Yes, you beat me to this. The premise of the article is bogus. Both IBM and Microsoft are doing well. I also checked in WolframAlpha http://www.wolframalpha.com/input/?i=microsoft,+google,+ibm
I like the way it returns a well-designed summary. I'll try to use it more.
Yes, but IBM had to completely change its stripes in order to survive. They used to make business computers. Yet they sold off every last bit of computer manufacturing, the last part going to China as Lenovo. Their core competency is no longer computer design and manufacture, it's now basically just business consulting.
So, yes, IBM is doing well, but it's no longer playing the same game in the same market that it once was.
Microsoft has started brand new billion dollar businesses (TFS, SharePoint) recently --- Google, so far, hasn't shown they can do anything except sell ads.