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Subject:  Re: IBM the lost decade Date:  1/31/2020  12:07 AM
Author:  Kingran Number:  247242 of 253539

Wrong on the name ... Arvind Krishna is an IBM insider

My expectation is Arvind will focus on growth, not on financial engineering or coming up EPS targets and trying to meet it, etc. If he refocuses the company on growth, then you should expect mild EPS decline and simultaneously multiples expansion. of course, he is not starting now but in April, and not sure when we will get to hear his vision and plans for the growth and the company.

IBM is better served by Arvind's leadership than an outsider Whitehurst.
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