Re today's Reuters report below: The info on Sun server market share has been out there for a few days at least. Anyway, its all 2nd quarter stuff. It doesn't tell us what's happening right now. What might be new is last paragraph forecasting a slowdown in demand for servers. That could have dropped the stock price. Sun has made bullish statements of late re software and storage. I'm slightly hopeful it will all show up on the bottom line presently, but chances are that Sun will disappoint yet again.
Best, Mark
(Reuters) - U.S. computer group International Business Machines (IBM.N: Quote, Profile , Research) widened its market share lead over rival Hewlett-Packard Co (HPQ.N: Quote, Profile , Research) in worldwide server shipments in the second quarter, researcher IDC said on Wednesday.
IBM had a market share of 33.2 percent, up from 31.1 percent a year earlier, with Hewlett Packard coming in second with 27.4 percent, down from 28.3 percent. Dell (DELL.O: Quote, Profile , Research) and Sun Microsystems (JAVA.O: Quote, Profile , Research) followed with 12.5 percent and 11.2 percent of the market, respectively.
Overall global server shipments rose 11 percent in the second quarter, IDC said.
The market research firm forecast a slowdown in demand for servers in the second half of 2008, however... |
