[Info-vax] HP Securities Analyst Meeting 2012
Paul Sture
nospam at sture.ch
Sun Oct 7 12:35:16 EDT 2012
In article <k4rddr$1og$1 at solani.org>,
Michael Kraemer <M.Kraemer at gsi.de> wrote:
> David Froble schrieb:
>
> > Well, not necessarily ...
> >
> > I believe what I read was that they expected the BCS "MARKET" to shrink.
> >
> > I'd consider the BCS market to be all the large servers, HP and otherwise.
> >
> > Does that mean that the total market will continue to grow, thus making
> > the BCS market a smaller part of the total market, even if the BCS
> > market stays the same size, or even grows a bit?
>
> A look at
>
> http://www.xbitlabs.com/news/other/display/20120822223002_Sales_of_HP_s_Busine
> ss_Critical_Itanium_Based_Servers_Hit_Five_Years_Low.html
>
>
> reveals that HP's BCS revenue has steadily declined to less than half
> of what it was five years ago,
> with the Oracle decision not even visible.
> I'm not aware that IBM's or Sun/Oracle's
> server divisions experienced similar bleeding.
Oracle saw server sales fall earlier on the in year. Report dated March
2012:
http://www.xbitlabs.com/news/other/display/20120322160339_Sales_of_Oracle
_Sun_Servers_Continue_to_Fall_Due_to_x86_Defocus.html
"Server revenue of Oracle Corp.'s dropped 16% quarter-over-quarter to
$869 million during the third quarter of fiscal year 2012. The company
attributed lowering server revenue to declines in sales of "defocused"
x86 product lines, but noted that shipments of its proprietary machines,
including the latest SPARC T4, were up"
--
Paul Sture
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