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| schestowitz[TR3] | https://www.thelayoff.com/t/1jy1fmgxg | Jun 22 03:49 |
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| -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1jy1fmgxg ) | Jun 22 03:49 | |
| schestowitz[TR3] | "" | Jun 22 03:49 |
| schestowitz[TR3] | I believe it’s safe to assume a 60% increase in system Z sales for its introduction quarter. It’s also safe to assume a 90% increase in system Z sales year over year for the first full quarter of system Z17 sales. Net net 11 bucks per share are within reach given current course and speed. NOTE tariffs and their retaliation could easily upset the apple cart | Jun 22 03:49 |
| schestowitz[TR3] | 6 hours ago by Anonymous | Jun 22 03:49 |
| schestowitz[TR3] | | no reactions | Reply | Jun 22 03:49 |
| schestowitz[TR3] | Post ID: @s2+1jy1fmgxg | Jun 22 03:49 |
| schestowitz[TR3] | 0 | Jun 22 03:49 |
| schestowitz[TR3] | @qm+1jy1fmgxg Valid point about trailing vs forward earnings. But not sure I believe we'll see FY2025 EPS of $11. Like the 5-6% Revenue growth guidance, it's assuming a monster 2H due to Z17. We'll see. All this stuff seems like a repeat of Roadmap 2015 to me - people making assumptions in a spreadsheet that can't translate to reality and we know how that ended. | Jun 22 03:49 |
| schestowitz[TR3] | 6 hours ago by Anonymous | Jun 22 03:49 |
| schestowitz[TR3] | | no reactions | Reply | Jun 22 03:49 |
| schestowitz[TR3] | Post ID: @ry+1jy1fmgxg | Jun 22 03:49 |
| schestowitz[TR3] | +2 | Jun 22 03:49 |
| schestowitz[TR3] | @g0 OMG David LaRose is the biggest blowhard and empty suit I ever saw in 40 years in tech. | Jun 22 03:49 |
| schestowitz[TR3] | 13 hours ago by Anonymous | Jun 22 03:49 |
| schestowitz[TR3] | | 2 reactions (+2/-0) | Reply | Jun 22 03:49 |
| schestowitz[TR3] | Post ID: @qr+1jy1fmgxg | Jun 22 03:49 |
| schestowitz[TR3] | +2 | Jun 22 03:49 |
| schestowitz[TR3] | @k9 The current PE is crazy, but remember it’s a trailing PE. I believe it shows just how effective IBM’s offshore (eg cost take out has been). When you replace 100k head count worth of cost for 33% of it, the 66% of cost that you saved drops right to the bottom line, and gives you a one time crazy PE. If you look at forward earnings PE, it’s still high, BUT a much more reasonable 25. Given that the market average for forward | Jun 22 03:49 |
| schestowitz[TR3] | PE’s of the s&p are running in the 19-20 range, IBM is still high, but 80% SW margins will do that. Comparing IBM’s forward 25 PE with “other” primarily SW company’s PE’s that are running in the low 30’s range, makes IBM a little more reasonable. NET NET Wall Street currently is pricing in IBM’s cost take out and the crazy PE number is reflecting that | Jun 22 03:49 |
| schestowitz[TR3] | " | Jun 22 03:49 |
| schestowitz[TR3] | https://www.thelayoff.com/t/1jy7wbjp4 | Jun 22 03:50 |
| -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1jy7wbjp4 ) | Jun 22 03:50 | |
| schestowitz[TR3] | " I work with teams that consist of multiple associate partners and typically a couple of partners, one or two of these teams every single month, and for the last several months I am aware of just one senior partner who has left IBM, and possibly as a retirement as he was around 60 years old. Do you have any further detail you can share? I'm in Canada so perhaps your information applies to the US but not Canada? To be clear a lot o | Jun 22 03:50 |
| schestowitz[TR3] | f these people that I work with are not earning their ridiculous high pay and I would love to see many of them gone. | Jun 22 03:50 |
| schestowitz[TR3] | 2 hours ago by come at me bro | Jun 22 03:50 |
| schestowitz[TR3] | | 1 reaction (+1/-0) | Reply | Jun 22 03:50 |
| schestowitz[TR3] | Post ID: @ej+1jy7wbjp4 | Jun 22 03:50 |
| schestowitz[TR3] | +2 | Jun 22 03:50 |
