Think Netezza+SPSS+ManyEyes/Cognos along with IBMs capabilities in super computing and storage solutions makes me now see a lot of synergy to position IBM as a full service player in the cloud computing / future of analytics space.
Also separately I forsee a trend in the future of Television.... if the iPhone can grow big enough to be iPad and revolutionize the portable computing industry, can it grow as big as a iTV and revolutionize television from a analog to digital industry and offer more than television programming thanks to the ton of apps.
If you subscribe to the same prophecy - think its worth investing in IBM, APPLE and ATT (and other service providers with optical fiber networks) stock for the long term. ;-)
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