she remains CEO. https://investorplace.com/2020/01/the-activists-should-jump-all-over-ibm-stock/

https://seekingalpha.com/article/4319034-ibm-stagnation-continues-despite-red-hat

Nobody knows when layoffs will happen, but the overall number of employees should be public info. Do you know how many people work at the company? How about the office at Armonk?

It's good to talk: Union says IBM failed to consult system support techies as Scottish Power contract nears end TUPE or not TUPE? That is the question. Unison calls on lawyers ahead of 30 June D-Day... — read more 

Anti-bias rules. Except if you're over 40, then they'll be targeting rules. . . https://www.cnbc.com/2020/01/22/ibm-ceo-ginni-rometty-calls-for-precision-regulation-on-ai.html

https://newsroom.ibm.com/davos?item=31555 Ginni spouting on "New Collar" and related – @7:57 – 13:45. Ginni on difficult decisions in stakeholder capitalism – 24:07 – 26:00. Ginni on corporate ethical behavior – 26:50 – 30:00. Ginni on... — read more 

https://www.barrons.com/articles/ibms-strong-earnings-has-people-excited-but-the-company-hasnt-turned-the-corner-yet-51579719488 One quarter does not a turnaround make. International Business Machines (ticker: IBM) shareholders are hoping the... — read more 

https://www.barrons.com/articles/ibm-stock-gain-earnings-51579733460 IBM stock had a nice day Wednesday, rallying more than 3% after the company posted better-than-expected fourth-quarter results. Earnings beat Street estimates by two cents a... — read more 

Another one jumps ship! https://www.cnbc.com/2020/01/21/jpmorgan-hires-ibm-master-inventor-marco-pistoia.html

https://seekingalpha.com/article/4318444-ibm-q4-not-impressive

Lots of "adjusted for currency", "adjusted for divested businesses", "normalized for historical comparability", "non-GAAP operating results" combined with a favorable year over year quarterly compare and growth numbers for made-up discretionary... — read more 

An interesting article. https://www.cnn.com/2020/01/20/investing/ibm-earnings-preview/index.html

Analysis of compensation, level, and experience details of 19k tech workers https://huyenchip.com/2020/01/18/tech-workers-19k-compensation-details.html

Badly miss on revenue, meet on EPS.

What are your thoughts from the IBM perspective?

Another analyst downgrade, this time by Morgan Stanley. 4Q19 Results are going to be so c-appy, brace yourselves for the fallout https://www.thestreet.com/investing/ibm-stumbles-again-following-second-downgrade-in-a-week

https://twitter.com/remotetools/status/1218167761525829634?s=21

These poor b–tards believe turning control over to Big Blew will help? https://www.cityam.com/ibm-takes-control-of-tsbs-it-after-digital-meltdown/

4Q19 Results are not going to be bad. https://www.barrons.com/articles/ibm-stock-revenue-estimates-too-high-in-the-face-of-macro-headwinds-51578929326 International Business Machines stock is trading modestly lower Monday after an analyst... — read more 

I.P. Watson, blockchain, CAMSS, etc. Long live Quantum! Can we get some odds on if IBM will screw the pooch on dominating in this space if they do happen to be first to... — read more 

So hoping that this case goes to trial. https://www.theregister.co.uk/2020/01/10/ibm_age_case/

Is Bench Management still in place in Services (GBS, GTS)? I remember this started in summer ‘18. Landed on the bench for the first time in 4 years. Just wondering how long I have.

Articles on Asia Pacific Executives leaving and the U.S. CCO's... — read more 

Watch the video linked in the post. Many of the comments in the post and directly at the video link are priceless. https://www.facebook.com/alliancemember/posts/1570899146381397

I'm talking specifically about software engineers.

International Business Machines Corp. plans to boost its 2020 cybersecurity spending by “double- digit percentage points” from the previous year, said CIO Fletcher Previn, declining to provide more details. From where is all this newfound... — read more 

IBM shares have appreciated about 18% in 2019, well below the nearly 48% return for the average tech stock in the S&P 500, and the roughly 30% gain for the Dow Jones Industrial Average. Up about $21 this year, IBM accounts for about 3% of... — read more 

I have a feeling that's what everybody in charge is convinced is true and are making their decisions accordingly. I'm personally not so sure...

If anyone has intel on possible divestitures, acquisitions, or layoffs please share. Otherwise let’s speculate about what could happen.

Business Integration: Very poor integration of the businesses that were acquired to form Watson Health. Business Knowledge: Not sure IBM executives truly understand health care. Bureaucracy: IBM is extremely bureaucratic, far worse than any... — read more