IBM In Trouble??

Robert X. Cringely sees IBM as a disaster-in-the-making.In the article discussing Google's future opportunities, IBM is a disaster-in-the-making. Big Blue as a total enterprise is running primarily on customer inertia and clever advertising, which definitely isn't enough.

Bob's comments goes further like,

Of course they have their Power5 and Cell processors, AIX and DB2, but IBM's customers are now all in big business, which doesn't touch my readers or the PC market very much. And IBM is in trouble. I have lots of friends at IBM and none of them are happy. The company is not going anywhere, but it is also going nowhere, if you know what I mean.

Somebody from IBM can Justify this??