It's the admission that the fullstack strategy has mostly failed, because they were too slow with it and by the time they got it to market, the landscape had irreparably changed. Solaris is basically legacy at this point, Exa machines don't sell enough, and anyway the company now wants to be a sort of "enterprise PaaS/SaaS provider", so the hardware side will keep getting cut. Tbh, this was on the cards for a while, in particular the Solaris bit - Linux now rules the datacentre, anything else is a hobby project.