The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
IBM's competing product relies on technology Hindawi invented at age 18
“You're buying something if you buy it from IBM that I invented when I was 18 years old and had absolutely no idea what I was doing, and you can either do that or buy the product that I had 15 years of learning that I put into with, You know, a much newer archi…”
Sinofsky: IBM beat S&P 500 by 7x post-mainframe peak
“And if you just use the stock price measure, which obviously has all the other variables associated with it, but it actually, IBM beat the S&P 500 by seven X over that 20 year timeframe on the back of a dead mainframe.”
Lakhani: Tech Analysts Emerged to Decode IBM's Opaque Market Position
“Analysts as we know them today really came about because there was a point in time in history where IBM was a firm that moved the markets the largest and there was no information about what IBM was doing outside of IBM and financial analysts couldn't get to th…”