Quote from the column:
“Now that the US government has resoundingly approved the IBM-Lenovo deal (which, if rejected, would have required an explanation as to why the flow of technology into China for years suddenly was improper), we get to see the full impact of the deal. Initially, Dell and HP will probably be the greatest beneficiaries, as the two units go through the merger process and seek to address the concerns of long-time IBM customers. But the long term beneficiaries may be Oracle, Microsoft, Intel, VIA, and AMD.”
