Maybe customers are worried...
Could it be that IBM's storage customers feel that this is the next product line to get Lenovofied?
IBM has been selling off every division that makes tangible products...PCs, POS systems, printers, servers, chips, etc. etc. The only things that they appear willing to keep are the mainframe and some kind of strange Accenture-style consulting operation. Maybe customers are noticing this and deciding not to end up shuffled off to a new vendor. Or, they could be waiting for the price drop that's sure to occur when Lenovo picks them up.