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Subject:  Re: IBM the lost decade Date:  1/31/2020  12:02 PM
Author:  dividends20 Number:  247246 of 253328

Whaaat??? GCP is a strategic asset for Google, and you think Google is going to sell it? Take a second and realize, the Hadoop, Apache, and so many big data, AI, machine learning originated from Google. Now instead of Open Source they will go straight to GCP. GCP may be a 3rd in cloud platform, but it is a significant platform with a staying power, far greater than IBM's.

I would conservatively value GCP is worth anywhere between $150 to $200 B. Let us assume suddenly google decided to sell it, do you think IBM can afford such a price tag?

Yeah, I agree. Not going to happen.

However, GCP is floundering. Google has been trying to revive it for more than 5 years now without success. AWS and Azure and pulling away.
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