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Charles Fitzgerald
Handicapping IBM-Red Hat: Winners: RHT shareholders (get cash, not , at huge premium), Docker and Pivotal (WebSphereOpenShiftWatsonGS) Losers: IBM (not getting a cloud asset) IBM shareholders (really pricey) Completely Unaffected: AWS Azure GCP OpenStack
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Drangus Ltd 28 Oct 18
Replying to @charlesfitz @jrmck
How does OpenShift win out of this? Genuinely curious
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Charles Fitzgerald 28 Oct 18
Replying to @jozzas @jrmck
They become part of the unified WebSphere/Bluemix/Cloud Private/OpenShift roadmap and get their own exhibit in the IBM middleware museum!!! Ok, so that isn’t winning…
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maka 30 Oct 18
Replying to @charlesfitz
Seems about right. Ginny has shown time-and-again that she is not the strategic visionary to solve IBM's problems, yet somehow she maintains her employment.
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Charles Fitzgerald 30 Oct 18
Replying to @maka
She’s a consultant, not a technologist...
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William Vambenepe 28 Oct 18
Replying to @charlesfitz
How do you see Oracle affected?
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Charles Fitzgerald 28 Oct 18
Replying to @vambenepe
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Scott Harger 28 Oct 18
Replying to @charlesfitz
Most imortant acquisition since Compaq took out DEC
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Charles Fitzgerald 28 Oct 18
Replying to @sharger
Not Data General?
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DinoChiesa 29 Oct 18
Replying to @charlesfitz
Re: RHT shareholders as winners, the market is pricing in some doubt about the deal. Shares are currently trading at a 15% discount to the acquisition offering price.
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Charles Fitzgerald 29 Oct 18
Replying to @dpchiesa
Still a huge premium and solves RHT’s problem of being irrelevant to the cloud.
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