I am afraid I don't gree with any of those sources you have listed.
No-one can accurately state how much of a market share linux has as its freely distributeable.the increase in linux related content in magazines and other publications is a very strong indicator of the move away from MS windows.The same kind of indications are used in economy when they track job adds.
I dont like .NET, TCPA, and other MS strategies, I think it just gives too much power to MS over my freedom of choice, and I find it is anti competetive.
The performance of the IBM 970 is competetive(so long as costs are in line also) and can only be viewed as good news, especially for those that have not moved away from x86 and\or windows as they were concerned about perfomance.
It is also interesting to note that many large companies such as IBM have signed up on various anti - TCPA organizeations, as well as being part of the TCPA conglomeration.
I guess we will just have to agree to disagree