Bob Djurdjevic Ibm Quotations

If anyone wants to look at the quantum leap at IBM, they should look at profit margins. Investors have to be savvy enough to accept the fact that sometimes smaller is better, but that's not the mentality on Wall Street. That may be why IBM is not getting the credit they deserve.

Global Services results are disappointing, especially a $2 billion drop in its backlog in the fourth quarter. And a 9% decline in new contract signings? That means that the biggest IBM unit is losing more business from its backlog than it is signing.

Overall, IBM hit the first quarter on the button. The company is on the slow track to improvement.

Prior to 1994, IBM didn't have the kind of structure it has now. They also had silos,

This is exactly what IBM went through during that time frame.

They got rid of a dud, so the profitability of the rest of IBM hardware can now shine.

They got rid of a dud so that the profitability of the rest of IBM hardware can now shine. Hardware revenues without the PC business increased 6% or 9% in constant dollars.

They got rid of a dud so that the profitability of the rest of IBM hardware can now shine.

The mainframe is much more important to IBM than meets the eye. Off of that mainframe IBM gets a ton of other revenue.

The mainframe is much more important to IBM than meets the eye, ... Off of that mainframe IBM gets a ton of other revenue.