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Subject:  Re: IBM the lost decade Date:  2/2/2020  12:04 AM
Author:  Kingran Number:  247250 of 253270

Google has been trying to revive it for more than 5 years now

I think with Thomas Kurian's hiring as CEO Google is prioritizing GCP, let us see.

Now, as I think more about IBM, I think the sins of the past decade is going to continue to hurt IBM. IBM missed the initial growth phase, and now, they have $36B debt from RedHat acquisition and pretty much they don't have anything else to sell and raise cash, and it is going to take them at least 2 or 3 years to bring their debt down and start making additional acquisitions, and their current portfolio is not going to help them make any meaningful re-positioning.
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