I mentioned it here last year when I found it but it seems worth lnking to it again
Outstanding data.
A few points :
-HP MS it's way too big for a healthy ecosystem , it would be much better if it would hover <50%.IMO , IBM , had it not canceled its IPF line had a chance to really push some serious sales there. -NEC is a solid No2 while SGI , BULL and Hitachi have similar shares -Unisys got squeezed badly -Fujistu is picking up some steam , I expected more from their Primequest line -Itanium is truly for the high end , 2S/4S are on a steady decline , it's uncompetitive there , that's a fact -Seeing Europe as the primary IPF market was a shock , I expected the Americas to be 1st.
Montecito in its castrated form still offers significant benefits , I wonder how the situation would look like in the past 4 Q.