"IBM’s CEO is all about cutting out the things IBM used to be good at in favor pumping up the stock price. It’s a matter of time until he does the same to Red Hat"
https://www.reddit.com/r/linux/comments/1o40uvk/red_hat_will_begin_to_integrate_even_further_into/
The stock price was up last week (peaked on 10/07 to almost 294, but down today to 277, so about 21 bucks down since the peak). The effect of the Anthropic "messaging exercise" didn't last for too long.
The market was doing fine today. AK may need more than a messaging trick or two to keep things going for the 10/22 call? If software revenue is down or shows soft(er) signs of growth, "Watson, we have a problem" (pun intended)
Correct me if I'm wrong or you don't agree, but a drop before the call is challenging, because they may have tried to get the stock as high as possible so that there's more room for correction based on results.
AK never had a RedHat strategy. He positioned himself to manage the M&A so he could get the big job. Mission accomplished. His plan and actions have been to milk the RedHat revenue cow for up to 5 years and then all goes away (will remain as a small team somewhere doing maintenance for a while, until nobody even remembers there was a .$34 Billion all cash price tag involved). Hybrid Cloud strategy failure (AK's signature strategy he used to rise to the top job)? No problem, AK already distracted with AI, so Hybrid Cloud didn't go anywhere? No accountability, he made up another story: AI. AI is failing? Watson who? No problem, let's pump the Quantum story now.
Of course, he's got the trendy "Silicon Valley type" going for him too who play politics well to rise ranks, don't expect more (read between the lines).
If the discussion is in reddit, just have it there.