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"the next IBM or Microsoft."

Actually Microsoft has also shown it doesn't want to be the next IBM. I think at this point Apple is the one where I have trouble seeing a long-term plan.

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Microsoft was sort of showing that a year ago, and then spent the whole last year showing everyone that they're just another IBM.

It probably depends on what "The next IBM" means for people. Microsoft is so deeply embedded into companies right now that for larger cooperation it's practically impossible to get rid of them, and their cloud-driven strategy is very profitable.

IBM still makes a lot of money from large corporations that depend on them. But yet…

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