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How come in new company with lots of competition is worth 2. 5 billion . Varney and company is about to begin. Charles is with me. Two stocks, we are going to hit right off the bat. Two names, widely held, dow stocks, they seem to be scrambling to reinvent themselves. I am starting with ibm. The chief executive officer made it clear, she said and i am quoting, she said they are not back sitting hardware. They are staying with hardware. That is not much of a reinvention. Charles if i am a shareholder looking at 2013 and i see your hardware business was down 18 and Gross Margins were at 35 to 39 my question is why not. They are accepting some of their architecture, sold them for a song. They did admit they had Serious Problems and want to focus on data. Theyre going to have to make major acquisitions. I dont think they can do this stuff internally. A lot of hot companies out t ....