~@4:57 - end of video --
MARIA BARTIROMO: Anything else you want to say about how you're repositioning the portfolio, given
the other things, like the divestitures?
GINNI ROMETTY: As an investor would always expect, we always go back over this portfolio. And
what IBM is a high value company, which means we are always, if you've been around 100-108 now, to > be another 100 you've always got to keep moving the portfolio. And our value proposition to investors
is that this is about we always move to higher value, which means it's not always about growth for us.
Because we will remove products that are starting to commoditize. So that we can always fuel
investment in the next era. And so what we did there, what you saw was some products that really,
they were standalone. And they weren't growing. And we said, look, our value prop to a client is we
integrate things for them. If these are standalone, there's a better fit for them. And so we did a
divestiture. It's about $2 billion of divestitures there that really don't line up. They're individual with our
integrated value proposition. And so that's all part. And we'll continue to keep looking at that.
Sounds like a lot more divestitures coming and likely some big ones too. Brace yourselves. . .
https://finance.yahoo.com/video/ibm-ceo-cloud-business-114841345.html