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Letter "B" » Bob Djurdjevic Quotes
«Overall, you can say the quarter was on the mark. The sales and earnings were about where they should be for this quarter.»
«That's been the sales pitch I've been hearing from all these companies.»
«Overall, you can say the quarter was on the mark,»
«Global Services results are disappointing, especially a $2 billion drop in its backlog in the fourth quarter. And a 9% decline in new contract signings? That means that the biggest IBM unit is losing more business from its backlog than it is signing.»
«You put it all together and what it tells me is they're losing more business than they're selling. And that's a worrisome sign.»
«The answer obviously has to be in diversifying the customer set, drilling down deeper into the smaller and medium-sized companies,»
«The Big Blue ship is leaking and creaking, and the new skipper says there's no need to change, ... Just keep those fingers plugged in the leaks, as we rehearse the sinking ship drill at Armonk. Well, investors think there is good reason to change. They are voting with their feet, just as we predicted back in January.»
«The mainframe is much more important to IBM than meets the eye, ... Off of that mainframe IBM gets a ton of other revenue.»
«The mainframe is much more important to IBM than meets the eye. Off of that mainframe IBM gets a ton of other revenue.»
«The answer obviously has to be in diversifying the customer set, drilling down deeper into the smaller and medium-sized companies.»

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