The answer obviously has to be in diversifying the customer set, drilling down deeper into the smaller and medium-sized companies.

193

The Big Blue ship is leaking and creaking, and the new skipper says there's no need to change, ... Just keep those fingers plugged in the leaks, as we rehearse the sinking ship drill at Armonk. Well, investors think there is good reason to change. They are voting with their feet, just as we predicted back in January.

191

You put it all together and what it tells me is they're losing more business than they're selling. And that's a worrisome sign.

182

Overall, you can say the quarter was on the mark.

159

The mainframe is much more important to IBM than meets the eye, ... Off of that mainframe IBM gets a ton of other revenue.

142

That's been the sales pitch I've been hearing from all these companies.

138

Global Services results are disappointing, especially a $2 billion drop in its backlog in the fourth quarter. And a 9% decline in new contract signings? That means that the biggest IBM unit is losing more business from its backlog than it is signing.

129