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Stocks B / Berkshire Hathaway


Subject:  Re: IBM the lost decade Date:  2/3/2020  9:00 PM
Author:  dividends20 Number:  247263 of 253539

If I were to guess, large part of the growth is coming from Google.
Google and YouTube compute and data needs are growing exponentially.

GCP($9B) is still < 50% of IBM cloud revenue (~20B). Yes, it is still floundering.
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