作者認為巴菲特的態度轉為保留, 是下面這段話, 無關最新一輪的裁員:
The only event that I can see causing this change in Warren Buffett is Ginni Rometty disclosing to her largest shareholder that the basic premise of transition and renewal isn’t working. Things aren't going well at all in cloud, analytics, mobile, social and security land. When those kick-in (if they kick-in) IBM will be just one company in a crowd with no particular advantage over the others.
IBM CEO, Ginni Rometty, 向巴菲特成認了轉型創新失敗.
其實, 我關心的是護城河的問題.
作者的最後一句話是:
When those kick-in (if they kick-in) IBM will be just one company in a crowd with no particular advantage over the others
假如有競爭對手切入cloud, analytics, mobile, social and security land產業, IBM只一家普通的公司, 沒有特別的競爭優勢.
ICT companies that I am aware of are: HP, Oracle, Fujitsu, Hitachi or SAP. I think there will be new players like Apple, Google or Amazon down the road.