Following Whitehurst's investment advice means looking for companies adding value through information and open source code, and going beyond arguments over the nuts and bolts that companies like Microsoft ( MSFT), Oracle ( ORCL) and even Red Hat offer to the innovations emerging from using the tools. Right now that means companies such as Facebook ( FB), Google ( GOOG) and Amazon.com ( AMZN). But in the information revolution, these are early days. Whitehurst was followed by Robert LeBlanc, senior vice president of the International Business Machines ( IBM) software group, who said his company's latest survey of CIOs shows analytics and mobility are now the main focus, and that computer security has become a boardroom issue. Linux is the key to solving the problems because it's open to everyone. "It's a meritocracy," he said. "Only those who bring value get their code accepted." LeBlanc, who spoke almost as long as Whitehurst, if not as elegantly, also illustrated a key point by his presence. Red Hat is a small fish in its own pond. IBM remains computing's key holding. This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.