IBM's Post Red Hat Quandary: Buy And Build, or Dress Up for An Exit? [Forbes]
International Business Machines Corporation (IBM)
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Source: Forbes
Andrew Harrer/Bloomberg How? IBM has two options. (1) Buy (buy and buy some more) – and re-build , or (2) buy (buy and buy some more) to dress itself up for an acquisition . Which option should be exercised? Let’s give the ending away: Option 2 – IBM should dress itself up through more acquisitions and then sell itself to the highest bidder. When? After more mega-acquisitions like Red Hat and other kinds of companies in other markets. It’s the only way IBM can command a strategic valuation – which, let’s be honest, will not be at a 63% premium – what IBM paid Red Hat. Why so slow and tentative? Is there some other clock we cannot see? In five years, IBM lost nearly $75B of its market cap. Since March of 2013 , the stock fell from $178 to $116 (today), and would have fallen a ton more without its healthy dividend. Why has there been so little action? What does it take to energize management and the b
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