tom giles joins us now. bloomberg technology editor. glad to have you sitting across from me. e here. cory: i want to show this to you and our viewers. which it shows what happened to ibm's stock while buffett was building his position. so if you look over here on the left, you see buffett increases his position, the green line. the stocks around here, unlike many warren buffett holdings, the stock did not go up while he held it. it went down. tom: it went the wrong way. he held it during a really rough period of the ibm story. after ginni rometty took over, from her predecessor, paul fasano she really tried to right , the ship. she changed some of the ways they were doing things. the buybacks slowed down. she tried to invest in making this a provider of cloud computing services and getting away from the old ibm, mainframes, services, hardware, etc. she's come a long way, but it happened very, very slowly. it's a big ship, and you don't turn a big ship overnight. cory: i think you are being too nice. i've never been accused of that sitting in this chair. ceo of an important inv