This is a separate argument though. A failing company may still be right in identifying other companies failure modes.

You can be prescient about failure in one area and still fail yourself. There's no gotcha.

IBM is not a failing company though, they are a Goliath in the Enterprise space.

> A failing company may still be right in identifying other companies failure modes.

Agreed if this is what they are doing, but what if theyre spewing claims to try and discredit an industry in order to quell their shareholder concerns?