There are few specific details in this article on CNET about IBM’s push into the Enterprise Search market, but it does hint at IBM’s commitment to “higher-margin software and services” during its transition from the PC Hardware space.
“IBM is building software it hopes will make it the Google of corporate-search technology.”
“IBM is constructing a content management and search product line through acquisitions and by sifting through the results of its research and development labs.” (e.g. WebFountain)
“We very much view unstructured information evolving the same way that relational databases evolved, where companies want to have content repositories that will serve multiple applications…”