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i2 Technologies: time to sell up?

i2 Technologies shows no signs of halting its revenue slide despite repeated restructuring and efforts to adapt to changing market conditions. Its business is sound but its position is not, and being acquired by a larger firm may be its best route to success. i2's revenue fell on both a sequential and a yearly basis in Q1 2004 …
Datamonitor, 26 Apr 2004
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Sun's Java Desktop gets tooled up

Sun Microsystems is to bundle application development tools with its Java Desktop System (JDS), to encourage the construction of Java software for desktops. It is also looking to capitalise on Wal-Mart's online business customer base to sell PCs pre-loaded with JDS, although other retailers might offer a better match. Sun's …
Datamonitor, 22 Apr 2004
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Mobile giants deny cartel slur

Six of the world's largest mobile operators have denied speculation that they are in the process of forming a cartel to put pressure on handset and software vendors to meet their requirements. But such a body would clearly have an immense impact on the future direction of the industry. Even if they are not planning to increase …
Datamonitor, 22 Apr 2004
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Sony Ericsson pressures Nokia

Sony Ericsson Mobile Communications shipped a record amount of mobile handsets and posted an excellent set of results for Q1 2004. It is continuing to gain market share from the likes of Nokia, which is will now be coming under increased scrutiny following its own disappointing performance over the quarter. For Q1 2004, the …
Datamonitor, 21 Apr 2004
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Amazon.com tiptoes into search arena

Online retailer Amazon.com is the latest company to join the crowded ranks of the web search engine market dominated by the likes of Google and Yahoo. The company is gradually changing from an online retailer to a web technology vendor, but its ambitions on the wider search market remain to be seen. Amazon's California-based …
Datamonitor, 20 Apr 2004
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Siebel cautious despite profits jump

CRM vendor Siebel's Q1 results had some positive aspects, including successful cost-cutting initiatives and higher license revenues. Although lower service revenues could be a bad sign, the company generally looks well positioned for the future. Siebel Systems CEO Tom Siebel described the market position as fragile and …
Datamonitor, 19 Apr 2004
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Global P2P jihad stumbles

The legal debate surrounding peer-to-peer file-swapping sites has shifted up a gear in the past few months, beginning with the Recording Industry Association of America (RIAA) filing hundreds of lawsuits against serial downloaders, who they claim are costing the industry millions. But the crusade against copyright infringement …
Datamonitor, 16 Apr 2004
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Navini comes in from the cold

Renegade wireless broadband networking vendor Navini Networks has come in from the cold by joining the WiMax Forum. The decision should provide aready-made service provider footprint for the mobile variant of the IEEE's 802.16 metropolitan area networking standard once it comes on stream. Navini, one of a band of "4G" …
Datamonitor, 16 Apr 2004
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Microsoft: May expectations for Longhorn

Microsoft is expected to deliver its first draft of the delayed Longhorn OS next month, with some of its ambitious sub-system features trimmed down. If Longhorn is not ready in time for May's WinHEC hardware conference, Microsoft could lose goodwill from OEMs, developers and customers. It is believed Microsoft will release …
Datamonitor, 14 Apr 2004
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Offshore analysts speak with forked tongue

As the political backlash over the wholesale movement of IT services and business process outsourcing jobs to cheaper labor markets gathers pace, those with the most to gain from offshoring are keeping very quiet. Many companies considering an offshore strategy are very reticent to reveal their plans because they are wary of a …
Datamonitor, 14 Apr 2004
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Nokia: sales slump caused by inadequate product range

Nokia's reputation as the unchallenged master of the mobile phone industry took a blow this week when it said it had lost market share in Q1 to increasingly confident competitors. Nokia's statement is worrying for its investors, but suggests that the telecoms market as a whole is looking up. While Nokia originally forecast that …
Datamonitor, 09 Apr 2004
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Skype: giving wireless PDAs a new voice

Peer-to-peer telephony upstart Skype Technologies has staked its claim on the title of most popular mobile application provider ever with the launch of a version of its massively popular software designed for handheld devices. The free to use PocketSkype is designed for users of wireless LAN (WLAN)-enabled PDAs based on …
Datamonitor, 09 Apr 2004
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Union Fenosa: broadening horizons

