IBM's 2 Nanometer Chip

IBM predicts 24% sales growth in 2020, and they're off to a pretty strong start with that. Software revenue is up 3%, consulting revenue up 3%, and infrastructure revenue down 4%. But what really caught my attention is that redhead is up 8% or 11% in the constant currency. If you look at the other software revenues in this 5.9 billion, it's all flat effectively. It's just a flat business, I would say. And that's really interesting, but we saw double digit numbers in the past from redhead and that's not what I'm seeing now anymore since last time he watched.