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December 09, 2004
Its Not Just The PCs...
The news of the sale of IBMs PC unit to Lenovo the largest Chinese PC manufacturer took me a bit by surprise. The two companies were in negotiations for 13 months before the deal yesterday but I somehow could never believe that it would work the way it did. For me this is the most imprtant business news of the year as it represents the beginning in the shape of things to come over the next 3 to 5 years.
It is pretty obvious that IBM tried to dump a rather difficult and small margin market in order to gain a foothold in the Chinese server - and software? - market. However, I doubt wether everything will go as planned.
For me this move means that many things will change in both the PC and server market but also - and most imprtant really - in the software market. My feeling is that Microsoft has more to lose out of this move than HP or Dell will lose out of Lenovo.
Posted by Basileios at December 9, 2004 05:54 AM
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