CM001’s Activity

Yesterday

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CM001 replied to the Political Asylum board. 8:13 PM

Re: More Revisionist History

Surly can't be the will of so many people

In Pennsylvania, where GOP drew the congressional districts in a brazenly partisan way, Democratic candidates collected 44 percent of the vote, yet Democratic candidates won only 5 House seats [more]

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CM001 replied to the Political Asylum board. 7:27 PM

Re: More Revisionist History

Yet they have been voted into the majority in the House and Senate by the American populous.

That's the genius of GOP. They drew tortured congressional maps to ensure disproportional seats vs vote share. It is a shame how few zealous [more]

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CM001 replied to the Political Asylum board. 5:13 PM

Re: More Revisionist History

Usually the winner write the history and the real sad part is here the losers get to write history. GOP has mastered that art, whether it is Iraq War, Inflation, Obamacare, climate change, you name it they keep rewriting the history even when there [more]

Sun Apr 26

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CM001 replied to the Political Asylum board. 10:38 PM

Re: Cruz - Toes The Line of Godwin's Law

There is a liberal fascism that is dedicated to going after believing Christians who follow the biblical teaching on marriage

So is divorce condoned or accepted by biblical teaching? Those who divorce and re-marry are they Christians? [more]

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CM001 replied to the Berkshire Hathaway board. 7:35 PM

Re: ibm beats...but not impressive!?

Last year's Target hacking was a big bomb shell to retailing CEOs. What is shelter for large and medium sized companies? ...

I did my research last year into IBM and while the research was not particularly number crunching
[more]

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CM001 replied to the Berkshire Hathaway board. 2:51 PM

Re: ibm beats...but not impressive!?

If you ask the 10 largest banks in the world if they do a lot of business with IBM they will say yes. If you ask them if they will be doing a lot of business with IBM 10 years from now they will say yes.

All top 10 banks are mainframe [more]

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CM001 replied to the Berkshire Hathaway board. 3:29 AM

Re: ibm beats...but not impressive!?

Well, the wide portfolio of Berkshire's subsidiaries is a fairly representative portion of the relevant "industry", no?

Industry insight that comes from working in the industry and Berkshire sub's at best represent a small [more]

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CM001 replied to the Berkshire Hathaway board. 3:04 AM

Re: ibm beats...but not impressive!?

Got any?

Just ask IBM to break down their cloud revenues in terms of:

IaaS, SaaS, services to run application on IaaS platform's. Then take a pure IaaS revenue comparison with AWS or if you are looking for SaaS revenue look [more]

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CM001 replied to the Berkshire Hathaway board. 2:59 AM

Re: ibm beats...but not impressive!?

True, surveys like this aren't the same as SEC filed statistics. But they're worth a whole lot more than someone's unsupported opinion about "pretenders".

I am not sure I will put lot of weight on these surveys. They are not [more]

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CM001 replied to the Last RoundUp board. 12:59 AM

Re: Plan to leave Last RoundUp

And the trade a post thing I think isn't panning out as envisioned

FWIW, I have posted my trades, just that I haven't really bought or sold anything for awhile.

I read all posts unless I have an opinion I don't post on [more]

Sat Apr 25

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CM001 replied to the Berkshire Hathaway board. 9:35 PM

Re: ibm beats...but not impressive!?

This isn't specifically "cloud" data, but seems relevant nonetheless:

I think the question is how much revenue the above represents? The total middleware revenue is down by 7% much of it is due to rational. I have expressed [more]

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CM001 replied to the Berkshire Hathaway board. 9:41 AM

Re: ibm beats...but not impressive!?

Industry insight.

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CM001 replied to the Berkshire Hathaway board. 2:50 AM

Re: ibm beats...but not impressive!?

Yes, IBM is shifting their business model, which is good in a lot of ways, but it isn't really a new IAAS business like Amazon's. For example, consider a big software project in 2010. IBM might have gone to a customer and said, $2mm to build it, [more]

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CM001 replied to the Berkshire Hathaway board. 2:44 AM

Re: ibm beats...but not impressive!?

Private and hybrid cloud services market share, Q4 2014
#1: IBM at 12.93%
#2: Amazon at 6.50%
"IBM is listed as the company most likely to win Cloud business (18 percent),
followed by Microsoft (11 percent) and Amazon Web
[more]

Fri Apr 24

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CM001 replied to the Political Asylum board. 9:28 PM

Re: GOP Going Into Hiding

Dems have a monopoly on the coronation
...
boisterous views ranging from Rand Paul to Ted Cruz to Ben Carson to Carly Fiorina.


The real election is republican primary. Whoever win republican nomination will be the next [more]

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CM001 replied to the Falling Knives board. 8:08 PM

Re: AMZN

AWS is the top dog in cloud computing. Imagine what would be its value? I imagine it could be sold to a very high price today. I imagine its value is very much lower based on the present value of all the net return on capital invested that it [more]

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CM001 replied to the Falling Knives board. 1:48 PM

Re: AMZN

From Q1, AMZN will break out AWS revenue.

The revenues at AWS grew by 50% or 1.57%. The important thing is they had 17% operating profit. Just proving lot of folks who assumed AWS is not profitable or not sufficiently [more]

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CM001 replied to the Liquid Lounge board. 1:38 PM

Re: random thoughts

AMZN: Will this be the year Bezos remembers there are shareholders?! Short jan 16 $500 call

Wow. Am I lucky or what? At one point I closed $500 call and sold $450 call; Luckily I closed them both with profit.


AWS [more]

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CM001 posted to the Falling Knives board. 10:40 AM

Melting up AMZN

up by $57 or 15%. Powered by AWS. How about AWS pushes amazon prices to cloud!

Tue Apr 21

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Boards Post

CM001 replied to the Real Estate Inv. Trusts: REITs board. 7:18 PM

Re: BBEPP

This is in the same league as LINN and LNCO, which were being promoted on this board about a year ago.

I want to believe it (being promoted) is just a wrong choice of words. In any case, I have mentioned LINE couple of times. I would [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 5415
Recs Received 6316
People who have rec'd these posts 1223
Recs to Posts Ratio (last 30 days) 10.00
Threads Started 815
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Very First Post A HGS: Select Comfort post. (8/13/2004)
Percentage of Posts Rec'd 41.07 %
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