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Friday, May 3
From all indications, Dell (DELL) gained server share in Q1 and H-P (HPQ) lost some, though the...
From all indications, Dell (DELL) gained server share in Q1 and H-P (HPQ) lost some, though the specifics are up for debate. IDC's preliminary data has Dell's global server unit share rising 240 bps Y/Y to 27.8%, and H-P's falling 440 bps to 30.9%. Gartner, meanwhile, thinks H-P's share fell 420 bps Y/Y to 25%, and Dell's rose 70 bps to 22.2% (its numbers might be calculated differently). Dell's revenue share is lower than its unit share, due to its reliance on SMBs and x86 servers. Nonetheless, servers have been a clear bright spot for the company as its PC sales crater. (Q4 revenue data)