IBM’s busy Billions

IBM has announced that it is buying four major companies for a total of $3.6 billion officially (forget about the unofficial $’s). It’s a strategic shift for IBM from an hardware, service oriented company towards software. Understandable approach as Software now provides the highest margin then any other sectors, check HP’ quarter results the software margin pulled it up from the rubble it has been on all these months, so who is the next target? Cognos or Salesforce.com?