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Strategies & Market Trends : Option Strategies
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To: robert b furman who wrote (2154)7/17/2020 6:25:58 PM
From: sm1th1 Recommendation

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Thehammer

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I think IBM's growing cloud business gets introduced to a lot of Red Hat's open software customers


I have owned IBM for about 5 years and am down slightly over that period. I hope you are right, but I think IBM is too little, too late for the cloud train. MSFT started their cloud offering as Windows only and went nowhere. A while ago, they started hosting Linux which is now more than half of their cloud servers. They are way behind Amazon, but well ahead of IBM and everyone else. From what I have observed, IBM's cloud offering is largely defensive, hosting IBM software solutions which were previously hosted by the customers themselves. Maybe RedHat will change that, but IBM's record with software acquisitions is pretty dismal. Many did better before IBM.

I will likely sell IBM and harvest the tax loss before year end.
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