IBM (NYSE:IBM) was the worst performer on the Dow Jones Industrial Average (DJINDICES:^DJI) in 2013, while Microsoft (NASDAQ:MSFT) beat the blue-chip index with a solid 41% performance. But past performance is no guarantee of future results, and it would be a big mistake to assume that 2014 will look the same.

In the video below, Fool analyst Anders Bylund explains how IBM and Microsoft are kind of standing at the same crossroads -- but one is just arriving, and the other looks ready to travel on. Watch the video to learn more.