A Tale of Two Heavyweights

Two financial giants reported this morning and we'll hear from a few more next week. Right now I'm looking at two tech heavyweights who will report next week: Google (GOOG) and IBM (IBM). This is a tale of two heavyweights: GOOG is up almost 23% year-to-date while IBM is in the red 2%.

I have seen lots of folks recommending IBM lately, citing the value and the upside, etc. . The more I hear the arguments, the more they sound like they are coming from folks who are caught in a value trap. This quarter IBM must turn it around. I think they need to get away from focusing on what earnings are going to be like years down the line and provide some answers how the picture will get better in the short term....374 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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