Annex Research - A Computer Consulting Firm - Bob Djurdjevic

2012

HP: Duped, Down and Out? (Analysis of HP's business and stock results)

Same Old Story, New Numbers Underscore Lack of IBM Growth (Analysis of IBM's third quarter business results)

Lack of Growth: IBM's Achilles Heel (Analysis of IBM's 2Q12 business results)

Apple Continues to Dominate (Analysis of top global IT companies' market and business results)

Big Blue Feet of Clay (Analysis of IBM first quarter results and long-term forecast)

Wall Street in Love! (No Signs of Caution on Ides of March, IBM Forecast Overshadowed by Wall Street Action)

Waning of PC Era Hurts HP (Analysis of latest HP business results)

Apple Leaves Everybody in Dust (Analysis of latest market and business results of top 15 IT companies)

Apple, IBM Clean Up, Google Stumbles (Analysis of fourth quarter business results of five major IT companies - Apple, IBM, Microsoft, Intel and Google)

2011

Oracle Runs Out of Oracles (Analysis of latest quarterly results)
Christmas Message 2011 (Dec 13)
IBM on Cloud 9 (Analysis of market and business performance of top 15 global IT leaders)
When Great Is Not Good Enough (An analysis of IBM's and Apple's 3Q results)
IBM Sets New All-time High, Outperforms Even Apple (Market analysis and trends)
Service, Not Greed, Brings Lasting Fortune (An editorial examines the future of Wall Street, Corporate America, in the face of HP's debacle)
Leo's Roar Scares Investors into Flight (Analysis of HP's restructuring plans and 3Q business and market results)
IBM Gives Market a Lift (Analysis of IBM's and other major IT companies' 2Q business and market results)
Happy Birthday, IBM! (IBM to turn 100 on June 16; what's the secret of its success?)
Apple Falls from Tree to Cloud, Then to Earth... with a Thud (Last major holdout joins race to cloud, but falls flat on first attempt)
Big Blue "Rock of Gibraltar" Stands (Analysis of IBM's first quarter business results)
Wall Street's New "Rock of Gibraltar" (Annual update to our 5-yr IBM forecast)
HP: Ghost of EDS Haunts HP (Analysis of HP's first quarter 2011 business results)
Case Makes a Case for Innovation (Analysis of new "Startup America" program)
HP: New Broom Sweeps Clean (Apotheker fills our first prescription in board shake-up)
IBM: Another Phoenix of the IT Industry (Analysis of IBM's fourth quarter 2010 business results)
One Man's Pain, Another Man's Gain? (Analysis of possible impact of Steve Jobs' health on IBM, Intel, other IT companies)
Consumer Rules (Analysis of top 15 global IT leaders' stock and business performances)
IBM Hardware to Rise and Shine Again (Analysis of IBM STG business results and outlook)
2010

BARRON's: IBM Shareholders Will Like New Year (Analysis of Barron's article on IBM stock)
HP's "Stealth CEO" Sounds Bullish in First Public Appearance (Analysis of HP's fourth quarter business results)
Silicon Valley Rodeo (An Editorial on Silicon Valley Shenanigans and Expensive Trivial Pursuits)
IBM Business Up, Stock Down (Analysis of Big Blue's third quarter business results)
Move over Microsoft, Apple Takes the Pole (Analysis of top 15 IT industry leaders' market and business performances)
Accenture: Poised for Solid Growth Again (Strong Finish in FY2010 Heralds Bullish Outlook for Next Year, But Aggressive Expansion May Threaten Quality)
"Black Continent:" Biggest "White Space" Left (Message "Out of Africa" to Rest of the World: "Come Hither!"; Africa - Next China, India? )
HP: "Winner" in Game of Chicken (Analysis of HP's bid for 3Par)

HP's Hurd: Do As I Say Not As I Do (HP's "Humpty-Dumpty" who could "Walk on Water" could not walk his talk)
A Mixed Bag of Goodies (Analysis of IBM second quarter business results)
Big Blue Rains Honey on Wall Street (Analysis of IBM's long-term business outlook)
As Good As It Gets Still Not Good Enough (Analysis of IBM's first quarter results and market's reaction to them)
IT User: Between Rock and Hard Place (MacGoogle Only Slightly Better than Wintel, But Google Apps Offers Ray of Hope)
IBM: Steady, As She Goes (Update to our five-year IBM forecast)
HP, Capgemini Send Mixed Signals (... and get mixed investor reactions; analysis of latest business results)
IBM Delivers... (Analysis of Big Blue's fourth quarter results)
Big Blue Poised for Growth Again (IBM 2010 "State of the Union" analysis update)
Rally of Hope over Fact Continues (Analysis of Top IT Companies' 2009 Market & Business Performances )

Annex Research
Haiku, Hawaii, U.S.A.
Tel/Fax: (602) 824-8111

For more information, E-mail us at: annex@djurdjevic.com