Gary, Please point out where I was exaggerating the #s. From the URL you posted, I still see High End servers down 8.3%, Entry level servers, down 2%, pc servers up 8%, and workstations down 3%, which is the #s I've been quoting all the time. BTW, removable data storage was up a whopping 4% on the low end and 2% on the high end.
You have to read all the articles to figure out the extent of the disaster, not just one segment that is bullish, like the PC server market. And even then you have to factor in IBM's channel stuffing, which IDC mentions. MB |
