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The Redmonk guys were all at IBM's Connect event. Among other things, James' take-away was

IBM is confident. Mills is confident. SWG is confident. It really showed through at Connect this year.

via www.redmonk.com

James and I have discussed in the past IBM's seeming inability to capitalise on its software assets (notably the Lotus stuff around Quickr and Connections and the Rational tools) – that certainly seems to have changed.

IBM is RedMonk’s biggest client.

I think Redmonk might be confident too …