IDC saw worldwide unit growth in 3Q of roughly 18.3 percent, while Dataquest saw worldwide unit growth around 15.2 percent. Averaging the two together puts it in the mid-to-high 16 percent range, which is roughly in line with our forecast 17 percent for 3Q.
Dell recently established a separate storage business... Dell has only been selling external storage for about two years, and it is already the number six player in the market, with roughly a $1 billion run rate.