..IBM’s Acquisition of Red Hat – Is it a Game Changer?

’s of has been termed a “game changer” by many, but what is the real impact of this deal? Where will the have a significant impact and where will the combination be less effective? I’ve written up a new brief for our subscribers about the /Red Hat deal.

In summary, while the deal is significant in scope, the near-term impacts will be limited by the lack of existing synergies in the combined product portfolio. This acquisition helps IBM’s position in the hybrid market significantly but doesn’t enable it to leapfrog competitors like , , or . The biggest opportunity for IBM is in the and space, especially if on-premises and bare metal containers become popular. The new IBM would be very well positioned for that type of cloud.

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