Comments on: Why IBM Should Acquire Amazon

By: James Governor’s Monkchips » “It would be hard to convince me Amazon needs IBM”. Bonus Erlang dorkery

Mon, 17 Dec 2007 12:46:13 +0000

[...] matters is the money you make for other people. Amazon really seems to understand that. If IBM had bought Amazon at its share price at the time of my recommendation, it would be looking golden by close of play [...]

By: the capacity : You pick, open infrastructure or getting things done?

the capacity : You pick, open infrastructure or getting things done? — Sun, 16 Dec 2007 03:48:04 +0000

[...] First it was their marketplace, which is to ebay what Facebook is to MySpace. However, they’ve since moved beyond alternate definitions of ‘retailer’. Now, in the techno-sphere, Amazon’s best known for their WebServices which have been used building all kinds of interesting businesses. They’ve grown so influential in the Web2.0 world, that James Governor at RedMonk suggests IBM should consider purchasing Amazon! [...]

By: tecosystems » Beyond the Books: Amazon’s Next Generation Application Platform

Sat, 04 Aug 2007 04:16:05 +0000

[...] “Right now IBM is very well set up for selling to Enterprise 1.0. But selling to Enterprise 2.0 is going to mean selling to the active end-points, or at least having a conversation with them. IBM needs a ubiquity play. It needs an storage cloud play. With Amazon on board it would have these things. IBM would be part of the internet backbone, and that’s where it has to be.” - James Governor [...]

By: James Governor’s Monkchips » Cisco as a "consumer" company

James Governor’s Monkchips » Cisco as a "consumer" company — Wed, 27 Jun 2007 11:06:37 +0000

[...] rather than fostering community-created content, its missing a huge part of the future. IBM makes the same mistake. Its about the shackles of success. Technology companies have no choice but to compete with media [...]

By: » IBM and Amazon–no way | Between the Lines | ZDNet.com

» IBM and Amazon–no way | Between the Lines | ZDNet.com — Thu, 24 May 2007 12:33:03 +0000

[...] James Governor argues that IBM is too risk averse, large-enterprise focused, and lacks a strong presence at the core of [...]

By: Neil Ward-Dutton

Neil Ward-Dutton — Thu, 24 May 2007 10:31:27 +0000

Perhaps it’s a case of “better late than never” here James - sorry for not weighing in earlier. As you can see here Amazon’s value isn’t just in having a funky proposition for SMBs and Web 2.0 players. Amazon is providing the e-commerce infrastructure for UK retail success story Marks & Spencer.

What’s interesting to me is that when you look at Amazon from the perspective of its component capabilities (CBM, anyone?) rather than from the perspective of its brand, this is a really interesting idea.

I know you’re not the biggest CBM fan, James, but I think you’re using it yourself without knowing

By: James Governor’s Monkchips » And then IBM

James Governor’s Monkchips » And then IBM — Thu, 17 May 2007 19:08:47 +0000

[...] be in the music download business when it buys Amazon, which is I guess why the idea will never happen. On reflection eMusic and Last.FM would probably cost upwards of $2bn so I don’t think Jeff [...]

By: James Governor’s Monkchips » Tivoli and Lotus acquisitions weren’t failures. More thoughts on why IBM should buy Amazon

Wed, 25 Apr 2007 17:04:58 +0000

[...] was reading this post from IBM Eye (thanks very much for the props Greg) which took my IBM should buy Amazon post seriously (it was meant [...]

By: A Couple Fun Reads » IBM Eye

A Couple Fun Reads » IBM Eye — Wed, 25 Apr 2007 12:15:03 +0000

[...] tie in neatly to this comes one from James Governor of Redmonk.com. He does a great job covering IBM and his idea strikes me as brilliant. He argues that IBM is too [...]

By: Luis Suarez

Luis Suarez — Mon, 23 Apr 2007 16:51:21 +0000

Hi James! Great post! And along the same lines of what I have been suggesting in a couple of weblog entries that I have shared in the past over at my own blog over at http://elsua.net. Still, it is my own opinion coming through, but I fear that just focusing on the enterprise for the sake of the enterprise alone is no longer going to be good enough. The thin barrier between work and play is getting thinner and thinner and, very shortly, most corporations will have to start worrying about how their knowledge workers are going to be productive enough without having to give in far too much, specially as more and more of the younger generations enter the marketplace and their entry barriers will be almost non-existent. They will be more of the kind who will be blending both as opposed to split them up distinctly.
Corporations will have to find ways to lure them into sticking around and most probably it is actually going to take place by playing some gig around the theme of the cool kids acquiring equally cool companies. Whether IBM will be able to do this with Amazon or not, or whoever else, it still has got to be proved, but one thing for sure is that if IBM is thinking of ignoring the "consumer" (Yes, I know how you are not very fond of that word; me neither) market, it may probably struggle at some point, because everyone else would be paying attention big time. It’s already happening, if you look closer at what is happening out there.
As an example, let’s just look at the rampant innovation pace that is happening out there in the Web 2.0 space, with Amazon included, to realise that it is something we should not ignore. If anything, embrace, but not ignore. So we shall see how it all plays further. And if it is not with Amazon who knows which one it may well be, right? As long as it happens, that is… Just my two cents worth of comments.