IBM’s Current Transition Comparable to Apple in 2013

February 24, 2015 • Analysis, Free • Tags: ,

This article was written by Neelarjo R, who is LONG IBM

Even though IBM has struggled generating revenue growth over the past five years, Big Blue is following a similar path to Apple back in late 2012-2013. Market sentiment for Apple stock was at lows after pundits claimed the iPhone maker had lost its innovative touch. IBM is receiving similar critiques now as the company is transitioning towards high margined software products and services. Share prices of both tech giants were/are down over 40% from market highs. Looking back, Apple was innovating behind the scenes in late 2012 and 2013 to release the cash cows that became the iPhone 5/6. IBM’s current transition towards cloud computing and big data analytics could be seen as a similar situation that will yield future income.

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