Frankly, IBM is so large it is difficult for them to hide from an IT slowdown.

262

This definitely increases the likelihood of a restructuring.

189

Who wants to be No.1 in a market which is saturated and has slow growth prospects near term.

125

There is a low chance of this going through now.

118

All together, it was a pretty impressive report. A lot of people have been modeling around 12 or 13 percent. That's where I was.

99

They grew at 14 percent. That's very impressive. I expected them to grow at 12 percent.

79