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Ixse

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Ixse

Re: Sarmad post# 5639

Wednesday, 11/22/2006 8:04:14 AM

Wednesday, November 22, 2006 8:04:14 AM

Post# of 6903
Sarmad, HP server rev decreased, Dell's server rev increased QoQ as a percentage of total.

I was suggesting this might have something to do with:
1. higher Dell presence in the lower end of the market in combination with better Intel server products, and
2. Dell's increasing AMD server portfolio

Compare the "Worldwide Server Systems Factory Revenue" tables for Q2 and Q3 in the below articles:

Q3 IDC server figures: http://home.businesswire.com/portal/site/google/index.jsp?ndmViewId=news_view&newsId=20061121006....

Q2 IDC server figures: http://biz.yahoo.com/bw/060823/20060822005945.html?.v=1

Regards,

Rink



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