I think I'm missing something. These sounds like generic industry apps, but Fortune 500 companies don't use generic apps, they use stuff tailored to their business. It says they are customizable, but that's a lot easier said than done.
I still don't know very much about the IBM and Apple deal. It almost seems like Apple is trying to leverage the IBM brand to get into enterprise business but we'll have to see how it plays out.
If someone could show IBM a strategy for their hardware that had those kind of margins, I bet they would stay in hardware.
Whereas Apple's software is nearly all free (and used to supplement hardware sales) while their hardware is extremely expensive for consumers and has huge margins.
When i left they started a new project, making iOs apps, that would make use of employees phones, rather than dish out expensive (basically hired the phones) blackberries. Again this was customised, security and restrictions and what not.
Then instead of focussing on a real product line they build 20 of them and are trying to see what will stick when they throw them against the wall.
Which really means what can they use as bait to get big consulting contracts since no-one will ever use these off the shelf.