IBM is about to release earnings. Ponder this set of Black Swan Scenarios which may affect IBM
Cloud computing is rapidly changing the landscape. IBM is playing catch up and does not have any significant leadership.
Big box mainframe continues to decline and then decline some more. A dead horse should not be flogged.
Everyone is pinching pennies. Big ticket solutions are less and less viable. IBM is on a tough diet.
George Gutowski writes from a caveat emptor perspective.