What else would you expect IBM to say ?
What else would you expect a company with declining HW sales, no SW strategy and tons of Prof Services to say ?
Open source projects in Enterprises succeed only when the Enterprise "owns" it, not when some monster outside consultancy is paid by the hour to make it work.
All "Brand Name" HW providers are toast. The server space is almost fully commoditized. Advances in virtualization will bring all (yes crazy large) applications to x86. All non x86 are dead men walking. Next to fall are the big network manufactures that spend zillions on ASIC dev, and have a 3 year dev-production timeframe. All those functions can be done in SW on x86.
So what are you left with ?
Robust Proprietary SW on x86 that runs every OS well. Who could that be ?
PS: Let's all give thanks to AMD for creating x86_64, else itanium would have changed all this, not for the better.