"November to January is historically a down quarter for HP, while IBM reported its end of year quarter, which is traditionally stronger," says Bob Schultz, VP of marketing in HP's Network Storage Solutions division.
Here's why HP would like you to focus on the yearly rather than quarterly numbers: The company maintained its No. 1 position with 21 percent revenue market share. For the fourth quarter, IBM and EMC tied for second, with 17 percent revenue share each. There was a similar scenario in the total external RAID market, where HP and EMC tied for the No. 1 position, with 19 percent of the revenue share each. In the total external storage system market, overall revenue increased 12 percent sequentially in the fourth quarter.
Meanwhile, the open systems SAN market outperformed the overall market in the fourth quarter, with 14 percent sequential growth. The NAS market was weaker but continues to be healthy, with 4 percent sequential growth, according to IDC.
HP led the open systems SAN market with 28 percent revenue share, followed by EMC with 26 percent share. In the NAS market, Network Appliance Inc.
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