Last week, IBM announced that it plans to acquire AT & T subsidiary Sterling Commerce, a provider of business-to-business integration and cross-channel solutions for $ 1.4 billion.
"A subplot of this acquisition is a further expansion of IBM in the software supply chain," Gonzalez wrote. "IBM acquired in 2008 of new ILOG, a provider of network design supply chain and inventory and transportation optimization solutions.
Now add portfolio of Sterling Commerce warehouse management, transportation management and distribution of order management solutions. This will put IBM in direct competition with major partners such as SAP, Oracle, and some of the best sellers in its class. It will be interesting to see how IBM walks the tightrope, and how their current partners are liable. "
IBM has said it will continue to invest in the markets to help clients be more efficient, as the software that helps analyze and predict trends, or "cloud computing", which enables them to store and access information on shared servers. The company is also developing services to monitor roads, power grids and other infrastructure to enable them to function more efficiently.