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Subject:  Re: IBM the lost decade Date:  1/3/2020  1:31 PM
Author:  Kingran Number:  246785 of 253270

IBM and Accenture compete in Consulting

Accenture has managed its consulting far better than IBM and IBM's consulting is primarily focused on hosting based, GTS.

Oracle and IBM compete in Cloud - similar boat, similar story
Totally wrong. Oracle has database, middleware, and various software that goes with it, and it also has installed base of enterprise applications like Oracle E-business Suite, PeopleSoft, JDEdwards, Siebel, NetSuite and various tug-in applications.

IBM doesn't have application portfolio anywhere near Oracle. Just to be clear, I think Oracle is mightily struggling with their cloud approach.

I am not sure workday or service now even want to be compared with IBM on any metrics.

IBM's problem is, it will leak revenue and profits at least another 3 years (I don't want to go beyond that). I don't see a turnaround for them.
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