So, to summarize the answers to my initial questions: What's broken now that will remain so after the spin-off is IBM's growth mindset, the evidence of which is yet to show up at the top line. The pandemic has worsened the situation in... — read more 

Hi Folks Here is a quite realistic view of the spin off. LOTS and LOTS of issues have to be addressed. Mostly about dumping “legacy” NOTE one big issue is, IBM missed the public cloud market, and there is nothing they can do to... — read more 

And perhaps only in 2020 could we see that iconic IBM, with its $70-plus billion in annual revenue, needs $4-billion ServiceNow more than it needs IBM. Truly... — read more 

https://www.forbes.com/lists/worlds-best-employers/#1b7a0e951e0c

This Newco spinoff has the potential to create a customer mutiny against doing business with the new IBM and IBM Cloud. It feels like IBM dumped them. It may become a bigger bonanza for the other Cloud providers than if IBM had stayed... — read more 

IBM Is Turning Into Red Hat on Steroids With every passing quarter, IBM (NYSE:IBM) looks more and more like an amped-up version of Red Hat. https://newyork.citybizlist.com/article/634760/ibm-is-turning-into-red-hat-on-steroids #news

Split makes IBM a 60 billion $ turnover company. So maybe a buy out of 150 billion would get it. Maybe. It’s a ripe company to buy i think

I hate this company

20% of customers are concerned about the spin-off. So this translates into how many of them taking their business elsewhere? Doesn't bode well for... — read more 

The chickens are coming home to roost or maybe in this case it's buzzards. . . https://seekingalpha.com/article/4379981-ibm-probably-good-time-to-start-worrying-debt

If you engineer/support/administer just IBM's cloud infrastructure/Redhat stuff does that mean you will be GBS-IBM? Then if you support IBM cloud/aws/azure/google cloud/vmware/server support, you will be GBS-NewCo?

How many acquisitions occurred under Ginni's regime and what was the ROI on those? https://www.bizjournals.com/triangle/news/2020/10/19/ibm-ceo-expect-acquisitions.html By: Lauren Ohnesorge – Senior Staff Writer, Triangle Business Journal Oct... — read more 

Goodbye Big Blue, hello Big Purple. https://www.fool.com/investing/2020/10/21/ibm-is-turning-into-red-hat-on-steroids/

AK blowing smoke. IBM CEO Arvind Krishna on Why Red Hat Was a Good Investment –... — read more 

I read an interesting article on the future of IBM in the hybrid cloud world where the author questioned whether selling off the System x server business was a good idea. I would like to hear your thoughts. Here is the... — read more 

IBM CEO’s promise of future revenue growth ‘is not a pipe dream, but not easy either,’ analyst says. It's a pipe dream. https://www.marketwatch.com/story/after-lowest-revenue-since-1997-ibm-stock-sinks-more-than-5-11603213541 — read more 

It might be poised to implode though. . . https://seekingalpha.com/article/4379883-ibm-stock-is-not-microsoft-and-is-thus-not-poised-to-explode-in-near-future

I just read an article about an IBM study which pointed out that HR needs to make extra efforts to finally focus on what we actually need. I hope they know how to do it?! In case somebody is interested:... — read more 

The Street loves murky uncertainty. https://www.marketwatch.com/story/ibm-stock-slips-after-earnings-show-another-revenue-decline-11603139248

https://www.forbes.com/lists/worlds-best-employers/#55cb47a11e0c

I'm sure these figures will help propel IBM to become a cloud and AI leader! https://insights.dice.com/2020/10/19/ibm-lags-google-amazon-microsoft-in-engineer-compensation/

“This stock has been making lower highs for the last seven years dating back to 2013 amid what’s been one of the best tech rallies since the ’90s. That’s a sign of relative weakness, and why we think this stock continues to underperform the... — read more 

Mini-Ginni, a.k.a., AK following right in his predecessor's footsteps. https://www.cnbc.com/2020/10/19/ibm-earnings-q3-2020.html

Internal messaging and communication is all about low margin and declining side of GTS spin off but on the cloud and AI side, it’s the same. GTS is still a big revenue engine with so many big contracts and customers. Anyone sees the positive side of... — read more 

Systems or some portion thereof, is next. https://insidehpc.com/2020/10/where-have-you-gone-ibm/

4. If IBM needed to spin out managed-services infrastructure, why does it need to keep Systems? Systems or some portion thereof, is next to get spun-off or... — read more 

I'm about to be terminated from IBM. I'll get 1 month severance & benefits (gee thanks). If I start a new job during that month, do I still get the severance?

As a GTS emplyee I am considering leaving asap as I can hardly see anything good out of this for NewCo. Question for other GTS emplyees, what is your take on current sitation? Update the CV and get out ASAP?

When one looks at this spinoff of NewCo in a little depth, one has to wonder how the heck NewCo will survive and thrive. Most spinoffs, think Delphi Auto Parts from GM, had an independent business that could continue to supply the mother company... — read more 

I moved from GTS to GBS recently, and I don't see any real difference between the 2 divisions. Both basically manage client's IT. GBS claims to be more about cloud, but supporting a client's AWS, AZURE, and other cloud services is the same thing as... — read more 

Position Not Open - Watson, please create a job role and advertise!

LOL! https://www.forbes.com/sites/danrunkevicius/2020/10/15/ibm-signals-the-end-of-amazons-dominance/

Dear friend, your pal Deep Throat here. The REAL reason for the spin-off is below: I know you are wondering about any insight I may have into the recent shenanigans going on in IBM, in particular with regards this new company imaginatively called... — read more 

I just read an interesting comparison of IBM today and the situation Microsoft was in 10 years ago when they opted for a public cloud strategy. I hope that we will see a similar success in the future. Here is an article with the comparison:... — read more 

GTS has many that work as contractors. Anyone have any idea if cuts to contractors is likely as NewCo comes online? Any feel for how many?

Good news for Big Blue's market cap, not so much for its workers https://www.theregister.com/2020/10/14/ibm_newco_spinof?fbclid=IwAR0URnWEi7rEz_8mGbZ-gyPGlZAEyWfGbUPm_kHxT7zyIqkpli0hBA1AjPw

3. Follow the parent company’s money. Parent companies often retain a large stake in the firms they spin off. If a parent company holds onto its spinoff’s stock, it likely has a high degree of confidence in the spinoff’s future... — read more 

If 60 days is when the execs decide who is going to newco - will we find out then? Or will we be told 6 months (or less) prior to the move date ?

It appears that IBM mostly gave up on developing technology in-house and turned to the financial engineering business model in the early 2000's, maybe even earlier. IBM became the Department Store of the tech industry. As quoted below, IBM just was... — read more