●● IRC: #techbytes @ Techrights IRC Network: Monday, October 19, 2026 ●● ● Oct 19 [00:11] *x-amarsh04 has quit (Quit: Konversation terminated!) [00:15] *x-amarsh04 (~amarsh04@6mnab3uw5dgtk.irc) has joined #techbytes ● Oct 19 [01:24] *x-amarsh04 has quit (Quit: Konversation terminated!) [01:29] *x-amarsh04 (~amarsh04@6mnab3uw5dgtk.irc) has joined #techbytes ● Oct 19 [05:56] schestowitz[TR2] LordPhanes> hey bloke what's your current email [05:56] schestowitz[TR2] you need to see something [05:56] schestowitz[TR2] [05:56] schestowitz[TR2] * Loaded log from Mon Oct 19 05:52:43 2026 [05:56] schestowitz[TR2] [05:56] schestowitz[TR2] firstname at lastname [05:58] schestowitz[TR2] roy@schestowitz.com ? [05:58] schestowitz[TR2] yes ● Oct 19 [06:31] schestowitz[TR2] check email ● Oct 19 [07:10] schestowitz[TR2] " [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. [07:10] schestowitz[TR2] 4 hours ago by Anonymous [07:10] schestowitz[TR2] | no reactions | Reply [07:10] schestowitz[TR2] Post ID: @mp+1m52srysr [07:10] schestowitz[TR2] +2 [07:10] schestowitz[TR2] What Ibm has sadly become is a propaganda machine. Its all hype and buzz words. Its all potential huge business. All On the cutting edge. And its always five years away. Just enough to open the door to some false hope that they know what theyre 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 [07:10] schestowitz[TR2] the BS.. all in the while their products are declining. Its a big illusion. [07:10] schestowitz[TR2] They are cutting staff to keep the stock price up. That is their major tool to look successful. Its all a big game. They play it well. Good luck to all of you. Who are still there . [07:10] schestowitz[TR2] 4 hours ago by Anonymous [07:10] schestowitz[TR2] | 2 reactions (+2/-0) | Reply [07:10] schestowitz[TR2] Post ID: @mn+1m52srysr [07:10] schestowitz[TR2] +4 [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. [07:10] schestowitz[TR2] There once was an IBM CEO named Alvind, [07:10] schestowitz[TR2] Whose boardroom ideas often went grindin', [07:10] schestowitz[TR2] He touted bold plans, [07:10] schestowitz[TR2] While dropping the scans, [07:10] schestowitz[TR2] And left shareholders wondering what sh-t he'd been mindin' [07:10] schestowitz[TR2] 12 hours ago by Anonymous [07:10] schestowitz[TR2] | 4 reactions (+4/-0) | Reply [07:10] schestowitz[TR2] Post ID: @k8+1m52srysr [07:10] schestowitz[TR2] +3 [07:10] schestowitz[TR2] @Ec. IBMs 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 [07:10] schestowitz[TR2] ns that doesnt just involve farming the legacy mainframe install base, cutting costs to the bone, and offshoring anything that isnt 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) [07:10] schestowitz[TR2] 12 hours ago by Anonymous [07:10] schestowitz[TR2] | 3 reactions (+3/-0) | Reply [07:10] schestowitz[TR2] Post ID: @k4+1m52srysr [07:10] schestowitz[TR2] +11 [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. [07:10] schestowitz[TR2] 1 day ago by Anonymous [07:10] schestowitz[TR2] | 13 reactions (+12/-1) | Reply [07:10] schestowitz[TR2] Post ID: @eq+1m52srysr [07:10] schestowitz[TR2] +5 [07:10] schestowitz[TR2] @OP [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. [07:10] schestowitz[TR2] 1 day ago by Anonymous [07:10] schestowitz[TR2] | 5 reactions (+5/-0) | Reply [07:10] schestowitz[TR2] Post ID: @ec+1m52srysr [07:10] schestowitz[TR2] +11 [07:10] schestowitz[TR2] @Dm. I believe IBM has shown you the new playbook. If you live in NA or Northern Europe its quite ugly, but if you live in a low cost nation (especially India) its quite bright. [07:10] schestowitz[TR2] Whats the playbook? [07:10] schestowitz[TR2] Focus on Enterprise (especially Mainframe). It is the center of the universe and everything else is an also ran [07:10] schestowitz[TR2] Cut costs to the bone. This means going offshore for everything due to lower labor costs [07:10] schestowitz[TR2] Buy innovation and monetize that purchase by becoming a distributor [07:10] schestowitz[TR2] Automate everything even if you have to sacrifice quality to get there [07:10] schestowitz[TR2] Double down on research IF you can get a partner to help share the costs [07:10] schestowitz[TR2] Milk the legacy IP stream for every dime [07:10] schestowitz[TR2] 1 day ago by Anonymous [07:10] schestowitz[TR2] | 11 reactions (+11/-0) | Reply [07:10] schestowitz[TR2] Post ID: @dv+1m52srysr [07:10] schestowitz[TR2] +10 [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 [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. Its on them. [07:10] schestowitz[TR2] 1 day ago by Anonymous [07:10] schestowitz[TR2] | 10 reactions (+10/-0) | Reply [07:10] schestowitz[TR2] Post ID: @dm+1m52srysr [07:10] schestowitz[TR2] +3 [07:10] schestowitz[TR2] https://www.tipranks.com/news/ibm-stock-set-for-near-8-move-after-q3-earnings-next-week-say-options-traders [07:10] schestowitz[TR2] Big swing predicted but not sure in which direction [07:10] schestowitz[TR2] 2 days ago by Anonymous [07:10] schestowitz[TR2] | 3 reactions (+3/-0) | Reply [07:10] schestowitz[TR2] Post ID: @bf+1m52srysr [07:10] schestowitz[TR2] +7 [07:10] schestowitz[TR2] What do you get if a has been and a wannabe have a baby? [07:10] schestowitz[TR2] IBM [07:10] schestowitz[TR2] 2 days ago by Anonymous [07:10] schestowitz[TR2] | 7 reactions (+7/-0) | Reply [07:10] schestowitz[TR2] Post ID: @bc+1m52srysr [07:10] schestowitz[TR2] +4 [07:10] schestowitz[TR2] Bob says.... Where's the beef? [07:10] schestowitz[TR2] 2 days ago by Anonymous [07:10] schestowitz[TR2] | 4 reactions (+4/-0) | Reply [07:10] schestowitz[TR2] Post ID: @ay+1m52srysr [07:10] schestowitz[TR2] +8 [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 [07:10] schestowitz[TR2] 2 days ago by Anonymous [07:10] schestowitz[TR2] | 8 reactions (+8/-0) | Reply [07:10] schestowitz[TR2] Post ID: @am+1m52srysr [07:10] schestowitz[TR2] +17 [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 [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. [07:10] schestowitz[TR2] 2 days ago by Anonymous [07:10] schestowitz[TR2] | 17 reactions (+17/-0) | Reply [07:10] schestowitz[TR2] Post ID: @a9+1m52srysr [07:10] schestowitz[TR2] +9 [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. [07:10] schestowitz[TR2] " [07:12] -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 [19:34] *MinceR has quit (Ping timeout: 2m30s) [19:36] *MinceR (~mincer@bringer.of.light) has joined #techbytes [19:36] *irc.techrights.org sets mode +a #techbytes MinceR ● Oct 19 [21:02] *FANTOM has quit (Ping timeout: 120 seconds) [21:32] *FANTOM (~fantom@freenode-0vl.t8a.dd37p8.IP) has joined #techbytes ● Oct 19 [22:50] *GNUmoon2 (~GNUmoon@s9y3ib2jpic58.irc) has joined #techbytes