I was there starting in the early 80s. I always said if we had gone out on strike for a week or month etc IBM and Gerstner would not have done this pension heist. But they did again and again and as the writer states "...not a peep from IBM... — read more 

Target cuts 1,800 corporate jobs https://www.cnbc.com/2025/10/23/target-layoffs-corporate-jobs-sales-slump.html

https://www.crn.com/news/ai/2025/ibm-9-5-billion-ai-book-of-business-drives-q3-growth-across-company-s-software-hardware-and-consulting-segments

"booming demand for cloud services, as artificial intelligence adoption rises." https://m.economictimes.com/tech/technology/ibms-slowing-cloud-growth-eclipses-upbeat-third-quarter-results/amp_articleshow/124751571.cms

https://www.cnbc.com/2025/10/22/ibm-q3-2025-earnings-report.html Love how AK brags every qtr about the "huge and growing AI and hybrid cloud backlog". Yeah right! ISC forecasts by sales is TOTAL BS!!!!! Just put AI or cloud in the product title... — read more 

https://stocktwits.com/news-articles/markets/equity/ibm-stock-idynamic-name-to-own-in-ai-revolution-says-analyst/ch6CYdnR3Yd

https://www.bizjournals.com/triangle/news/2025/10/20/ibm-rtp-campus-vacates-office-space-development.html Around the corner from Red Hat, too.

“ Bjarne Is Gone. Sue is Incompetent! “ post is no more. I guess we can no longer point out that the H1B replacements that are forced down our throats cannot do technical work. I am sorry but tech writer Sue could not write anything in any computer... — read more 

IBM's "whisper number" for Q3 2025, or the consensus estimate, is approximately $16.09 billion in revenue and $2.43 per share in earnings. Some analysts anticipate earnings could be slightly higher, at around $2.45 per share, driven by AI and hybrid... — read more 

https://www.msn.com/en-us/money/topstocks/analyst-says-ibm-ibm-a-quiet-way-to-play-ai-quantum/ar-AA1OrP0I IBM is a joke, the news online is a joke, the "IT" industry is becoming a joke

For those of us who fondly recall working for the most respected company on the planet in the 70s and 80s I think this sad video speaks for itself. This is the destruction of IBM Endicott campus which was a crown jewel of IBM founder and CEO Thomas... — read more 

There were rumors earlier this year but I am unsure... Please let me know.

https://www.reddit.com/r/IBM/comments/1o4xtrr/managers_are_forced_to_lay_off_good_people/ "I’ve been in meetings with very senior leaders and they are hunting through the ranks of B9-10 and D to find folks to let go to make room for higher bands in... — read more 

"IBM’s CEO is all about cutting out the things IBM used to be good at in favor pumping up the stock price. It’s a matter of time until he does the same to Red... — read more 

IBM landing at #8 is such a joke. https://www.forbes.com/lists/worlds-best-employers/

I’ve lost count of how many meetings end right where they started. So much talking, no real direction, and when someone actually offers something useful, it gets dismissed. Why is it that the people running things can’t tell the difference between... — read more 

Commonwealth Bank, Australia's largest bank and in fact the largest company, has successfully migrated their core banking system off the mainframe onto SAP S/4 Hana on an AWS cloud system. They expect to retire their mainframe in 18 months, and it's... — read more 

https://developers.redhat.com/articles/2025/10/08/quantum-computing-101-developers

IBM does offer great Medicare advantage plans. When you make it here the grass is greener.

Well it is that time of year and month etc with IBM Q3 earnings up 10/22. Stock hits all time high and then.....drop 15-25 points after 10/22? https://www.investors.com/news/technology/ibm-stock-breakout-anthropic-ai-partnership/

Alvind's Pipmunks were trying to say that their featured VC id--t has a work life balance. Oh, really... — read more 

https://www.crn.com/news/security/2025/ibm-s-suja-viswesan-on-the-future-of-qradar-siem-and-the-post-quantum-security-journey Very high buzzword density, "AI" 9 times.

https://newsroom.ibm.com/2025-10-01-ibm-and-amd-collaborate-with-zyphra-on-next-generation-ai-infrastructure

https://www.itweb.co.za/article/sa-cannot-shrug-off-ongoing-job-losses-in-global-tech-industry/KzQenqjyz3zMZd2r Probably a lot more. They just rely on slopfarms that talk about one particular wave while ignoring all other data points.

Applies to IBM too, so worth reading (Business Insider article): https://www.msn.com/en-us/money/companies/the-new-rules-of-workplace-loyalty/ar-AA1Nv8Uo Comments from readers reflect what we have been discussing here.

This is what they hope / think / expect may happen - extreme (they use that word, yes) offshoring and near-shoring (to the East and to the South, respectively): "Such a rush could lead to "extreme offshoring" in some cases, said Ramkumar... — read more 

Do any of the mainframe team get hit when layoffs occur?

Anyone know what days this might be coming up?

https://www.fool.com/investing/2025/09/28/prediction-ibm-will-thrive-in-the-ai-bo-m/

Has anyone been able to successfully reverse RA because manager gave false and misleading reasons for RA (non performances based) and instead onboarding a new replacement from a vendor he has known for a while. had several good performance reviews... — read more 

All I want to say is that, I hope this is being carefully managed. This and the housing bubble could burst at once... however, they keep listening to the very same people that are creating this bubble... x x x x x x x The AI bubble is the only... — read more 

https://www.forbes.com/sites/kellyphillipserb/2025/09/26/how-to-navigate-retirement-savings-if-your-company--suspends-401k-plan-matches/?utm_campaign=forbes&utm_medium=social&utm_source=bluesky

David Einhorn warns about "AI Spending Splurge" Hedge fund manager David Einhorn cautioned that the unprecedented amount of spending on artificial intelligence infrastructure may destroy vast amounts of capital, even if the technology itself proves... — read more 

How much of it do you believe is real vs excuse vs intended for hype (or anything else you consider appropriate)?

Does requiring IBMers to move to major cities make sense for IBM? In Illinois, I can think of two significant IBM customers who are not located in big cities. It would make little sense to ask IBMers to live in Chicago.

You don't believe HSBC has anything real using quantum computing to do bonds trading do you?... Must be HSBC from Hong Kong bought IBM shares as they're a financial institution to cash on the hype don't you think? Hopefully this is the last hype... — read more 

Gary Cohn doing more "whisper number" interviews on Jim Cramer etc just prior to Q3 results showing IBM hitting consensus estimates BUT lucky to grow top line revenue more than 2%?

US OPT tax push coincides with 25% outsourcing penalty on US companies The Trump administration immigration policies in 2025 are set to make study visas tougher for international students and introduce new tax rules that impact the Optional... — read more 

And if you went back, did you think that maybe you'd lost your f---ing mind?