I think she's doing a good job in some respects. Such as Watson -- it's good strategy to invest in areas that will see future growth. But at the same time, wha

I think she's doing a good job in some respects. Such as Watson -- it's good strategy to invest in areas that will see future growth. But at the same time, what's paying the bills is their consulting & services business. And there they're laying-off high-skilled workers (because they're expensive) in favor of fresh-outs and newbies (because they're cheap). That's not a good strategy. You can't starve the cash cow for too long. The result is that their sales people are making promises the technology people can't keep.