They had a clear technology problem with laptops. They didn't have -- and IBM couldn't seem to make -- a good G5 mobile part, and that problem wasn't going away.
There isn't a player on the desktop that's at greater risk of losing share to IBM here than Microsoft,
This looks a lot like 15 years ago, when IBM was dominant and similar surveys showed a high tendency to switch from IBM to another vendor. The difficulty is that we're still waiting for the right kind of vendor to stand up and come forward.