“We have a very valuable position in hardware, particularly at the high end which allows us to get much of the profit in the industry that doesn’t go to Intel and Microsoft. Our high ground position in servers is where we have IBM unique technology. Certain parts of the portfolio that are not as efficiency oriented as System Z and Power are taking a hit right now. And Storage is in a bit of a transition. But if you look at our position in analytics and storage management software there’s a lot to work with in terms of margin.”
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