SevenCubed - 6:46 pm on Jul 1, 2011 (gmt 0)
They know something is up--maybe starting to go belly up.
I don't think they will go belly-up either but they will become "just another face in the crowd" when the playing field gets leveled. So, yes they know something is brewing and they are selling their shares while there is still some value left in them. Like I said elsewhere, they will probably become a classic business school case study, but for unpopular reasons.
There's a nagging feeling that I keep getting about IBM's Watson. I think IBM will eventually have a search engine built out of a variation of it. It would probably be a very good day for the Internet because IBM is a classy operation unlikely to dive to the anti-trust depths that Google has finally sank to.