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Wednesday, August 17, 2011

IBM realization

I wonder how long it will take for the market to realize IBM is taking market share from DELL, HP and ORCL on the hardware side, and when will it reward it with an appropriate multiple, say a trailing PE of 16-17?

Oh, I forgot to mention they are perfectly positioned for the Web 3.0 phase (that's the data analysis side), which has just gotten started.

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