You might want to get up to date:
IBM are not and have not for some time (like, 10+ years, at least since they sold Thinkpad to Lenovo), been primarily a hardware (or software) company. They're a solutions provider.
Actually... More like a few months since they got out of their heavy hardware business. Those Linux servers you spoke of... They also sold the blades themselves. They just sold that piece off to Lenovo within the past year. The company I work for had a $5 billion agreement for all IBM hardware and services, blanket license and not per user... From after the Lenovo Thinkpad sale. This is the garbage front end of Lotus and Sametime... And a good backend of servers and blade center hardware.