Richard Partridge, a Gartner analyst, said in IBM's most recent annual report, Rometty makes clear that the firm has no interest in being a commodity seller. "Ours is a different choice: The path of innovation, reinvention and shift to higher value," she wrote.
For IBM's x86 customers, Partridge's advice is to sit tight. It will take months for any divesture to complete. "Once details become clear, then customers can ask how well the different x86 servers integrate with other IBM server lines," he said.
Patrick Thibodeau covers cloud computing and enterprise applications, outsourcing, government IT policies, data centers and IT workforce issues for Computerworld. Follow Patrick on Twitter at @DCgov or subscribe to Patrick's RSS feed. His e-mail address is firstname.lastname@example.org.
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