Anyone heard officially if seniority is carried over to the new company?!?

It's happened to many a powerful company before. They miss a few product cycles. They miss an industry transition and all of a sudden they become a slow motion train wreck. Nokia did this when they missed the smart phone revolution. RIM/Blackberry... — read more 

[ English translation below of article from this original post: @kwv+17Fzgcf4 ] https://www.golem.de/news/aufspaltung-ibm-will-in-deutschland-wieder-massenhaft-stellen-abbauen-2010-151815.html IBM Germany plans to cut more than 2,300 jobs in... — read more 

Bottom Line Presently, recurring net earnings have collapsed, financial leverage remains elevated, and management continues to struggle with its business strategy, as evidenced by the dialogue on the Q3 2020 conference call... — read more 

Germany 2300 , Poland 2000, Hungary 300 .. layoff starts for the NewCo and IBM transformation. Europe will be hit hard ..

What do you all think about the brilliant CRM, Atlas that GTS uses?

https://stockhouse.com/news/press-releases/2020/10/29/ibm-and-at-t-bring-open-hybrid-cloud-services-to-enterprise-clients-for-the-5g

OK GBS (non-enterprise) You now can see where you are going to land https://finance.yahoo.com/news/wipro-ibm-strengthen-relationship-announce-123000846.html

IBM stock will soon be trading under $100. What a bunch of awful CEO’s they’ve had in the past 15 years. This company used to trade in the mid $200 range. Someone needs to tell current management they are fired.

One wonders if IBM stock will test new 52 week lows or go even lower. There is no real story here to keep IBM's stock price up and the COVID pandemic is depressing IT sales. Is a stock price in the 80's or even the 70's possible? On top of this... — read more 

IBM generally leads in the Patent Race every year... yet are not perceived as market leaders it seems. So what causes the disconnect?

This is why we lost: https://www.cnet.com/news/ibm-the-next-big-thing-no-longer-exists/

As we can see, IBM’s dividend has become expensive and income investors must be on watch in terms of the company’s ability to sustain future payouts at these levels. Share prices have been in steady decline since 2013 and the stock has... — read more 

So, to summarize the answers to my initial questions: What's broken now that will remain so after the spin-off is IBM's growth mindset, the evidence of which is yet to show up at the top line. The pandemic has worsened the situation in... — read more 

Hi Folks Here is a quite realistic view of the spin off. LOTS and LOTS of issues have to be addressed. Mostly about dumping “legacy” NOTE one big issue is, IBM missed the public cloud market, and there is nothing they can do to... — read more 

And perhaps only in 2020 could we see that iconic IBM, with its $70-plus billion in annual revenue, needs $4-billion ServiceNow more than it needs IBM. Truly... — read more 

https://www.forbes.com/lists/worlds-best-employers/#1b7a0e951e0c

This Newco spinoff has the potential to create a customer mutiny against doing business with the new IBM and IBM Cloud. It feels like IBM dumped them. It may become a bigger bonanza for the other Cloud providers than if IBM had stayed... — read more 

IBM Is Turning Into Red Hat on Steroids With every passing quarter, IBM (NYSE:IBM) looks more and more like an amped-up version of Red Hat. https://newyork.citybizlist.com/article/634760/ibm-is-turning-into-red-hat-on-steroids #news

Split makes IBM a 60 billion $ turnover company. So maybe a buy out of 150 billion would get it. Maybe. It’s a ripe company to buy i think

I hate this company

20% of customers are concerned about the spin-off. So this translates into how many of them taking their business elsewhere? Doesn't bode well for... — read more 

The chickens are coming home to roost or maybe in this case it's buzzards. . . https://seekingalpha.com/article/4379981-ibm-probably-good-time-to-start-worrying-debt

If you engineer/support/administer just IBM's cloud infrastructure/Redhat stuff does that mean you will be GBS-IBM? Then if you support IBM cloud/aws/azure/google cloud/vmware/server support, you will be GBS-NewCo?

How many acquisitions occurred under Ginni's regime and what was the ROI on those? https://www.bizjournals.com/triangle/news/2020/10/19/ibm-ceo-expect-acquisitions.html By: Lauren Ohnesorge – Senior Staff Writer, Triangle Business Journal Oct... — read more 

Goodbye Big Blue, hello Big Purple. https://www.fool.com/investing/2020/10/21/ibm-is-turning-into-red-hat-on-steroids/

AK blowing smoke. IBM CEO Arvind Krishna on Why Red Hat Was a Good Investment –... — read more 

I read an interesting article on the future of IBM in the hybrid cloud world where the author questioned whether selling off the System x server business was a good idea. I would like to hear your thoughts. Here is the... — read more 

IBM CEO’s promise of future revenue growth ‘is not a pipe dream, but not easy either,’ analyst says. It's a pipe dream. https://www.marketwatch.com/story/after-lowest-revenue-since-1997-ibm-stock-sinks-more-than-5-11603213541 — read more 

It might be poised to implode though. . . https://seekingalpha.com/article/4379883-ibm-stock-is-not-microsoft-and-is-thus-not-poised-to-explode-in-near-future

I just read an article about an IBM study which pointed out that HR needs to make extra efforts to finally focus on what we actually need. I hope they know how to do it?! In case somebody is interested:... — read more 

The Street loves murky uncertainty. https://www.marketwatch.com/story/ibm-stock-slips-after-earnings-show-another-revenue-decline-11603139248

https://www.forbes.com/lists/worlds-best-employers/#55cb47a11e0c

I'm sure these figures will help propel IBM to become a cloud and AI leader! https://insights.dice.com/2020/10/19/ibm-lags-google-amazon-microsoft-in-engineer-compensation/

“This stock has been making lower highs for the last seven years dating back to 2013 amid what’s been one of the best tech rallies since the ’90s. That’s a sign of relative weakness, and why we think this stock continues to underperform the... — read more 

Mini-Ginni, a.k.a., AK following right in his predecessor's footsteps. https://www.cnbc.com/2020/10/19/ibm-earnings-q3-2020.html

Internal messaging and communication is all about low margin and declining side of GTS spin off but on the cloud and AI side, it’s the same. GTS is still a big revenue engine with so many big contracts and customers. Anyone sees the positive side of... — read more 

Systems or some portion thereof, is next. https://insidehpc.com/2020/10/where-have-you-gone-ibm/

4. If IBM needed to spin out managed-services infrastructure, why does it need to keep Systems? Systems or some portion thereof, is next to get spun-off or... — read more