You hit on it. IBM has a legacy of great financial engineering and sales. This isn't all that bad, if they admit that they're a value company rather than a gr

You hit on it. IBM has a legacy of great financial engineering and sales. This isn't all that bad, if they admit that they're a value company rather than a growth company, the best thing to do is provide sales and service while returning money to shareholders. From the article: Ginni’s Rules 1. Don’t protect the past. 2. Never be defined by your product. 3. Always transform yourself. #2 seems to lock them in as a Finance, Sales and Services company.