... on the other hand, this is what IBM does have, that I would leverage if I were CEO: 1. solid mainframe business (yes) 2. massive customer list 3. signifi

... on the other hand, this is what IBM does have, that I would leverage if I were CEO: 1. solid mainframe business (yes) 2. massive customer list 3. significant infrastructure (softlayer etc) that could be turned into a cloud offering 4. huge long-term consulting engagements that can turn into success stories, if run by ppl capable of delivering quick results One more thing I would do if I were CEO - I would come up with a way to put that IBM logo in front of people... Perhaps something along the lines of "Alexa for business", based on IBM's flavor of business AI.