Microsoft’s (MSFT) 5.0% revenue growth in 2017 has been mainly driven by productivity and business processes and intelligent cloud, offset by more personal computing and other segments.
IBM has attempted to revive its revenue growth through partnerships, acquisitions, and new launches. Still, it failed to register revenue growth in 2015.
Only a few large companies, including Intel, Samsung (SSNLF), and Taiwan Semiconductor Manufacturing Company (TSM), could afford to run 450 mm manufacturing sites.
In its 3Q14 results, IBM also announced that it doesn’t have the goal for EPS of $20 or more in 2015. Management acknowledged that the industry is shifting quicker than it expected.
After divesting its manufacturing business, IBM (IBM) appears to be in a better position to focus on high-end servers, super computers, and technology research.
In its 3Q14 results, IBM (IBM) announced the sale of its semiconductor operations to Globalfoundries. IBM will pay Globalfoundries $1.5 billion over next three years.
In accordance with its mobile strategy in 2010, Intel acquired McAfee for ~ $7.7 billion. Intel acquired McAfee with the intent of integrating its security solutions into Intel-manufactured chips.
