IBM Still Hurting From x86 Server Sale
Armonk, N.Y.-based IBM dropped from owning the top spot of around 13 percent market share during the fourth quarter of fiscal year 2013, to now fifth place, hovering around 6.5 percent, because of its selling its x86 server product to Lenovo.
"It made a huge hole in its cloud infrastructure revenues," said Dinsdale. "That is a tough hole to fill, but IBM has plenty of good technology under its belt and is doing well in non-x86 servers. … IBM has a strong corporate focus on cloud, both on the services side and on the infrastructure side, which will help it."