Hard to compare cloud revenues to clloud revenues
I'm wary of IBM's percentage gains. IBM is so interested in putting out big figures -- $1 billion here, $2 billion there -- as impressionistic PR gains that I wonder whether it's accounting for its revenues in the same way as it did in the second quarter of the prior year. In the third quarter of 2013, Synergy's headline was, "IBM, Microsoft and Google Make Little Headway Against Amazon..." If there's been an amazing turnaround in the last 3 months, let's see what the base figure was for calculating IBM's percentage of growth. How did it compare to Amazon's base? It's much easier to show rapid growth off a small base.