IBM is hell-bent on achieving its promised earnings per share goal by next year. Analysts aren’t sure why it bothers.
Google and Microsoft slapfest continues; IBM pushes Watson for third-party apps; SAP bets big on HANA for ERP.
IBM, and every other tech company in the universe, likes to tout its cloud computing revenue without actually disclosing it. For its Q4 IBM claimed a whopping 80 percent growth rate in cloud revenue but no real numbers.
On New Year’s Day, Ginny Rometty took the reins at IBM. Big Blue is on a roll: its stock outperformed Google and Apple this year, and Warren Buffett is a fan. But the IT giant faces perils as well as opportunities going into 2012.