Bob Djurdjevic Smaller Quotations

If anyone wants to look at the quantum leap at IBM, they should look at profit margins. Investors have to be savvy enough to accept the fact that sometimes smaller is better, but that's not the mentality on Wall Street. That may be why IBM is not getting the credit they deserve.

The answer obviously has to be in diversifying the customer set, drilling down deeper into the smaller and medium-sized companies,