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.
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 …