Timothy Sipples wrote:
Ted MacNeil writes (>) in reply to me (>>):
1. System z (hardware) revenue was up 32 percent
for the quarter (year over year); capacity ("MIPS")
grew 34 percent. That means System z gained
marketshare again.
You CANNOT say that, as a completely accurate statement!
You need to know how many new customers those MIPS were
sold to. If the increased capacity went to existing
companies, then there is NO increase in share.
Actually IBM's CFO said that (gained marketshare), so I'm just repeating
what he said.
He may have said that. But, it was not based on any analysis of IBM's
sales numbers.
IBM uses IDC Server Trackers (http://www.idc.com/home.jhtml) as the
definitive source for market share and market momentum figures. For
System z, IBM executives normally cite the IDC Worldwide Quarterly
Server Tracker for the "> $250K" server marketplace.
http://www.idc.com/getdoc.jsp?containerId=IDC_P348
--
Edward E Jaffe
Phoenix Software International, Inc
5200 W Century Blvd, Suite 800
Los Angeles, CA 90045
310-338-0400 x318
[EMAIL PROTECTED]
http://www.phoenixsoftware.com/
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