Mad Dog 21/21: The Fake, The Take, But In The End Jake

December 3, 2018 Hesh Wiener

IBM, at times, looks like a pair of fraternal twins. One is based on long-established activities with roots in two proprietary system architectures: mainframe and Power. This part of IBM also includes the large legacy services segments. The other twin embodies IBM’s hopes and dreams — it is what the company calls strategic imperatives — it includes most software, artificial intelligence technologies such as Watson, cloud computing, and more. This year, the strategic twin became as big as the legacy twin, and, with the Red Hat acquisition, it is expected to become permanently larger.

Properly managed and effectively marketed, …