Big Blue’s Contrarian Manifesto - Bits Blog - NYTimes.com

Two things lend support to the I.B.M. strategy. First, governments around the world are putting such projects in their stimulus packages as they try to stabilize their economies. In the United States, the Obama administration included big investments in smart electric grids and health technology, for example.

Second, we do appear to be entering a corporatist era in which big government and the big corporations who are still healthy are looked to as engines of recovery. Large corporations and governments are I.B.M.’s prime clients.

Big Blue’s Contrarian Manifesto - Bits Blog - NYTimes.com