Red HatはOpen Shiftクラウドと仮想化ソフトを持つのでうまく行けばそれなりにシェアを取れる Red Hatの売上は3000億円程度なのでIBMの払っている額自体は過剰とは言えないが IBMの顧客層とは重ならないため、シナジーが出るかは不明だがRed Hatと仮想化ソフトを得たことで成長する可能性はある
Why Microsoft Is Ruling The Cloud, IBM Is Matching Amazon, And Google Is $15 Billion Behind https://www.forbes.com/sites/bobevans1/2018/02/05/why-microsoft-is-ruling-the-cloud-ibm-is-matching-amazon-and-google-is-15-billion-behind/#379f2b3a1dc1
IBM is a huge winner on multiple fronts, particularly in the revelation that its cloud business is only 3% smaller than Amazon's and within 10% of market leader Microsoft.
Another big win for IBM: surprise surprise, but look at which cloud vendor posted the biggest revenue in Q4? IBM takes that crown with $5.5 billion, spurred by a 30% year-over-year growth rate, while Microsoft came in at $5.3 billion on a staggering 56% growth rate and Amazon at $5.1 billion on stellar 45% growth.
