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IBM Logo
  • commented 3/16/12
  • tags: IBM
  • Can IBM capture the Cloud?

    With plans offer its range of cloud-based services and solutions "collectively", can IBM gain a competitive edge against players focused on specific services, like SaaS (Salesforce.com) or IaaS (Amazon web services)? If so, can it become the largest player in the cloud computing market? [ less... ]
    Can IBM capture the Cloud? With plans offer its range of cloud-based services and solutions "collectively", can IBM gain a competitive edge against players focused on specific services, like SaaS (Salesforce.com) or IaaS (Amazon web services)? If so, can it become the largest player in the cloud computing market?
    ipad-users-penetration.gif
  • shared a clip 11/22/11
  • tags: DELL HPQ AAPL
  • With tablet penetration set to increase and iPad expected to maintain its dominance, what's in store for PC vendors like HP and Dell - especially as their initial shots at the tablet market have failed?

    [ less... ]
    With tablet penetration set to increase and iPad expected to maintain its dominance, what's in store for PC vendors like HP and Dell - especially as their initial shots at the tablet market have failed?



  • commented 10/20/11
  • tags: IBM EMC HPQ SYMC
  • The information security is a big concern among enterprises today and a big opportunity for security software vendors. The following chart shows that the percentage of customers looking to adopt security solutions is a healthy 15%-20% for almost all the different categories.

    While the chart only shows statistics from Japan, the information security concern is surely more global in nature. This also explains why technology giants like IBM and HP are making a dash for information security market - currently lead by players like EMC and Symantec. Information security is an expanding market both in terms of scope (as new sources of threat arise in the era of Cloud) as well as reach (as more enterprise and consumers look to protect there information which they now store in 'trusted' clouds)



    [ less... ]
    The information security is a big concern among enterprises today and a big opportunity for security software vendors. The following chart shows that the percentage of customers looking to adopt security solutions is a healthy 15%-20% for almost all the different categories. While the chart only shows statistics from Japan, the information security concern is surely more global in nature. This also explains why technology giants like IBM and HP are making a dash for information security market - currently lead by players like EMC and Symantec. Information security is an expanding market both in terms of scope (as new sources of threat arise in the era of Cloud) as well as reach (as more enterprise and consumers look to protect there information which they now store in 'trusted' clouds)



    Juniper Logo
    JNPR $25.08
  • made a price estimate 12/22/11
  • tags: JNPR
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  • commented 10/18/11
  • tags: T S VZ AAPL
  • It will be a war in the clouds as wireless service providers now look to offer cloud services in an attempt to capitalize on the booming market and regain margins in the process.

    Obviously with more bandwidths and consumers at their disposal, it makes more sense for them rather than the mobile hardware/software vendors like Apple, Google or RIM.



    Clipped from isuppli.com using the Trefis clipping tool:
    Mobile communications service providers have lagged behind in the race to unlock the value in the mobile communications industry, which is estimated to grow to a trillion dollars during the next two years.

    Because of this, the average operating profit for wireless service providers around the world declined in 2010, even as semiconductor suppliers and device manufacturers improved their margins. With the transformative impact of tablets and consumer-centric smartphones, the pace of change is accelerating in the wireless market. And to reclaim their share of profits, wireless carriers must be willing to take risks, move fast and be innovative in their offerings. A key offering will be cloud-based services for tablets and other mobile devices that represent a new revenue stream for these companies.
    ... Read more

    [ less... ]
    It will be a war in the clouds as wireless service providers now look to offer cloud services in an attempt to capitalize on the booming market and regain margins in the process. Obviously with more bandwidths and consumers at their disposal, it makes more sense for them rather than the mobile hardware/software vendors like Apple, Google or RIM. Clipped from isuppli.com using the Trefis clipping tool: Mobile communications service providers have lagged behind in the race to unlock the value in the mobile communications industry, which is estimated to grow to a trillion dollars during the next two years. Because of this, the average operating profit for wireless service providers around the world declined in 2010, even as semiconductor suppliers and device manufacturers improved their margins. With the transformative impact of tablets and consumer-centric smartphones, the pace of change is accelerating in the wireless market. And to reclaim their share of profits, wireless carriers must be willing to take risks, move fast and be innovative in their offerings. A key offering will be cloud-based services for tablets and other mobile devices that represent a new revenue stream for these companies. ... Read more



    Dell Logo
  • commented 10/18/11
  • tags: DELL EMC
  • Dell pulls the plug on EMC relationship.

