●● IRC: #techbytes @ Techrights IRC Network: Wednesday, July 22, 2026 ●● ● Jul 22 [02:42] *x-amarsh04 has quit (Quit: Konversation terminated!) [02:48] *x-amarsh04 (~amarsh04@xk49uzi5amp4u.irc) has joined #techbytes ● Jul 22 [06:17] schestowitz[TR2] https://www.thelayoff.com/t/1ky3gcpb4 [06:17] -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1ky3gcpb4 ) [06:17] schestowitz[TR2] "" [06:17] schestowitz[TR2] The troll at this site had 15 of his IBM badges cancelled today by Arvind (or was it Nickel and Dime ?). [06:17] schestowitz[TR2] And in other news, he's not getting that undeserved promotion he thought was a sure thing. [06:17] schestowitz[TR2] Man proposes, God disposes. [06:17] schestowitz[TR2] Sigh." [06:18] schestowitz[TR2] https://www.thelayoff.com/t/1ky31q2ra [06:18] -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1ky31q2ra ) [06:18] schestowitz[TR2] " [06:18] schestowitz[TR2] Why Dan Ives Maintains His Sky High Target on IBM After Its Largest Crash Ever [06:18] schestowitz[TR2] Don't these analysts learn from the other analysts that previously made similar predictions and wound-up with mud on their faces? [06:18] schestowitz[TR2] https://247wallst.com/investing/2026/07/20/why-dan-ives-maintains-his-sky-high-target-on-ibm-after-its-largest-crash-ever/ [06:18] -TechBytesBot/#techbytes-247wallst.com | Why Dan Ives Maintains His Sky High Target on IBM After Its Largest Crash Ever - 24/7 Wall St. [06:18] schestowitz[TR2] " [06:18] schestowitz[TR2] Its because theyre on the payroll [06:18] schestowitz[TR2] 3 hours ago by Anonymous [06:18] schestowitz[TR2] | no reactions | Reply [06:18] schestowitz[TR2] Post ID: @b6+1ky31q2ra [06:18] schestowitz[TR2] +1 [06:18] schestowitz[TR2] I took the time to read through the link provided by the @OP. This is pure gibberish. [06:18] schestowitz[TR2] 7 hours ago by Anonymous [06:18] schestowitz[TR2] | 1 reaction (+1/-0) | Reply [06:18] schestowitz[TR2] Post ID: @af+1ky31q2ra [06:18] schestowitz[TR2] +4 [06:18] schestowitz[TR2] Talk is cheap, When these analysts are held accountable, their words would have a meaning. [06:18] schestowitz[TR2] " ● Jul 22 [07:41] *psydruid (~psydruid@jevhxkzmtrbww.irc) has joined #techbytes [07:47] *psydruid has quit (Ping timeout: 2m30s) ● Jul 22 [08:50] *psydroid3 (~psydroid@kcvnmgbxt8eqq.irc) has joined #techbytes ● Jul 22 [09:31] *psydroid3 has quit (Ping timeout: 2m30s) ● Jul 22 [10:43] *psydroid3 (~psydroid@kcvnmgbxt8eqq.irc) has joined #techbytes ● Jul 22 [11:07] schestowitz[TR2] https://www.thelayoff.com/t/1ky3gz0p3 [11:07] -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1ky3gz0p3 ) [11:07] schestowitz[TR2] " [11:07] schestowitz[TR2] Quarterly RA's is an IBM ritual [11:07] schestowitz[TR2] 23 minutes ago by Anonymous [11:07] schestowitz[TR2] | no reactions | Reply [11:07] schestowitz[TR2] Post ID: @bx+1ky3gz0p3 [11:07] schestowitz[TR2] 0 [11:07] schestowitz[TR2] @af The stock price has virtually nothing to do with the likelyhood of an RA. Stock price does not directly impact IBMs financials. If your logic held true, there wouldn't have been RAs in 2024/25 when the stock price was rising significantly. However the reverse might be true - an RA may impact the stock price. But see the comment below this