By Patrick Thibodeau in Computer World
Computerworld - IBM's reported interest in selling parts of its x86 server business to Lenovo may bring major changes to the global market.
IBM is the third-largest seller of x86 servers by factory revenue, with 15.7% of the global market in 2012, according to IDC. That represents $5.6 billion for a company that earned $104.5 billion in revenue last year.
IBM's share of the x86 server segment has declined over the last several years. In 2010, it had 17.4% of the market and $5.5 billion in revenue.
By divesting at least part of its x86 server line, IBM gains additional investment dollars that it can spend on its higher margin efforts, especially its analytics and business intelligence, putting more pressure on rivals in these areas.
Lenovo, which is on its way to becoming the world's top PC vendor, may gain more than an x86 server line. It may also get, as part of any deal, IBM executive talent and capability to reach North American customers served today by Hewlett-Packard and Dell, said Richard Fichera, an analyst at Forrester.
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