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Strategies & Market Trends : Buffettology
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To: Sr K who wrote (4566)12/10/2016 9:07:02 PM
From: Spekulatius1 Recommendation

Recommended By
Jurgis Bekepuris

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IBM - tax rate appears to be very low - about 16% ($2.6B on ~$16B in operating income), so I think they arranged their tax cut already very well already and won't benefit much from further cuts.

I also think they will have a hard time competing with more nimble companies in cloud computer, also I think they might be able to do value added cloud offering to their existing clients (they are good at milking existing relationships and platforms).

For me, IBM just looks like a slowly melting ice cube.
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