about the Quantum spin-off... [11:07] schestowitz[TR2] 1 hour ago by Anonymous [11:07] schestowitz[TR2] | no reactions | Reply [11:07] schestowitz[TR2] Post ID: @bn+1ky3gz0p3 [11:07] schestowitz[TR2] -1 [11:07] schestowitz[TR2] Not as likely as you might think. IBM will be spinning off employees and assets to the new Quantum Computing Joint venture it's creating with the US Government. Moving employees into that new entity will result in the same financial impact as a RA. That means it's unlikely that an RA will be coming anytime before this spin off IMHO> [11:18] *psydroid3 has quit (Ping timeout: 2m30s) [11:22] *psydroid3 (~psydroid@kcvnmgbxt8eqq.irc) has joined #techbytes [11:39] *psydroid3 has quit (Ping timeout: 2m30s) ● Jul 22 [12:11] *psydroid3 (~psydroid@kcvnmgbxt8eqq.irc) has joined #techbytes [12:48] *psydroid3 has quit (Ping timeout: 2m30s) [12:50] *psydroid3 (~psydroid@kcvnmgbxt8eqq.irc) has joined #techbytes ● Jul 22 [13:18] *psydroid3 has quit (Ping timeout: 2m30s) [13:20] *psydroid3 (~psydroid@kcvnmgbxt8eqq.irc) has joined #techbytes [13:28] *psydroid3 has quit (Quit: KVIrc 5.2.10 Quasar http://www.kvirc.net/) ● Jul 22 [17:57] schestowitz[TR2] > Regrettably searches like that show up a lot of results that only [17:57] schestowitz[TR2] > include technical announcements [17:57] schestowitz[TR2] > [17:57] schestowitz[TR2] > Maybe we need to use a term like freexianism whenever commenting on the [17:57] schestowitz[TR2] > political and social impact of the phenomena? [17:57] schestowitz[TR2] There is work to be done on improving/refining the search facility. ● Jul 22 [18:40] schestowitz[TR2] https://www.thelayoff.com/t/1ky4545k4#replies [18:40] -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1ky4545k4#replies ) [18:40] schestowitz[TR2] '" [18:40] schestowitz[TR2] Bob washing. [18:40] schestowitz[TR2] 38 minutes ago by Anonymous [18:40] schestowitz[TR2] | no reactions | Reply [18:40] schestowitz[TR2] Post ID: @c5+1ky4545k4 [18:40] schestowitz[TR2] +1 [18:40] schestowitz[TR2] No surprise. [18:40] schestowitz[TR2] 6 hours ago by Anonymous [18:40] schestowitz[TR2] | 3 reactions (+2/-1) | Reply [18:40] schestowitz[TR2] Post ID: @b4+1ky4545k4 [18:40] schestowitz[TR2] +3 [18:40] schestowitz[TR2] Don't you mean Oct 1, 2026 as indicated in the article ? [18:40] schestowitz[TR2] " ● Jul 22 [19:30] schestowitz[TR2] https://www.thelayoff.com/t/1ky3gz0p3#replies [19:30] -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1ky3gz0p3#replies ) [19:30] schestowitz[TR2] " [19:30] schestowitz[TR2] The main question on the earnings call will be whether the $700M in mainframe sales that supposedly slipped the last couple weeks of June will happen in Q3, in which case Q3 revenue guidance should be the prior forecast + $700M. In fact, we're 3 weeks into July now so really the question is whether most of those slipped sales have already closed. [19:30] schestowitz[TR2] If Arvind tap dances around this question expect the stock to be trading below $200 tomorrow morning. [19:30] schestowitz[TR2] 3 hours ago by Anonymous [19:30] schestowitz[TR2] | 2 reactions (+2/-0) | Reply [19:30] schestowitz[TR2] Post ID: @cv+1ky3gz0p3 [19:30] schestowitz[TR2] +2 [19:30] schestowitz[TR2] @cq [19:30] schestowitz[TR2] At