Let's go inside out now on IBM ahead of its key earnings later. Joining us now is Dan Morgan, senior portfolio manager at Nova Trust Company. Very good morning to you, Dan.Thank you so much for joining us. What are you expecting to hear from IBM. >> Well, Samantha, all eyes are going to be on their overall growth in the software segment.Uh going into this third quarter, it's expected to grow about 10 and a half%. Unfortunately, in the first quarter and the second quarter, uh, software revenues missed estima ...