IBM to $200?
I would have never thought IBM stock would get to $200, but then again Apple is also doing everything right while Microsoft can't do anything right. Something has to be said about companies that come back from failure and find the right course for the future.
I think HP has not hit bottom yet. They will come back sometime but everything they have done in the last few years has only been about cutting costs and their products are falling behind.
Oracle is the big unknow. If they still only had software there would be nothing stopping them. Their focus on profit from the Sun purchase has served them will but everyone in the business I talk to has Oracle as the next CA. Someone should do a survey of IT vendors like vs. hate. Everyone seems to have doubled their hate of Oracle in the last year.