Jeff Fox, someone was kind enough to send me this IDC bulletin on servers.
<FRAMINGHAM, Mass., Oct. 2 /PRNewswire/ -- Counter to what is typically a
strong quarter, a recent IDC bulletin reveals market and vendor shipment data
showing sluggish growth in the 2Q98 worldwide PC server market. Shipments on
a worldwide basis dropped to just over 487,800, representing negative 1% sequential growth.>
Full text at prnewswire.com
I'd appreciate it if you'd look at the bulletin, (only one page), and answer a few questions.
What does the term "PC Server" mean? Does it include devices like Alpha, Sparc, Mot, RISC as well as X86 processors?
I looked at Dell's Power Edge 2200 and 2300, (their highest volume servers), and these are PII based, selling for a couple thousand dollars.
Compaq, with 27.7% share has PII, PPro, Alpha and Xeon servers in their extensive line up. (Lot's of PII models).
I also looked at a model of the HP LH and the IBM Netfinity and these particular models were both PPro selling for $400-$500K.
With an indicated annual rate of 2 million PC servers W/W, do you still think Intel will sell 2 million Xeon's per year?
Hate to bother you with these questions, but I really am interested in what all this means to Intel.
TIA
Gene |
