That's important because IBM has total revenues of $82 billion.

It's utilitarian meets romantic.

This may well be another consequence of our use of antibiotics. It's another example of an organism that all of a sudden has gotten a lot meaner and nastier.

They look so very worn-in.

I'm not surprised. There's a lot of consolidation going on within the industry, and the promise of a new set of services, it will be interesting to see how this all plays out.

You've got earnings growth visibility that's stronger than the market. M&A is a tailwind.

In a market like this, with the current valuations ... any kind of hint of poor news is going to send the stock tumbling.

I want to look like a 40-year-old man. I don't want to look like an idiot.

The earnings have been mixed. Given the valuations in the technology sector, I think it is causing portfolio managers to get a little nervous and take some profits.