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BUSINESS BRIEFS.(TO THE POINT)

Investor's Business Daily

| November 03, 2003 | COPYRIGHT 2003 Investor's Business Daily, Inc. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan.  All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)Copyright

TECHNOLOGY

Microsoft, Oracle brands fading

The market opinion of the No. 1 and No. 2 software companies have each fallen over 20% in under 3 years, according to research firm Techtel's Demand Index for Q3 (see Vital Signs above). Dell, HP, IBM and Intel all get high, steady marks. Anti-virus fighter Symantec's star is ascending. The market still thinks relatively highly of Sun Micro, despite its still-sinking sales and steep stock sell-off.

Server shipments up 21% from '02

1.37 mil servers were shipped in Q3, Gartner said. Data show unit shipments rose more than 10% from the prior year for the 3rd straight quarter. Hewlett-Packard was No. 1, with 408,000 units sold, up 21% from last year. No. 2 Dell's shipments of 276,000 rose 28%. IBM's sales grew 37% to 220,000, but Sun Micro's fell 3% to 60,000.

TELECOM GEAR

California Amplifier ups Q3 views

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