Starbucks' CEO Howard Schultz wants you, his company's shareholders, and coffee drinkers everywhere to know how and why he's spending money.

In talking boldly about relatively small deals -- Monday's $100 million acquisition of bakery La Boulange and the $30 million purchase of juices specialist Evolution Fresh in 2011-- Schultz is trying to say that after struggling to grow the nation's largest coffee company in the past, he's "cracked the code" on a new model to grow shares and store offerings. It just turns out that the new model is an old one: Schultz's plan is similar in style to the growth path that IBM has outlined to distance itself from its roots in hardware and grow in data analytics, consulting and IT services.

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