| schestowitz[TR3] | pick me ! pick me !!!!! | Jun 22 03:50 |
| schestowitz[TR3] | 3 hours ago by Anonymous | Jun 22 03:50 |
| schestowitz[TR3] | | 2 reactions (+2/-0) | Reply | Jun 22 03:50 |
| schestowitz[TR3] | Post ID: @ef+1jy7wbjp4 | Jun 22 03:50 |
| schestowitz[TR3] | +2 | Jun 22 03:50 |
| schestowitz[TR3] | @cj | Jun 22 03:50 |
| schestowitz[TR3] | yeah, are these senior jobs being transferred to our favorite geo, India ? How will that work ? Has someone built contingencies into this layoff plan ? | Jun 22 03:50 |
| schestowitz[TR3] | 8 hours ago by Anonymous | Jun 22 03:50 |
| schestowitz[TR3] | | 2 reactions (+2/-0) | Reply | Jun 22 03:50 |
| schestowitz[TR3] | Post ID: @dh+1jy7wbjp4 | Jun 22 03:50 |
| schestowitz[TR3] | 0 | Jun 22 03:50 |
| schestowitz[TR3] | @ca it is about cheaper labor; any questions? | Jun 22 03:50 |
| schestowitz[TR3] | 13 hours ago by Anonymous | Jun 22 03:50 |
| schestowitz[TR3] | | 6 reactions (+3/-3) | Reply | Jun 22 03:50 |
| schestowitz[TR3] | Post ID: @cj+1jy7wbjp4 | Jun 22 03:50 |
| schestowitz[TR3] | +5 | Jun 22 03:50 |
| schestowitz[TR3] | @bw+1jy7wbjp4 Yes. Associate Partners, Partners, and Senior Partners in Consulting have been hit very hard by RA this year. Sadly seems like ones who really sell and deliver to clients hit the hardest. Meanwhile the bean counter administrator ones remain. | Jun 22 03:50 |
| schestowitz[TR3] | " | Jun 22 03:50 |
| schestowitz[TR3] | On Learning to Code | Jun 22 03:53 |
| schestowitz[TR3] | The linked article was interesting: | Jun 22 03:53 |
| schestowitz[TR3] | Risk Expert Says "Learn to Code" Is Now Worse Advice Than "Get a Face Tattoo" | Jun 22 03:53 |
| schestowitz[TR3] | https://futurism.com/risk-expert-learn-to-code-face-tattoo | Jun 22 03:53 |
| schestowitz[TR3] | Another article linked to the above was even more interesting: | Jun 22 03:53 |
| schestowitz[TR3] | "Learn AI" Is "Learn to Code" All Over Again | Jun 22 03:53 |
| schestowitz[TR3] | https://www.inc.com/joe-procopio/learn-ai-is-learn-to-code-all-over-again/91154304 | Jun 22 03:53 |
| schestowitz[TR3] | [L]et me tell you what we should do to keep our jobs instead of | Jun 22 03:53 |
| schestowitz[TR3] | wasting money on prompt engineering courses. | Jun 22 03:53 |
| schestowitz[TR3] | Get better at everything AI shouldn't be doing | Jun 22 03:53 |
| schestowitz[TR3] | Which is a lot. | Jun 22 03:53 |
| schestowitz[TR3] | ... | Jun 22 03:53 |
| schestowitz[TR3] | [T]oday. We've already inadvertently created a class of "AI talent" | Jun 22 03:53 |
| schestowitz[TR3] | that knows how to code with GitHub Copilot. This is not going to | Jun 22 03:53 |
| schestowitz[TR3] | create better code for better apps for better business outcomes. | Jun 22 03:53 |
| schestowitz[TR3] | It's doing a great job creating AI slop but with code - just like | Jun 22 03:53 |
| schestowitz[TR3] | "Learn To Code" created a workforce of terrible coders, who are now | Jun 22 03:53 |
| schestowitz[TR3] | easy targets to be replaced by AI slop coders. | Jun 22 03:53 |
| schestowitz[TR3] | Damn this vicious cycle. | Jun 22 03:53 |
| schestowitz[TR3] | Thank you. | Jun 22 03:53 |
| -TechBytesBot/#techbytes-futurism.com | Risk Expert Says "Learn to Code" Is Now Worse Advice Than "Get a Face Tattoo" | Jun 22 03:53 | |
| -TechBytesBot/#techbytes- ( status 403 @ https://www.inc.com/joe-procopio/learn-ai-is-learn-to-code-all-over-again/91154304 ) | Jun 22 03:53 | |
| schestowitz[TR3] | Remember blockchain and "cloud"? | Jun 22 03:56 |
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| schestowitz[TR3] | <li> | Jun 22 11:39 |
| schestowitz[TR3] | <h5><a href="https://rubenerd.com/updates-to-the-retro-corner/">Updates to the Retro Corner</a></h5> | Jun 22 11:39 |
| schestowitz[TR3] | <blockquote> | Jun 22 11:39 |