the opening bell on Wall Street, IBM share price was below $210. The after hours rollercoaster should be entertaining, after the earnings report. [19:30] schestowitz[TR2] 4 hours ago by Anonymous [19:30] schestowitz[TR2] | 2 reactions (+2/-0) | Reply [19:30] schestowitz[TR2] Post ID: @cr+1ky3gz0p3 [19:30] schestowitz[TR2] +3 [19:30] schestowitz[TR2] @bm CORRECTION, the wrong people (Arvind and his Pipmunks) will have jobs. US employees will be put on PIPS and Laid Off. [19:30] schestowitz[TR2] And their jobs will be transferred to Arvind's motherland, India where there is no profit or growth. [19:30] schestowitz[TR2] 4 hours ago by Anonymous [19:30] schestowitz[TR2] | 3 reactions (+3/-0) | Reply [19:30] schestowitz[TR2] Post ID: @cq+1ky3gz0p3 [19:30] schestowitz[TR2] +9 [19:30] schestowitz[TR2] I heard from a reliable source that IBM will be split into three companies, each run by the designated class of executives: I for Id--ts, B for Buffoons, and M for Mo--ns. [19:30] schestowitz[TR2] 5 hours ago by Anonymous [19:30] schestowitz[TR2] | 11 reactions (+10/-1) | Reply [19:30] schestowitz[TR2] Post ID: @cj+1ky3gz0p3 [19:30] schestowitz[TR2] -3 [19:30] schestowitz[TR2] @bm but at least the people will still have jobs [19:30] schestowitz[TR2] 5 hours ago by Anonymous [19:30] schestowitz[TR2] | 3 reactions (+0/-3) | Reply [19:30] schestowitz[TR2] Post ID: @ch+1ky3gz0p3 [19:30] schestowitz[TR2] +4 [19:30] schestowitz[TR2] Sign of RA would be one of the many topics investors will be listening for during earnings announcement today. [19:30] schestowitz[TR2] My guess of some kind of work force rebalancing announcement is a toss up. [19:30] schestowitz[TR2] With Q2 infra and SW revenue drop along with to meet the free cashflow target (a major gap) for the year, a sizable cost cutting is a typical go-to actions. [19:30] schestowitz[TR2] On the other hand, after panicking the market with the Q2 early announcement, Arvind may try act calm ('everything is being well handled and we don't need to do anything drastic') which is very possible given his 'I am always right' arrogance. [19:30] schestowitz[TR2] My bet is that if Arvind play the 'act calm' card, the market will interpret as more of the same (which failed) and share price will drop. If a major cost cut/efficiency is announced, the share price will go up some what (since doesn't solve the core revenue growth problem). [19:30] schestowitz[TR2] Will know soon enough. 5 PM EST is the earnings announcement. [19:30] schestowitz[TR2] 5 hours ago by Anonymous [19:30] schestowitz[TR2] | 4 reactions (+4/-0) | Reply [19:30] schestowitz[TR2] Post ID: @cg+1ky3gz0p3 [19:30] schestowitz[TR2] +1 [19:30] schestowitz[TR2] RAs for the most part are based on revenue. If it goes down, RAs go up. The standard equation is they are aligned at the hip. If revenue drops 1% then head count will drop 1%. NOTE the restated earnings actually had revenue increasing 1%, so RAs dont look likely if we use the standard equation. The real question is did 2nd q show the beginning of a new business go to market model (eg AI in a data center is replacing IBM [19:30] schestowitz[TR2] s hybrid cloud approach). If yes then a restructuring may be necessary [19:30] schestowitz[TR2] 5 hours