This is also what I thought. (though, places I've worked, ODMs and supermicros dominated, followed by dell, with hp dead last, but yeah, the quote from IBM never even made it to technical evaluation where I would see it.)
However, I went looking for a source[1] before I posted further up this thread. Apparently, IBM sells more servers than dell or hp (but not more than both put together)
Hm. reading further, I see numbers between 10% and 30% of IBM's server revenues being the high-end stuff they are keeping. So that could bump them below both dell and HP, in terms of just x86 servers, but even knocking 1/3rd off, they still sell a lot more x86 than I thought.
[1]http://www.forbes.com/sites/chuckjones/2013/08/29/ibm-regain...
http://slashdot.org/topic/datacenter/idc-server-market-slowi...
If IBM's selling that kind of volume, it could be to governments and other large enterprises with private datacentres.
Then again, that's revenue, so for every IBM server there could be five commodity Dell units in the rack and they'd have the same net cost.
Very, very infrequently you'll see an old IBM server.