James Governor notes that RedHat has acquired JBoss, and then hits the meat of the issue - the problem IBM could have:

The deal shines a clear focus on the Linux market. Can IBM really afford not to be in control of its own distribution for the long term? Sure Linux can be swapped out but ISV relationships and hardened environments at customer shops can't. Let's not forget that IBM already paid Novell $50m to strengthen the relationship.

With JBoss in reliable hands (and James notes that Oracle might buy RedHat), WebSphere just acquired a huge migraine. The way this all plays out will be interesting to watch.