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More on IBM-Kenexa: The acquisition is notable given IBM, a major provider of "infrastructure"...

More on IBM-Kenexa: The acquisition is notable given IBM, a major provider of "infrastructure" software such as databases, systems management, and middleware, has tread cautiously in application software, out of fear of disturbing partnerships. Not everyone expected Big Blue to respond to SAP and Oracle's cloud HR moves in kind. The Kenexa deal speaks of the growth opportunity IBM sees in cloud application software, and the increasing willingness of IT giants to step on each others' toes to pursue growth.

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