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Nov. 22, 2002--IBM's share of worldwide server revenue grew 2.1 points in the third quarter of 2002 compared with the third quarter of 2001 -- the largest revenue share gain of any vendor, according to the just-released Gartner Dataquest Worldwide server quarterly statistics.
In addition, IBM's share of worldwide UNIX revenue rose 3.8 points in the third quarter of 2002 from the same quarter a year ago, while all other major vendors lost share.
IBM also was the fastest growing major vendor in Intel-based servers with a revenue market share gain of 3.7 points in the third quarter of 2002 compared to the same quarter of a year ago.
oder dies?
08:32 ET Affymetrix cut to Buy at UBS on valuation; target $30 (AFFX) 28.79:
08:19 ET Wachovia downgrades select wireless equipment stocks : Wachovia downgrades RFMD, SWKS, and TQNT to Hold from Buy and downgrades ANAD and ERICY to Sell from Hold; firm says their survey indicates that demand in the U.S., Europe, and South Korea was down sequentially, and overall demand appears to have dropped as precipitously as it did this time last year,
SOX semiconductor index down almost 2% after book-to-bill ratio reported at weaker than expected 0.73..
08:15 ET Pre-Market Movers : Trading up: TIVO +11%, GNTA +7.5%, KKD +2.8%, SWY +2%, .. Trading off: BRCD -20%, MCDT -14%, ADCT -10%, MYGN -7.5%, NVDA -6.5%, JNPR -4%, NVLS -2%, AMAT -2%.
08:04 ET Siebel and Peoplesoft downgrade details : Salomon Smith Barney downgrades SEBL and PSFT to Underperform from In-Line; given current valuations and the their view that software co's are not likely to beat Q4 license rev ests by a significant margin, firm believes that investors will be disappointed by the likely scenario that FY03 ests remain the same or drift lower; cuts PSFT FY03 rev/EPS ests to $494 mln/$0.57 from $533 mln/$0.59, but leaves SEBL ests unchanged; although stocks could continue to move higher over the next 4-5 weeks, firm would use this opportunity to reduce positions.
08:04 ET Adobe Systems downgrade details (ADBE) 30.20: -- Update -- WR Hambrech downgrades to SELL from Hold; says ADBE currently trades at a valuation from which they have fallen significantly in the past; thinks disappointing guidance may be the catalysts to drive shares downward; believes the impact of channel clearing in Q1 will make for an unusually weak qtr. Price target $21.
Cal Dive (CDIS) 21.57 +0.42: After recently spending several days with management, UBS Warburg is upgrading to STRONG BUY from Buy rating with price target of $35, as firm is more convinced that CDIS is on the verge of showing significant growth, yet the stock appears to be quite undervalued. Firm thinks company is poised to benefit from three key industry trends: more mature properties, a growing installed base of subsea wells, and smaller new oil and gas reservoirs.
www.briefing.com/FreeServices/fs_inplay.htm
