The “IBM Software Group: Tactical Complement or Strategic Linchpin?” report:
- Examines the IBM software business as if it were a standalone company. - Includes revenue breakdowns and valuation estimates. - Identifies challenges to IBM’s software business and notes changes to strategy that may prevent a long-term decline in software business value.
Study tables, charts, figures and graphs on:
- IBM participation in the software market - 2006 IBM software group financial breakdown - IBM software application offerings - IBM software group 2006 revenue by operating environment - Comparison of leading software suppliers’ product stacks - IBM software group long-term valuation
Senior Analyst Dennis Byron takes a close look at the IBM software business as if it were a standalone company. This 11-page report describes his findings and provides some insights for IBM investors and software executives. Inside there are revenue breakdowns and valuation estimates suggesting that the software business today would account for $81 of the current $105 share price. There are clearly challenges for IBM to avoid seeing a long-term decline in the value of their software business. IBM probably needs some major changes in their strategy to be successful.
