Sam Palmisano is not the biggest fan of the "cloud computing", this new solution to virtualize the data and to outsource the it structure of the undertakings. The pattern of "big blue" has delivered his impressions on the subject in a mini-Conference of press improvised at the headquarters of IBM, Armonk, in the State of New York. "We are obviously very excited about the opportunities that may arise from the"cloud computing", recognizes the CEO of the computer group that already offers it solutions in this sense.". But companies still need attention. It is not enough to say: "Ok, let's all our data in a cloud, it has nice air." It is more complicated than that. 
Evolution, but not revolution
For Sam Palmisano, it must not be a simple mode, or a marketing phenomenon, while all major players such as Google, Amazon or Microsoft computing, communicate much about the subject. "For companies, it must first analyze the usefulness that they may have to switch to such a method of data virtualization." There are very important issues, including security. For a bank or an investment company, for example, it is crucial. "This security and privacy reasons indeed part of the main subjects of concerns among potential users of services of"cloud computing ".
The latter, described by some in the sector as the next computer revolution, appears more in the eyes of the IBM pattern as an evolution. As the American Group considers that it already issues to its customers, for several years, solutions related to the "cloud computing", thanks to its broad portfolio of it services. The novelty lies in the manner of providing these services. Not question to marginalize this emerging phenomenon. "cloud computing" has also been identified by IBM as one of its four main axes of strategic development, with the predictive data analysis (Business Analytics), the management of intelligent networks (Smarter Planet), and emerging markets. And the computer giant invested already for several years in this area. But "cloud computing" will not be growth relay the most important for IBM in the years to come. By 2015, this activity is expected to generate $ 3 billion in sales, on a total of 50 billion estimated for these four main building. "We are an almost centenary company, we have enough experience to understand this phenomenon. But we also have the technological expertise to benefit in the future.
Continuation of acquisitions
In the next five years, the bulk of the growth of the Group turnover is approximately $ 100 billion will come from the development of its activities in emerging countries. With 17 additional billion by 2015, they should contribute to about 25 of the turnover of Group (against 19 in 2009), the strategic plan submitted ten days to investors there. "In the future, global growth will be more in Asia, Latin America and Africa than in developed economies." "Computer infrastructure projects are very important in these areas, and they increase with the growing needs of populations whose standard of living continues to rise," says Sam Palmisano.
Questioned about the strategy of acquisitions of the group, he recalled that pace should not change in the coming years. IBM plans to spend about 20 billion by 2015. Not big redemption in view, since the turnover of potential targets should evolve between 500 million and $ 1.5 billion. The key is to bring added value. "We always try to find companies whose innovations and technological potential fit well into our strategy." Then, we provide the necessary resources in R & D to develop projects and a network of distribution sufficiently important to be able to offer them to customers.
Big Blue should in particular make its market in the area of predictive data analysis (Business Analytics). Five years, IBM has spent about $ 18 billion on this segment, with notably the buyout of Cognos (5 billion in 2007) and SPSS (1.2 billion in 2009). The sales of this division in IBM should spend $ 9 billion to 16 billion dollars in 2015. And Big Blue is very generous to its shareholders. Over the past ten years, the latter received 96 billion in dividends and share repurchases.
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