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Re: savantu post# 48826

Thursday, 09/20/2007 9:27:52 AM

Thursday, September 20, 2007 9:27:52 AM

Post# of 152297
Keep in mind that Power and SPARC have very different sales
patterns. SPARC sales tend to be evenly distributed throughput
the year while Power has a big jump every Q4. In 1Q06 and 2Q06
Power and SPARC server sales were very close in revenue at
around $1.5B and $1.7B respectively while IPF was $650m and
$750m. Q4 sales are always very favourable to Power, typically
60-65% higher than the other three quarters (individually).

IDC reported 2006 IPF sales as $3.4B so about 59% of annual
sales came in the second half, a fairly typical revenue distribution
for IPF. FWIW IDC predicted 2007 IPF server sales as $4.2B,
75% of its 2007 prediction for SPARC.






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