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IBM
Posted on 4/27/21 at 3:08 pm
Posted on 4/27/21 at 3:08 pm
What are people's thoughts on IBM and its future?
6
Posted on 4/27/21 at 4:23 pm to mjthe
quote:
What are people's thoughts on IBM and its future?
I wouldn't invest in them. Their business model is to gobble up better products at this point. They still have a lot of power.
I wouldn't look at them as a growth/innovative company anymore, but people have been predicting their demise for 25-30 years now.
Every time I've looked at their stock price it's been pretty meh. They're much more like an HP than they are a Google. Microsoft is a dinosaur at this point but they're still innovating/developing stuff in house.
Posted on 4/27/21 at 4:23 pm to mjthe
(no message)
This post was edited on 4/28/21 at 9:21 am
Posted on 4/27/21 at 5:08 pm to mjthe
I honestly pay very little attention to IBM these days, but I have a friend who worked for them for a few years and left some time before the pandemic. The major takeaway from relating his time spent there is that it is a sinking ship.
Posted on 4/27/21 at 5:19 pm to Grievous Angel
Microsoft is a dinosaur? They are killing it in the cloud productivity and email space and their PowerApps/PowerAutomate are going to put smaller software houses out of business. Their stock has been on a tear since Jan of 2015. IMO, Microsoft's future looks better than it has in a long time. What am I missing?
Posted on 4/27/21 at 5:19 pm to Grievous Angel
quote:
Microsoft is a dinosaur at this point but they're still innovating/developing stuff in house.
I'm not a Microsoft fan but this is big news.
UK Met Office and Microsoft to build climate supercomputer
UK Met is the world standard for weather forecasting. If they pull this off the rest of the world forecasting sites will follow. The HPC market is in rapid decline and companies like IBM, HPE, Dell etc are losing the battle to cloud providers.
Posted on 4/27/21 at 6:14 pm to Grillades
quote:
Microsoft is a dinosaur? They are killing it in the cloud productivity and email space and their PowerApps/PowerAutomate are going to put smaller software houses out of business. Their stock has been on a tear since Jan of 2015. IMO, Microsoft's future looks better than it has in a long time. What am I missing?
I was comparing one "old tech" company to another. MS was founded 45 years ago. I am an investor in MS and am up 400+% over my cost basis. I agree. My point was IBM's not like MS, who has managed to innovate internally. That CEO of theirs (Nadella) was a slam dunk hire.
Posted on 4/27/21 at 8:39 pm to Grievous Angel
I totally misinterpreted your response. I apologize.
Posted on 4/27/21 at 11:02 pm to mjthe
Best thing they have going for them is Red Hat. Linux use in enterprise is blowing up. Other than that can't say much.
Posted on 4/28/21 at 1:20 pm to LSURep864
quote:
Best thing they have going for them is Red Hat. Linux use in enterprise is blowing up. Other than that can't say much.
And this is exactly how they stay alive. They buy successful products, then add the IBM markup, then audit you later.
My company moved some things to RHEL SPECIFICALLY to move some things around to get away from IBM. Then IBM bought it.
Ultimately they make it very difficult to "get away from IBM.
Posted on 4/28/21 at 1:26 pm to mjthe
IBM is more of a technology consulting company than a technology product company. They do not need to innovate. They need a host of experts on business applications such as SAP consultants, Business Warehouse consultants etc. IBM essentially farms them out to their clients in exchange for billable hours.
Posted on 4/28/21 at 10:54 pm to Grievous Angel
What about their Watson technology?
Posted on 4/30/21 at 9:32 pm to mjthe
quote:Have an interview?
What are people's thoughts on IBM and its future?
Posted on 4/30/21 at 9:39 pm to Grievous Angel
quote:They (Microsoft, not IBM) just got a huge multi-billion dollar contract with DoD to build augmented reality stuff.
Microsoft is a dinosaur at this point but they're still innovating/developing stuff in house.
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