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On the other hand, customers are divided between a "we have to give him some time to assess the problem and formulate a solution" point of view (we concur), and the feeling that an outsider like Gerstner can't possibly fix a computer company (see below). Some are convinced that it just doesn't matter, since the day of the mainframe is over and that means IBM's days as the industry leader are over, too. IBM, of course, does not agree.
Gerstner has not revealed the specifics of his plans at all, except for a few remarks at the Annual IBM Shareholders' Meeting, where he brushed off the widely held notion that IBM would spin off profitable businesses...
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