I have been watching the GBS stock ever since an analyst made an outrageous claim about the performance of his investment. Stock was trading at $4.50 with a target of $9. The bid was $2.75, ask was $6. Quite a spread, that shows there is no market for this stock. Weeks have passed, and stock now trades for $2.70. Or isn't trading. Bid is now $1.90, ask is $3. No volumes.
What's going on? Losses are mounting. The company is buying ever more small shops that are no longer profitable. They are betting the farm on providing cloud services. And a technology that turns old ugly Notes applications into new ugly web applications.
The time will come, when they have to sell companies. The strategy to buy everything in a shrinking market is a dangerous one. But one never knows. If they know things about Vulcan, we don't know, it could be a investment in the future. But there are allready voices in the market, that don't give GBS another year. Time will tell.
If GBS goes under, who is going to throw around chests of gold at Lotusphere 2012?
Those who have been around for a while in this market know that these companies come and go.
I laugh at you each time you bring GBS up - quite right! I always feel that NTF and ED are in to close.
Others who blog, apologise as they post - afraid to upset their pals (ED) but in truth they hit the nail on the head and are bang on.
Notes is Notes, Xpages is Xpages, Domino is Domino and Connections is Connections - in each you can see the best and the worst - who can predict the next 5 years but we'll be here making comments
@John who is ED? Do you mean Ed Brill? I ask as you say "afraid to upset their pals ED...".
I'm afraid this is not a soap, John & Bruce
Ingo Seifert on Half a perfect year at 20:06
Volker Weber on Zu schwierig für Google at 17:45
Erik Schwalb on Zu schwierig für Google at 17:40
Volker Weber on Zu schwierig für Google at 15:27
Roland Dressler on Zu schwierig für Google at 15:08
Volker Weber on Zu schwierig für Google at 13:01
Erik Schwalb on Zu schwierig für Google at 12:53
Volker Weber on Zu schwierig für Google at 10:32
Axel Koerv on Zu schwierig für Google at 10:28
Roland Dressler on Zu schwierig für Google at 10:25
Bill Buchan on What is the future of Notes/Domino? at 05:00
Hubert Stettner on Windows 10 Mobile is ready to go at 18:50
Tobias Hauser on Zu schwierig für Google at 16:09
Ed Brill on You may want to close this barn door on your IBM Connections site at 15:39
Eric Bredtmann on Zu schwierig für Google at 14:51
Volker Weber on Zu schwierig für Google at 00:40
Lutz Lengemann on Und Ihr wundert Euch at 22:23
Tobias Hauser on Zu schwierig für Google at 21:57
Dirk Stelloh on Zu schwierig für Google at 18:46
Peter de Haas on CIO describes how he moved 125K workers to Office 365 in 6 months at 16:56
Volker Weber on You may want to close this barn door on your IBM Connections site at 11:41
Oliver Regelmann on You may want to close this barn door on your IBM Connections site at 10:15
Matthias Röder on What you don't read on this site at 08:54
Volker Weber on How Sonos is getting better, year over year at 08:33
Felix Binsack on How Sonos is getting better, year over year at 08:04