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IDC: Dell, IBM Lap Up Share

IBM Corp. (NYSE: IBM) and Dell Computer Corp. (Nasdaq: DELL) posted the strongest year-over-year gains in the overall disk storage systems market, according to IDC's latest quarterly report on the sector.

And even though EMC Corp. (NYSE: EMC) showed a year-over-year decline in sales, the company maintained its "leadership position" in the storage networking market, IDC says.

Overall, disk storage systems revenues were $4.73 billion in the second quarter of 2003, down 3.9 percent compared with the second quarter of 2002, according to the IDC report. Storage capacity continues to outpace revenue, growing 36 percent year-over-year, to 181.6 petabytes shipped in the second quarter (see IDC: Q2 Storage Sales Down Y/Y).

Dell showed the strongest year-over-year growth in the category, generating $334 million in revenues in the quarter, an increase of 21.7 percent over the same period last year. John McArthur, group VP of storage research at IDC, says Dell was helped by healthy server sales as well as its partnership with EMC for the midrange Clariion line.

IBM, meanwhile, picked up 2.5 points of market share with sales of $957 million in the quarter -- a gain of 10.2 percent over last year. Big Blue also held the second-place spot overall, after Hewlett-Packard Co. (NYSE: HPQ), which remained in the No. 1 position. EMC was third overall, posting a decline in sales of 6.9 percent compared with the second quarter of 2002, according to IDC.

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