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Stocks B / Berkshire Hathaway


Subject:  Re: IBM the lost decade Date:  1/3/2020  11:11 AM
Author:  Kingran Number:  246779 of 253270

I have low expectations.

Actually your expectations are pretty high. The cloud war is going to be dominated by 3+1 US players (AWS, Azure, and Google), Oracle gets also run, and lots of SaaS players. IBM is not going to be the generic cloud platform and has no meaningful products to compete in the SaaS market.

Lot of leading tech minds consider IBM's AI Watson a joke and clearly it has not gained any traction and IBM's software will die along with the data center migration to cloud.

I am hoping that Ginny will take a victory lap
Victory lap??? Are you serious?

Separately, PE is meaningless, if nothing else you should have learned this lesson by now. Remember, IBM's earnings (Net profits) have come down more than 50% and still there is no light at the end of the tunnel.
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