SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: jim kelley who wrote (54964)9/24/2000 3:36:54 PM
From: sylvester80  Read Replies (1) | Respond to of 93625
 
Jim,
Do you have a link to a more accurate figure? Thanks.



To: jim kelley who wrote (54964)9/24/2000 3:58:45 PM
From: gnuman  Read Replies (1) | Respond to of 93625
 
The Register figure for Q2 workstation shipments is wrong.
This caught me by surprise also, but they appear to be right. The 270K WS's they refer to are for WindowsNT.
IDC apparently made a number of changes to the original release. They now break out Unix as a separate category and now also show units by manufacturer. In the Windows WS market in Q2 DELL had 39% of total, (93K units out of 270K units). Total DELL WS for 1H is 179 Kunits.
The percentages for RDRAM remain the same, but now only apply to the Windows market.
Branded Windows NT Workstation Market
"The second quarter was difficult for most personal workstation vendors, who struggled with RDRAM shortages while trying to meet customer demand. Despite the supply constraints, the percentage of systems shipping with RDRAM increased from 38% in the first quarter to 75% in the second quarter," said Kara Yokley, analyst in IDC's Workstations research group.

RDRAM shortages were a cause for pain in Q2 when only 200K WS's were RDRAM? (Guess it's because ~6 million RDRAM's shipped in the quarter, and WS's used ~3 million. My guess, BTW).
Appears that DELL has no Unix WS's.
Paints a whole different picture on the WS market and the opportunity for P4 in that segment.
idc.com
JMHO's