What you say doesn’t make sense at all. The article describes a shareholder meeting in 1953, when IBM was already aware that the market is much bigger. It had to happen significantly earlier, but not later than in 1940s, because the concept of programmable electronic machine (a computer, not calculator) was established only then. And they were selling a lot of calculators by then. At that time there was no such thing as TV broadcasting casually interviewing various people.