I think you're right. My perspective of IBM is from what I read in IT related magazines/articles while investors's (Berkshire in this case) view it from a diffe

I think you're right. My perspective of IBM is from what I read in IT related magazines/articles while investors's (Berkshire in this case) view it from a different angle that makes more sense for them. Mine probably too detail and too narrow and may not paint IBM as a whole.