> They are now moving up-market to software and services, and letting Lenovo, a down(er)-market player take this business away from them.
This suits IBM fine, and they have been doing this for the past decade. They would prefer to focus on solving high-margin business intelligence and integration problems for customers. Any h/w business they retain is the more specialist stuff in support of that.
IBM's big interests in the future are smart data analytics and the IoT. Expect to see everything they do geared towards that.
This suits IBM fine, and they have been doing this for the past decade. They would prefer to focus on solving high-margin business intelligence and integration problems for customers. Any h/w business they retain is the more specialist stuff in support of that.
IBM's big interests in the future are smart data analytics and the IoT. Expect to see everything they do geared towards that.
NB: I'm an IBMer but all opinions are mine.