He puts IBM’s (IBM) exposure at under 5% for both revenue and manufacturing. . . . There are implications here for the electronics distributors Arrow Electronics (ARW), at 20% revenue exposure, and Avnet (AVT), at 15%. Seems Big... — read more 

If Storage is consolidated it's product lines, it stands to reason that they'll surely be consolidating their other resources too. . . https://www.networkworld.com/article/3527219/ibm-consolidates-storage-products-under-a-single-brand.html

Watson Health is expected to RA 40% across all departments by EOQ. 30-90 in play. Also heard several additional RAs across IBM.

What do you guys think about Bluepoints?

https://www.facebook.com/alliancemember/posts/1606363712834940

Feb. 13, 2020 – https://www.wsj.com/articles/chinas-huawei-charged-with-racketeering-11581618336 Now let's take everyone back to October, 2012 – Why is IBM Helping... — read more 

IBM Belgium expressed today their intention to layoff employees. Number of impacted employees not known yet. More information to come in the following weeks.

All the work has come to a screeching halt and there are no signs of things improving. I'd probably say we are about 75% slower than normal there.

The fact remains, there have been some noticeable contractions in the enterprise blockchain world of late. Might there yet be some bloodletting on the blockchain side at IBM? Cuomo says no: “We are very healthy here in blockchain... — read more 

Reading the published reports on the reasons for succession, it becomes clear that Ginni Rometty’s tenure at as CEO had become increasingly untenable. Under her leadership, IBM had lost a quarter of its value. Thanks again, Ginni! And... — read more 

North American colleague told me all but critical technical GOM hires on hold for now, and her HR friend said timeline is at least through March. Anyone have other details?

Gerstner's First Quarter Marked by Small Operating Loss, record Write-off - Yet IBM Stock Rallies PHOENIX, July 27, 1993 - IBM announced today a record quarterly loss (about $8 billion) as a result of a record quarterly write-off (about $8.9... — read more 

CS major, small regional school. Graduating in 2022. Please chime in.

How do I contact Payroll at IBM after I've left the company? Please let me know, cannot find info on IBM's site... Thank you!

Who's swurprised? https://spectrum.ieee.org/view-from-the-valley/at-work/tech-careers/most-ibm-employees-happy-about-ceo-change-blind-survey-says

My FLM confirmed this week that it's true - no cash bonuses for IBMers this year. "Top performers" - whatever that means - will get stock. No word as to how much, but when friends my age get cash bonuses in the tens of thousands every year for just... — read more 

Based on the scenario outlined in this article, no way Krishna will succeed. https://www.forbes.com/sites/georgebradt/2020/02/04/the–most-important-choice-facing-ibms-new-ceo-arvind-krishna/#15578c406c26

An article from a source Down Under. The last eight years saw Rometty aiming to capture Amazon Web Services (AWS), Microsoft and Google, but did not reach this goal, with Merrill labelling it a “pipe dream”. D'uh! It always a pipe dream... — read more 

Who is Arvind Krishna? Krishna, 57, is an IBM lifer, having joined the company in 1990 after getting an engineering PhD at the University of Illinois at Urbana-Champaign. He has been a senior vice president at IBM since 2015, and a leader in... — read more 

Cringeley's gets rolling. . . Prediction #1 – IBM sells a division and disappears into Red Hat. Bye-bye GTS. https://betanews.com/2020/02/03/my-first-prediction-for-2020-ibm/

I wasn’t going to do this post until I learned IBM PR is out browbeating reporters (one of the rare activities where the company is still world class) for being “too harsh” by including actual performance metrics in stories about IBM’s CEO... — read more 

Some interesting tidbits in this article. https://www.bloomberg.com/news/articles/2020-01-31/ibm-s-new-ceo-is-mastermind-behind-cloud-strategy-for-growth

https://www.latimes.com/business/story/2020-01-31/ginni-romettys-tarnished-record-ibm?fbclid=IwAR3qQx8CI5bssor4fdpZ5uNaikwFqWCLIGQKXveofYiayTYWEFlqWIoJQJs

https://www.forbes.com/sites/jonobacon/2020/01/31/jim-whitehurst-becomes-president-of-ibm-why-he-gets-culture/#635934c16394

The list of notable IBM stumbles since 2012 is too long to list in this article. But on a big picture level, here are a few major ones: 1. IBM's massive software operations have grown more slowly than an enterprise software market... — read more 

Holy moly. . . https://www.cnbc.com/2020/01/31/ibm-was-worst-performing-large-cap-tech-stock-during-romettys-tenure.html

So Ginni announced how great the quarter was, then explained the annual farce that is called a bonus to non execs. Another year of 'maybe next year'. Top contributors will receive bonus in stock - guessing it will be in some type of restricted... — read more 

The million-dollar question for IBM market observers? Did Big Blue — in promoting 30-year insider Arvind Krishna on Thursday night to replace long-time CEO Ginni Rometty in early April — just have its Microsoft Satya Nadella... — read more 

https://www.wsj.com/articles/ibm-doubles-down-on-cloud-bet-with-new-leadership-team-11580476421 In his 30 years at International Business Machines Corp., IBM +4.80% incoming Chief Executive Arvind Krishna has witnessed what works in corporate... — read more 

https://www.wsj.com/articles/ibm-splits-the-difference-11580495682 How does one shake up the leadership of a century-old company that prides itself on stability in the top ranks? The answer from IBM’s board: Very carefully. The company formally... — read more 

https://www.barrons.com/articles/ibm-stock-rises-ceo-change-arvind-krishna-ginny-rometty-51580493129 Can Arvind Krishna turn around IBM ? Thursday night, IBM (ticker: IBM) named Krishna as CEO, effective in April. He succeeds Ginny Rometty, who... — read more 

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