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> "I think if you look back at what they were projecting and how they thought the business would develop, I would say what they've run into is some pretty tough
by hackuser 9y ago
> "I think if you look back at what they were projecting and how they thought the business would develop, I would say what they've run into is some pretty tough competitors."
What market segment is he talking about, and who are the competitors?
- omarforgotpwd 9y agoServers and mainframes mostly I think. And the competitors would be the cloud.
- ghaff 9y agoAFAIK, he hasn't been any more explicit than that, but my guess is that he's talking about cloud providers especially Amazon, Google, and Microsoft. IBM made a push to be a cloud provider fairly early on. However, aside from the fruits of its Softlayer acquisition, none of that has really panned out--at least not at a scale relevant to IBM's financials.
- thomyorkie 9y agoI'd say AI as a service or cognitive computing.