“We are seeing an emergence of growth in volume servers, particularly x86 products, with enterprises moving to smaller systems that can be tied together. The beneficiaries are Windows and Linux, both of which have a momentum in the x86 platform.”
“Momentum in the blade market continues, with shipments growing by 60 percent from 2004 to 2005. While IBM only has 20 percent of the x86 market, they benefit more from the shift to blade systems, given their dominance there.”
“Mother Nature didn't make slate for the purpose of putting it on a roof. We did. We've taken out all of the vulnerabilities and disadvantages of the natural material.”
