IBM!?

[Dividendsrule]

I appreciate hearing the counterpoint. My feeling has been that IBM can leverage its existing relationships to bring the added services that it admittedly has a lot of competition for. For instance its recent ten year contract for Etihad airways. It can add AI and weather prediction to make flight patterns more effectively.
Also the blockchain. It already has deep relationships with banks. So it will now head the blockchain for bank data. So it is already in bed with them, and now it will further monetize the relationship with added services.
It has serious corporate partnerships with JNJ, MDT, and AAPL that AMZN may not really be able to get. It currently does the mainframe for the Post Office, CVS,
Warren Buffett was quoted as saying that the cloud isn't a winner takes all game, IBM could have a serious corporate part of the cloud that might be construed as more secure and still be pretty profitable.

Take a look at all IBM mainframe customers. Pretty serious list! I'd imagine they are already trying to cross-sell them all sorts of crap.
http://mainframes.wikidot.com/

Banks, insurance companies, airlines, even world governments...This is an infrastructure play.

Also AI, Watson, cognitive computing etc.