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| schestowitz[TR2] | LordPhanes> hey bloke what's your current email | Oct 19 05:56 |
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| schestowitz[TR2] | <LordPhanes> you need to see something | Oct 19 05:56 |
| schestowitz[TR2] | Oct 19 05:56 | |
| schestowitz[TR2] | * Loaded log from Mon Oct 19 05:52:43 2026 | Oct 19 05:56 |
| schestowitz[TR2] | Oct 19 05:56 | |
| schestowitz[TR2] | <schestowitz[TR2]> firstname at lastname | Oct 19 05:56 |
| schestowitz[TR2] | <LordPhanes> roy@schestowitz.com ? | Oct 19 05:58 |
| schestowitz[TR2] | <schestowitz[TR2]> yes | Oct 19 05:58 |
| schestowitz[TR2] | <LordPhanes> check email | Oct 19 06:31 |
| schestowitz[TR2] | " | Oct 19 07:10 |
| schestowitz[TR2] | With earnings days away, IBM has assembled an impressive collection of things to talk about. What remains conspicuously absent is evidence that these announcements translate into meaningful commercial traction. Investors should be wary of mistaking a week of publicity for a quarter of progress. | Oct 19 07:10 |
| schestowitz[TR2] | 4 hours ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | no reactions | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @mp+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +2 | Oct 19 07:10 |
| schestowitz[TR2] | What Ibm has sadly become is a propaganda machine. It’s all hype and buzz words. It’s all “ potential” huge business. All On the cutting edge. And it’s always five years away. Just enough to open the door to some false hope that they know what they’re doing. I was there for 18 years. This type of thing has been going on for a long time. It has gotten worse with this current administration . From CEO on down. They fling | Oct 19 07:10 |
| schestowitz[TR2] | the BS.. all in the while their products are declining. It’s a big illusion. | Oct 19 07:10 |
| schestowitz[TR2] | They are cutting staff to keep the stock price up. That is their major tool to look successful. It’s all a big game. They play it well. Good luck to all of you. Who are still there . | Oct 19 07:10 |
| schestowitz[TR2] | 4 hours ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 2 reactions (+2/-0) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @mn+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +4 | Oct 19 07:10 |
| schestowitz[TR2] | @eq you are spot on, and it starts right at the top with the sh-t for brains CEO, Alvind. His India based minions are worse. LOL. | Oct 19 07:10 |
| schestowitz[TR2] | There once was an IBM CEO named Alvind, | Oct 19 07:10 |
| schestowitz[TR2] | Whose boardroom ideas often went grindin', | Oct 19 07:10 |
| schestowitz[TR2] | He touted bold plans, | Oct 19 07:10 |
| schestowitz[TR2] | While dropping the scans, | Oct 19 07:10 |
| schestowitz[TR2] | And left shareholders wondering what sh-t he'd been mindin' | Oct 19 07:10 |
| schestowitz[TR2] | 12 hours ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 4 reactions (+4/-0) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @k8+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +3 | Oct 19 07:10 |
| schestowitz[TR2] | @Ec. IBM’s main task this quarter is to demonstrate they have their finger on the pulse of their legacy “enterprise” customers. If they make their pre-announced post 2nd q targets the street will reward them. Since we have not had yet another preannouncement of bad news with earnings just 3 days away, the street is getting optimistic. The real question is has management managed to target a growth strategy out of the 3 divisio | Oct 19 07:10 |
| schestowitz[TR2] | ns that doesn’t just involve farming the legacy mainframe install base, cutting costs to the bone, and offshoring anything that isn’t nailed down. If yes, I believe it will involved a MAJOR restructuring with IBM having to shrink considerably to gain efficiencies. (Think GTS sized restructuring) | Oct 19 07:10 |
| schestowitz[TR2] | 12 hours ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 3 reactions (+3/-0) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @k4+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +11 | Oct 19 07:10 |
| schestowitz[TR2] | You IBMers are hilarious. No one wants to buy your sh-t-for-brains products. I get better results from my Playskool toys than anything IBM. | Oct 19 07:10 |
| schestowitz[TR2] | 1 day ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 13 reactions (+12/-1) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @eq+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +5 | Oct 19 07:10 |
| schestowitz[TR2] | @OP | Oct 19 07:10 |
| schestowitz[TR2] | IBM is selling the appearance of commercial momentum before demonstrating the existence of a commercial market. The headlines are real. The announcements are real. The customers, manufacturing commitments, and demonstrated business outcomes are the missing pieces. | Oct 19 07:10 |
| schestowitz[TR2] | 1 day ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 5 reactions (+5/-0) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @ec+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +11 | Oct 19 07:10 |
