I'm not commenting on the IBM earnings report itself  (IBM policy) -- but an interesting quote inside a financial analyst's analysis...

As we file this report from Shanghai, China, we can also add that Websphere, Tivoli and Lotus are becoming a defacto standard in web-based applications design, based on our discussions with IT customers and independent software vendors in Japan and China.  That includes many of the small and medium size companies, and not just the major enterprises that have been the IBM mainstay for decades.
Link: Annex Bulletin: A Slam Dunk Quarter >

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