The Big Themes:
• Hyper focused on the four markets in regulated industries: Healthcare, telecommunications, financial services and government.
• IBM's heritage is in the mid office and the back office: Our mainframe runs the systems of records in the back office. That essentially is the sun in our solar system.
• We're an open company that provides choice: As we go through the next transformation of which IBM's been through many in its hundred plus years.
• Working within the wisdom of clouds: We de-risk cloud consumption as variants, infrastructure as a service, platform as a service and also software as a service.

The Big Quotes:
“So actually I'll put it into the context of the three-legged stool which is what all of those three groups will think about.”

“If you think about the steps to that journey, IBM has always been very active in open source.”

“And that has resonated really well with the policy makers and the actual regulators as with three central banks and the European central banks last week.”

Visit Cloud Wars for more.