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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (45457)	11/16/2011 12:59:18 AM
From: J Mako	Read Replies (1) of 78708

re: IBM Suddenly, this old Economist article looks so relevant: economist.com "IBM has a financial “roadmap” telling investors how profitable it intends to be in the next five years and how it will get there. By 2015 the firm wants its earnings per share almost to double, to “at least” $20." "The human platform has an important drawback: it is expensive to maintain and to extend, says Carl Claunch of Gartner, a market-research firm. That also means, however, that it is costly for others to replicate or invade. And given the complexity of the world and how much of it is still to be digitised, IBM’s human platform looks unlikely to reach its limits soon. Perhaps not for another 100 years." One can find IBM's roadmap here: ibm.com

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