As we wrote today, it's always darkest before dawn. I think most of the selling is probably overdone.

The way I swam today, I'm ready to do a good job next week. I hope it works out, and I feel like it can.

The shares would be worth buying today if the company were to achieve its long-term targets of 7% revenue growth and significant margin expansion. However, we think there is too little evidence at this early stage to build the case that operating earnings are on the verge of sustained and rapid acceleration.

It takes the legality out of the issue for them. I think it's a great move for IBM.

The chips that are going into these kind of equipment are absolutely phenomenal. These guys are seeing their lead times extend. They're seeing pricing starting to firm. And again, just like everybody else, their biggest issues is capacity. They're having to build out every single month and it's going to be a pretty amazing run.

We can not ignore that there are price pressures in the PC, that is sort of a foregone conclusion, everybody has been seeing it.