Where does IBM go from here ?


As always – all of this is just my personal opinion here . As a former IBMer, I was absolutely delighted to see that the IBM CEO finally said last week that the company is letting go of its 2015 EPS strategy. The best time to do that was the day she took over asContinue reading “Where does IBM go from here ?”

Apple and IBM, a view from the peanut gallery


Apple and IBM are both companies I hold in great esteem – in the top 5 of all companies I care about. I worked at IBM for a long time, and I own a lot of Apple devices. I have small investments in the stocks of both companies . My day job is to makeContinue reading “Apple and IBM, a view from the peanut gallery”