A lot of comments I've read around the Net from RA'd IBM'ers alluded to an enormous executive management push last year to get employees retrained into the CAMS (Cloud, Analytics, Mobile, Security and Social) areas, but that didn't seem to really have much uptake. So I wonder if this RA is a doubling down by the executive team on the focus into CAMS, with the intent that the focus will turn out to be similar to the tectonic turnaround shift Gerstner made to embrace services (the attendant employment losses at the time were bitterly criticized).
honestly, I don't know what 400,000 IBMers work on. Every company of a certain size and age does layoffs. You could ask the same question of Apple or Microsoft and at some point Google too.
I see this with our US had office too; they let people go when a project ends and then rehire them two weeks later in another department. Whereas in the UK office staff are shifted around to fill needs.
CAMSS&W (1 x 'M', 2 x 'S')