The Case for International Business Machines Corp. (IBM)

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What do Microsoft Corporation (NASDAQ:MSFT)’s challenges in the declining PC market have to do with International Business Machines Corp. (NYSE:IBM)? Just as Microsoft is showing signs of life in the brave new world of cloud computing and data management, IBM’s cloud-related revenues the first half of 2013 jumped more than 70%. IBM is beginning to show its strengths during this business transition, and it’s time mid- to long-term investors start taking notice, if they haven’t already.

The dynamic nature of the IT industry requires adaptation, and some are more adept than others. International Business Machines Corp. (NYSE:IBM) certainly wasn’t the first to recognize the need to change, but that’s water under the bridge now. Rometty has her IBMers moving in the right direction.

The article The Case for IBM originally appeared on Fool.com.

Fool contributor Tim Brugger has no position in any stocks mentioned. The Motley Fool owns shares of International Business Machines (NYSE:IBM) and Microsoft.

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