IBM (NYSE:IBM) and Cisco (NASDAQ:CSCO) have announced that they will develop a suite of cloud-based tools and applications for greater collaboration in the workplace. Embracing IBM's cognitive computing platform IBM Watson, the applications will help enterprises grow their revenue from social presence. As a result, IBM's revenue from Watson will rise significantly.
Microsoft's (NASDAQ:MSFT) plan to acquire LinkedIn (NYSE:LNKD) is aimed at growing the former's social business. The big question is can IBM and Cisco together displace Microsoft's social business? I believe IBM Watson will make all the difference in favor of IBM-Cisco.
