IBM addendum: In #msg-87045399, I said IBM deserved the benefit of the doubt regarding its bad 1Q13 results because it’s been such a reliable performer for a long time. Well, according to the WSJ (http://online.wsj.com/article/SB10001424127887323309604578433132104842610.html ), IBM had met sells-side analysts’ EPS expectations for 31 consecutive quarters (almost eight years) until the current miss.