Archive for October, 2008
Monthly Archive
Saturday, October 18th, 2008
IBM thrives in spite of meltdown. Can they survive a strong dollar?
I’ve stayed silent since the big financial crisis went worldwide because I didn’t really know how to play it or how badly IBM would be hurt, but results this week were surprisingly unaffected. The NYTimes has a nice blg post covering the analyst call. Here’s the main point:
Only 7 percent of the company’s [...]