IBM and HP are in a duel to be the favored enterprise server provider, but there are many other players to keep things interesting. For instance, Dell is a solid No. 3 and Oracle's acquisition of Sun Microsystems should keep the server market interesting. Cisco also aims to be a server player. A recent trend: Creating application optimized servers.
Articles about Servers
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IBM famously unloaded its PC business to Lenovo well before the post PC era hit. Is Big Blue bailing on commodity servers before the floor falls out?
Big Blue is seeking up to $6 billion for its x86 server business, and Lenovo is a top candidate as it does not pose a threat to other parts of IBM's business.
IBM saw demand drop off at the end of the first quarter as revenue and earnings miss expectations. Other tech giants saw a similar tough finish to the quarter.