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

To: Knighty Tin who wrote (44469)	1/24/1999 9:42:00 PM
From: SeaViewer	Read Replies (1) \| Respond to of 132070

A surprise was Amdahl. Surprised they are still in business and surprised they gained market share. Amdahl was sold to a Japanese company last year (can't remember the name). Jeff

To: Knighty Tin who wrote (44469)	1/25/1999 2:12:00 AM
From: Peter Singleton	Read Replies (1) \| Respond to of 132070

MB, I think you're misreading the information in the article ... <<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.>> IDC appears to use the term server to cover a wide range of boxes. The "high end servers", I believe, are big iron ... IBM mainframes and compatibles, and big data center Unix boxes. So, the -8.3% on high end servers may not tell us anything about the overall computer market (it may ... I'm just not close enough to the market and the numbers to know ... mainframes have been shrinking for several years), and definitely this set of datapoints doesn't shed any light on the PC server market for 1998. Peter