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Looks like he’s written it. It’s surprisingly positive!


Yeah, wow, not what I expected at all. I don't know if I buy what he's saying? It seems to rely on things happening that I have my doubts about, like Ginni Rometty departing.

He seems to think the impact of the RedHat CEO on IBM will be like Jobs returning to Apple.

(Except for the "returning" part.)

He loves writing about IBM. lol. Very insightful analysis as usual.

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