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21 ordspråk av Bob Djurdjevic

Bob Djurdjevic

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They got rid of a dud so that the profitability of the rest of IBM hardware can now shine.

They got rid of a dud, so the profitability of the rest of IBM hardware can now shine.

They got rid of a dud so that the profitability of the rest of IBM hardware can now shine. Hardware revenues without the PC business increased 6% or 9% in constant dollars.

The way I would characterize what I saw today is, they're on a slow path of improvement. It's not a sprint.

Overall, IBM hit the first quarter on the button. The company is on the slow track to improvement.

If anyone wants to look at the quantum leap at IBM, they should look at profit margins. Investors have to be savvy enough to accept the fact that sometimes smaller is better, but that's not the mentality on Wall Street. That may be why IBM is not getting the credit they deserve.

Prior to 1994, IBM didn't have the kind of structure it has now. They also had silos,

These companies, in their own way, all are in trouble and cutting back their capital spending and budgets, and that's why the IT services vendors are feeling the pinch as well, ... That cannot be said of the small and medium-sized enterprises, which is typically Sun's bread-and-butter marketplace.

What he is saying is we expect to meet the expectations thanks to this additional source of revenue, not from our existing ongoing operations,

Only the degree of severity of the decline will vary from one company to the next.

This is exactly what IBM went through during that time frame.

Overall, you can say the quarter was on the mark. The sales and earnings were about where they should be for this quarter.

That's been the sales pitch I've been hearing from all these companies.

Overall, you can say the quarter was on the mark,

Global Services results are disappointing, especially a $2 billion drop in its backlog in the fourth quarter. And a 9% decline in new contract signings? That means that the biggest IBM unit is losing more business from its backlog than it is signing.

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