Annex Research - A Computer Consulting Firm - Bob Djurdjevic

IBM Takes the "Gold" (Analysis of Global IT Services Octathlon 2009 results)
Press Clips

2009

Also check out...

Suddenly, All Lines Point South (Analysis of HP's second quarter business results)
Steady As She Goes (Analysis of Capgemini's 2008 business results)
Back on Growth Track (Analysis of IBM Global Services' 2008 results)
Sometimes Less Is More and Down Is Up (Analysis of IBM's first quarter business results)
IBM's Holistic Approach (Treating businesses like living organisms - secret of IBM's success)
IBM Tries to Pull Dow, HP Up (Big Blue stock up sharply after CFO's remarks at investor conference)
Hurd's First Stumble (Revenues, earnings disappoint Wall Street, stock down sharply)
Two Thumbs Up for Big Blue (IBM provides badly needed boost to Wall St with excellent 4Q report
Big Blue: All Heart (IBM is investing in America's Heartland while others in Corporate America are downsizing there)
Satyam: When You Catch a Tiger by the Tail... (An editorial about how greed and success can impair good judgment)
The Year of Living Dangerously (Analysis of global investment trends in 2007-2008)
2008

"Mr. Murphy's Year" Mercifully Ends (Analysis of the Top 19 IT companies market and business performance)
Squeezing the Consumer Dry (Greed Was the Fuel That Drove Both Bankers and Oilmen to Try to Squeeze Blood Out of Stone - Consumer)
Accenture: Bright Beacon in Sea of Gloom & Doom (Company Exceeds Wall Street Expectations with Strong Quarter, But Lowers FY09 Estimates)
Consumers Debt Drops, But Government's Soars (American Plutocracy Thriving: Taxpayers to Bear the Burden of Corporate Bailouts)

HP Fails to Lift Market (HP takes page out of IBM playbook; "A Tale of Two Blues" updated)
Facts Fight Back Fears (Detailed IBM results confirm preliminary optimism)
Fear Trumps Fact (There is a total disconnect at the moment between stock market and business fundamentals)
Screw Taxpayers to Help Bankers (Politicians do not walk their talk, an update to Just Say No to Greed 2)

Accenture's Quarter "Par Excellence" (Blowout 4Q Lifts Accenture over EDS to No. 3 in IT World; Bodes Well for Other IT Vendors' 3Q Results)

EDS Acquisition to Lead to Massive HP Layoffs (HP to lay off 24,600 people over three years and take $1.7B charge)

Just Say No to Greed 2 (Proverbial IT babies being thrown out with Wall St bathwater)

HP: "Beat the Street" Drumbeat Continues... (Analysis of HP's third quarter business results)

Big Blue Stock Sags on "New News" Days (Analysis of IBM institutional shareholdings)

IBM Delivers Explosive Growth (Big Blue firing on all cylinders; double digit growth of both earnings and revenues)

Minting "Green" into Greenbacks (An update to our five-year forecast for IBM)

MacAttack Falters at Foot of Mount Vista (A story about yet another attempt to break away from Windows)

Better Late Than Never (Analysis of a rumored HP takeover of EDS)

IBM & Google on Cloud Nine (Analysis of a deepening and expanding IBM-Google relationship)

IBM "Places" By a Nose Over Google (Analysis of Annex Top 20 IT companies' stock and business performances)

Big Blue Takes Chill Off Wall Street's Spring (Strong 1Q results boost stock to $125; company raises outlook for rest of 2008)

Just Say NO to Greed - Killer of Dreams! (An editorial comment on subprime financial crisis)
The "z10" Lifts "Big Green" (Analysis of IBM's new mainframe announcement)
HP Beats the Street Again (Analysis of HP's first quarter FY08 business results)
Capgemini's Great Valentine's Day Gift (Stock surges 10 points on strong 2007 finish)
Profit Drops, Stock Follows (Analysis of EDS' fourth quarter business results)
Profit, Revenue Surge Lifts Stock, Too (Analysis of CSC's 3QFY08 results)
Services, Emerging Markets Boost IBM (Analysis of IBM's full 4Q07 results)
Big Blue Shines in Fourth Quarter (Analysis of IBM's preliminary 4Q07 results; also new client-centered organization emerges)

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