Well, I don't see much intelligent speculation in the article. I guess the author's chain of work went down like this:
1.) Hey! IBM *COULD* buy Apple now they're selling their PC division
(error one: they sold it to focus on server/workstation, where there's more growth, so just replacing their own - successful - PC division with the 'hazard' Apple probably represents in the business right now...)
2.) Okay, now let's find _any_ clues that I could link to my incredibly insightful thought of "Hey, IBM *COULD* buy Apple!"
Although I'd _like_ to be wrong here, I don't think there's _any_ reason to have follow-up thoughts on the idea of that author.