Companies are often brought in and told that nothing will change, and as long as they can pull their weight, this may be true. IBM seems a pretty diversified company, and there RedHat doing 5% of the total revenue may not be too bad. I don't know how well RedHat is doing commercially, but a few bad quarters could draw negative attention of the sort where upper-management wants to start messing with you, seek more synergy, efficiency, alignment. Being a much smaller small company within Verizon, having been left alone for a little while, we were then told that The Hug was coming. It did. We didn't grow to be their next billion dollar business unit (as no surprise to anyone in our little company), nor were we able to complement other products (ha! synergy!) and we were shuttered. At some point... engineering will notice.