This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

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.
2 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
GOOG $669.54 -2.10%
IBM $125.08 -1.70%
AAPL $93.55 -0.50%
FB $98.23 -5.60%
TSLA $147.64 -9.20%


Chart of I:DJI
DOW 15,838.48 -366.49 -2.26%
S&P 500 1,831.06 -48.99 -2.61%
NASDAQ 4,223.1720 -139.9720 -3.21%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs