*IBM's 3Q08 Sales Growth by Industry:
* IBM's 3Q08 Financial Services Industry Exposure:
* It's interesting to note that IBM actually grew its Financial Services revenue during the quarter by 2% (after adjusting for constant currency) DESPITE the ongoing recession...Anecdotally thinking, not sure how they pulled it off but I wonder how realistic of an expectation it is for one to expect IBM to continue growing its financial customer revenue moving forward when considering the current macro-economic environment + recent collapses of former financial bellweathers including Bear Sterns, Lehman Brothers, AIG, Merrill Lynch, Fannie Mae, Freddie Mac, Countrywide Financial, Washington Mutual, Wachovia, etc.
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Other interesting 3Q08 Slides per IBM's presentation:
*IBM's 3Q08 Sales Growth by Geo:
*IBM's 3Q08 Liquidity Position:
ibm.com/investor/sharedv3/auditorium.phtml?/investor/3q08
Data Courtesy: IBM's 3Q08 Earnings Presentation
Full Disclosure: I own shares of IBM.
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