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My colleagues at northwestern, it is my absolute pleasure to introduce to you today my friend Ginni Rometty bit before we get started i want to thank steve and bill whiteof as well as many members of the northwestern Senior Administration joint custody. So i met ginny the first time when she got the alumni award in 2010. By then she was on the list of the 50 most powerful women in business and i visited her later that year in 2010, and i had a conversation with her that prompted us to create the master of science in analytics which started with 40 students and a thousand applications, so thank you for proposing that. And then we had when the ibm anniversary was coming, ginni one of the first stops was here, not inot this building but in te center for the centennial lecture for ibm. That was march 2011. Then she invited me to an absolutely amazing event coinciding with a ....
And spending the consumer wants reliability and the consumer will pay for it thats the lesson of the icr, the big consumer conference i spent all day learning from. A day where the dow gained 150 points, s p climbed 0. 13 and prices were higher earlier today. So many retailers are suddenly doing so well from kohls to childrens place to restaurants like darden. Remember, they are owned by olive garden and then end up with a winner, of course, it is never that easy i think its worth focusing on the consumer side. At least for now even as many of the big gains in the market are coming from what we call the capital good, companies that benefit from the global, not domestic but Global Economic expansion look, ive been recommending boeing for 240 points. Im not whacking away. In fact i think this 318 stock could easily go to 400 bucks caterpillar will be huge, accounting changes in the new tax code and thats not baked into the stock as ....