Re: ToddleR AMPC
I suggest IBM have moved out because of the white box guys, which you derided in your original post.
HP IS still king of x86, but make little money, buy sw companies them don't understand, but sell lots of printers at good margins. Long term decline, I think so.
Dell has been taken private in the hope they can still be competitive in x86, (with Intel's support), against the companies they buy from. Difficult to see that working long term.
Supermicro make the best quality x86 servers OEMed by many including: Bull and oh Fujitsu!! They may not be anywhere near the size of Fujitsu, but selling to them as a positive sign they are on the right track.
Tier 1 x86 vendors are still the main players of global corps, but whereas 10 years ago there was zero white box suppliers, today its single digit %ages, but its growing, which, HP, IBM (no longer in it, that's x86 hardware Matt, as the article was) and Dell are NOT!