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To: PCSS who wrote (1229)	7/5/2002 1:57:50 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 4345

They won't warn til at least the 15th if they do warn. Their Q doesn't end til 7/31. El

To: PCSS who wrote (1229)	7/5/2002 4:10:47 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 4345

Newsfactor:What Is Driving Server Sales by: skeptically 07/05/02 03:27 pm Msg: 141963 of 141971 newsfactor.com What Is Driving Server Sales? By Elizabeth Millard NewsFactor Network July 05, 2002 IDC believes that a spending spree could come next year, as companies bump up capital expenditure budgets, look to expand their operations and replace older servers. Although sales of servers are expected to rebound as soon as the economy does, the market seems to be in a slump for now. In a recent report, IDC lowered its worldwide market expectations for the second quarter of 2002. The research firm predicts that positive growth will return during the balance of the year, but says it probably will not be enough to offset declines over the past two quarters. The culprit for recent sluggishness might be the slowdown, and sometimes freezing, in corporate capital spending over the past few years, which has forced companies to make do with the servers they had. Redmond and Big Blue But while server sales might not be as brisk as analysts predicted a few months ago, the server wars are certainly heating up as major tech firms try to pull off the next big thing. After several delays, Microsoft has released an upgrade to its Windows 2000 server operating system, the Windows.NET server, with high hopes that the server will fit into the Web services market. As for Intel-based servers, IBM's sales have slowed but not stopped. Big Blue declared a 1.2 point revenue growth in this year's first quarter, compared to the same period last year. And an IDC report named IBM the worldwide leader in overall server revenue, with 23.3 percent of server sales in the first quarter. Dell, meanwhile, has lost some market share for its Intel-based servers, according to IDC. Open-Source Battle Some of the hottest action is in the Unix-based server race. Apple recently introduced Xserve, its first rack-mountable server. Although the company will have to wait for sales results, Alex Grossman, Apple's director of server and storage hardware, told NewsFactor that the company expects some big numbers. "The interest we've been getting has been phenomenal," Grossman said. "Since we announced the product, up until the launch, there have been tons of inquiries." But Apple has some serious catching up to do in the Unix-based server arena, considering such well-established entries in the field as Sun Microsystems and IBM. Sun, in particular, is enthusiastic about its dominance in the market. The company recently reported that, in the first quarter, it shipped more Unix-based systems than all its competitors combined. Linux Rising Nick Carr, enterprise OS marketing manager at Red Hat, told NewsFactor: "Without being glib, I think we can feel a tidal wave of Linux servers being deployed now and into the future." .....cont' at link......... newsfactor.com