@fergie, great observation. I have always wondered why IBM has been hanging onto its semiconductor business as long as it has. Its microelectronics business is really about taking control over its own future,isn't it? Without the advancement of hardware, it's harder to influence the advancement of software after all...
Intersting opinion. If you think about IBM's value at the high end, it is the fact they they control the hardware and the software. Companies know that if they find a problem somewhere in the system, that they make one call..........It is one of the reasons why IBM invests so much in accessing all of the RedHat software at a level where they can make changes if needed and of course use their own processors.....this group prints money as the customer based greatly values the piece of mind that IBM delivers around these comprehensive platforms. Going to a software-only play reduces the differentiation to others.....So I think they will continue to do both.
Let's chat in 6 years (maybe earlier if I am wrong)!
Rick! I think this depends if Glofo can make enough money. Right now they pretty much spend all of what they make. Soon ATIC (at al) may want to see some profit and stop pumping cash into Glofo. My guess is that any of Common Platform Alliance are good candiates first. But there may be also a surprise company.
Good analysis Rick...I agree that IBM wil get rid of teh hardware business eventually...IBM will become IBM Watson and rule software world thru Artificial Inteliggence...doesn't matter who buys the silicon fabs...Kris