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| schestowitz[TR2] | https://www.thelayoff.com/t/1kyt527w6 | Jul 31 06:05 |
|---|---|---|
| -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1kyt527w6 ) | Jul 31 06:05 | |
| schestowitz[TR2] | " | Jul 31 06:05 |
| schestowitz[TR2] | While IBM got crushed by AI, Microsoft posts historic market cap gain with AI. | Jul 31 06:05 |
| schestowitz[TR2] | Amazon is also making a fortune with AI demand. | Jul 31 06:05 |
| schestowitz[TR2] | IBM is so lost...hope the board is already searching for next CEO from outside IBM. | Jul 31 06:05 |
| schestowitz[TR2] | Microsoft Posts Biggest One-Day Market-Cap Gain for Any U.S. Company | Jul 31 06:05 |
| schestowitz[TR2] | https://www.wsj.com/finance/stocks/microsoft-posts-biggest-one-day-market-cap-gain-for-any-u-s-company-b8713761?mod=hp_lead_pos3 | Jul 31 06:05 |
| schestowitz[TR2] | Amazon Shares Jump as Cloud Sales | Jul 31 06:05 |
| schestowitz[TR2] | https://www.wsj.com/tech/ai/amazon-earnings-q2-2026-amzn-stock-3daf95f7 | Jul 31 06:05 |
| schestowitz[TR2] | 3 hours ago by Anonymous | Jul 31 06:05 |
| schestowitz[TR2] | | 1 reaction (+1/-0) | Reply | Jul 31 06:05 |
| schestowitz[TR2] | Post ID: @b9+1kyt527w6 | Jul 31 06:05 |
| schestowitz[TR2] | @OP Alvind is a barefaced mother trucking LIAR. | Jul 31 06:05 |
| schestowitz[TR2] | Oh wait, he's got a moustache....so he's just a mother trucking liar. | Jul 31 06:05 |
| schestowitz[TR2] | 9 hours ago by Anonymous | Jul 31 06:05 |
| schestowitz[TR2] | | 7 reactions (+7/-0) | Reply | Jul 31 06:05 |
| schestowitz[TR2] | Post ID: @a6+1kyt527w6 | Jul 31 06:05 |
| schestowitz[TR2] | We are liars | Jul 31 06:05 |
| schestowitz[TR2] | " | Jul 31 06:05 |
| -TechBytesBot/#techbytes- ( status 401 @ https://www.wsj.com/finance/stocks/microsoft-posts-biggest-one-day-market-cap-gain-for-any-u-s-company-b8713761?mod=hp_lead_pos3 ) | Jul 31 06:05 | |
| -TechBytesBot/#techbytes- ( status 401 @ https://www.wsj.com/tech/ai/amazon-earnings-q2-2026-amzn-stock-3daf95f7 ) | Jul 31 06:05 | |
| schestowitz[TR2] | https://vf.politicalbetting.com/discussion/13704/when-you-thought-donald-trump-couldn-t-go-any-lower-politicalbetting-com | Jul 31 07:03 |
| -TechBytesBot/#techbytes- ( status 403 @ https://vf.politicalbetting.com/discussion/13704/when-you-thought-donald-trump-couldn-t-go-any-lower-politicalbetting-com ) | Jul 31 07:03 | |
| schestowitz[TR2] | "There was a free software agitator in the mid 2000s named Roy Schestowitz - opponents would 'hilariously' spell his name as Shitsforwits. | Jul 31 07:03 |
| schestowitz[TR2] | I forget the controversy. Something to do with the Novell-MS partnership, I think. As with most such MS-[otherco] partnerships, Novell no longer exists. " | Jul 31 07:03 |
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| schestowitz[TR2] | <li> | Jul 31 14:19 |
| schestowitz[TR2] | <h5><a href="https://blog.apnic.net/2026/07/30/bgp-topics-from-ietf-126/">BGP topics from IETF 126</a></h5> | Jul 31 14:19 |
| schestowitz[TR2] | <blockquote> | Jul 31 14:19 |
| schestowitz[TR2] | <p>The 126th meeting of the Internet Engineering Task Force (IETF) was held in Vienna at the end of July 2026. It’s a busy week with many meetings and conversations. Here are some notes from Border Gateway Protocol (BGP)-related sessions that I found interesting. </p> | Jul 31 14:19 |
| schestowitz[TR2] | </blockquote> | Jul 31 14:19 |
| schestowitz[TR2] | </li> | Jul 31 14:19 |
| -TechBytesBot/#techbytes-blog.apnic.net | BGP topics from IETF 126 | APNIC Blog | Jul 31 14:19 | |
