IDC: HP server rev decreased, Dell's server rev increased QoQ as percentage of total.
I suggested to you over at ihub that this might have something to do with:
1. higher Dell presence in the lower end of the market in combination with better Intel server products, and
2. Dell's increasing AMD server portfolio
Compare equal "Worldwide Server Systems Factory Revenue" tables for Q2 and Q3 from the below articles:
Q2 IDC server figures: biz.yahoo.com
Q3 IDC server figures: home.businesswire.com
Regards,
Rink
EDIT: Top 5 Corporate Family, Worldwide Server Systems Factory Revenue,
Second Quarter of 2006
(Revenues are in Millions)
2Q06/2Q05
2Q06 Market 2Q05 Market Revenue
Vendor Revenue Share Revenue Share Growth
IBM $3,808 31.0% $3,893 31.9% -2.2%
Hewlett-Packard $3,420 27.8% $3,480 28.5% -1.7%
Sun Microsystems $1,585 12.9% $1,372 11.2% 15.5%
Dell $1,269 10.3% $1,286 10.5% -1.3%
Fujitsu/Fujitsu Siemens $554 4.5% $551 4.5% 0.5%
Others $1,651 13.4% $1,638 13.4% 0.8%
All Vendors $12,287 100.00% $12,219 100.00% 0.6%
IDC's Worldwide Quarterly Server Tracker, August 2006
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Top 5 Corporate Family, Worldwide Server Systems Factory Revenue, Third Quarter of 2006
(Revenues are in Millions)
3Q06/3Q05
3Q06 Market 3Q05 Market Revenue
Vendor Revenue Share Revenue Share Growth
1. IBM $4,279 33.1% $4,013 32.1% 6.6%
2. Hewlett-Packard $3,398 26.3% $3,472 27.7% -2.1%
3. Dell $1,357 10.5% $1,308 10.5% 3.8%
3. Sun Microsystems $1,295 10.0% $1,118 8.9% 15.8%
5. Fujitsu/Siemens $690 5.3% $ 758 6.1% -9.0%
Others $1,925 14.9% $1,843 14.7% 4.4%
All Vendors $12,945 100.0% $12,513 100.0% 3.5%
IDC's Worldwide Quarterly Server Tracker, November 2006
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