<div dir="ltr">Will Red Hat come out Blue Hat after IBM blue washing?</div><br><div class="gmail_quote"><div dir="ltr">On Tue, 30 Oct 2018 at 16:21, <<a href="mailto:Chuck_Petras@selinc.com">Chuck_Petras@selinc.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><font size="2" face="sans-serif">Cringely has some interesting observations...</font>
<br>
<br><font size="2" face="sans-serif">"The deal is a good fit for many
reasons explained below. And remember Red Hat is just down the road from
IBM’s huge operation in Raleigh, NC.</font>
<br>
<br><font size="2" face="sans-serif">"Will Amazon, Google, and Microsoft
now run out and buy SUSE, Ubuntu, Apache, etc? Yes.</font>
<br>
<br><font size="2" face="sans-serif">"Will there be a mad rush to create
new Linux distros? No. I think that boat has already sailed and further
Linux branding won’t happen, at least not for traditional business reasons.</font>
<br>
<br><font size="2" face="sans-serif">[SNIP]</font>
<br>
<br><font size="2" face="sans-serif">"These big questions have yet to
be answered, of course. Only time will tell. But we’ll shortly begin to
see hints. What happens to Red Hat management, for example? There are those
who think Red Hat will, in many ways, become the surviving corporate culture
here — that is if Red Hat’s Jim Whitehurst gets Ginni Rometty’s IBM
CEO job as part of the deal. That’s what I am predicting will happen.
Ginni is overdue for retirement, this acquisition will not only qualify
her for a huge retirement package, it will do so in a way that won’t be
clearly successful or unsuccessful for years to come, so no clawbacks.
And yet the market will (eventually) love it, IBM shares will soar, and
Ginni will depart looking like a genius.</font>
<br>
<br><font size="2" face="sans-serif">[SNIP]</font>
<br>
<br><font size="2" face="sans-serif">"In the end the C-suite of IBM
may be finally admitting to themselves what you and I have known for several
years — that their strategic imperatives are not doing as well as they
promised. They also know they’ve invested way too much in stock
repurchases and way too little in the business. So with this Red
Hat deal they’ve basically bet the farm to get themselves back in the
game.</font>
<br>
<br><font size="2" face="sans-serif">"With Whitehurst at the top of
IBM, the company will not only have an outsider like Gerstner was, it will
have its first CEO ever who won’t be coming with a sales background. This
is very good, because IBM will have a technical leader finally running
the show.</font>
<br>
<br><font size="2" face="sans-serif">"Let’s review:</font>
<br>
<br><font size="2" face="sans-serif">"Ginni Rometty is past the age
where IBM likes to retire CEO’s, which is 60.</font>
<br>
<br><font size="2" face="sans-serif">"Jim Whitehurst is 51, the age
when IBM likes to hire new CEO’s.</font>
<br>
<br><font size="2" face="sans-serif">"I don’t see Whitehurst moving
to Armonk, I do see IBM moving to Raleigh.</font>
<br>
<br><font size="2" face="sans-serif">"I do see Whitehurst as CEO of
IBM in six months or less.</font>
<br>
<br><font size="2" face="sans-serif">"The Red Hat team will expand their
products into new areas. IBM executives will retire in droves because they
can’t compete and will resist learning something new.</font>
<br>
<br>
<br><font size="2" face="sans-serif"><b>Red Hat takes over IBM</b></font>
<br><a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.cringely.com_2018_10_29_red-2Dhat-2Dtakes-2Dover-2Dibm_&d=DwMFAw&c=-_uRSsrpJskZgEkGwdW-sXvhn_FXVaEGsm0EI46qilk&r=fawF3TRTwCqlaBkoLcxYCr4F4NRwCc64hmEgi9rHPpE&m=nBHJaAM6JyP3cvsCYzpD-gPsPm8M8gpYv5jayTSj5t8&s=tnaZNtnYayv2W8cBKjyxw_M4RSZlAU3NtCYjpkREYVo&e=" target="_blank"><font size="2" color="blue" face="sans-serif">https://www.cringely.com/2018/10/29/red-hat-takes-over-ibm/</font> [cringely.com]</a>
<br>
<br><font size="2" face="sans-serif"><br>
<br>
Chuck Petras, PE**<br>
Schweitzer Engineering Laboratories, Inc<br>
Pullman, WA 99163 USA<br>
</font><a href="http://www.selinc.com/" target="_blank"><font size="2" face="sans-serif">http://www.selinc.com</font></a><font size="2" face="sans-serif"><br>
<br>
SEL Synchrophasors - A New View of the Power System <</font><a href="http://synchrophasor.selinc.com/" target="_blank"><font size="2" face="sans-serif">http://synchrophasor.selinc.com</font></a><font size="2" face="sans-serif">><br>
<br>
Making Electric Power Safer, More Reliable, and More Economical (R)<br>
<br>
** Registered in Oregon.<br>
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