IBM pre-announce tells you so so much more…..Learnings from the Coal Face….Quarter ahead warning…Nice to have is not enough!

Bottom Line Top: IBM Pre-Announced yesterday and got flushed 25%….infecting and taking with it a bunch of obvious names…ACN, WDAY, CRM etc…all down 2.5-3.5% or so. The Street did what it does well and extrapolate the obvious straight line stuff….but there was so much more in that report and the very full explanation that IBM...

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