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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: Robert Scott Diver who wrote (7522)3/11/2002 8:33:14 PM
From: Robert Scott Diver  Read Replies (1) | Respond to of 8218
 
Report: IBM # 1 in U.S. Web Hosting Market
IDC Reports Sharp Rise in IBM Market Share; Web Contract Signings Reach All-Time High
famulus.msnbc.com



To: Robert Scott Diver who wrote (7522)3/12/2002 8:16:50 AM
From: j g cordes  Read Replies (2) | Respond to of 8218
 
What kind of investment is IBM now.. with more details two things seem apparent. ONe is the unusual depth of the company's potential wealth from patents, services, and the ongoing co-evolution with technology. On the other hand its evident that the sheer size and bulk of the company can make it less competitive against more nimble competition. IBM is probably a relatively overpriced stock (due to its dividend attracting 'safe' investment money) that will trade with the market... ie 15% up or 15% down from here. For traders, there are stocks that do that in a single day.. for long term investors its a safe haven with more analysts than a convention of psychiatrists in Vienna... who all tend to think alike.

goodluck, Jim



To: Robert Scott Diver who wrote (7522)3/15/2002 4:59:38 PM
From: Michael Bakunin  Read Replies (3) | Respond to of 8218
 
RSD -

Let's look at revenue and earnings:

$B revenues/pre-tax income
             2001        2000        1997
Hardware   33.3/1.3    37.8/2.7    36.6/4.5
Services   35.0/5.2    33.2/4.5    25.2/2.9
Software   12.9/3.2    12.6/2.8    11.1/2.0
Finance     3.4/1.1     3.5/1.2     2.8/1.1
                       (table data borrowed from Bernstein)

All the growth has been services. Remaining business lines have been stagnant. I see no catalyst for change. So, as go services, so goes growth, revenues and earnings.

I've been thinking about what will happen to this (imo) most-important segment, but I'd welcome any refutation of my thinking so far. Do you see any reasons for the trends of the last five years to change in the next half-decade?

-mb


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