Microsoft is spending to stimulate the key on the server, Microsoft to establish their own large data centers, with Google, Amazon, eBay and other competition. These large data centers will be responsible for hosting its own and partner applications. Dell Microsofts data center business has a considerable share in the first quarter, the two sides have reached an agreement with the order of tens of thousands of servers, these servers will be delivered in the quarter a lot. Assume that the scale of the U.S. x86 server market at 70 million units per quarter or so, only Dell and Microsofts orders accounted for a proportion of the number, you can easily make Dells market share above 40%.
Although Google has shown a high growth market momentum for, but not enough to shake in the Chinese market dominance of Baidu. Future, even if the current pattern is broken, but the Chinese Internet market is too large, then search can benefit from the different areas. Baidu released first-quarter earnings, investors responded quickly, causing its stock price rose 20%. Baidu has been listed in the 7 quarters, 6 quarter results have exceeded Wall Street expectations. From this, the domestic market growth will slow, blocked into the international market and stock price artificially high, not Baidu currently facing problems.