[johnward]

I'm not sure that IBM leadership really understands what direction they want to go. They seem to pivot all-in on a tech sector and then abandon it a few years later. Rinse and repeat. It was AI/Watson, then a cloud platform, now its "hybrid cloud" because they can't compete with the established cloud providers. What will be the all-in bet next week? I also have to mention their strategy of trying to cut their way to prosperity.