Comment Re:Yahoo and HP (Score 1) 332
But, as you astutely point out, so much of the enterprise business simply can't be moved for legal reasons, or the cost to move the stuff is so immense, it would take many years of active, focused effort (and billions and billions of dollars) to move it. In my Data Center, we had a lot of the major airlines as clients as well as some of the financial and regulatory clients, so I know exactly what you mean.
You're a goner. An airline (or another of your major clients) will take over your firm.
The only way US airlines can continue being profitable is to keep lowering their costs. If taking over a supplier is what they need to do to lower their costs, then they'll do just that.
Back in 2012, Delta Airlines spent $150 million to buy the Trainer refinery in Pennsylvania. Delta then focused the refinery on making jet fuel, which flooded the marketplace with supply, lowering Delta's fuel costs by $240+ million each year!
I suspect it would be a lot easier for a Airline, which already has an extensive IT dept and CTO, to take over an IT provider than a refinery!