Big Blue’s Acquisitions will Continue
March 5th, 2007
Perhaps the most telling item in the 2006 IBM Annual Report is this simple statement:
“The company’s continued investments in Software have led to this segment’s emergence as a strong source of revenue growth and the largest contributor to the company’s profit in 2006.”
If you read carefully, you’ll learn that IBM spent $3.8 billion on 13 acquisitions (9 in software) in 2006 and you’ll find plenty of dots to connect that predict IBM will continue to pursue software acquisitions aggressively in 2007.
It’s easy to predict that a number of software concerns have a nice exit strategy potential in the form of Big Blue’s deep pockets.
