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Hardware Supplier Healthcheck: 4Q03

Product Type: Market Research Report
Published by: IDC
Published: March 2004
Product Code: R104-22967
Description
This quarterly study follows the performance of some of the largest hardware vendors, providing IDC views of the situation and recommendations on how to proceed. "The vastly improved performances exhibited by the major vendors of the past quarter indicate a definite change in the IT climate that has been supported by an improving world economy. 2004 will be a year of gradual repair as companies finally upgrade and renew their necessary hardware. It will be a year of a long-awaited recovery and with growing business and consumer confidence, 2004 should be an altogether brighter year for the IT market," said Fung-Yee Tang, consultant, EMEA Systems Group.
Table of Contents


Table of Contents


IDC Opinion


In This Study


Situation Overview


Figure: Vendor Performance by Revenue and Net Income, 4Q03


Microprocessor Suppliers


AMD


Summary Table


Table: AMD Financial Snapshot, 4Q03, $M


Commentary


IDC View


Summary and Recommendations


Intel


Summary Table


Table: Intel Financial Snapshot, 4Q03, $M


Commentary


IDC View


Summary and Recommendations


Systems Vendors


Dell


Summary Table


Table: Dell Financial Snapshot, 4Q03, $M


Commentary


IDC View


Summary and Recommendations


Hewlett Packard


Summary Table


Table: HP Financial Snapshot, 4Q03, $M


Commentary


IDC View


Summary and Recommendations


IBM


Summary Table


Table: IBM Financial Snapshot, 4Q03, $M


Commentary


IDC View


Summary and Recommendations


Sun Microsystems


Summary Table


Table: Sun Microsystems Financial Snapshot, 4Q03, $M


Commentary


IDC View


Summary and Recommendations


Storage Vendors


EMC


Summary Table


Table: EMC Financial Snapshot, 4Q03, $M


Commentary


IDC View


Summary and Recommendations


Future Outlook


Essential Guidance


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Related Research


Synopsis




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