As tech watchers know, servers are a pretty big market. And hardware market-share changes are a good indication of which companies have the wind at their backs in offering other services that complement server sales. In this video, analyst Eric Bleeker talks about some of the winners and losers from IDC's recent report on the server market.

Hewlett-Packard (NYSE: HPQ) and Dell (Nasdaq: DELL) were two clear winners from the first quarter, with Dell seeing the largest gains. X86 servers, made with Intel's (Nasdaq: INTC) and AMD's (NYSE: AMD) Xeon and Opteron chips, made huge inroads during the quarter.

IBM (NYSE: IBM) and Oracle (Nasdaq: ORCL) are two of the losers, but really, when Oracle fails, IBM gains. Oracle's purchase of Sun Microsystems mostly targeted IBM; Oracle wanted to increase its ability to offer end-to-end services like Big Blue. However, it might be a little more difficult than Larry Ellison thought to integrate Sun Microsystems -- revenue was off 39% at Oracle, while the rest of the market grew at 6%. While IBM may have lost some market share, with the company's server business shifting to a higher-margin mix, maybe IBM isn't as a big of a loser as it might seem at first.

Eric Bleeker owns no shares of any company mentioned in this article. Intel is a Motley Fool Inside Value choice. The Fool has created a covered strangle position on Intel. The Fool owns shares of and has written puts on Oracle. Motley Fool Options has recommended buying calls on Intel. Try any of our Foolish newsletter services free for 30 days. The Motley Fool has a disclosure policy.