So, if IBM's strength was "we can do services from anywhere," that gets busted by the rest of these players who can now compete at the same logistical level. And if they aren't hiring the best engineers, they're going to get slammed by Microsoft who will pay top dollar for them.
Which raise the risk that IBM could kill CentOS. Once done, there is no choice for company but to pay for RedHat or migrate to Debian.
So with that available, if SUSE isn't completely stupid on how to go to market, they'll actually figure out a way to capitalize on that.