I think the challenge is that the IBM team have been literally selling products competing directly (but far less well) with what RH has on their truck. IBM+RH need to formulate and socialize a clear and consistent cloud, product & consulting strategy ... and then they can execute. If they get this out there quickly, they are likely to do quite well. If not -- and this seems more likely, given they should have had this material ready before announcing their intent to acquire -- I'm less confident.
