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| Alias Born | 09/18/2002 |
Friday, August 29, 2003 11:31:59 AM
wbmw, HP doesn't seem to be having a problem
To recognize market trends, you have to look at the whole market, not isolated vendors and isolated market segments. The trends are pretty clear at this point.
Here´s the most important one for AMD investors: "For the first time, x86 servers using Intel and AMD chips outpaced RISC servers in revenue. The x86 market grew 10.7 percent to $4.46 billion versus a 5.2 percent drop in RISC sales to $4.33 billion."
BTW, while IBM, Fujitsu and DELL were all able to increase their server revenue by about 10%, HP´s remained flat. I doubt HP is too happy about this.
To recognize market trends, you have to look at the whole market, not isolated vendors and isolated market segments. The trends are pretty clear at this point.
Here´s the most important one for AMD investors: "For the first time, x86 servers using Intel and AMD chips outpaced RISC servers in revenue. The x86 market grew 10.7 percent to $4.46 billion versus a 5.2 percent drop in RISC sales to $4.33 billion."
BTW, while IBM, Fujitsu and DELL were all able to increase their server revenue by about 10%, HP´s remained flat. I doubt HP is too happy about this.
Keith
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