The numbers came in pretty much as expected.
I would look for IBM to still have decent growth in the fourth quarter. It's usually a pretty good quarter as far as tech spending goes.
He shouldn't run and split it up immediately. Hurd should be given the option to look at the company as a whole and see if it's worthwhile keeping it together.
There is still very good growth opportunities, although slightly slower than what they were the past couple of years, ... There's still a good demand for technology out there.
