I agree with your comments on IBM (see a post I wrote on the same subject last quarter: blog.trade-radar.com/2...)
In any case, tech as an industry is far too fragmented and comprised of so many small companies, these huge bellwether stocks can't really be representative.
What Exactly Would Salesforce.com Get Out Of A Google Deal? [View article]
Salesforce.com provides marketing and campaign management functionality. Integrating this campaign management with Google's online advertising capability could bring real benefits to Salesforce users.
IBM: Is It Really a Tech Tell? [View article]
In any case, tech as an industry is far too fragmented and comprised of so many small companies, these huge bellwether stocks can't really be representative.
What Exactly Would Salesforce.com Get Out Of A Google Deal? [View article]