IBM just lost a $5 billion dollar deal with JP Morgan. Morgan is bringing their operations back onshore after merging with Bankone. IBM is outsourcing their internal operations to Brazil, Argentina, and serveral other countries. These potential enemies will have access to sensitive IBM financial information. Good call. It was with great interest I saw on the news tonight that two terrorist bombs went off in northern India. India is NOT stable.
I mentioned the JPM thing in a previous post. Maybe things will turn around, I don't know. China is pouring concrete for semi fabs so fast, the suppliers of construction materials can't keep up - I'm not optimistic.