The numbers came in pretty much as expected.

[Kodak] had been looking at it in an added-value orientation ... [while] Fuji just kept going for price-cutting.

I would look for IBM to still have decent growth in the fourth quarter. It's usually a pretty good quarter as far as tech spending goes.

He shouldn't run and split it up immediately. Hurd should be given the option to look at the company as a whole and see if it's worthwhile keeping it together.

There is still very good growth opportunities, although slightly slower than what they were the past couple of years, ... There's still a good demand for technology out there.

We should be doing as much as we can on a case. Every case should be an investigation.