$IBM(IBM)$ Looking back, I've

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$IBM(IBM)$ Looking back, I've seen companies like XRX, PRD, KODK, and C go from being leaders to nearly disappearing. IBM is different—it has managed to reinvent itself multiple times. The situation now isn't the same; IBM actually has the products and capabilities. What they need to do is execute and capitalize on them. From my perspective, among the giants, IBM seems to offer the least downside and the most upside potential. It's time for senior management to lay out their plan and start delivering on it.

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