    Clipped from itknowledgeexchange.techtarget.com using the Trefis clipping tool:
    Dell today officially ended its 10-year partnership with EMC, saying it would no longer sell EMC products after making a series of storage acquisitions over the past four years.
    ... Read more

    [ less... ]
    Dell pulls the plug on EMC relationship. Clipped from itknowledgeexchange.techtarget.com using the Trefis clipping tool: Dell today officially ended its 10-year partnership with EMC, saying it would no longer sell EMC products after making a series of storage acquisitions over the past four years. ... Read more
  • commented 10/13/11
  • tags: SNDK
  • SSDs are the fastest growing segment of the global storage device market. Though very small in absolute number right now, they offer tremendous upside potential to firms like SanDisk as tablets and ultralight notebooks witness mass scale adoption.



    Clipped from isuppli.com using the Trefis clipping tool:
    Combined shipments in the second quarter for the three major storage segments of hard disk drives (HDD), optical disk drives (ODD) and solid state drives (SDD) amounted to 248.8 million units, up 4.5 percent from 238.1 in previous quarter.

    SSD shipments at 3.4 million units, though very small in absolute terms, grew fastest by 21.4% as compared to previous quarter. ... Read more

    [ less... ]
    SSDs are the fastest growing segment of the global storage device market. Though very small in absolute number right now, they offer tremendous upside potential to firms like SanDisk as tablets and ultralight notebooks witness mass scale adoption. Clipped from isuppli.com using the Trefis clipping tool: Combined shipments in the second quarter for the three major storage segments of hard disk drives (HDD), optical disk drives (ODD) and solid state drives (SDD) amounted to 248.8 million units, up 4.5 percent from 238.1 in previous quarter. SSD shipments at 3.4 million units, though very small in absolute terms, grew fastest by 21.4% as compared to previous quarter. ... Read more



  • commented 10/13/11
  • tags: HPQ
  • Worldwide PC shipments - Q3 2011



    IDC points in its latest quarterly tracker report for global PC shipments - "The market continues to struggle as consumer discretionary income is diverted to other areas and business spending remains depressed in light of other priorities and a potential double-dip recession. [ less... ]
    Worldwide PC shipments - Q3 2011 IDC points in its latest quarterly tracker report for global PC shipments - "The market continues to struggle as consumer discretionary income is diverted to other areas and business spending remains depressed in light of other priorities and a potential double-dip recession.



  • commented 10/11/11
  • tags: IBM HPQ
  • HP's move to acquire Autonomy, a UK software firm focused on providing big data analytics, seems to be in the right direction given the huge potential the market has to offer. IBM has already done wonders by transforming into a software and services firm.

    However, by firing CEO Leo Apotheker (a software guy) only to hire another software person, Meg Whitman, as the CEO barely a month after announcing major corporate restructuring indicates serious top management issues as well as lack of direction within the firm.



    Clipped from idc.com:
    The "Big Data" phenomenon seems to have appeared from almost nowhere, but in reality, some aspects of this emerging trend are not new. We have known about the exponential growth of data volumes for some time and according to a recent IDC Digital Universe study published in June 2011, the amount of information created and replicated will surpass 1.9 zettabytes (1.8 trillion gigabytes) in 2011, growing by almost nine times in just five years. ... Read more

    [ less... ]
    HP's move to acquire Autonomy, a UK software firm focused on providing big data analytics, seems to be in the right direction given the huge potential the market has to offer. IBM has already done wonders by transforming into a software and services firm. However, by firing CEO Leo Apotheker (a software guy) only to hire another software person, Meg Whitman, as the CEO barely a month after announcing major corporate restructuring indicates serious top management issues as well as lack of direction within the firm. Clipped from idc.com: The "Big Data" phenomenon seems to have appeared from almost nowhere, but in reality, some aspects of this emerging trend are not new. We have known about the exponential growth of data volumes for some time and according to a recent IDC Digital Universe study published in June 2011, the amount of information created and replicated will surpass 1.9 zettabytes (1.8 trillion gigabytes) in 2011, growing by almost nine times in just five years. ... Read more



    BNY Mellon Logo
    BK $36.86
  • made a price estimate 5/16/11
  • tags: BK
  •  BNY's Assets Under Management
      [ less... ]
     BNY's Assets Under Management
     
    NetApp Logo
    NTAP $43.25
  • made a price estimate 1/3/12
  • tags: NTAP
  •   [ less... ]
     
    Abercrombie & Fitch Co. Logo
    ANF $35.23
  • made a price estimate 11/18/10
  • tags: ANF
  •  ANF Revenue per Square Foot
      [ less... ]
     ANF Revenue per Square Foot
     
    EMC Logo
    EMC $30.10
  • made a price estimate 1/27/12
  • tags: EMC
  •   [ less... ]
     
    Coach Logo
    COH ($22,620,423)
  • made a price estimate 5/16/11
  • tags: COH
  •  Handbags EBITDA Margin
      [ less... ]
     Handbags EBITDA Margin
     
    Ford Logo
    F $20.85
  • made a price estimate 7/27/10
  • tags: F
  •  Ford International Market Share
      [ less... ]
     Ford International Market Share
     

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