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Wednesday, April 23, 2008

IBM should buy EMC

They both want to do cloud computing.

They're both heavy infrastructure sales.

EMC's single largest cost is hard drives which IBM makes.

IBM has a lot of cash and this is a retrenchment year for big tech -- they will do acquisitions.

EMC is an embedded enterprise sale with an ongoing, annuity service component. IBM likes that kind of business.

IBM has been doing well in software. EMC comes with a 65% stake in VMWare and a number of other software businesses.

It seems really obvious now that I've bought EMC. Funny how that works.

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