for 8 years the first quarterly decline

With IBM's latest earnings release, for 8 years the first quarterly decline, there is news that IBM may sell low-end server business departments belonging to the system and technology for China's lenovo. Linked to the March Lenovo Group Vice President, general manager of China Key Account Department Tong Fuyao said in an interview with the media of Chinese server market rise space is limited, the overseas market association hope that after three years to become a global server in the top three, and even earlier in 2012 June, Lenovo's senior vice president, Chinese President Chen Xudong said a few years ago, Lenovo server development is slow, the future will be through the three major measures to achieve the sales promotion, including appropriate target acquisition, to expand the scale of argument and association official website statement, the rumor is likely to become a reality.

Then the next question is IBM will sell the server which part of the business to lenovo. There is a IBM system and the Department of science and technology and server related business is mainly divided into: System Z, Power Systems, Server X and PureSystems, understand the IBM industry insiders see at a glance, IBM sold to Lenovo nive out of ten is the product of Server X server line. The latest quarterly earnings from IBM, systems and technology departments of these business's revenue fell 17%, of which Server x revenue fell 9%; Power Systems fell 32%; System Z is the trend growth of 7%; PureSystems not included in the revenue (probably because last year was just released.). From the past the year 2012, the Server X's revenue fell 3.7%, compared with Power, Systems fell 8.5%. Here we list revenue increase is to explain the Server X Series in the IBM system and the science and Technology Department, business performance is not the worst, but has been in decline in state revenue.

Look at the performance of IBM server in the global server market. According to Gartner statistics, in the fourth quarter of last year, IBM to 34.9% occupy the global server market revenue for the first, and in shipments to 11.6% HP, Dell ranks third behind. From a growth perspective, the IBM server revenue grew 8.9%, the growth rate for the most global server revenue before five; shipments fell 11.5%, decline for the global server shipments before the first five. Large shipments decreased, while revenues have increased, the impact is visible IBM server revenue rather than shipments. According to this method to analysis, although no IBM server each line (System Z, Power Systems, Server x) specific delivery and created a proportion of revenues from the IBM server, but in the pursuit of revenue policy and give up Server x not deduce, Server x for the IBM server business revenue and profit contribution is not.