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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: RealMuLan who wrote (44451)	1/24/1999 12:01:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

YZ, this one was just chock full of information. Down 8.3% on high end servers in 1998 means my estimate of flat on server revenues for 1998 is right on the nostrils, as low end servers came in up 8%. However, it is also important to note that this -8.3% and the +8% include a ton of channel stuffing, so sell through sucks big time. A surprise was Amdahl. Surprised they are still in business and surprised they gained market share. <G> The note that Hitachi will take the technology lead does not bode well for market leader IBM. So far, every stat issued bolsters the case that 1998 was the worst year for pcs, workstations and servers ever. If not the first down year when all is said and done, certainly the slowest growth year. And that is without taking the channel into consideration. MB