there was an opportunity for Lenovo to break out of their current market share position in the “other” category and make a serious play in the server market.
With Lenovo’s latest server announcement on October 16th, we were hoping to see something very different, but we’re still seeing, for the most part, more of the same. The ThinkServer RD540 and RD560 announcement was Intel-leveraged with little to differentiate the Lenovo ThinkServers from the competition, and little to cause customers to move away from their current Dell, HP and IBM platforms and consider Lenovo. There were 3 key observations we recognized that we would like to point out, none of which we believe will help Lenovo break out of their current market share position.
Table of Contents
- Introduction
- Observation #1: Reliance on Intel
- Observation #2: Catching up in a Few Areas
- Observation #3: Minimal Obvious Differentation
- Server Customer Guidance
- Important Information About This Paper
Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights) in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.