| schestowitz[TR3] | <p>For those of you who haven’t seen it, I maintain a Retro Corner. It started as a one-pager written by hand in HTML3 to list some old parts, but has become a full site itself. It broadly uses the same “theme” I had on my first GeoCities site I wrote in primary school, and later moved to Tripod. It’s very silly. </p> | Jun 22 11:39 |
| schestowitz[TR3] | </blockquote> | Jun 22 11:39 |
| schestowitz[TR3] | </li> | Jun 22 11:39 |
| -TechBytesBot/#techbytes-Rubenerd: Updates to the Retro Corner | Jun 22 11:39 | |
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| schestowitz[TR3] | <li> | Jun 22 13:49 |
| schestowitz[TR3] | <h5><a href="https://linuxiac.com/xlibre-xserver-v25-0-beta-marks-official-debut/">XLibre Xserver v25.0 (Beta) Marks Official Debut</a></h5> | Jun 22 13:49 |
| schestowitz[TR3] | <blockquote> | Jun 22 13:49 |
| schestowitz[TR3] | <p>On the summer solstice—the longest day of the year—Enrico Weigelt unveiled Xlibre 25.0, a fresh fork of the aging Xorg X server. The fork aims to revitalize the decades-old display server with much-needed updates, security fixes, and a more open development philosophy. </p> | Jun 22 13:49 |
| schestowitz[TR3] | </blockquote> | Jun 22 13:49 |
| schestowitz[TR3] | </li> | Jun 22 13:49 |
| -TechBytesBot/#techbytes-linuxiac.com | XLibre Xserver v25.0 (Beta) Marks Official Debut | Jun 22 13:49 | |
| schestowitz[TR3] | <li> | Jun 22 13:52 |
| schestowitz[TR3] | <h5><a href="https://pointieststick.com/2025/06/21/about-plasmas-x11-session/">About Plasma’s X11 session</a></h5> | Jun 22 13:52 |
| schestowitz[TR3] | <blockquote> | Jun 22 13:52 |
| schestowitz[TR3] | <p>X11 is in the news again, so I thought it would make sense to be clear about the Plasma team’s plans for X11 support going forward. </p> | Jun 22 13:52 |
| schestowitz[TR3] | <p> Current status: Plasma’s X11 session continues to be maintained. </p> | Jun 22 13:52 |
| schestowitz[TR3] | <p> Specifically, that means: [...] </p> | Jun 22 13:52 |
| schestowitz[TR3] | </blockquote> | Jun 22 13:52 |
| schestowitz[TR3] | </li> | Jun 22 13:52 |
| -TechBytesBot/#techbytes-pointieststick.com | About Plasma’s X11 session – Adventures in Linux and KDE | Jun 22 13:52 | |
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| schestowitz[TR3] | http://ipkitten.blogspot.com/2025/06/book-review-protection-of-traditional.html?showComment=1750535121967#c5426412137819088117 | Jun 22 14:31 |
| schestowitz[TR3] | "I suspect this book could be quite interesting as it seems to critically assess the balance and impact of Traditional Knowledge (TK) rights. I'll check out from my local library as it is a little pricey for my pocket (a problem of academic texts). I suspect this has arisen from academic and NGO-style lobbying funded by the poor taxpayers who would see a better use for their earnings." | Jun 22 14:31 |
| -TechBytesBot/#techbytes-ipkitten.blogspot.com | [Book Review] The Protection of Traditional Knowledge at the Frontiers of Drug Discovery - The IPKat | Jun 22 14:31 | |
| schestowitz[TR3] | <li> | Jun 22 14:41 |
| schestowitz[TR3] | <h5><a href="https://linuxiac.com/darktable-5-2-raw-photo-editing-tool-released/">Darktable 5.2 Raw Photo Editing Tool Released</a></h5> | Jun 22 14:41 |
| schestowitz[TR3] | <blockquote> | Jun 22 14:41 |
| schestowitz[TR3] | <p>One of the standout additions is the side-by-side snapshot comparison—users can now split the viewport to compare edited versions directly instead of relying on overlays. Meanwhile, the metadata module has been overhauled, offering full customization for supported EXIF/IPTC tags via Exiv2. </p> | Jun 22 14:41 |
| schestowitz[TR3] | </blockquote> | Jun 22 14:41 |
| schestowitz[TR3] | </li> | Jun 22 14:41 |
| -TechBytesBot/#techbytes-linuxiac.com | Darktable 5.2 Raw Photo Editing Tool Released | Jun 22 14:41 | |
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