Tag Archives: hpq

End of Windows Server 2003 seen sparking data center sales

Server sales could get a big lift next year when Microsoft’s (MSFT) Windows Server 2003 software reaches its scheduled end of life. A report by Pacific Crest Securities on Monday compared the impact to the boost seen in personal computer sales as Windows XP approached its end of support on April 8. The end of life for Windows Server 2003 on July 14, 2015, is one of two catalysts that could spark an enterprise data center revival next year, the investment bank said. The other factor is Intel ‘s (INTC) new Grantley server platform, which is set to ship in late September or early October, Pacific Crest said. Among the companies likely to benefit from the server sales rebound are Intel, Hewlett-Packard (HPQ), Western Digital (WDC), Seagate Technology (STX), SanDisk (SNDK), F5 Networks (FFIV) and A10 Networks (ATEN). Last year, data center spending fell for the first time since the…

HP PC Sales Could Get Boost From Corporate Refresh

Hewlett-Packard (HPQ) seems poised to continue its recent positive performance in notebooks and commercial business revenue, Brent Bracelin, an analyst for Pacific Crest Securities, said in a research report Friday, ahead of HP’s Discover user conference next week. HP’s notebook and commercial business revenue rose by 7% and 12%, respectively, year over year in fiscal Q2 ended April 30, Bracelin said. “Our semiconductor team raised our notebook

Dell Avoids ‘Scorched Earth’ PC Pricing; HP Upside?

Privately held Dell isn’t slashing prices in the personal computer market, which is good news for Hewlett-Packard (HPQ), says UBS in a report. Though privately held since an October buyout by founder Michael Dell and investment partner Silver Lake Partners, Dell held an analyst day event in Austin, Texas, last week. “The good news for competitors is that Dell says it has become more price-disciplined, so it does not appear to be taking a