| schestowitz[TR2] | https://www.thelayoff.com/t/1kyt527w6 | Jul 31 16:35 |
| -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1kyt527w6 ) | Jul 31 16:35 | |
| schestowitz[TR2] | " | Jul 31 16:35 |
| schestowitz[TR2] | It just says customers are prioritizing cloud over enterprise It’s where z is at in the business cycle. Can customers defer You bet they can. Will IBM get those deferred sales back. Most likely yes but it could be over time while cloud sales just continue to grow. NOTE AK doubled down on those sales coming back quickly | Jul 31 16:35 |
| schestowitz[TR2] | 1 hour ago by Anonymous | Jul 31 16:35 |
| schestowitz[TR2] | | no reactions | Reply | Jul 31 16:35 |
| schestowitz[TR2] | Post ID: @dr+1kyt527w6 | Jul 31 16:35 |
| schestowitz[TR2] | 0 | Jul 31 16:35 |
| schestowitz[TR2] | @dm Are we liars? Or are we just so terrible at business we don’t even know how to read our own financials correctly? | Jul 31 16:35 |
| schestowitz[TR2] | 1 hour ago by Anonymous | Jul 31 16:35 |
| schestowitz[TR2] | | no reactions | Reply | Jul 31 16:35 |
| schestowitz[TR2] | Post ID: @dn+1kyt527w6 | Jul 31 16:35 |
| schestowitz[TR2] | +1 | Jul 31 16:35 |
| schestowitz[TR2] | Amazon released blockbuster earnings last night. | Jul 31 16:35 |
| schestowitz[TR2] | The issue isn't client spending on hardware being held back, it's client spending on IBM hardware being held back. | Jul 31 16:35 |
| schestowitz[TR2] | 1 hour ago by Anonymous | Jul 31 16:35 |
| schestowitz[TR2] | | 1 reaction (+1/-0) | Reply | Jul 31 16:35 |
| schestowitz[TR2] | Post ID: @dm+1kyt527w6 | Jul 31 16:35 |
| schestowitz[TR2] | +1 | Jul 31 16:35 |
| schestowitz[TR2] | And microsoft has an actual, functioning cloud. | Jul 31 16:35 |
| schestowitz[TR2] | It just says customers are prioritizing cloud over enterprise It’s where z is at in the business cycle. Can customers defer You bet they can. Will IBM get those deferred sales back. Most likely yes but it could be over time while cloud sales just continue to grow. NOTE AK doubled down on those sales coming back quickly | Jul 31 16:35 |
| schestowitz[TR2] | 1 hour ago by Anonymous | Jul 31 16:35 |
| schestowitz[TR2] | | no reactions | Reply | Jul 31 16:35 |
| schestowitz[TR2] | Post ID: @dr+1kyt527w6 | Jul 31 16:35 |
| schestowitz[TR2] | 0 | Jul 31 16:35 |
| schestowitz[TR2] | @dm Are we liars? Or are we just so terrible at business we don’t even know how to read our own financials correctly? | Jul 31 16:35 |
| schestowitz[TR2] | 1 hour ago by Anonymous | Jul 31 16:35 |
| schestowitz[TR2] | | no reactions | Reply | Jul 31 16:35 |
| schestowitz[TR2] | Post ID: @dn+1kyt527w6 | Jul 31 16:35 |
| schestowitz[TR2] | +1 | Jul 31 16:35 |
| schestowitz[TR2] | Amazon released blockbuster earnings last night. | Jul 31 16:35 |
| schestowitz[TR2] | The issue isn't client spending on hardware being held back, it's client spending on IBM hardware being held back. | Jul 31 16:35 |
| schestowitz[TR2] | 1 hour ago by Anonymous | Jul 31 16:35 |
| schestowitz[TR2] | | 1 reaction (+1/-0) | Reply | Jul 31 16:35 |
| schestowitz[TR2] | Post ID: @dm+1kyt527w6 | Jul 31 16:35 |
| schestowitz[TR2] | +1 | Jul 31 16:35 |
| schestowitz[TR2] | And microsoft has an actual, functioning cloud. | Jul 31 16:35 |
| schestowitz[TR2] | " | Jul 31 16:35 |
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| schestowitz[TR2] | <admfubar> rachel's site it trying to work for me. i got a doubles set of posts now. | Jul 31 18:53 |
| schestowitz[TR2] | <schestowitz[TR2]> cool | Jul 31 18:53 |
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