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It’s Time …

https://www.crn.com/news/channel-news/2025/insight-ceo-joyce-mullen-to-retire-leading-insight-has-been-the-pinnacle-of-my-career

It’s time for CL to follow suit here I mean c’mon man — What are she and the board waiting for? How much lower and worse, respectively, does the stock and culture have to rot before she’s out?


Stock down

Oh, look at that. The stock price went down. Again. Color me surprised.

A company which RIFs its staff for non-personal performance reasons is a company which has failed. A company which RIFs its staff to increase the stock price is even worse - and they’ve even failed at that!

And a company which RIFs its staff for the personal enrichment of its upper levels is something beyond failure.


Techs Are Up...Oh Wait not here. I smell, BIG SELL

What's Happening ...to stock prices..>>>>>>its getting brutal----->0.9 * Skyworks stock price plus $32 equals q share buyout. they might even revise that, even lower, its like a bad luck charm. The Q can mess things up worse without even trying. Its just one big "Glitch"; but have no fear, Skyworks will " Fix The Glitch"


SAP stock -- How low can we go ???

Well, over the past month we watched our stock just tumble and tumble.... and then tumble some more and watched our stock investments just collapse.

I initially thought the price would see a hold before it got to $250 per share - but didn't happen. Now we are well on our way to $225 per share and at the rate the stock is falling it is well possible that we can crash to $200 by end of year ( next 5 weeks).

Which then begs the question, how low will stock price go before our Board has to take very aggressive measures to curtail the investment losses ( and protect themselves)?

I think at this point the Board was already in discussions to implement layoffs in Q1/26 but at the steady rate the stock is falling combined with a global economy that shows significant signs of the onset of a recession, I am fearful the layoff discussions the Board is having will very well have to be amped up even higher to offset the stock collapse.

Making matters even worse, our Board could not have picked a worse time to shut down our ERP Maintenance biz, which has been the stalwart of a very profitable and steady income stream - we will all live to regret this move.


IBM shares climb after unveiling quantum networking partnership with Cisco

Two failing and dying tech companies trying to make it together in a pathetic partnership with the magic word - "Quantum".

(The IBM shares are not yet back to the 300 dollar mark - LOL )

https://www.msn.com/en-us/money/other/ibm-shares-climb-after-unveiling-quantum-networking-partnership-with-cisco/ar-AA1QOYUP?ocid=msedgntp&cvid=7938789abfa947c2dfa46afd1353a0c5&ei=26


Stock Together Gone

Has anyone else noticed “stock together” is now gone from “your total rewards” page?

Furthermore, according to the last non-voluntary severance documents, they paid you a prorated amount of your stock units.

That would equate to 83% of THIS years stock award you will get to keep. The rest for the following years will be forfeited.


Nothing is better than seeing ORCL bloated stock dump

The AI market is ORCL’s golden goose and they are betting the farm on it. Diversification is the way you survive in tech. ORCL down 110.00 from 2025 high. That means oracle clown employees that thought it was the best thing since sliced bread lost tons the last 8-12 weeks. Good. That’s what you, esp mgmt, get for laying off so many good people. The worst run company in the world. You could be be lacking 90% of your brain and be a director at Oracle. Hahahagahag


SOLV layoffs. Strategy. Stock ROI. Growth. You can't have them all

Bryan appears to either be simple-minded on his approach to running SOLV (into the ground) or being directed by a higher power or deity who has no idea how to run a HC company (Peltz). Either way, he has once again proven that the GE style (Welch, McNerney, Nardelli) of "leadership" simply emaciates a once-strong company into a parceled mess of unrelated businesses waiting for a spin or break-up.

Thankfully, I got to leave during the Covid wave of layoffs and enjoy retirement and coffee mornings on the porch, but still care from time to time about what was left behind.

When Bryan was named CEO before the actual spin and gave his first townhall, people on this board sounded so optimistic, which made sense since Roman was a complete buffoon as CEO. Not sure if he talked much about actual strategies for growth and investment or he just used soothing words and bubblegum phrases to get people to like him, but the shine has clearly worn off.

Annual layoffs, as occurred at 3M under Roman and now at SOLV, only prove you have either NO long-term strategy except for HOPE or you have a strategy that changes faster than the weather in Minnesota every spring and fall day. Either way, Wall Street has (finally!) learned that such a "strategy" is a loser and has kept SOLV stock changing mostly sideways while the SP500 is up over 15%.

Having read a few of the public SOLV releases to shareholders, it appears that SOLV is not likely to have any major runout during Bryan's term. NO long-term growth = no long-term ROI. He has never indicated either to employees or Wall Street what his plan is to reduce the massive debt 3M left in his mailbox. He is the antithesis to Lee Iacocca who earned $1 per year and potentially worthless stock options while flying commercial to DC to lobby for loan guarantees.

Perhaps the only strategy that will work is a series of mergers and spins with other HC companies to spread the debt across multiple companies, hopefully stronger and run for growth. But where would this leave Bryan and his guaranteed 40 million per year? That's the sting! I'm convinced a McKnight CEO would quickly be forced out by some activist investor wanting a quick return for their buck like Peltz.

If there's any consolation, Peltz is basically sitting on dead money with 600+ million invested, almost zero gain on the stock price, and no dividend for perhaps years to come. No wonder he keeps pushing for more layoffs. But the layoffs people talked about this week appear to wiping out business critical roles that will only hurt SOLV and help the competition.

Sorry to hear about this 2nd round of Holiday layoffs. The people at 3M/SOLV deserved much better than Roman, Hanson, and Brown.


Hyperscale AI orders + guidance

I’m happy our stock is up - but markets are over-rewarding hyperscaler AI exposure; ( we know the Hyperscaler ) Kudos to Martin ‘s Silicon One team and let’s hope they continue to deliver else will be punish harder next year - AI infra is the hottest narrative in tech.

Top-heavy CPO office not done much here - btw NO SECURITY headlines !!! What’s going on there ?


Layoffs continue - stock is worthless

Kelly is imploding quickly- layoffs continue and those who aren’t being let go are jumping ship. The historical values Kelly was known for no longer exist. Thankful Peter is out - now if Chris and the board take their blinders off and Tammy follows quickly AND Chris can find it in him to execute fundamental leadership skills, maybe there’s a chance to recover what was once a noble company.