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This is lazy investment thesis that most are regurgitating

Not a lazy argument. I have specifically talked about the mainframe cycle will provide revenue growth but after the upgrade cycle the revenue will start to decline. Look at their mainframe revenue vs total revenue you will see their durability is not going to make a huge difference to IBM.

oh BTW, perhaps you didn't get my SCAM comment, it is an acronym for Security, Cloud Analytics and Mobility, which some time back IBM touted as their strategic imperative. Their strategic imperative also shifts according to the flavor of the month.
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