The NSA Revelations Are Destroying IBM Hardware Sales In China

It is plausible, but growth has been slowing across many sectors in China: http://blogs.marketwatch.com/thetell/2013/10/16/economists-s...

Until I see a sales chart from IBM that drops significantly in June I think this sort of talk is pure speculation.

Seems like exactly the same action the US took with Chinese electronics - http://www.techspot.com/news/46494-china-could-be-leveraging...

Just in case this was a retaliation to the US: IBM employs more people outside US than inside US, isn't it?