Clearly, investors were not expecting bad news from IBM.

Look at most of the warnings, they continue to be in the technology sector.

We continue to underestimate the move to a service-oriented economy. The traditional manufacturing side of the U.S. economy will continue to shrink.

It's notoriously a very volatile number, but it went to record levels just a scant year ago.

Tech and telecom are undergoing a substantial re-evaluation in the marketplace.

The problem is never how to get new, innovative thoughts into your mind, but how to get old ones out. Every mind is a building filled with archaic furniture. Clean out a corner of your mind and creativity will instantly fill it.