https://phys.org/news/2018-10-ibm-34b-red-hat-risky.html

The path for revitalization for IBM may be found in cloud technology, a driving force behind the blockbuster deal for Red Hat over the weekend.

"It's a big bet but ultimately they're in a situation where they needed to make a significant acquisition to move them potentially forward," Wedbush analyst Daniel Ives said.