This is a very powerful series of charts from Businessweek. It’s a must-read. Check it out!

via IBM Is Dow Average’s Worst Performer Again – Businessweek.

I’m old enough to remember when technology professionals recommended “Big Blue” to play safe. Of course, that was the old IBM which we all admired.

These days IBM is a hotchpotch of service businesses, cobbled together. IBM is like a giant sausage machine – sadly, customers seem subordinated.

It’s time for the financial markets do do their magic on IBM. I wonder when hedge-funds will start selling short on IBM? Speculators will argue that the parts are worth more than the whole – time for financial dismemberment…

Thoughts?