IBM HW: going out of business?
It's hard to see how this move spells nothing short than the beginning of the end for all of IBM HW. Divesting the servers business cuts deep into the flesh of IBM HW, and there'll be no turning back from this shift.
At first it was rumoured that only the low-end servers will be sold, i.e. tower servers and 1U/2U rack mounts.
But eventually it unfolds that all of the blades / Flex / iDataPlex / NextScale servers are going. I.e. *all* the servers, bar P-Series, Power Flex blades, and PureApps/PureStorage appliances.
P-Series are a niche market and a declining one at that, and having the bulk of X-Series and Flex infrastructure shifted to Lenovo will just accelerate the demise of this market.
PureApps/PureStorage are based on Flex in the first place, and without having Flex development in house they're as good as dead in the water.
With servers tumbling, it's not a long way to go before storage is divested as well. The trend to converge servers and storage (e.g. Nutanix, Simplivity, Maxta): IBM is out of that market now. The trend to do storage on the servers (e.g. ScaleIo==EMC, VMware's VSAN, HP Lefthand): IBM is out of that market as well now.
One can guess than the Mainframes with their DS8000 storage will be the last to go, but the way things are going it's just a matter of time.