My god, I usually ignore articles like these, but does anyone actually listen to this idiot? I remember reading his IBM articles in the past, and he has such a

My god, I usually ignore articles like these, but does anyone actually listen to this idiot? I remember reading his IBM articles in the past, and he has such a personal beef with them he seems incapable of rational thought. I don't even know where to begin. 1) There is a disconnect between how happy engineers are and the performance of the company. Sorry, but its true. Just because people are getting laid off does necessarily mean the company is doomed; we need more information. 2) For his "citation", he links to a Seeking Alpha article, which openly admits they are bearish on IBM, then mentions how Buffett hedges on comments on his IBM position. Buffett _never_ prescribes stock positions to people, and he's not going to start now. He _always_ says things like, "well, I may be wrong..." and the like. 3) If we really want to know how IBM will do, we have to look at what we know, and what we know is, a) there are significant governments and companies (financial institutions and more) that want / need the custom offerings IBM has, and are not switching anytime soon. This provides a floor on earnings. b) Microsoft is their only real cloud competitor. Amazon is only just now getting some big-time corporate clients, and these are still mostly tech players, and Google is so far behind its not worth mentioning. Hybrid solutions are a must-have for many clients. 4) Just with these considerations, IBM will be fine. Watson is promising, but nobody at this point knows how this will play out. IBM may (probably?) not return to its huge glory days, but that doesn't mean its doomed. Come on, folks. This guy reads like a TechCrunch intern.