Agreed. Huge mistake by Palmisano to focus on the finances (the end result) rather than the products and tech that generated them. Hindsight is 2020, but I als

Agreed. Huge mistake by Palmisano to focus on the finances (the end result) rather than the products and tech that generated them. Hindsight is 2020, but I also see it as a huge error that they sold their fabs off. When you look at the innovation and interest in semis these days across mobile and in the cloud, could have ended up as a significant differentiator / value generator for them. Instead they saw it as “empty calories” as Rometty put it; all revenue and no profit. Had they invested in it, could have been a really intriguing offering.