Search400 has a post on their blog that is interesting to say the least. I suggest you read it and if you are a stock holder you might want to rattle some cages and find out what is going on up there in IBM-ville?
“Further, the “converged System p” numbers from this quarter — which include the newer System i machines — are compared to the previous year’s System p only numbers. So it makes System p performance look better than reality, although by how much we’re not sure.
Meanwhile, the System i falling-off-the-cliff numbers only include what Mauri called “legacy” System i servers — that is, pre-Power6. Since IBM isn’t actively selling those machines as strongly as the new boxes, and because that number compares to the entire System i line from the year before, the precipitous drop-off isn’t as precipitous as it appears at first.”