Ibm
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A Tale of Two Stocks
IBM MSFT Revenue (TTM) $101.62 billion $68.62 billion Profit (TTM) $15.1 billion $21.79 billion Net Margin 14.9% 31.8% Price/Earnings 14.28 9.72 Forward P/E 11.67 8.84 Price/Sales 2.03 3.01 PE/Growth 1.33 0.9 Price/FCF 19.19 10.74 Dividend Yield 1.76% 2.61% Debt/Equity 1.33 0.22 EPS 5 yr growth 18.59% 13.34% Revenue 5 yr growth 1.85% 9.45% Source:…
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A Perfect Match
I have been asked for perspectives on the EU investigating IBM for mainframe malfeasance. Other than saying how nice it is to see these two fine organizations keeping each other busy, I really don’t have much new to say beyond our last installment on this topic 18 months ago. The glacial pace is probably fine…
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The Decline and Fall of Mozilla – Continued
Another indicator of Mozilla’s continued slide (previous complaints here and here): IBM announces they are standardizing on Firefox. The party is surely over. The only news here is why didn’t this happen years ago. My prescription remains Microzilla.