Sorry Toy, but you are arguing with the wrong guy. It's very obvious that Rudedog has excellent industry knowledge. To confirm, just check out his posts on the CPQ thread over the past few months. He is also correct in his assertion that IBM *was* the largest software company around till recently (few seem to know this anyway), when it was passed by Microsoft. That said, I don't know if I totally agree that IBM is looking like a corpse (I own stock in both IBM and CPQ, and this year, it is CPQ that has looked like a corpse), but his views are quite valid, and IBM does have exposure in all the areas he mentioned.
Let's face it, IBM has prospered *without* much growth, and is one of the few large tech companies that WS has embraced anyway (thinking of HWP here).
Best regards,
John |
