I have written a couple of pieces recently arguing that IBM needs to rethink its attitudes to “consumer” vs enterprise, because the distinctions are blurring. But rather than go negative all the time, I figure now is a good time to drop a post I have been considering for a while.
I am not a numbers guy but I understand Amazon is not over-valued at the moment. Buying the company could be a transformative acquisition that would bring IBM new opportunities in both business process outsourcing (BPO) and grassroots development. Most importantly buying Amazon would also put IBM back in touch with consumers again, a calling card it lost when it spun off Lenovo, as well as bringing thousands of small booksellers to IBM as customers, expanding its small to medium enterprise footprint. Did I happen to mention that Amazon is emerging as a major software-as-a-service player…What might some objections be?
IBM can’t compete with its customers, and Amazon is an online retailer, which might damage relationships with other retailers.
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