IBM reinvented itself in the 80s and 90s and came back strong with a drastically different culture. It is probably one of the coolest comeback stories second t

IBM reinvented itself in the 80s and 90s and came back strong with a drastically different culture. It is probably one of the coolest comeback stories second to Apple. The paring is that IBM does not have a content or distribution play opportunity. I also think 'social' is going to go enterprise and b2b in the next 5 years. So an IBM-Yahoo deal would give IBM a consumer delivery leg, and Yahoo could serve as social and internet ecosystem experts for intranet, and b2b social systems engineering. If you really think about it, IBM and Yahoo have a lot to offer each other, that Google and MS don't.