Intel
While Intel is not expressly in the IT Spending model – the results were hopeful. While some of the pop was probably inventory restocking, perhaps (we’ll learn on Wednesday) stealing some share from AMD, and perhaps consumer (vs. enterprise) interest, the signs are encouraging that we seem to be getting closer to the end of this thing. Using their Q3 guidance of ~$8.5M, they project out to -13% for 2009.
IBM Preview
My models have IBM’s Q209 coming in at:
|
Q209 |
2009 |
2010 |
|
| IBM Total |
$22,601 (-13 YoY%) |
$91,770 (-9% vs. 2008) |
$93,511 (+2% vs.2009) |
|
Systems |
$3,811 (-26%) |
$15,863 (-18%) |
$13,795 (-13%) |
|
Services |
$13,690 (-10%) |
$55,001 (-7%) |
$57,837 (+5%) |
|
Software |
$5,100 (-9%) |
$20,096 (-5%) |
$21,879 (+5%) |
IBM is a key component of the WW IT Spending model, so significant differences in these figures will move the model.
We’ll see on Thursday.
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