Mohammad Khan wrote, in part:

>May be Ginny & friends don't want to be left out of all this cool cloud talk 
>at the parties, so they made the claim. It's not like that there is a 
>Cloud(TM) certifying authority that will shut them up :).

 

Indeed. That's what I'm getting out of this: it's MBAM, only worse. And is 
going to doom IBM if they don't smarten up.

 

Article I tripped across, badly edited but trenchant:

https://seekingalpha-com.cdn.ampproject.org/c/s/seekingalpha.com/amp/article/4205420-sad-decline-international-business-machines

 

I (like most on this list) have made my career around IBM. I've had my 
frustrations with it, but it's been Big Blue and a good thing for decades. Now 
it seems bent on self-destruction, and I'm watching its death-spiral and 
wishing I knew some way to stop it. I suppose Ginny & co. may feel the same 
way, but they sure don't *appear* to be worried: it feels like it's "full speed 
ahead, that can't possibly be an iceberg up there!" and that's both sad and 
scary. I'm not likely to give up on it - I have a proven track record of 
sticking with things long after it's sensible, I'm afraid - but I can't say I'm 
enjoying the current arc.

 

.phsiii


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