Intel Corp (INTC)

[chipguy]

Dell is rapidly catching up to HP in x86 server revenue

http://www.idc.com/getdoc.jsp?containerId=prUS24285213

Demand for x86 servers weakened in 2Q13, with revenues declining -1.3% in the quarter to $8.7 billion worldwide as unit shipments were relatively flat (-0.1%) at 1.9 million servers. This was the second consecutive quarter of year-over-year factory revenue decline for the x86 server segment. HP led the market with 31.3% revenue share despite a -14.8% revenue decline. HP lost 5.0 points of market share when compared to 2Q12. Dell retained second place, increasing x86 factory server revenue 10.3% year-over-year and securing 25.7% of revenue share while gaining 2.7 points of share when compared with the second quarter of 2012. IBM rounded out the top three positions, holding 12.8% revenue share following a -10.8% year-over-year revenue decline.

The incompetence of top management at HP seems to know no bounds.

Also, IBM had better hurry up and sell its x86 server biz to Lenovo while
it still has one.