Tag Archives: market cap

“World’s Tech Giants 2018”, Per Market Cap, Does NOT Include IBM? Is That Possible?

by Anura Guruge


Click to access ‘MarketWatch’ story from October 8, 2018. Image below shows ENLARGED chart.


Click to ENLARGE.


Out of habit, I looked for ‘IBM‘. I couldn’t see it. Went and looked at the original chart. Can’t see IBM. That seemed crazy.

Went and checked IBM’s market cap. $136B. Wow. Talk about how the worm has turned. All these Tech companies with higher market caps — but, at $136B, IBM should make the list.

I e-mailed (& Tweeted) the author, Sue Chang. Did not hear back from her. There is a chance that she has never heard of IBM!


Related Posts:
Search on ‘IBM’.


by Anura Guruge

Amazon Rather Than Leasing More Cargo Planes Should Buy UPS, Possibly FedEx.

.Anura Guruge December 2014 thumbnail
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by Anura Guruge


Related posts:
>> AMZN stock split?
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>>
Amazon Prime is worth it.
>>
 “Downton Abbey”.
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 “Mr. Selfridge”.

++++ Search on ‘Amazon’ for other related posts >>>>


amazonplaneslease

Click to access “MarketWatch.com” original.


upsamazon


 

Though I have always, as for as long as I can recall, been a huge fan of Amazon, and as of 2011 used them for ALL of my book publishing, it is only this year, as a fully-paid up Amazon Prime member and an AMZN stockholder that I truly started to see that Amazon is invincible — at least over the next few years. These days I am just in total awe of Amazon. Like Google they really are at the top of their game.

amznups

Click to ENLARGE. Guess what line is UPS and what is AMZN.

Given the amount of online shopping that I do with Amazon, 88 orders in the last 6 months (i.e., 14 orders a month), I know their shipping habits pretty well and, moreover, I keep them honest. IF they miss the 2-day shipping on a Prime item I call them up. So far I have had 2 months of FREE Prime and $10 of gift credit. While they do quite well with UPS outside of the Christmas window, Christmas is always a challenge — as is the number of items now getting shipped directly from China, outside of Prime. I know that AMZN dearly wants to fix that. 

That they are thinking of doing some of their own shipping has been an open secret for months. Makes a lot of sense.

But to me what would make sense is for them to buy (or merge with) UPS or FedEx. I am sure UPS shareholders would LOVE IT. Their shares have been going nowhere while AMZN keeps on defying gravity. Also in terms of Market Cap AMZN is 4 times that of UPS and 8 times that of FedEx.

There will be synergies PLUS Amazon can get a piece of the eBay action! Sweet. Talking of which I am surprised that AMZN hasn’t started offering auctions. They could kill eBay (and I own eBay shares too).

So just a thought.


Now That It Is Twice The ‘Size’ Amazon Should Buy IBM, For ‘Watson’, And Sell Sever-Side To Google.

.Anura Guruge December 2014 thumbnail
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by Anura Guruge


Related Posts:
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>> IBM’s 26% layoff is NOT enough.

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Punch-drunk IBM, 40% layoff.

>> “Think” sign — Aug. 28, 2014.

>> Hursley’s John Fairclough …
>> Mainframe 50th.
>> Gene Amdahl & I.

++++
Search on “Hursley”, “IBM” & “mainframes” for other IBM (Hursley) related posts … and also ‘Dylan’ >>>>


While IBM’s results continue to confound and contract, Amazon and Google are riding high.

To hear Amazon described as a TECH GIANT cracks me up (and partly because I am an Amazon shareholder and as such have not been able to stop smiling all day).

Amazon’s market cap is now more than TWICE that of poor IBM.

Amazon is better positioned to truly exploit the AI magic of ‘Watson‘ than IBM.

Think about it. Amazon already uses some sophisticated AI to tell us, daily, as to what we should be buying next. Amazon with Watson will rule the World.

Amazon probably does NOT need IBM’s much vaunted, by increasingly long in the tooth, server technology. But it and Google should divi it up.

Don’t for a SECOND think that this is a strange suggestion and that pigs will fly before this will happen.

Remember, remember Wang and DEC from the 1980s. In 1984, Wang was 2nd to IBM in computer revenues. Today it is GONE. GONE. GONE.

DEC for so long was a GIANT, slightly dwarfed by IBM. Today is a buried, forgotten, somewhere inside HP!

So this is not off the charts.

Just remember who told you about this first — on Friday, October 23, 2015, a day when AMZN shares were up 6% on the DAY. SMILE.