IBM (NYSE:IBM) will be releasing earnings results shortly. Consider this bear case scenario as you ponder management comments about earnings. Cloud computing as it accelerates will significantly reduce demand for the Big solutions that IBM brings to the table. IBM needs a way to cope with this and prosper with cloud solutions. As the US and world economy shows some signs of life will the IT retooling include big orders for IBM. Not enough compelling solutions out there.
George Gutowski writes from a caveat emptor perspective.