$5.5 billion


We estimate the total market potential for the Transformer to be roughly $18.0 billion, of which we believe GBS’s realizable market could be roughly $5.5 billion. The bulk of this potential revenue would have little cost associated, as it incurs little cost on IBM sales and primarily just programmer cost on applications it transforms.

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Stuart McIntyre is a Senior Strategist at Fostering Community Limited. He curates a number of product-focused news sites, is a lapsed podcaster, founded the Social Connections user group and regularly speaks at conferences and events. This blog represents his own slightly-eccentric and usually-controversial opinions!