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Carlyle and Kyocera dig deep into DDI Pocket

Personal handyphone devleopment Private equity investor Carlyle should find plenty of opportunities to develop DDI Pocket, the personal handyphone system business in which it has agreed to buy a 60 per cent stake. The low-cost system has a lot of potential in developing countries and may also offer opportunities in the data …
Datamonitor, 23 Jun 2004

Nortel stock rallies on talk of Cisco bid

Nortel Networks stock rose strongly towards the end of last week following speculation that Cisco Systems is considering a bid for the company. The timing looks good for Cisco to acquire its smaller rival, but it is rarely interested in such large acquisitions. Cisco CEO John Chambers fired up rumors of a potential acquisition …
Datamonitor, 21 Jun 2004
cable

Hewitt takes HRO lead with Exult acquisition

Hewitt's acquisition of Exult for $691m sees it taking the lead in the nascent human resources outsourcing sector. The deal will put Hewitt ahead of traditional IT services giants such as IBM Global Services, Accenture, Affiliated Computer Services, and EDS, which are rapidly moving into the HRO sector. The takeover is a …
Datamonitor, 21 Jun 2004

Unisys pushes the ES7000 envelope

Vendors get judged on peak performance of their biggest, baddest boxes, but they make their bread on more modest machines. This is why server maker Unisys, which has for three years been the staunchest supporters of Windows in the datacenter, recently spent big bucks to prove the ES7000 Wintel mainframes deliver the best bang …
Datamonitor, 21 Jun 2004

AMD: no longer the also-ran

Throughout the 1990s, Intel and Advanced Micro Devices battled to capture the imagination of computer buyers by offering ever-faster performance. More recently, the competition between the two companies has become more like a game of paper, scissors, stone, as each company attempts to surprise the market with unexpected new …
Datamonitor, 21 Jun 2004
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Fujitsu Software gets serious outside of Japan

Fujitsu Software's head of application integration middleware, Robert Sepanloo, is targeting $100m revenue from the business in Europe and the US by 2006. It may be one of the best examples of stealth marketing the industry has seen, as despite Fujitsu Software being relatively unknown in Europe and the US, it has annual sales …
Datamonitor, 17 Jun 2004
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Nokia makes all the right noises

Nokia CEO Jorma Ollila has outlined a multi-pronged attack incorporating more clamshell phones, greater operator customization, better penetration into the mid-range, and faster reactions to handset fashions. Although Mr Ollila made a good argument for putting Nokia's recent woes behind it, the true efficacy of these choices is …
Datamonitor, 16 Jun 2004
Broken CD with wrench

IT still matters - just not how it used to

Nicholas Carr, author of the now infamous Harvard Business Review article "IT Doesn't Matter" in May 2003, is set to stir up the hornet's nest once more with a book on the same subject, "Does IT Matter? Information Technology and the Corrosion of Competitive Advantage"... Carr was absolutely right in his assertion that what he …
Datamonitor, 11 Jun 2004

HP maps growth path

Hewlett-Packard hosted its annual securities analyst meeting in San Jose this week, and the company's top brass laid out its plan to grow revenues consistently at a rate in the high single digits (twice the rate of global GDP growth) and to grow profits by more than 20 per cent a year. This ambitious goal is similar to that of …
Datamonitor, 11 Jun 2004
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Windows HPC edition in the works

Although Microsoft has refused to confirm the many reports that say so, it appears the company is working on a version of its Windows Server platform specifically tailored for the high performance computing market... That Microsoft would branch off from Windows 2003 Server to create an HPC Edition makes perfect sense for a …
Datamonitor, 10 Jun 2004

IBM chases HP and Sun with i5

According to the top brass in the iSeries division, IBM will be pushing on several fronts to grow the OS/400 server business and pump up the OS/400 ecosystem on which it depends. Timothy Prickett Morgan examines IBM's new strategy... Both Al Zollar, general manager of IBM's iSeries line, and Cecelia Marrese, vice president of …
Datamonitor, 10 Jun 2004
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Brightmail finds sanctuary with Symantec

Never afraid to dip into its monster cash pile when an opportunity presents itself, Symantec is going to buy Brightmail, one of the leading anti-spam vendors, for $370m in cash. The deal will improve Brightmail's position, although the prospect of Microsoft entering the anti-spam market is still a significant threat. The deal …
Datamonitor, 21 May 2004
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Capgemini scores big with TXU

