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To: Arrow Hd. who wrote (5152)5/11/1999 11:20:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 8218
 
AH,

And where is Amdahl?

High end servers fell 8.3% in rev too 16.3B
IBM has 37% of that market at 6.0B
Sun < 6% at 907M by grew 108%
Amdahl 715M & grew 135%
Fujitsu fell steeply to 1.4B
NEC fell steeply to 1.1B
Hitachi fell to 1.1B

I don't see too many people on SI touting their own company quite like you do (I thought I saw that you worked for IBM.). If you've got it, flaunt it, I guess.

To: GVTucker (80671 )
From: Richard Habib
Monday, May 10 1999 11:25AM ET
Reply # of 80734

Have seen some wondering regarding NT/Unix/Linux shares. Here
is some IDC 98 info that sheds a little light. Haven't seen it posted.

Workstations report dated 1/19/99.

Estimates workstation units grew 22% in 98 to 2.3M units. Rev
declined 3% to $14.8B. These numbers include high end PCs.

Overall standings, HWP 21% of units, Dell 16%. In rev Sun leads
with 23% then HWP at 22%.

Unix workstations declined 6% in units to 519K & declined 16%
in rev to 7.9B. Sun leads in unix workstations with 52% of units &
43% Rev. HWP has 16% units, 23% rev. Incidentally, Sun was
only unix shipper to actually increase units growing 10%.

NT workstations grew 36% in units to 1.7M & 18% in rev to 6.8B.
HWP leads with 22.8% units, 21.5% rev. Dell has 22.3% units &
21% in rev.

Looking only at branded NT workstations, grew by 98% in units to
776K & 60% in rev to 3.6B. HWP leads with 40% units & 34%
rev. Dell has 19% units & rev.

Servers grew 8% in rev in 98 compared to 47% in 97 and 50% in
96.
CPQ leads with 29% of rev 3.8B, down 4% yr to yr.
Dell 13% of rev 1.68B, up 76%
IBM 12% of rev 1.5B up 5%

High end servers fell 8.3% in rev too 16.3B
IBM has 37% of that market at 6.0B
Sun < 6% at 907M by grew 108%
Amdahl 715M & grew 135%
Fujitsu fell steeply to 1.4B
NEC fell steeply to 1.1B
Hitachi fell to 1.1B

Hope together with other info this allows better parsing of
numbers. Rich




To: Arrow Hd. who wrote (5152)5/12/1999 10:24:00 AM
From: Kevin Ose  Respond to of 8218
 
...and IBM at $300 (pre-split), Dow at 16,600 + ??

See article(s) from www.stockhouse.com and Don Wolanchuk...

Wow......OBVIOUSLY, hope this comes true! Also, as AH noted previously, Mr. Gerstner meeting w/Analysts today. The MO is really increasing - better be in for the long ride!!

Very long and confident.....KO