“As a customer I have no concern that IBM is going to back off in investment here or not come out with the next generation of technology.”
“These are insights that our consultants get from conversations with customers into emerging issues. They are not IBM commercials.”
“A lot of customers are going to be demanding that. It has to be seen if IBM and Microsoft are going to offer similar products at similar cost, or as part of their databases.”
“IBM is trying to ride this horse along with all the other horses it's riding and not fall off any of them. This is a great circus act.”
“There is no evidence that points to anything other than a strong second half for IBM. Fundamentals are likely to continue to get better and investors at some point are going to stop worrying.”
“At the same time, Microsoft has not done well at extending its Communications Platform, nee Greenwich, so IBM has an opening here.”
“They can't invest in IBM anymore because they don't own that brand, so the sooner they get away from that the better.”
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