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MikeP688
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MikeP688,
User Rank: Light Sabre
3/30/2015 | 2:23:02 PM
Re: Elephants
My takeaway on IBM's history has been one to "enable" and "empower".   If it lives up to that tradition, it will be fine--as it also spreaheaded the open source movement in a major way during the 90's.  Time will tell--that's for sure. 
DHagar
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DHagar,
User Rank: Light Sabre
3/30/2015 | 2:06:18 PM
Re: Elephant
MikeP688, you are correct in that their size will either be a + or a -, depending on how well aligned the efforts are and again, if they don't lose the focus on what they can uniquely do.

Note:  This also addresses kq4ym's point, it will be a force for them if it is put together right.

I guess this will all depend on their ability to execute.  I bet that they can - it will take all the unique capabilities (ie Watson, etc.),  that they have developed, but I think they can and will.
kq4ym
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kq4ym,
User Rank: Light Sabre
3/30/2015 | 1:57:01 PM
Re: Elephants
With this "relaunch" it will be interesting to see where it goes. With it's plan of  "consolidated networking services into a single business line, with several thousand staff" it would seem to be a serious effort. I'm curious how this staff size would compare with others planning to offer similar network services and how IBM's experience might be beneficial or not over competitors.
MikeP688
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MikeP688,
User Rank: Light Sabre
3/30/2015 | 1:51:00 PM
Re: Elephants
The key challenge is to leverage this the right way--yes they still have a lot of people but how to leverage the asset will continue to be ultimate challenge.   
DHagar
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DHagar,
User Rank: Light Sabre
3/30/2015 | 12:48:03 PM
Re: Elephants
MikeP688, I fully agree.  That is great technology where they can really distinguish themselves.  I see them focusing on that core and build bridges "platforms" to that capability.

MitchWagner, I believe you are right.  When you have the expertise + the capital, you can invest in those markets you choose and win!
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
3/30/2015 | 10:57:06 AM
Re: Elephants
nasimon - All that money gives them plenty of fuel with which to catch up to the competition. They can throw a lot of people at the problem. 
SachinEE
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SachinEE,
User Rank: Light Sabre
3/30/2015 | 3:44:22 AM
Re: Elephants
@Nasimson: Nothing. Mitch is concerned about the stability of his data.
MikeP688
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MikeP688,
User Rank: Light Sabre
3/29/2015 | 10:06:17 PM
Re: Elephants
If I was IBM's CEO, I will focus my efforts on Watson and the opportunities before it.   Watson, to me, is a fascinating concept.   It is one of the driving forces that will distinguish it from the others--yes Virtually reality is nice--but the computing power and independent thinking that Watson represents will allow IBM to wean itsself away from pushing hardware--I remember (and worked on projects) with Sun E10K's that cannot even be given way on Ebay now :-) 
nasimson
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nasimson,
User Rank: Light Sabre
3/29/2015 | 3:41:09 PM
Re: Elephants
@Mitch: 

> IBM has an awfully large amount of capitalization. Running behind
> isn't so much an issue for them.

What has large capitalization to do with ok being a laggard? Or am I missing something here?
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
3/27/2015 | 5:14:41 PM
Re: Elephants
IBM has an awfully large amount of capitalization. Running behind isn't so much an issue for them. 

And there may be demand for their kind of vendor-neutral integration. 
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