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Author: ChrisRijk Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore)
Number: of 15631
Subject: IDC quarterly server market share Date: 8/23/06 6:26 AM
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For Q2 2006 over Q2 2005, IBM, HP and Dell all lost market share - and Sun gained. For Q2 over Q1 this year, IBM and Sun gained but HP and Dell lost. There's certainly a fair amount of seasonality here. I decided to make a little table from IDC results:
Worldwide Server Systems Factory Revenue
Q105 Q205 Q305 Q405 Q106 Q206
IBM: 28.3% 31.9% 32.3% 38.4% 27.9% 31.0%
HP: 27.6% 28.5% 27.8% 26.8% 28.1% 27.8%
Dell: 10.8% 10.5% 10.5% 9.6% 11.1% 10.3%
Sun: 9.9% 11.3% 8.7% 8.2% 10.8% 12.9%

Q2 is seasonally Sun's strongest quarter, but up from 11.3% to 12.9% on a year ago is nice.

For actual revenue (year on year): IBM was down 2.2%, HP was down 1.7%, Dell was down 1.3%, and Sun was up 15.5%.



For reference, here's the relevant press releases (oldest to newest):
http://www.idc.com/getdoc.jsp?containerId=prUS00153905
http://www.idc.com/getdoc.jsp?containerId=prUS00223005
http://www.idc.com/getdoc.jsp?containerId=prUS20013705
http://www.idc.com/getdoc.jsp?containerId=prUS20074406
http://www.idc.com/getdoc.jsp?containerId=prUS20180706
http://www.idc.com/getdoc.jsp?containerId=prUS20323506

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