Jefferies: Creating Shareholder Value with AI? Not so Elementary, My Dear Watson

by Volker Weber

Our checks suggest that while IBM offers one of the more mature cognitive computing platforms today, the hefty services component of many AI deployments will be a hindrance to adoption. We also believe IBM appears outgunned in the war for AI talent and will likely see increasing competition. Finally, our analysis suggests that the returns on IBM's investments aren't likely to be above the cost of capital. Reiterate Underperform.

IBM from a financial analyst perspective.

More >

Comments

That is a really well written report.

sean cull, 2017-07-14

Recent comments

Volker Weber on Ed Bott :: How to master Microsoft's free cloud storage at 12:49
Peter Meuser on Ed Bott :: How to master Microsoft's free cloud storage at 12:42
Sulayman Marena on A hot Apple autumn at 08:50
Samuel Orsenne on Ed Bott :: How to master Microsoft's free cloud storage at 15:08
Volker Weber on Ed Bott :: How to master Microsoft's free cloud storage at 12:08
Axel Koerv on Ed Bott :: How to master Microsoft's free cloud storage at 11:59
Volker Weber on Puzzling Surface Health Report at 10:59
Markus Dierker on Puzzling Surface Health Report at 09:51
Frank van Rijt on Ed Bott :: How to master Microsoft's free cloud storage at 08:29
Stephan H. Wissel on Puzzling Surface Health Report at 02:57
Volker Weber on A hot Apple autumn at 19:45
John Head on A hot Apple autumn at 19:21
Johannes Matzke on A hot Apple autumn at 16:28
Uwe Brahm on Microsoft Office 365 :: Dilettantischer Service at 15:41
Volker Weber on Microsoft Office 365 :: Dilettantischer Service at 15:25
Torben Volkmann on Microsoft Office 365 :: Dilettantischer Service at 15:13
Jens Nullmeyer on A hot Apple autumn at 15:09
Ingo Harpel on Microsoft Office 365 :: Dilettantischer Service at 14:46
Ragnar Schierholz on Microsoft Office 365 :: Dilettantischer Service at 13:50
Hubert Stettner on Microsoft Office 365 :: Dilettantischer Service at 10:02
Stefan Dorscht on Microsoft Office 365 :: Dilettantischer Service at 09:56
Heiko Voigt on Microsoft Office 365 :: Dilettantischer Service at 09:55
Moritz Dahlmann on Microsoft Office 365 :: Dilettantischer Service at 08:57
Volker Weber on Microsoft Office 365 :: Dilettantischer Service at 08:23
Jan Tietze on Microsoft Office 365 :: Dilettantischer Service at 00:32

Ceci n'est pas un blog

I explain difficult concepts in simple ways. For free, and for money. Clue procurement and bullshit detection.

vowe

Contact
Publications
Stuff that works
Amazon Wish List
Frequently Asked Questions

rss feed  twitter  amazon

Local time is 08:39

visitors.gif

buy me coffee