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"We suspect accelerating adoption of cloud computing is at the very least creating some delays...

"We suspect accelerating adoption of cloud computing is at the very least creating some delays as customers assess options," writes CLSA's Ed Maguire, discussing IBM's (IBM -8.3%) Q1 hardware troubles. Of course, concerns about the impact of the technology preferences of Internet/cloud providers on IT hardware giants are nothing new. ZDNet's Larry Dignan sees IBM's reported interest in selling its x86 server business as evidence IBM recognizes the x86 market is getting commoditized, and that it only makes sense to offer proprietary hardware. But even there, a long-term migration to cloud infrastructures presents a challenge.
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