Robert X. Cringely has an interesting analysis of IBM's PC division partnership with Lenovo.  I think it's an interesting analysis, but I'm blogging it specifically because of

As the silicon manufacturer, IBM will be able to make some remarkably powerful computers and own the high-end computational computing market for many years to come. In this space, IBM will have a cost advantage. And thanks to this Lenovo deal, they won't have to worry at all about any effect on the low-end business. They'll only have to price their systems to compete with HP and Sun, and on a dollars-per-MIPS basis, IBM should be able to be more profitable as a result because, while the PC world has slim-margin commodity pricing, the high-end is different.

And even in the PC business, IBM is suddenly much freer to sell PowerPC chips to HP and Dell, though I really doubt that will happen -- not unless Microsoft suddenly opts for a PowerPC version of Windows. But stranger things have happened before, eh?
Actually, they did happen before.  In 1996, Motorola and Microsoft partnered around a port of Windows NT to the PowerPC architecture.  Motorola lobbied IBM hard to port the Notes client to this environment, but it didn't happen.  The market never developed, anyway.  I am not sure if it is time for another go at it...
Link: I, Cringely: The China Syndrome >

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