I'm on my way to an IBM-sponsored analyst briefing. I'm looking forward to learning more about IBM's virtualization, cloud computing and systems strategy. I'll post what I learn here.
On a related point, industry reports show that IBM's server revenues ranked number 1 in the third quarter. This places the company ahead of server revenues received by HP, Dell, Oracle, Fujitsu and all others in the market. I hope to learn more about that growth and the reasons behind it at the meeting.