The move may come as a surprise to some industry observers, as IBM over the past two years has worked diligently to offer a complete lineup of Ethernet, ATM and IP hardware. IBM was even starting to gain market share. On the other hand, according to one analyst, IBM's move makes perfect sense as the entire network hardware industry becomes commoditized. It's the bottom line with IBM, says Frank Dzubeck, president of Communications Network Architects, a Washington, D.C. consultancy. IBM's looking at everything like a margin.
Margins are king.
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