Quote:
Originally Posted by DMcCunney
They may have surrendered the Wintel server business to Compaq, but where is Compaq now? They no longer exist, after being acquired by HP. They were in trouble before that, as they were having problems trying to lower costs to be competitive with people like Dell.
You can make a good case IBM did the right long-term thing by getting out of that business.
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They got back into it, and are very successful.
Wintel servers form the majority of their server business.
"Revenue from servers based on x86 chips was $7.18 billion (of $10.8 billion total server revenue), up 32 percent, while unit shipments climbed to 2.06 million. Revenue from high-end RISC and Itanium-based servers declined by 27 percent, and the "other" category -- mostly mainframes -- declined by 15 percent."
They lost big by missing out early on, and realised they had made a mistake.