Timothy,

IBM's claim to fame is all about manipulating their prices when the customer has no other option.. If you read the book about IBM and their Business plan then you will see that it's all about :

"Trying to get as much money from UNKNOWING/NAIVE customers and making them feel proud to give so much money to IBM"

Summary:

You claim in your posting that it's not about Wall street accounting but more about the quality of their new products. Have you ever been to the IBM labs in Austin, TX ? They only have old products in there.... and that is what they proudly show you... as if they are selling to people that do not know what technology is all about.

Note: Not sure that you can compare/mention Apple's innovativeness to IBM"S for the last 10 years. It is like somebody comparing a F-22 Raptor to a Ford Model T .. but then again, people might still be buying Ford Model T's in Singapore.

http://en.wikipedia.org/wiki/F-22_Raptor

http://en.wikipedia.org/wiki/Ford_Model_T

On 4/22/2010 10:18 PM, Timothy Sipples wrote:
#26: IBM hasn't figured out how to run software without hardware yet. Or
vice versa.

Despite Wall Street accounting, from a technical point of view there's
increasing blurring between software and hardware, for a variety of very
sensible reasons. (Is an Apple iPhone software or hardware? Yes. Is the IBM
Smart Analytics System 9600 software or hardware? Yes.) I see every
indication that trend will continue.

Speaking only for myself, per usual.

- - - - -
Timothy Sipples
Resident Architect (Based in Singapore)
STG Value Creation and Complex Deals Team
IBM Growth Markets
E-Mail: timothy.sipp...@us.ibm.com
Phone: +1 603 472 4234 or +65 9232 2015
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