So after five parts and hundreds of reader comments, what will IBM look like by the end of 2015? It will look like Oracle.
With earnings per share meaning everything and a headcount mandate that can’t be achieved without totally transforming the company, IBM is turning itself into something very different. Gerstner’s service business that saved the company 20 years ago will be jettisoned, probably to a combination of U.S. and international buyers.
Look for the Global Services business to be sold to one or more Indian companies while the current federal business will be sold to one of IBM’s U.S. competitors.
Meanwhile IBM will move its business toward hardware and applications delivered by partners who carry the […]