My largest claim is that $60B is not just bare bones hardware. It is likely to include OSes, RDBMSes, routers, switches, NICs, cables, PBXs, UPS, and all of the other hardware to install and run these systems.
You can go to IDC and try to lookup the "2000 WorldWide Server Revenue" Report at
itresearch.com
You will have to buy it for $2500 to read it (which I didn't do) BUT you can look at the Topics and Vendors the report covers. Topics include Entry Level Servers, Midrange Servers, High End Servers, Appliance Server, Rack Optimized. Vendors include IBM, Sun, Hewlett-Packard, Dell Computer, Compaq, Fujitsu, Data General, EMC, VA Linux Systems, Cobalt Networks, Unisys, Stratus Computer, Toshiba, NEC, ICL, Bull.
In other words, vendors list EXCLUDE Oracle and Cisco and thus clearly imply that as far as IDC goes, the server market does NOT include RDBMS or routers and other networking gear (and maybe not even OSes - Redhat is not included in the vendor list) as you seem to imply. Since the 60B number DID come from IDC (http://content.techweb.com/advertising/ebizpower/41/document_675_1.html), the clear implication is that 60B does NOT include RDBMS, routers and other networking gear.
If somebody has access to the actual report, they can lookup the definition of the server market and clarify.
tushar |