IBM's x64 server business took it on the chin pretty hard in Q4, and today, it formally price cuts for companies who buy direct from Big Blue. The price cuts are probably not an indication of the discounting levels that big enterprises get, but they do show that IBM understands it must compete on price as well as features if it …
HP Blade Team
LOL! You noticed that giant jug of blue kool-aide about System-x, p and the mainframe too? One of my colleagues from the UK put in terms any Texan can understand.
Read what he said: http://www.communities.hp.com/online/blogs/eyeonblades/archive/2009/01/27/has-anyone-seen-a-mainframe.aspx
Distant #3 in X86 after HP and Dell and declining in market share faster than the market is declining. And now Cisco's getting into the mix.
As IBM has a very healthy services and software business, perhaps they should just get out of the X86 server business, a business that they are unable to compete in?
Your friend, colleague or whatever does not have a firm grasp of basic arithmetic, so his analysis is more than a little suspect. He talks continually of "a decline of -6%" and so on. A *decline* is a subtraction. Subtract -6 from a number, you *add* 6 to it.
Don't just take my word for it - grab a calculator. Take 100, subtract -6. Result, 106.
Given that extremely serious error - and no, this is not just a small matter of definitions, it means he can't add up - then frankly the rest of his message is of no interest.