Ten, looks like, in spite of some people anxiously trying to get Intel more into new areas, their traditional business is booming. From Dell's earnings statement:
Dell's revenue from enterprise systems-comprising network servers, workstations and storage products-surged 97 percent from last year, growing to 16 percent of total company sales, a new high. Shipments of Dell PowerEdge servers were up more than three times the industry average, translating into a year-over-year gain of three full points of market share. The company ranked No. 3 in worldwide server share in the period, and No. 2 in the United States.
OK, forget the storage, but Intel has a healthy content in ALL of those workstations and servers.
Another good mention:
Among a number of key enterprise-systems awards won by Dell during the quarter, Computerworld magazine named the PowerEdge line its "IT Leaders' Choice" for corporate servers. The Dell Precision 610 workstation, which runs on Intel Corp.'s Pentium III Xeon processor, earned an "Editor's Choice" award from PC Magazine in its annual comparison of such products.
Too bad Dell only met street expectations.
Tony |