Anti ibm reaction?

I can only assume this week's price rise is the market's reaction to the abs disaster, and that any it firm not named ibm might prosper in future from this event (ibm is apparently already blacklisted by the Queensland govt for an even worse catastrophe).

But even without the census debacle by a competitor, mlb's mgt have reaffirmed guidance and suggest solid growth from its strategy and new business model. Might be deja vu from uxc last year -- that stock languished even when mgt reported solid contract wins. Then it suddenly jumped 50%. Classic effect of troubled past overshadowing facts.