If you're going to only own one stock that represents all of information technology spending, it's pretty much IBM.
More Quotes from Kimberly Caughey:
The EU could try to force the company to not make their products as integrated. This would not be a good thing for Microsoft investors.Kimberly Caughey
It's refreshing to see the growth in new software licenses. That's really telling.
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Anybody that sells into the enterprise market should be boosted by this news. Oracle is a good company but they're not doing anything much different from the rest of the industry.
Kimberly Caughey
PC sales are strong and this quarter shows it. And Microsoft still has room for growth in the corporate segment.
Kimberly Caughey
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