AIX? - #1 in Unix marketshare
To answer the question about "where does this leave AIX?" If you look at IDC or Gartner marketshare you will see that AIX is the only growth Unix platform over the last 5 years. AIX +10.4%, Sun -1.4%, HP -5.3% in marketshare. POWER is IBM's growth engine for HW, SW and services. Solaris support is about choice. IBM in 1993 embraced open and choice and this is another example of that commitment.
Sun is finally learning that in order to get above $5 a share they need to partner vs. pretend they have the best solution with only Sun products.