Beyond IBM's spin, the important aspect this news
is the impact of the cloud. We know from years of delivering Microsoft Online Services that there is growing worldwide interest in software plus
services, especially among Notes customers who make up 70% of Exchange
Online and SharePoint Online customers. IBM's
approach reinforces Microsoft's Software plus Services strategy.
Giving customers choice and flexibility in software delivery is an
important evolution for the cloud. The cloud is here, and for an
increasing number of businesses, it is ready for prime time.