ago by Anonymous [19:30] schestowitz[TR2] | 1 reaction (+1/-0) | Reply [19:30] schestowitz[TR2] Post ID: @cf+1ky3gz0p3 [19:30] schestowitz[TR2] +3 [19:30] schestowitz[TR2] @bm How many people does IBM realistically have working on Quantum Computing right now? A few hundred at the absolute most? [19:30] schestowitz[TR2] 5 hours ago by Anonymous [19:30] schestowitz[TR2] | 3 reactions (+3/-0) | Reply [19:30] schestowitz[TR2] Post ID: @ce+1ky3gz0p3 [19:30] schestowitz[TR2] -4 [19:30] schestowitz[TR2] Arvind said no layoffs in 2026 [19:30] schestowitz[TR2] 6 hours ago by Anonymous [19:30] schestowitz[TR2] | 6 reactions (+1/-5) | Reply [19:30] schestowitz[TR2] Post ID: @ca+1ky3gz0p3 [19:30] schestowitz[TR2] 0 [19:30] schestowitz[TR2] There will be no layoffs, most likely. [19:30] schestowitz[TR2] The huge pool of US based tagged as the low 15 % is available. [19:30] schestowitz[TR2] No questions asked. [19:30] schestowitz[TR2] The useless managers are working hard to fullfill the wishes of their master, Alvind. [19:30] schestowitz[TR2] Alvind needs his $100 millions bonus. [19:30] schestowitz[TR2] 6 hours ago by Anonymous [19:30] schestowitz[TR2] | 2 reactions (+1/-1) | Reply [19:30] schestowitz[TR2] Post ID: @c9+1ky3gz0p3 [19:30] schestowitz[TR2] +3 [19:30] schestowitz[TR2] Quarterly RA's is an IBM ritual [19:30] schestowitz[TR2] " [19:51] schestowitz[TR2]
  • [19:51] schestowitz[TR2]
    KDE for Enterprise Needs a Strong PIM Infrastructure - ervin
    [19:51] schestowitz[TR2]
    [19:51] schestowitz[TR2]

    This post has been long overdue, but lets say Ive been busy and the reason will be obvious in this short piece.

    [19:51] schestowitz[TR2]

    As you might have heard a couple of months ago, the Sovereign Tech Fund did a large investment in KDE software development. From the announcement the details can be a bit sparse on what it actually entails. Especially regarding the part which says the frameworks underlying its communication services. It turns out this is what enioka Haute Couture is contracted by KDE e.V. to [19:51] schestowitz[TR2] work on. Let me bring a bit more details about it.

    [19:51] schestowitz[TR2]
    [19:51] schestowitz[TR2]
    • [19:51] -TechBytesBot/#techbytes-ervin.ipsquad.net | KDE for Enterprise Needs a Strong PIM Infrastructure - ervin [19:52] schestowitz[TR2] https://www.thelayoff.com/t/1ky5gnbp7#replies [19:52] -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1ky5gnbp7#replies ) [19:52] schestowitz[TR2] " [19:52] schestowitz[TR2] Were looking for anything they can do or say to show theyre protecting the bottom line, theyre protecting earnings, theyre protecting cashflow. [19:52] schestowitz[TR2] Yup...cue the PIPs with no severance. [19:52] schestowitz[TR2] 6 minutes ago by Anonymous [19:52] schestowitz[TR2] | no reactions | Reply [19:52] schestowitz[TR2] Post ID: @a4+1ky5gnbp7 [19:52] schestowitz[TR2] 0 [19:52] schestowitz[TR2] The author of these pieces is famous for spewing gibberish. [19:52] schestowitz[TR2] The author is most likely on the payroll of Alvind. [19:52] schestowitz[TR2] " ● Jul 22 [20:28] *psydroid3 (~psydroid@kcvnmgbxt8eqq.irc) has joined #techbytes ● Jul 22 [22:37] *psydroid3 has quit (Quit: KVIrc 5.2.10 Quasar http://www.kvirc.net/)