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IBM Makes a New Play for Google's Business

You can argue that the target here is Intel (INTC) and its x86 architecture, or you can say its target is ARM, which has ambitions to get into data center computing.

But it's clear to me, at least, what the real target is: Google.

McCredie was very cagey talking about Google. It is not quoted in the press release. "You can call Google," he said. "They will provide a quote." But what IBM needs is a purchase order, not a quote.

OpenPOWER provides a way for both IBM and other chip-level vendors to put their technology on one table, for the customers who count most in this decade.

McCredie doesn't exactly know how this will play out. "This new marketplace is different from the classic data center market, and they consume technology differently, with different lifecycles and optimization points," he said. "The base Intellectual Property of POWER is great for these new marketplaces, but we need to package it differently.

"Innovation takes place in a different way, in an open and collaborative way, in these markets."

Game on.

At the time of publication, the author owned 100 shares of IBM

This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.
Dana Blankenhorn has been a business journalist since 1978, and a tech reporter since 1982. His specialty has been getting to the future ahead of the crowd, then leaving before success arrived. That meant covering the Internet in 1985, e-commerce in 1994, the Internet of Things in 2005, open source in 2005 and, since 2010, renewable energy. He has written for every medium from newspapers and magazines to Web sites, from books to blogs. He still seeks tomorrow from his Craftsman home in Atlanta.
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