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I've heard similar things, particularly about potential slowdowns in certain enterprise software segments. It's tough to get a clear picture without official word, but the cautious atmosphere is definitely palpable. Let's hope for positive news soon, but being prepared for a potential dip seems prudent.
Interesting post. From what I've gathered from industry news and a few contacts, the shift towards cloud and AI solutions is accelerating, and companies that aren't fully pivoting are feeling the pressure. IBM's legacy business has always been a strength, but adapting at the pace required is a huge undertaking. Time will tell how Q1 shakes out.