Buffett大手笔买了我的长线股 about a 5.6% stake，wow..

ctcld

Warren Buffett says his company bought $10.7 billion of IBM stock this year, about a 5.6% stake.

(Reuters) - Warren Buffett said his Berkshire Hathaway Inc has accumulated a 5.5 percent stake in IBM, the billionaire investor's biggest bet in the technology field he has historically shunned.
Buffett said he was convinced by IBM's long-term roadmap and by its entrenched position with major businesses -- part of the durable competitive advantage that he looks for when investing in a company.
"I don't know of any large company that really has been as specific on what they intend to do and how they intend to do it as IBM," Buffett told CNBC in an interview.
The move also puts Buffett's money squarely in the heart of the technology industry, a sector he has steadfastly avoided on the grounds he simply did not understand it.
Buffett said, in a CNBC interview on Monday, he had bought about 64 million shares of IBM at a cost of $10.7 billion. Berkshire started buying the shares in March, with a goal of building a $10 billion position, he said.
Buffett said IBM did not know that he was building a stake and that the company was finding out about his investment for the first time as he disclosed it on television.

Jinan90

恭喜发财

abaqus

Buffett said IBM did not know that he was building a stake and that the company was finding out about his investment for the first time as he disclosed it on television.

源济

匪兵甲

ctcld

Buffett said Berkshire paid an average of about $170 per share for the IBM stock.

我呼吁过
http://www.hutong9.net/forum.php ... p;page=9#pid1639926

watch over AAPL too.

朱坚强

Take care

cc2265

回复 ctcld 的帖子

I am feeling bad about Apple w/o Jobs - less creative, it may become to a regular company in not very long time, and stock price will drop more.

cat2011

AAPL is different than IBM, AAPL is Jobs' AAPL.

quix

ctcld

see AAPL ..

ctcld

还有谁有对ＡＡＰＬ，ＩＢＭ怀疑的？

wjz

ctcld 发表于 2011-11-15 12:39
还有谁有对ＡＡＰＬ，ＩＢＭ怀疑的？

我是IBM员工，对IBM长线并不看好。主要原因是在过去的几年里IBM对员工非常的刻薄（至少在北美），明显感到士气的下降。感觉这几年IBM的高层在把百年老店的底气耗去，长远下去不会是好事情。IBM的EPS增长很大程度依靠的是股票回购（未来也是这样，根据how to implement 2015 road map），这一点现金充裕的公司想做的都可以实现。

ctcld

wjz 发表于 2011-11-15 16:07
我是IBM员工，对IBM长线并不看好。主要原因是在过去的几年里IBM对员工非常的刻薄（至少在北美），明显感到 ...

ＩＢＭ的成长主要是ＳＯＬＵＴＩＯＮ　ＢＩＮＤＩＮＧ和认购成长小公司。作为ＩＢＭ的逃兵还是觉得ＩＢＭ比其他的好。

wjz

ctcld 发表于 2011-11-15 16:13
ＩＢＭ的成长主要是ＳＯＬＵＴＩＯＮ　ＢＩＮＤＩＮＧ和认购成长小公司。作为ＩＢＭ的逃兵还是觉得ＩＢＭ ...

我同意你提到的IBM的成长方式。但问题是，从公司文化方面，几年以前我们还以IBM为荣，现在我不知道多少人还这么想。这部是个小事。开源的幅度就在那，节流总有尽头。我在short IBM, 我的唯一担心是Watson system 有可能给IBM一个革命性的增长。