No money in hardware?
Why does IBM seem obsessed about getting out of the hardware business? Even the guys at HP figured out that gutting the PC business was a bad idea since they were able to sell into consulting engagements. And those were commodity boxes. This is retail POS hardware, which is hideously expensive and high-margin.
I have no idea what's taught in MBA classes that drills the "physical products = bad" mentality into the latest generation of managers. Someone has to make good quality equipment, and a "smart" consulting company should know that having your own hardware division to directly push boxes to suckers^Uclients is a good thing.