Shelby Seyrafi
Shelby Seyrafi
difficult hide ibm large
Frankly, IBM is so large it is difficult for them to hide from an IT slowdown.
bold growth hit hitting percent quarter revenue
She was very bold when she said that she would hit that 12 to 15 percent revenue growth number, and she is hitting it in the first quarter after she said it.
chance low
There is a low chance of this going through now.
growth market near prospects slow wants
Who wants to be No.1 in a market which is saturated and has slow growth prospects near term.
expected grew grow
They grew at 14 percent. That's very impressive. I expected them to grow at 12 percent.
definitely increases likelihood
This definitely increases the likelihood of a restructuring.
impressive modeling people
All together, it was a pretty impressive report. A lot of people have been modeling around 12 or 13 percent. That's where I was.