Dell, Cisco Winners In Otherwise Dreary 3Q Server Market

By Joseph F. Kovar
November 30, 2012 4:58 PM ET

Page 2 of 2

Dell kept its No. 2 position thanks to its 9 percent rise in shipments to about 564,000 units, which gave the vendor a 10.3 percent revenue increase to $2.1 billion.

IBM remained the third-largest x86-based server vendor with a slight 1.4 percent drop in shipments to about 265,000 units, causing a 5 percent drop in revenue to $1.4 billion, Gartner said.

Fujitsu saw its x86 server shipments fall about 3.8 percent to about 56,000 units, but actually enjoyed a 3.6 percent rise in revenue to $364 million.

Cisco, the No. 5 server vendor in unit shipments, was actually No. 4 in revenue in the x86 market, Gartner sale. Cisco sold 56,000 servers in the third quarter, up 40.4 percent, which gave it a 56.5 percent jump in revenue to $420 million.

The partial settlement in the dispute between HP and Oracle over Oracle's decision to stop developing software for HP's Itanium-based Unix servers brought little if any joy to the Unix server market, which fell in the third quarter by 31.1 percent in terms of units shipped and by 16.4 percent in terms of revenue.

Of the top three Unix server vendors, IBM saw shipments fall 15.5 percent while revenue fell 2 percent, Oracle saw shipments fall 45.3 percent while revenue fell 35.5 percent and HP saw shipments fall 38.1 percent while revenue fell 28.2 percent, Gartner said.

Thanks to high-performance computing and cloud infrastructure demand, sales of Linux servers rose 6.6 percent over those of last year to reach $2.6 billion, or about 21.5 percent of all server vendor revenue, IDC estimated.

Blade server shipments fell in the quarter over last year by 1.1 percent, but revenue rose 2.9 percent, IDC said. About 91 percent of blade server revenue comes from x86-based models, and blade servers account for 21.5 percent of all x86-based server revenue.

IDC estimated that HP continued to be the leading blade server vendor in the third quarter with a market revenue share of 45.9 percent, followed by IBM at 19 percent, Cisco at 15 percent and Dell at 8.1 percent.

PUBLISHED NOV. 30, 2012

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