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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (45457)	11/15/2011 12:20:17 PM
From: Dennis 3	Read Replies (2) \| Respond to of 78704

I have been watching FBN for the past couple of weeks and said I would invest if it dropped below 1.20(can't remember why I had that price in mind - should of wrote it down) But FBN intrigues me MC=65M, NCAV 245M, NET NET= 245M, EV/SALES =.1, BV=4.19 Also, negative CF because of higher cap. expenditures this yr(updating equipment to reduce costs in future) According to MGMT 3rd quarter announcement, next yr CF positive due to no more capital expenditures. Any opinions?? Dennis

To: Jurgis Bekepuris who wrote (45457)	11/15/2011 6:04:05 PM
From: J Mako	Read Replies (1) \| Respond to of 78704

Jurgis, The enterprise IT space is always a mystery/black-box to me. Could you enlighten me? How is the competition dynamics? For instance, I heard people raving about blade servers. How sticky is a vendor? I suppose if the interfaces are standardized, it'll be quite easy to switch? And, in the servicing/consulting space, how sensitive is it to the outsourcing/insourcing trends?

To: Jurgis Bekepuris who wrote (45457)	11/16/2011 12:59:18 AM
From: J Mako	Read Replies (1) \| Respond to of 78704

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