Thanks for the clarification. Are there any good sources (books, articles) on this period and what happened to IBM? I've read about it from IBM's point of view,

Thanks for the clarification. Are there any good sources (books, articles) on this period and what happened to IBM? I've read about it from IBM's point of view, but when your business is selling Big Iron, you figure you fail because of something Big Iron-related, not something external.