Re: [PLUG] IBM just purchased RedHat

That would be my assessment too Joe. Looking at 5 year chart of IBM... they are definitely a value play. Dividend payouts have risen from $0.95 to mostly recently $1.57 but after the massive hit they took in October 2014 they have been stuck in a range. If I was an equity trader, shorting them October 1st of this year would have been brilliant (they also missing earnings by a penny).

Red Hat is still trading under the the IBM offer price even with the moonshot they got after the announcement.

Nothing to see here.

~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
Keith C. Perry, MS E.E.

Managing Member, DAO Technologies LLC

(O) +1.215.525.4165 x2033

(M) +1.215.432.5167

www.daotechnologies.com

From: "Andy Wojnarek" <andy.wojnarek@theatsgroup.com>
To: "Philadelphia Linux User's Group Discussion List" <plug@lists.phillylinux.org>
Sent: Tuesday, October 30, 2018 11:52:11 PM
Subject: Re: [PLUG] IBM just purchased RedHat

They’ve made a few other strategic purchases in the past few years:

* Softlayer [Cloud Provider] -> Rebranded as Bluemix/IBM Cloud ~ 2B

* Cleversafe [Object Storage] -> Rebranded as Cloud Object Storage (COS) ~ 1.3B

Both of these purchases were also a big deal as well. Softlayer wasn’t as popular as AWS/Microsoft/GCP – not even in the same arena – but they were a much bigger deal than a simple COLO.

Cleversafe was actually really good software; top rated in the industry.

If you look at IBM’s latest quarterly earnings – their cloud business is actually growing.

I’ll agree Watson is a train wreck .

Andy

From: plug <plug-bounces@lists.phillylinux.org> on behalf of Joe Rosato <rosatoj@gmail.com>
Reply-To: Philadelphia Linux User's Group Discussion List <plug@lists.phillylinux.org>
Date: Tuesday, October 30, 2018 at 11:27 PM
To: Philadelphia Linux User's Group Discussion List <plug@lists.phillylinux.org>
Subject: Re: [PLUG] IBM just purchased RedHat

IBM's two big things recently are Watson and Blockchain. Watson is doing bad, and the blockchain stuff - a tech with promises of decentralization - can be hosted entirely at IBM for a price. (someone didn't get the memo it seems). Even Buffet has sold his IBM stock.

Anyone see this in the same light as Microsoft's Github purchase? Needing to stay relevant.

Similarly - the best they can do is to do NOTHING, and be happy about the revenue stream.

Everyone is watching - with distrust.

Joe

On Mon, Oct 29, 2018 at 8:53 AM jeff <jeffv@op.net> wrote:

I can't help but think this is really good.
One of the Whining Points of past employers was that linux had no
support (yes, I know). Gee, guys.... is IBM good enough for ya? Do you
think they have any resources? Is their tech support any good? Do you
think they have any idea what they're talking about?

The answer, no doubt: well, they're new with RH, so we can't trust them yet.

Still... another positive selling point for the Redmond Menace-heads.

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Joe

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