European server sales and shipments may have been muted when compared than in the world at large in the fourth quarter, but business was healthily up: revenue grew by 9.1 per cent to $4.3bn, the highest seen in EMEA since Q1 2007, according to IDC – and HP slipped into the number-one server-seller spot, besting worldwide leader …
Whilst not a mainframe fanboi, I recognise the way the financial industry holds them in esteem. The figures don't seem to show something else (like AIX or hp-ux) replacing those UK mainframe sales. The fact the industry is buying them on the Continent but not in the UK is worrying as it could point to a lack of confidence on the part of UK-based financial houses.
But servers are only part of the story...
"HP's revenues and growth going forward is arguably more sustainable."
Remember IBM uses its servers to up-sell software and services. You only need to bung in a midrange box to generate a wealth of other revenue streams. And it is the mid- and high-end Unix servers that generate the greatest profits.
Any Tom, Dick or Harry can bung Linux on an x86 machine. But does that make money for the vendor?
IBM slams HP:
IBM is going after HP
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