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Share Name Share Symbol Market Type Share ISIN Share Description
International Business Machines Corporation LSE:IBM London Ordinary Share COM STK USD0.20 (CDI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 119.55 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 104,507.0 21,902.0 0.0 - 177,511

International Business M... Share Discussion Threads

Showing 1 to 20 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
13/6/2002
20:15
IBM is a very solid company that has morphed into a succesful e business solutons/provider. I would be extremely careful in shorting IBM in fact I think its daft to do so despite the most negative sentiment possible.
fse
13/6/2002
19:58
Trader2 : Hasn't had much effect. Mr Euro et al , if they are doing so well why are they laying people off ? Cheers Dil PS Thanks Limpy I'll have a look .
dil
13/6/2002
14:31
9:21AM IBM: positive comments from SG Cowen, UBS (IBM) 74.65: SG Cowen raises est based on recent restructuring actions and currency shifts; sale of HDD biz, estimated job cuts of 10k, sale of microelectronics facilities, and dollar decline should add $0.30 to 2002-03 EPS; increases 2002 est to $4.55 from $4.40 and 2003 to $5.40 from $5.30; says stock looks conspicuously undervalued; price target is $112. Separately, UBS Warburg says that IBM's restructuring actions clearly eliminate businesses that have been a drag on the co's earnings outlook, and that IBM is enhancing its competitiveness to a degree unmatched by any competitor other than HPQ; price target is $120.
trader2
13/6/2002
09:43
Medium Systems based in Norwich. Mostly Norwich Union.
bpoole
13/6/2002
09:07
Bpoole, It is as safe as any pension!!!! Things are turning around, all the server business seems to be taking market share from Sun, Software seems to be picking up but Global Services are still struggling. Lots os people sitting on the bench. Big Blue always comes through!!! Where did you work? Treble
treblewide
13/6/2002
08:40
treble - I am an IBM retiree. How is 'Big Blue' these days? Is my pension safe?
bpoole
13/6/2002
06:36
folks, I work in the IBM sales channel. I work very closely with the main IBM sales guys in the UK. Beware there is a big difference in their numbers between Q1 and Q2. P-Series, Websphere and DB2 have noticed a huge upturn in demand. Beware!! Treble
treblewide
13/6/2002
00:25
Limpy, I know a wee bit about this company, hope you earn some dosh but be careful around reporting season.
mr euro
12/6/2002
20:58
According to quicken average vol for IBM is 6M and they did 13M today, which adds to the down pressure in my book - worse to come
limpsfield chartist
12/6/2002
20:15
Been short on the IBM $80 July calls since last week. Like the look of ZION, thanks for pointing these out. There are so many US options to play with, it's a bit like being a kid in s sweetshop. Biffer
biffer
12/6/2002
19:23
Dil It's a pleasure Have a look at ZION - another good short, did them yesterday at 53.85, target of around $45 minimum I think. A good long even in this market is IFF - potential for $40 I think and up today against the market. Today's my best day so far this year, for all my longs and shorts in the USA - here's hoping it continues. LC
limpsfield chartist
12/6/2002
18:55
Cheers Limpy been with you since last week. Dil
dil
12/6/2002
16:16
Mr E That's what I reckon - further slides ahead and these look weak so will be dragged down with it. There was some comment today about their success in shifting some new mainframes, but the market appears to be shrugging it off so happy to stay short for now. http://quicken.com.com/2100-1001-935217.html?legacy=cnet&tag=pt.intuit.newsfeed..ne20030427?tag= "IBM has sold 200 of its new lower-end z800 mainframes in the two months since they went on sale, citing the figure as evidence that rival Sun Microsystems is failing to lure customers to its own products. Selling 200 of the systems in that period of time is an accomplishment, particularly given that many in the computing industry had been writing obituaries for the mainframe. But the pressure on mainframes is fiercer than ever as Unix servers from Hewlett-Packard, Sun and even IBM acquire mainframe abilities and a dour economy spurs no-holds-barred competition. "
limpsfield chartist
12/6/2002
15:24
You be braver than I limpy. You may see some one off costs over the next 2/3q's which will hit earnings but be warned business is getting better. I expect Q3 revenue to be trending upwards and when the one off charges are out of the way, IBM will be a lean mean beast in a far better position to capitalise than their competitors. Of course the market can continue to slide.....
mr euro
12/6/2002
14:59
Heading for new lows today and still weak. I read somewhere (Fortune Mag?) that pre dotcom boom, IBM was valued on 1.5 x earnings or something. Based on those valuations they reckon its worth $50. Anyway, chart still bearish, lots more to come I think.
limpsfield chartist
04/6/2002
14:07
Limpy - thanks for that. IBM has withstood that latest downturn better that most other stocks in the sector - giving you some good short value to target.
trader2
04/6/2002
13:27
GE, MSFT also set to breakdown IMO
energyi
04/6/2002
13:25
Trader2 I reckon $70 minimum them maybe the mid-$50s further out -edit- if you took this as a triple top over the past few years then it has an implied target of around $30 longer term....maybe a bit too bearish even for me...
limpsfield chartist
04/6/2002
13:19
Have you got a target in mind Limpy?? $76 short term I guess but where after that?
trader2
04/6/2002
13:06
IBM are breaking out to 3 year+ lows. I went short yesterday and it looks like any rallies should fail ahead of the $90 mark. LC http://www.glomtc.com
limpsfield chartist
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
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