Capgemini has signed the biggest IT services contract of 2004 so far: a 10-year $3.5bn outsourcing deal with TXU to provide a range of BPO and IT support services. The deal is similar to an agreement Capgemini has with Hydro One, but it looks like the French IT services provider has learnt from its previous experience. The …
Datamonitor, 21 May 2004

IBM dishes out Power tools for Linux

Programmers and software developers are, like the rest of us, creatures of habit and limited by the comfort zones of our own areas of expertise. IBM may want Linux enthusiasts, snobs, and zealots to give Linux on Power a whirl, but just saying that they should doesn't really accomplish much... Earlier this year, IBM's top brass …
Datamonitor, 19 May 2004
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Yahoo! and Google escalate portal wars

The gloves are off in the battle between onetime friends Google and Yahoo!, with each of the companies rolling out upgrades, feature changes and alliances that indicate both firms are fiercely competing for eyeballs. The portal wars that dominated the Web in the late 1990s are back, it seems. Google has approached the point …
Datamonitor, 18 May 2004
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BT's olive branch to Ofcom

BT has revealed a massive cut in the prices it charges its rivals for using its broadband network, in an effort to avert a possible break-up of its business by Ofcom, the UK telecoms watchdog. The move will result in a short-term dip in revenues, but may well prove profitable in the long run. Last month, Ofcom chief executive …
Datamonitor, 17 May 2004
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Business slow to embrace wireless

Enterprise wireless technology is here. It has been here for a while now and it is not going away. Given the obvious truth of this statement, it may seem surprising that companies have on the whole failed to embrace wireless technologies in more than a cursory fashion. Despite the fact that productivity, total cost of ownership …
Datamonitor, 13 May 2004
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Sage: more acquisitions ahead

While Sage's H1 results seem strong, if the three acquisitions it has made since last September are stripped out, organic revenue growth was only three per cent. Flat results from existing operations in its North American business should be a particular concern. As well as a decline in the value of the dollar, Sage also …
Datamonitor, 13 May 2004

Sun and Veritas bury the hatchet

Server maker Sun Microsystems and clustered file systems maker Veritas Software have something of a love-hate relationship, but the two buried the hatchet this week. While Sun cannot afford to buy Veritas, attempting to license its technologies may be an idea worth looking into. Veritas and Sun are now working to port the …
Datamonitor, 10 May 2004
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Royal Bank of Canada dumps SCO Group shares

Royal Bank of Canada (RBC) has washed its hands of SCO Group (SCOX), dumping all 30,000 recently-acquired shares into the lap of BayStar Capital. The venture capital firm, which considered walking away last month, is now in a powerful position to influence SCO's future direction. RBC has sold 20,000 Series A-1 stock to BayStar …
Datamonitor, 10 May 2004
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Dollar decline stunts Symbian growth

The strength of the pound against the dollar left Symbian's Q1 results looking less impressive than would be justified. However, the company is still losing money and may need to raise more capital. This could prove a crucial point in the company's relationship with leading shareholder Nokia. Symbian said on 6 May that …
Datamonitor, 10 May 2004
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Iraq 'abuse' contractors go on the offensive

Defense contractor CACI International went on the offensive on Wednesday as it sought to contain the fallout from the alleged involvement of some of its staff in the abuse of prisoners in Iraq. CACI and Titan, another contractor named in accusations, risk becoming an easy target for the US Government as it looks to find someone …
Datamonitor, 07 May 2004
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BT and HP's outsourcing strategy

Hewlett-Packard and BT have announced a $1.5bn strategic alliance to address the integrated information and communications technology (ICT) market. BT has already shown much success in winning large outsourcing deals and HP should be able to use the alliance to improve its own position BT will manage HP's voice and data …
Datamonitor, 06 May 2004
SGI logo hardware close-up

Storage software may become another commodity

As technology sectors develop, advanced products carrying premium prices become commodities. For high-end storage hardware suppliers such as EMC, IBM and Hitachi, this has already been happening. Now the same may happen with some of the storage software too... The commoditization of big-ticket disk boxes has spurred storage …
Datamonitor, 03 May 2004
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IT vendors seek the quiet life

IT sales can be fun: there is a rush from winning a deal and killing the competition. But almost no salesperson enjoys the ever-lengthening sales cycle, the creeping featurism, and the necessity to make sales monthly, quarterly, and yearly that hallmarks the IT market. No wonder vendors are desperate to get out of this cycle and …
Datamonitor, 26 Apr 2004