Twitter | Search | |
Justin Cormack
So IBM just spent 30% of their market cap to increase revenues by 4% but this will "accelerate revenue growth and support a solid and growing dividend" going to have to be a lot of growth to support that...
Reply Retweet Like More
Roman V Shaposhnik 28 Oct 18
Replying to @justincormack
So the real question is: who were they outbidding and why.
Reply Retweet Like
Justin Cormack 28 Oct 18
Replying to @rhatr
presumably Google, Oracle, maybe Dell/VMware (but maybe they couldnt offer cash), imagine Microsoft didn't bid due to antitrust on server OS market share. Maybe Amazon.
Reply Retweet Like
Moritz Plassnig 28 Oct 18
Replying to @justincormack
Didn't have a lot of alternatives or ways to better spend the $
Reply Retweet Like
Justin Cormack 28 Oct 18
Replying to @moritzplassnig
Hey they are stopping share buybacks for two years...
Reply Retweet Like
Rangapv 28 Oct 18
Put your competitor (ibm's) on life support
Reply Retweet Like
Mark Struberg 28 Oct 18
Replying to @justincormack
IBM in 2018 consists of (felt) 85% sales and marketing and only 15% tec people. RedHat has far less people but (again felt) 85% tec people and 15% mgmt. So from a pure work force view the message is imo correct. Q is how they squeeze it out and how long the devs will stay at RH.
Reply Retweet Like
Werner Punz 29 Oct 18
Thats also my fears.. not sure how IBM behaves today, but there is always the possibility that they will mismanage Redhat bigtime in the long term.
Reply Retweet Like
David Bern 29 Oct 18
Replying to @justincormack @tuomosa
Yea, sell and don't look back. Sold couple of months ago, I'm not even sorry I missed the gains from this deal.
Reply Retweet Like
John Talent 29 Oct 18
Red hat isn't even the best of distros. It's 'okay'.
Reply Retweet Like