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Global server sales declined 2.9% Y/Y in Q2, per Gartner - that's worse than Q1's 1.8% fall, and...

Global server sales declined 2.9% Y/Y in Q2, per Gartner - that's worse than Q1's 1.8% fall, and evidence demand is soft even as hard drive supplies improve. Sales of x86 (INTC) servers rose 5.6%, but those of non-x86 Unix servers fell 17.9% - that's a big reason Oracle's (ORCL) share fell 110 bps Y/Y to 6%. Dell (DELL), which exclusively sells x86 gear, saw its share rise 120 bps Y/Y 15.4%, while H-P and IBM saw modest drops. Non-top-5 vendors saw their share reach 18.4%, as Internet companies continue opting for a do-it-yourself approach.
Comments (2)
  • Huh...means good things for Intel and AMD then, eh?
    30 Aug 2012, 09:55 AM Reply Like
  • Kind of. x86 is gaining share and that's unlikely to end anytime soon. But Intel has to worry about Internet/cloud providers preferring to use low-end servers running on cheaper/lower-margin chips.
    30 Aug 2012, 12:07 PM Reply Like
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