re: hardware
There's something I may not get. Isn't the storage area - brcd and the like, some kind of disruptive threat to the big unix servers that Sun and HPQ sell? You used to buy raid arrays and things like that from Sun/IBM/HPQ correct? Or was that area always owned by EMC. SO if you remove the fast growth storage areas from the equation then what is left for servers, just pure processing power? The media servers which seem like the next big growth surge for big systems is also more storage than CPU, right?
IBM showed strong growth in its Linux business, growing more than 36 percent year over year, with respect to revenue, more than tripling the market growth of 11 percent.
Linux is a growth area, the middle tiers I have run on Linux. Its a brand new box, but I think Dell will take that. Then the thin clients.
Also, I heard on cnbc yesterday a bunch of analysts are downgrading the sox, but I didn't hear the targets.... do you know those? If the sox does what the other sectors do, software for example, then the 98 lows are on the way which was 180ish. That would be bad. But since software is there and below (not the index which includes msft and that skews everything since msft was down in 99- the stocks)... it seems inevitable? Applied isn't cutting much yet though, and they are agressive with layoffs when they see big b2b declines coming.
This is depressing: Other strong groups included Fertilizer (+7.4%), Tobacco (+5.6%), Auto Parts (+2.5%), |
