Re: Going where the money is
In this you can see echoes out of Lou Gerstner's pivot with IBM away from OS/2 (wonderful though it was) into making sure that Notes, Tivoli, et al. ran on client systems.
Ok, but look where that's taken them now... IBM now are pretty much offering nothing other than to install other peoples' stuff on your systems for you.
They've also got a reasonable ecosystem in gaming on Windows and Xbox; they're certainly never going to move that over to Linux.
I can't see them ever ditching the Windows / Office cash cow. It's already really difficult to maintain both Windows and Mac versions of Office, but a Linux variant would be a whole new problem. For a start, what package manager should they use?