IBM was losing the cloud wars — here's why Wall Street thinks its $34 billion Red Hat acquisition will change that (IBM, RHT)

IBM's plan to acquire Red Hat for $34 billion has gone over well with Wall Street analysts, who see the deal as a game changer for the cloud landscape.
In notes published Monday, many analysts expressed certainty that Red Hat would turn IBM into a leader in the hybrid cloud space, even though Amazon Web Services and Microsoft Azure are the current kings of cloud.
But there is one caveat: The two companies are so large that it may take a while to see the benefits of their merger.IBM's announcemen