Is IBM ripe for activist intervention?

I truly have no idea. I think the current CEO needs to go and someone (hell... anyone really...) needs to take over.

IBM Corp. must turn around its business in 2015 or face the wrath of activist investors as it closes out its third straight year of underperformance, an analyst said in a note to clients Thursday.

“Something has to give,” said Cantor Fitzgerald’s Brian White, as the PC and cloud company consistently performs below its tech peers and the broader S&P 500.

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Da Boss!

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