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It seems smarter to focus on something the top tech companies aren't all focusing on, especially when you were late to the game and others have better engineering teams. There will probably only be a few winners in the cloud wars..

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For IBM, that may not be true. They're a slow moving older company. Their primary asset is their brand (for older companies) and their distribution (their large network of large clients).

That's a perfect opportunity to clone something and sell

I think that's what they attempted to do with Watson and Watson Health, but it didn't take off the way they were hoping. It seems like they were early in the "AI" space.

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