A question for all folks having kids ready to go to the college. Which Undergrad Degree has the best ROI? I'd say Information System (IS or MIS) as it's not overly difficult, an average student should be able to complete it, many state schools... — read more
Liabilities
If an individual has complications (blood clots etc) Can IBM be liable for making them get the shot to keep their job? Could Arvind be held personally liable?
Vax Mandate
Why isn't AK making the mandate a WW policy for all IBMers?
TrustAssure/CLX
For those who have registered their COVID vaccination with TrustAssure/CLX prior to Oct 7th, your status has not been shared with IBM yet. TrustAssure/CLX is supposed to update your vaccination status to IBM on Oct 27. On that day or the day after... — read more
How to fix IBM
There are two futures for IBM: Continued slide to irrelevance Bold moves requiring some big risks What are some things you would all do for 2?
Systems Cloud Revenue Collapsing?
2021 1Q Cloud Revenue up 23 percent (up 21 percent adjusting for currency). 2021 2Q Cloud Revenue down 16 percent (down 19 percent adjusting for currency). 2021 3Q Cloud revenue down 42 percent (down 43 percent adjusting for currency). Perhaps... — read more
Two Growth Stories: Red Hat & IBM
https://techcrunch.com/2021/10/21/red-hat-continues-to-grow-but-ibms-struggles-continue/ IBM has been in the midst of a strategy shift with a focus on hybrid cloud and AI since Arvind Krishna was promoted to CEO in last year. Red Hat, the software... — read more
Red Hat continues to grow, but IBM’s struggles continue
Stockholders clearly want to see more, and while Red Hat is leading the way, the rest of the company continues to lag, and investors aren’t happy. Unhappy... — read more
IBM's reality check
Josh Brown tells sportcaster Al Michaels what to do with IBM https://www.cnbc.com/video/2021/10/21/josh-brown-tells-sportscaster-al-michaels-what-to-do-with-ibm.html Listen to these guys. Its over!
"IBM just put up an absolute stinker of a quarter here, really stinker of a quarter"
IBM misses estimates: Yahoo! Finance analysts Brian Cheung, Julie Hyman and Brian Sozzi https://finance.yahoo.com/video/crocs-record-q3-revenues-ibm-153935479.html
How is the Bonus at IBM?
As I consider to join IBM. How is the Bonus for engineers typically in the last few years? What is the typical range recently like % or salary for engineers? I realize that this is a lay-off site. But any comments would be most welcome. More like... — read more
Toni Sacconaghi's Questioning on Earnings Release Conference Call
I have been listening to IBM's earnings release conference calls for over 20 years. Toni's questions have been the best and his calls have probably been the most accurate over the years. His questioning and tone have never been worse. IBM has been... — read more
A IBM Thought - Begging Jim Whitehurst to Come Back
You know people on the BOD are talking about what it will cost to get Jim Whitehurst back to save the sinking of the IBM Titanic. How much would they payout? Would they get on their knees and beg for him to come back? It's the only card they have... — read more
Infinidat lures Eric Herzog away from IBM to become its chief marketing honcho
Another exec. jumps ship because he sees the writing on the wall for Storage. . . https://blocksandfiles.com/2021/10/20/infinidat-hires-eric-herzog-away-from-ibm-as-its-chief-marketing-honcho/
IBM shares drop on weaker-than-expected quarterly revenue
“With a competitive labor market, this is putting some pressure on our labor costs, including higher acquisition and retention costs, which is not yet reflected in our current pricing,” said Jim Kavanaugh, IBM’s finance chief. “We expect to... — read more
Organic growth
IBM doesn't seem to have much interest in accelerating the organic growth?
AK is no different than previous non-tech ceos
he has not done anything different compared to previous 2 ceos. Example : not cut middle management, not raise developer pay, still focusing on buying companies instead of inhouse development. wasted huge amounts of time separating gts, i think... — read more
IBM has acquired Volta Networks as it muscles up in automation
Volta joins a line-up of other companies that IBM has recently bought, including Accanto, Instana, Turbonomic and, most famously, Red Hat, acquired for $34 billion in... — read more
Roll up roll up Q3 2021
what's the feeling out there?? good results, bad results or just financial engineering again? I'm going for Financial engineering - which will show small growth..
