4 ms·
exactly. the impact from the deal mostly happened at its announcement October 29, 2018 when IBM fell about 5% on the news.
by vpribish 7y ago
exactly. the impact from the deal mostly happened at its announcement October 29, 2018 when IBM fell about 5% on the news.
- bonzini 7y agoWhich in turn can be explained by a decrease in buybacks and/or dividends and thus by lower expected ROI.
- KUcxrAVrtI 7y agoOr more likely that IBM has been screwing the pooch every which way for the last ~~20~~ 30 years.
- bdcravens 7y agoThat doesn't bode well for Red Hat over the long term.
- bmurphy1976 7y agoUnless Red Hat cannibalizes IBM from the inside out, and there's some talk that this is exactly what they want. They may be grooming Red Hat's CEO to replace IBM's CEO.
- KUcxrAVrtI 7y agoThat would be a pleasant surprise.
- bonzini 7y agoAnd the market would find out about that suddenly the day they announce buying Red Hat?