dmf, nothing wrong with YOY comparisons. They are very important to show growth. My gripe with Sun's reports was that it was trumped up as being perfect, when, in fact, it had two important shortcomings: sequential revenue growth of 0 rounded off, and gross margins down 4%. Intel would have gotten killed (further) with either of those.
Anyway, I think Compaq's and the other big OEMs' 40% kind of server growth numbers, combined with Sun's dropping margins, are just beginning to show a big shift in where the $$ are going to go in server sales. But, I'm just an Intel bigot, you know.
Tony
Edit, Compaq's revenues from Q2 to Q3 went from 10.1 billion to 11.2 billion. That's 10.9% sequentially, so no-one can say that Q2 to Q3 should be flat. Of course, that's just 2 company data points. |
