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Stocks B / Berkshire Hathaway


Subject:  Re: IBM the lost decade Date:  1/31/2020  8:49 AM
Author:  dividends20 Number:  247243 of 253270

Arvind needs to cut dividends, perhaps borrow more money

1. Put money in enriching IBM cloud rapidly.
2. Accelerate on-boarding its existing global clients to IBM cloud and not escape to AWS/Azure.
3. Leverage its hybrid / on prem / multi cloud Redhat strategy
4. Financial cloud is a great initiative. Raidly develop custom cloud for regulated industries with all regulations in built for Pharma, Insurance, Energy etc.
5. Perhaps make a play to acquire GCP. Not a right fit for Google.

Leverage its mighty GBS/GTS and client relationships across 170 countries.
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