yohoho

IBM's Building Spree: Serious About Cloud Computing

Kind of late to the party IBM. As usual.

Microsoft: In Need of Focus

"but you have to wonder about the returns here"

Personally, I love the long-term approach that Ballmer and Co. are taking. Its REFRESHING and I wish more American businesses would/could do it.

If you're curious about the IRR, which is what you are worried about... go re-listen to Chris Liddell's presentation before the closing Q&A. He showed a slide or two that made a TON of sense.