
Bert Latamore24











SiliconAngle Media’s Dave @DVellante & John @Furrier kick off 2 days of wall-to=-wall coverage of #IBM World of Watson now. http://bit.ly/2eNC3r...

Bert Latamore
it had some margin shrinkage which concerns some but not me. @DVellante #theCUBE http://bit.ly/2eNC3r...

Bert Latamore
#IBm is shifting to cloud services which should have higher margins than the pro services it has been living on. @DVellante #theCUBE http://bit.ly/2eNC3r...

Bert Latamore
#IBM is focused on #cognitive, #blockchain, other emerging high margin services. @DVellante #theCUBE http://bit.ly/2eNC3r...

Bert Latamore
It can't compete with #AWW, #Google, #MSFT that are in v\high volume lower margin businesses. @DVellante #theCUBE http://bit.ly/2eNC3r...

Bert Latamore
the big question is can #IBM change its business model to the new business strategy. @Furrier #theCUBE http://bit.ly/2eNC3r...

Bert Latamore
#IBM is investing heavily in the development. Can it attract & retain the developers. @Furrier #theCUBE http://bit.ly/2eNC3r...

Bert Latamore
#IBM mopping up the floor in #AI vs traditional vendors. @DVellante #theCUBE http://bit.ly/2eNC3r...

Bert Latamore
We will interview the top #IBM execs & some customers over next 2 days. @Furrier #theCUBE http://bit.ly/2eNC3r...

Bert Latamore
Can #IBM codify its services expertise into software & deliver that at scale? @DVellante #theCUBE http://bit.ly/2eNC3r...

ConsumingML
the biggest difference for most people at #ibmwow. They are here and/or have been in the past for analytics but are getting exposed directly to Watson for the first time. It's a very large risk.
John Furrier
@Grant_Case why is it a risk

ConsumingML
The brand promise versus the brand delivery of Watson. The analytics audience is likely buyer, but can IBM deliver on the brand promise of "easy" solutions with Watson. Becauase in doing so, you either marginalize other IBM solutions or need brand ext