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IDC Sees Server Business Helped by Intel, AMD

“Unlike Gartner, however, IDC gives a specific reason for the
turnaround: It believes powerful new processors from Intel (NASDAQ:
INTC) and AMD (NYSE: AMD) are the reason for the improved buying
outlook.

“”Improved” is still a relative term, however. While IDC’s
Worldwide Quarterly Server Tracker noted that worldwide server
revenue declined 17.3 percent year-over-year to $10.4 billion in
the third quarter of 2009, while unit sales fell 17.9 percent, unit
sales grew a healthy 12.4 percent from Q2 of this year — the
largest sequential unit growth since 2005.

“All three server segments — low-end/volume, midrange
enterprise, and high-end enterprise — experienced year-over-year
revenue decline in the third quarter, but volume servers — x86
servers under $25,000 — bounced back nicely in Q3 when compared to
Q2.”

Complete
Story

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