The shares of IBM have been knocked down in line with the S&P 500 over the course of this brutal market year. Yet, Ockham Research sees increasing appeal in the shares of "Big Blue".

With the three percent downturn in the markets on Thursday 06/26, we are looking for an upturn in the stock market next week. This articles lists some trading ideas that could prove very profitable if the stock market does indeed start trading to the upside.

Hewlett-Packard is buying Electronic Data Systems for $12.6 billion in a deal that will create the second largest technology services provider behind IBM.

HP will pay $25 per share in cash for EDS, nearly a 25% premium to Friday's closing price, which pioneered the concept of running computer systems and providing other high-tech help for large companies and government agencies.

Microstrategy is a Business Intelligence (BI) software vendor, a very attractive business with high switching costs and low capital requirements. The company is in great shape today, but facing down 4 software giants is not an enviable position to be in.