Never a dull day ... AWS to design datacenter semiconductors
Amazon Web Services plans to design more of its own semiconductors, CEO says. https://www.cnbc.com/2021/10/15/amazon-web-services-plans-to-design-more-of-its-own-semiconductors-ceo.html
IBM and Kyndryl have a 2 year moratorium until end of 2024, on hiring between companies
Interesting. . . https://www.facebook.com/alliancemember/posts/2116529688485004
Has anyone heard back on C19 Exception Requests?
Is IBM just going to ignore them and let deadlines come?
Jim Chanos Bets Against IBM For Financial Engineering
Go Jim Go! This maybe better than the Dallas vs Patriots game... 2022 is going to be one he-l of a year with a 1B restructuring in Q1! ... — read more
IBM earnings are about to change and could be ‘messy’ — Here is what you need to know
Morgan Stanley analyst Katy Huberty, who has a neutral rating and a $164 price target, said the spinoff has given her in-line-to-below expectations for the report given the changes IBM outlined. “Ahead of the separation, IBM now has to... — read more
Why so many technical leaders are non-technical?
Why do we have so many non-technical stsms and DEs? Who lets these guys go up the technical ladder with so little knowledge and so disconnected from the reality of today's technology? Is it mostly a political game? Don't get me wrong, there are... — read more
MEMO: IBM’s Lack Of Moral Purpose and Trust (The Poison Inside IBM)
Your old pal Deep Throat here again. I’d like to explain the title to this short memo, and a hot topic for me personally. Recently IBM posted this: "In 2020, the company achieved its goal of hiring 2,000 veterans, 11 months in advance of... — read more
Ibm will train 30 million by 2030
https://www.wraltechwire.com/2021/10/14/ibm-is-expanding-upskilling-programs-commits-to-training-30-million-people-by-2030/?utm_medium=email&utm_campaign=newsletter&utm_source=wral
IBM to Pay $350,000 Over Pay Discrimination
So when it comes to pay, no problem violating the contractual terms. But when it comes to vaccine mandates. . . https://www.mbtmag.com/home/news/21759440/ibm-to-pay-350000-over-pay-discrimination
This is funny
https://www.forbes.com/lists/worlds-best-employers Number 2! Wow!!!
A big ask?
Is it unreasonable to ask someone from PT timezone to follow ET hours for 1 month during critical phase of the project? To be specific... starting 9AM ET. Work day typically gets over at 6p ET or sooner sometimes, and this person makes it such a... — read more
Where's the "big layoffs"?
Several times it's been mentioned $3.5 billion or whatever set aside for restructure and layoffs, yet, it's Mid-Oct and we haven't heard of any 30K people cut or whatever the # was predicted. Starting to think it's all fake news. I still see fluffy... — read more
Arvind Krishna: IBM ‘Dead Serious’ About Partner Push; Upcoming Growth Has ‘Got To Be’ Through Channel
More layoffs in the short to medium terms for IBMers... https://www.crn.com/news/cloud/arvind-krishna-ibm-dead-serious-about-partner-push-upcoming-growth-has-got-to-be-through-channel
Kyndryl separation date and terms announced
https://finance.yahoo.com/news/ibm-board-directors-approves-separation-123600295.html
CognitiveScale Names AI Industry Veteran Robert J. Picciano New Chief Executive Officer
Now we know where Picciano wound-up. https://www.accesswire.com/666898/CognitiveScale-Names-AI-Industry-Veteran-Robert-J-Picciano-New-Chief-Executive-Officer
The return of JEDI: Why the sequel to military’s cloud contract could cost much more than the $10 billion original
Appears Big Bleu will get a wedge of this cheese wheel -- https://www.marketwatch.com/story/the-return-of-jedi-sequel-to-military-cloud-contract-will-be-much-more-complex-11633640142
IBM CEO discusses Red Hat growth and its role in the company's hybrid cloud strategy
Does anyone else hear the absolute desperation? https://www.youtube.com/watch?v=lWegrh66zp4