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Stocks B / Berkshire Hathaway


Subject:  Re: IBM the lost decade Date:  1/21/2020  10:05 PM
Author:  dividends20 Number:  247097 of 253539

Do you think the acceleration of RedHat revenue under IBM sustainable?

I am not sure.

IBM and RedHat synergies are good with Rhel, OpenShift
and IBM gives it immediate reach to 100x customer base.
They are also leveraging their GBS and GTS to drive "hybrid" strategy.
However, I am not sold on "hybrid" story yet, but the risk is low.

I do feel that market undervalues IBM's reach, installed foot print
and relationships with enterprises and governments in over 170 countries.
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