> And in adjusted dollars, IBM was triple the size
Not quite. See the correction of the original source of that:
http://www.cjr.org/the_audit/misleading_and_incomplete_cove.php
Ah, yes, the God of The Gaps. Your argument is identical to the "we don't know how it was done. so God done it" argument of the creationist crowd (whatever they call them selves this week). It's a bad argument, and it should certainly not be used to make drastic, and very, very expensive change.
It's not even remotely the same. His argument is based on evidence and data, not ignorance. He's asking for an alternate hypothesis that has as much explanatory power as his evidence-based model.
A slow pup is a lazy dog. -- Willard Espy, "An Almanac of Words at Play"