IBM generates $20bn a year consulting on problems their legacy infrastructure creates. If you buy IBM new without legacy systems you deserve to be fired, lol. Cybersecurity is slightly more nuanced than Betamax vs VHS. CrowdStrike won't work for a lot of users, either due do connectivity or policy issues. Not every company wants to rearchitect everything to implement endpoint protection. The idea CrowdStrike will achieve market consolidation is untrue. S1 has great potential and isn't disappearing soon, but catching the knife is hard.

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Nowhere in my post did I mention quality. At the end of the day F500 CISOs don’t give a shit about low level features like auto-quarantining or whether CS should move from kernel mode to user mode, they want to shake hands with George at F1 and be told that he’s protecting them. When shit hits the fan they want a CS TAM to be on the phone. Leave this Betamax vs VHS shit to the engineers. Nobody ever got fired for buying CrowdStrike, Microsoft, or IBM.

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Understand this HISTORICAL FACT. Every single company that issued ultra long corporate bonds in history started declinig soon, money invested in them became dead money for 5-10 years at least. Motorola, IBM, Coca-Cola, Disney, JCPenney, Ford. Every single one of them, there is literally not a single exception in history, for GOOGL to not decline or flatline for the next 5-10 years, it needs to be a case of "this time it's different".

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Holy shit IBM

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isn't that how it happens everywhere? bill gates said he had his OS ready and sold it to IBM, but it didn't actually exist and had it created in time for the contract delivery elizabeth holmes wasn't as lucky

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Ibm spinoff Kyndryl was down over 50% today.

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I mean IBM stretches back into the 19th century, so well over 100 years old. Who knows, with how powerful some of these private enterprises have become maybe Alphabet will have its own moon colony one day.

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IBM is the only real example of a tech company lasting over 100 years and they've done it by the skin of their teeth. Will Google be around in 100 years? I actually don't believe so. I think apple will buy them one day.

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Kyndryl Stock Crashes After Former IBM Unit Discloses Accounting Review -- WSJ

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NVDA TSM ASML . MSFT GOOG TSLA and META will go sideways due to capex impinged earnings. In 2001 after the crash in internet stocks, there were only three or so winners at the top of the S&P 100. CSCO IBM MSFT AOL etc went sideways.

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