Earlier this week, Saugatuck participated in IBM Software Group (SWG) ‘s annual analyst event held in Stamford, CT. Key takeaways from the two days of group meetings and 1-on-1 discussions are as follows:

The event provided several major impressions. Overall, the strategies and directions that IBM discussed are very solid – the company clearly understands where it needs to compete, and where it needs to create competitive advantage.  Specific ways that we see this happening include the following:

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