An article about the industry focus across IBM Software Group.  One example of how it has paid off:

The city of Windsor, Ontario, used IBM's Cityscape Portal Solution-City Edition to build a community portal. IBM developed the package with its WebSphere Portal and Lotus Collaboration products such as Lotus Instant Messaging and Lotus Team Workplace. Today, the 280,000 residents of Windsor and nearby Essex have online access to community information and services.
I also thought this statistic was notable:
According to Jim McDade, IBM's vice president of worldwide SMB, during the first half of this year IBM "pulled in 12,000 new SMB customers ... and we think we'll surpass that 12,000 in the second half."
Link: eWeek: IBM scales the vertical industry >

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