| schestowitz[TR2] | @Dm. I believe IBM has shown you the new playbook. If you live in NA or Northern Europe it’s quite ugly, but if you live in a low cost nation (especially India) it’s quite bright. | Oct 19 07:10 |
| schestowitz[TR2] | What’s the playbook? | Oct 19 07:10 |
| schestowitz[TR2] | Focus on Enterprise (especially Mainframe). It is the center of the universe and everything else is an also ran | Oct 19 07:10 |
| schestowitz[TR2] | Cut costs to the bone. This means going offshore for everything due to lower labor costs | Oct 19 07:10 |
| schestowitz[TR2] | Buy innovation and monetize that purchase by becoming a distributor | Oct 19 07:10 |
| schestowitz[TR2] | Automate everything even if you have to sacrifice quality to get there | Oct 19 07:10 |
| schestowitz[TR2] | Double down on research IF you can get a partner to help share the costs | Oct 19 07:10 |
| schestowitz[TR2] | Milk the legacy IP stream for every dime | Oct 19 07:10 |
| schestowitz[TR2] | 1 day ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 11 reactions (+11/-0) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @dv+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +10 | Oct 19 07:10 |
| schestowitz[TR2] | They need an entirely new playbook. The old one has been exposed, and everyone even those outside the tech industry has caught on. Coasting on legacy, reputation, and past accomplishments has finally run out of runway. The walls have been crumbling for years, with another piece falling away every year, but now the structural damage is becoming impossible to ignore. And accountability starts at the top. The same leaders have remaine | Oct 19 07:10 |
| schestowitz[TR2] | d in place throughout this prolonged decline, making it impossible to separate the current state of the organization from their leadership, decisions, and continued failure to adapt. It’s on them. | Oct 19 07:10 |
| schestowitz[TR2] | 1 day ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 10 reactions (+10/-0) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @dm+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +3 | Oct 19 07:10 |
| schestowitz[TR2] | https://www.tipranks.com/news/ibm-stock-set-for-near-8-move-after-q3-earnings-next-week-say-options-traders | Oct 19 07:10 |
| schestowitz[TR2] | Big swing predicted but not sure in which direction | Oct 19 07:10 |
| schestowitz[TR2] | 2 days ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 3 reactions (+3/-0) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @bf+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +7 | Oct 19 07:10 |
| schestowitz[TR2] | What do you get if a has been and a wannabe have a baby? | Oct 19 07:10 |
| schestowitz[TR2] | IBM | Oct 19 07:10 |
| schestowitz[TR2] | 2 days ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 7 reactions (+7/-0) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @bc+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +4 | Oct 19 07:10 |
| schestowitz[TR2] | Bob says.... Where's the beef? | Oct 19 07:10 |
| schestowitz[TR2] | 2 days ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 4 reactions (+4/-0) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @ay+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +8 | Oct 19 07:10 |
| schestowitz[TR2] | We totally directly or indirectly paid Time magazine for that nod. It would interesting to hear Intel or tsmcs thoughts on our award | Oct 19 07:10 |
| schestowitz[TR2] | 2 days ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 8 reactions (+8/-0) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @am+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +17 | Oct 19 07:10 |
| schestowitz[TR2] | IBM is circling the drain and the stock price is moving back towards $200, not $300. Alvind must be peeing in his pants again...IBM is up sh-t creek, and not even a mention from Kramer. How sad is that? Try talking harder and faster about promising Quantum and Nanostack junk that is coming out soon (but not how soon) . Maybe the media might give Alvind a mention for trying, but they also mention that he is an abysmal failure as a C | Oct 19 07:10 |
| schestowitz[TR2] | EO and about as useless as a skunk. Happens to the best of corrupt Indians who are only good at outsourcing US jobs and trying to blame it on AI. When Trump stops inviting you to meetings at the White House, you know there is a reason. Even if he gives you a billion dollars for Quantum development which you will burn through in a month or two. You can run but you cannot hide from the inevitable. | Oct 19 07:10 |
| schestowitz[TR2] | 2 days ago by Anonymous | Oct 19 07:10 |
| schestowitz[TR2] | | 17 reactions (+17/-0) | Reply | Oct 19 07:10 |
| schestowitz[TR2] | Post ID: @a9+1m52srysr | Oct 19 07:10 |
| schestowitz[TR2] | +9 | Oct 19 07:10 |
| schestowitz[TR2] | All that news was to give Arvind something good to say at call but pay attention to the guidance attached to these good news stories. That is where the real story will be. | Oct 19 07:10 |
| schestowitz[TR2] | " | Oct 19 07:10 |
| -TechBytesBot/#techbytes- ( status 403 @ https://www.tipranks.com/news/ibm-stock-set-for-near-8-move-after-q3-earnings-next-week-say-options-traders ) | Oct 19 07:12 | |
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