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To: Sarmad Y. Hermiz who wrote (217390)	11/22/2006 8:08:34 AM
From: Rink	Read Replies (1) \| Respond to of 275872

IDC: HP server rev decreased, Dell's server rev increased QoQ as percentage of total. I suggested to you over at ihub that this might have something to do with: 1. higher Dell presence in the lower end of the market in combination with better Intel server products, and 2. Dell's increasing AMD server portfolio Compare equal "Worldwide Server Systems Factory Revenue" tables for Q2 and Q3 from the below articles: Q2 IDC server figures: biz.yahoo.com Q3 IDC server figures: home.businesswire.com Regards, Rink EDIT: Top 5 Corporate Family, Worldwide Server Systems Factory Revenue, Second Quarter of 2006 (Revenues are in Millions) 2Q06/2Q05 2Q06 Market 2Q05 Market Revenue Vendor Revenue Share Revenue Share Growth IBM $3,808 31.0% $3,893 31.9% -2.2% Hewlett-Packard $3,420 27.8% $3,480 28.5% -1.7% Sun Microsystems $1,585 12.9% $1,372 11.2% 15.5% Dell $1,269 10.3% $1,286 10.5% -1.3% Fujitsu/Fujitsu Siemens $554 4.5% $551 4.5% 0.5% Others $1,651 13.4% $1,638 13.4% 0.8% All Vendors $12,287 100.00% $12,219 100.00% 0.6% IDC's Worldwide Quarterly Server Tracker, August 2006 ____________________ Top 5 Corporate Family, Worldwide Server Systems Factory Revenue, Third Quarter of 2006 (Revenues are in Millions) 3Q06/3Q05 3Q06 Market 3Q05 Market Revenue Vendor Revenue Share Revenue Share Growth 1. IBM $4,279 33.1% $4,013 32.1% 6.6% 2. Hewlett-Packard $3,398 26.3% $3,472 27.7% -2.1% 3. Dell $1,357 10.5% $1,308 10.5% 3.8% 3. Sun Microsystems $1,295 10.0% $1,118 8.9% 15.8% 5. Fujitsu/Siemens $690 5.3% $ 758 6.1% -9.0% Others $1,925 14.9% $1,843 14.7% 4.4% All Vendors $12,945 100.0% $12,513 100.0% 3.5% IDC's Worldwide Quarterly Server Tracker, November 2006

To: Sarmad Y. Hermiz who wrote (217390)	11/22/2006 9:19:54 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

syh, If you have a problem with articles and headlines reposted here, please contact the author of the original publication and demand correction. Joe

To: Sarmad Y. Hermiz who wrote (217390)	11/22/2006 1:23:24 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

SYH, Re: And you notice the persons who posted it did not respond. Meaning that even after they are shown to have posted false info, they prefer to be known as posters of flasehoods.[sic]> LOL! Perhaps it's a "Tom Tuttle" persona. (look it up under John Candy/Volunteers.) A question for you. Are you STILL invested in INTC? I only ask because back on 06/08 you wrote: If Intel cannot manage to burn-off inventory, despite recording $1B less revenue, it will be a disappointment to me, and a cause to consider my investment hopeless. siliconinvestor.com And INTC continued to increase inventory both in terms of $ and DSOH. I'd offered you a bet, that you thoughtfully declined, that would happen while spewing the BS that Intel Management was telling the truth. (Folks interested in the bet can backtrack through the "who wrotes".) Intel-Lack-tual? ;>))) -tgp