IBM’s ( IBM) Software and Chief Commercial Officer, Rob Thomas, wrote in a Monday blog post that translating COBOL code isn’t equivalent to modernizing enterprise systems, emphasizing that platform ...
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'Old economy' stocks look expensive and software screams cheap. Is that enough to end the rotation?
Some sectors in the S&P 500 have valuations out of step with their history. That doesn't mean the shakeup will stop soon.
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