While making a bullish call on EMC, Peter Misek offers a fairly cautious take on IBM. Though impressed with Big Blue's cloud strategy and software/services arsenal, Misek argues its services business "has lackluster prospects" due to macro trends and cloud adoption. He also thinks IBM's weak storage hand could force it to "pay up significantly" for a large storage firm such as NetApp (NTAP). Misek believes NetApp will lose NAS storage share to EMC's Isilon, but might draw M&A interest from IBM, Cisco, or Oracle.
While making a bullish call on EMC, Peter Misek offers a fairly cautious take on IBM. Though...
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