Re: Am I allowed to ask ...
It's a made up phrase to try and suggest that IBM have "turned the corner" and that management "now know what to do to grow the business".
It's made up of random bits of the organisation that are growing in order to demonstrate everything is OK while they focus on their core business of mainframes and firing people.
Should you be worried if you are an investor? Probably not - the idiots in management don't understand how to grow an IT company but do understand how to continue to deliver safe returns for your pension or other investment needs.
Should you be worried if you are an employee? It depends on whether you're classed as technical or are involved in keeping the financial wheels turning...