In every sector, innovative tech companies make their way into the value chain, focus on the most strategic point (usually client or user relationship), collect data, and leverage it to siphon off the profit margins from entire industries.
This is a strategic move as HP has a huge institutional client base, and the more powerful x86 format is likely to be popular as productivity tools with institutions and HP can leverage this network.
Since it is virtually certain that full disclosure of sources and amounts of their conflicting revenues will be required either as a result of growing client sophistication or SEC rule in the near future, firms today are implementing strategic changes intended to blunt criticism once the numbers come out.