Thoughts on Kyndryl? Is it going to survive the current situation and will the outsourced companies look to move away to other outsourcers or insource?

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I usually just take a couple of Kyndryl after a hard day and my headache goes away pretty quickly.

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I thought it was an ED pill.

funny

Appears like they’ve got some material weaknesses and financial reporting issues. I’m guessing revenue classification / recognition. Class action suits as well.

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I once bought Enron & Bear Stearns stocks at $6. ….

funny

You love catching falling knives as a hobby!

funny

“Current situation” 🤔

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So are you going to tell us about the “current situation”?

When we spun them off they were mainly doing infrastructure outsourcing. Like "we'll run your data center" type work. Not BPO or AMS work which stayed behind with IBM Consulting. Is that really the type of work you're looking for?

I hear a lot about IBM Consulting’s new vision and leadership. Can anyone comment on if/how things are evolving?

It explains the new WITCH leadership style at IBM.

Who?

Will get taken private and bled for cash until it expires.

A wonderful case for merging it with Strategy - aka Microstrategy 😃

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