"IBM will spend the $1 billion to develop and design Flash solutions for servers, storage systems, and middleware. The company plans to set up 12 "Centers of Competency" around the world to run proof-of-concept scenarios for companies, using real-world data."
i would say it don't bode well. if they were looking to buy and not design it might be somewhat good but it looks to me they want to work with costumer needs one on one and build to what they need.
It's not relevant for OCZ in the near to mid term. IBM is as enterprise a company as you can get. I highly doubt IBM will take business away from OCZ anytime soon. More likely if OCZ pulls out of the nose dive they will have a chance to move into the enterprise for real and then take business from IBM.
so if IBM is hot and heavy on flash for enterprise, could the competitors jump on acquisitions to get ahead or at least keep pace. EMC and HP have always kept their eyes on moves by IBM.
IBM says they be up and running with flash by the end of the year, which means they are on a fasttrack.
But I am not sure if OCZ is a real catch on enterprise level.
You have to remember they just bought Texas Memory last year and IBM is the behemoth of companies and a billion is nothing, now if they said they were doing it through other acquisitions that would be different. The cloud is just starting and will be huge in 10 years and IBM will use their cash just like EMC, Cisco and Oracle.