Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (199524)	10/23/2002 12:05:51 PM
From: orkrious	Read Replies (1) \| Respond to of 436258

earlie, it looks like people are taking what they can get from IBM. maybe the analysts have quietly passed the word?

To: Earlie who wrote (199524)	10/24/2002 7:06:03 AM
From: Michael	Read Replies (1) \| Respond to of 436258

Hi Earlie, Re: IBM's acquisition of PWC. Here's a possible rationale. Services is the fastest growing area of IBM, and is important both as a profit center in its own right as well as a way of brand building for them. However IBM's Services strength is primarily technical rather than business strategy oriented. This is a major problem as strategy engagements lead technical ones and are often decisive in who gets the technical work. IBM is at a disadvantage relative to Accenture, KPMG et al, in this respect, so the acquisition of PwC makes sense from a strategic view, in terms of capabilities they can offer to the market. just my 2 cents. Michael