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The Company is a globally integrated innovation company, serving the needs of enterprises and institutions worldwide.
I feel that IBM will outperform the market over the next -4 years. IBM is finally realizing its areas of weakness in areas that it has missd early opportunities in, I think it's going after the software and service sector more agressively, an area in which ORCl has executed well; it is finally realizing that cloud computing is bigger than they thought and it is only in its beginning stages. Addionally IBM has a strong balance sheet and could buy a target in the near future.
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