How to judge in an economy with a lingering recessionary influence?
The cloud service providers have picked up some of the slack that would otherwise exist in server sales. They built data centers with thousands of server units, and the server vendors know how to cater to them. You can't really make a long term judgment yet on what server sales look like in the age of cloud computing because we haven't gotten back a normal, non-recessionary economy. Fuller utilization of servers through skilled operations -- in both the public cloud and private enterprise -- will tend to flatten sales in the long run, in my opinion.