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【TOP 21】Bob Djurdjevic Quotes - WhatsApp Status | Page-1

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The answer obviously has to be in diversifying the customer set, drilling down deeper into the smaller and medium-sized companies, - Bob Djurdjevic Quotes

The answer obviously has to be in diversifying the customer set, drilling down deeper into the smaller and medium-sized companies,

The answer obviously has to be in diversifying the customer set, drilling down deeper into the smaller and medium-sized companies. - Bob Djurdjevic Quotes

The answer obviously has to be in diversifying the customer set, drilling down deeper into the smaller and medium-sized companies.

The mainframe is much more important to IBM than meets the eye, ... Off of that mainframe IBM gets a ton of other revenue. - Bob Djurdjevic Quotes

The mainframe is much more important to IBM than meets the eye, ... Off of that mainframe IBM gets a ton of other revenue.

What he is saying is we expect to meet the expectations thanks to this additional source of revenue, not from our existing ongoing operations, - Bob Djurdjevic Quotes

What he is saying is we expect to meet the expectations thanks to this additional source of revenue, not from our existing ongoing operations,

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. - Bob Djurdjevic Quotes

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.

The mainframe is much more important to IBM than meets the eye. Off of that mainframe IBM gets a ton of other revenue. - Bob Djurdjevic Quotes

The mainframe is much more important to IBM than meets the eye. Off of that mainframe IBM gets a ton of other revenue.

Prior to 1994, IBM didn't have the kind of structure it has now. They also had silos, - Bob Djurdjevic Quotes

Prior to 1994, IBM didn't have the kind of structure it has now. They also had silos,

Overall, you can say the quarter was on the mark. The sales and earnings were about where they should be for this quarter. - 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. - Bob Djurdjevic Quotes

That's been the sales pitch I've been hearing from all these companies.

Overall, you can say the quarter was on the mark, - Bob Djurdjevic Quotes

Overall, you can say the quarter was on the mark,

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. - Bob Djurdjevic Quotes

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 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. - Bob Djurdjevic Quotes

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.

Fingers Investors

They got rid of a dud so that the profitability ofÃÂ the rest of IBM hardware can now shine. - Bob Djurdjevic Quotes

They got rid of a dud so that the profitability ofÃÂ the rest of IBM hardware can now shine.

They got rid of a dud, so the profitability of the rest of IBM hardware can now shine. - Bob Djurdjevic Quotes

They got rid of a dud, so the profitability of the rest of IBM hardware can now shine.

They got rid of a dud so that the profitability of the rest of IBM hardware can now shine. Hardware revenues without the PC business increased 6% or 9% in constant dollars. - Bob Djurdjevic Quotes

They got rid of a dud so that the profitability of the rest of IBM hardware can now shine. Hardware revenues without the PC business increased 6% or 9% in constant dollars.

The way I would characterize what I saw today is, they're on a slow path of improvement. It's not a sprint. - Bob Djurdjevic Quotes

The way I would characterize what I saw today is, they're on a slow path of improvement. It's not a sprint.

Overall, IBM hit the first quarter on the button. The company is on the slow track to improvement. - Bob Djurdjevic Quotes

Overall, IBM hit the first quarter on the button. The company is on the slow track to improvement.

If anyone wants to look at the quantum leap at IBM, they should look at profit margins. Investors have to be savvy enough to accept the fact that sometimes smaller is better, but that's not the mentality on Wall Street. That may be why IBM is not getting the credit they deserve. - Bob Djurdjevic Quotes

If anyone wants to look at the quantum leap at IBM, they should look at profit margins. Investors have to be savvy enough to accept the fact that sometimes smaller is better, but that's not the mentality on Wall Street. That may be why IBM is not getting the credit they deserve.

Investors Mentality Wall Street

These companies, in their own way, all are in trouble and cutting back their capital spending and budgets, and that's why the IT services vendors are feeling the pinch as well, ... That cannot be said of the small and medium-sized enterprises, which is typically Sun's bread-and-butter marketplace. - Bob Djurdjevic Quotes

These companies, in their own way, all are in trouble and cutting back their capital spending and budgets, and that's why the IT services vendors are feeling the pinch as well, ... That cannot be said of the small and medium-sized enterprises, which is typically Sun's bread-and-butter marketplace.

Budgets Marketplace Sun

Only the degree of severity of the decline will vary from one company to the next. - Bob Djurdjevic Quotes

Only the degree of severity of the decline will vary from one company to the next.

This is exactly what IBM went through during that time frame. - Bob Djurdjevic Quotes

This is exactly what IBM went through during that time frame.

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