Comments on: Engineered Systems Stall, Modular Systems Still Growing https://www.nextplatform.com/2015/03/31/engineered-systems-stall-modular-systems-still-growing/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Mon, 23 Apr 2018 11:13:12 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Phil https://www.nextplatform.com/2015/03/31/engineered-systems-stall-modular-systems-still-growing/#comment-441 Wed, 01 Apr 2015 15:50:55 +0000 http://www.nextplatform.com/?p=518#comment-441 The IDC #’s appear flawed. You seem to point it out how you can estimate the qtr numbers with a ruler! I wouldn’t be surprised if that’s what IDC is doing, considering EMC doesn’t report out VCE #’s and neither does Cisco, so it’s a big guessing game. Oracle on other hand specifically points out # of systems and rough guideline on revenues on quarterly basis. HP seems to have relabeled all their blade systems as “Converged” systems and hence the 500%+ increase all of a sudden-wow-that’s growth-especially when HP continues to report revenue declines.

Heres another flaw. Take a look at the unit volumes of each vendor and the revenue they’ve generated from those units and just do a simple calculation of Revenue/Units and you’ll see that the average selling price per system for VCE is significantly higher then almost every one else. VCE isn’t selling at a premium as far as I can tell. Also, why is the “Others” category such a large % of total? Who is in the “Other” category and why doesn’t IDC break it out further to atleast top 10? This quarterly analysis seems to be quite flawed and why I think needs clarification from IDC on their “methodology”.

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