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IBM Sells Its Business Machines: Takeaway Lessons
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Michael Endler
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Michael Endler,
User Rank: Author
1/29/2014 | 6:28:11 PM
IBM looking ahead-- but how far?
Really rich analysis. I find the idea that IBM foresaw the cloud persuasive, but the company sure seems to have had a rocky go recently with Wall Street. Not sure if it represents any real concern for their future roadmap (Microsoft and Apple both get more kneejerk grief from investors than either legitimately deserves), but one wonders when IBM's prescience will help it to overcome some of these short-term challenges.
Laurianne
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50%
Laurianne,
User Rank: Author
1/29/2014 | 1:54:05 PM
IBM's next chapter
Andrew's point about IBM's exiting timing is astute. The old-world hardware is a radically different business than the new star at IBM -- Watson and cognitive computing technologies. IBM found the services wave at the right time for the company. It's betting big on cognitive as the next wave. Do you think it's a smart bet, readers?
DDURBIN1
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50%
DDURBIN1,
User Rank: Ninja
1/29/2014 | 1:03:03 PM
So what did IBM see?
No doubt the cloud market and also SAAS are the reasons IBM is leaving the intel server market as these two offerings expand its less likely to need on premise servers.  Its the internet of things at work.
cbabcock
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cbabcock,
User Rank: Strategist
1/29/2014 | 1:02:56 PM
IBM and the China connection
IBM is also selling businesses that both Lenovo and the Chinese government consider vital to China's future. This time, Lenovo was reluctant to buy at IBM's price, but it's a key gain as a computer manufacturer to take over the mantle from IBM.


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