
Do you know where that is? IBM is generally doing very well with its semiconductors. The POWER continues to be THE mainframe chip, the Cell is taking off like mad, and the PPC runs a lot of stuff. It just seems that the general purpose desktop PPC970, with Apple's relatively small volumes, wasn't interesting enough to IBM to keep developing up to par.
IBM is generally doing very well with its semiconductors.
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Regardless, with less than 1% of their revenue from semis, they are not a semiconductor company. IBMs is a computer and storage media company. I know -- I have been calling on them for over 25 years and know many folks there.
Lots of companies make some semi devices. And they are not semiconductor companies, per se.