Union Fenosa has joined Endesa and Iberdrola in entering the rapidly-expanding Spanish broadband market. All three have chosen to target niche customer groupings through alternative platforms in a bid to differentiate themselves from conventional broadband providers. Yet, notable market failures suggest that Union Fenosa will …
Datamonitor, 06 Apr 2004
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Security budgets soared in 2003

The combined revenues of 22 of the largest publicly listed pure-play IT security vendors grew 14 per cent last year. The heavy hitters of the security market posted combined revenues of $5.33bn last year compared to $4.67bn in 2002, according to a study by analysts Datamonitor published today. "A steady rise in security …
Datamonitor, 06 Apr 2004

Telcos muscle in on IT

Having toyed with the idea of spinning out their IT and network services operations during the last three years, telecoms operators are starting to realize the potential of these businesses. Telcos now look like they could be in a good position to benefit from the development of next generation networks. AT&T, BT Group and …
Datamonitor, 05 Apr 2004
cable

IBM's Mighty Morphin Power Rangers

IBM yesterday held the Power Everywhere event in New York, which was a bit of a debutante ball for the upcoming Power5 chip and its Squadron line servers. What Big Blue really wanted to talk about, though, was opening up the Power architecture in such a way as to mimic the open source development methodology that is increasingly …
Datamonitor, 02 Apr 2004

Brocade ups the low-end switch ante

Brocade Communications Systems has officially unveiled its first new SAN hardware since October 2002, in the form of 8-port and 16-port Fibre Channel switches. Their key qualities are likely to be their low prices, which Brocade says will start at just $5,000, heating up the competition between Brocade and its rival McData. …
Datamonitor, 31 Mar 2004
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EC MS ruling: simply the end of the beginning

While the size of the European Commission's record $613m fine against Microsoft for breaking European Union competition law has grabbed most of the headlines, a far bigger factor in terms of consumer protection is the fact that the case could now be held up in the courts for another four or five years... European competition …
Datamonitor, 26 Mar 2004
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Vanco sets sights on Infonet

Allen Timpany, CEO and founder of wide area network services firm Vanco, is counting on impressive growth over the next few years. To achieve its ambitious targets, Vanco will need to maintain good relations with carriers while growing its list of sales partners. Vanco CEO Allen Timpany says that he expects to overtake closest …
Datamonitor, 26 Mar 2004
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Wal-Mart waltzes into music download market

Wal-Mart has entered the online music market and is using its already proven strategy of undercutting its rivals on price to win sales. However, Wal-Mart's commitment to the online music market, where margins are low, is questionable. The main reason for the venture could be to attract new customers to its online store in the …
Datamonitor, 25 Mar 2004
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SpamHaus lobbies for .mail TLD

The SpamHaus Project wants the Internet Corp for Assigned Names and Numbers (ICANN) to approve its application to launch a ".mail" top-level internet domain (TLD) and provide a trusted-sender system for email. Technically the plans should be fairly straightforward, but political issues are another matter. One of ten …
Datamonitor, 25 Mar 2004

Red Hat powers ahead of Novell?

Red Hat has got one over on Linux distribution rival Novell by inking a deal with IBM to market its Red Hat Enterprise Linux alongside IBM's 64-bit Power processor-based hardware. But Red Hat shouldn't go overboard with its celebrations - IBM has yet to announce the shipment specifics and Novell may soon have caught up. IBM …
Datamonitor, 24 Mar 2004

HP to ship Brocade low-end switches

Brocade's promised broad sweep of product updates will begin to reach the streets next month, marking the first outing of fresh silicon that, among other things, will cut manufacturing costs for the switch maker. This will shore up Brocade's defenses against its rival McData. Hewlett Packard claims it will be the first OEM to …
Datamonitor, 23 Mar 2004

Why infrastructure is not a dirty word

There used to be a time when "infrastructure" was a dirty word in IT circles. It seemed every independent software vendor in this sector was loath to be associated with the moniker, preferring instead to be seen as an "applications" or "solutions" provider that sat higher up the value chain. But, like most things in IT, things …
Datamonitor, 22 Mar 2004
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Endesa's power line broadband coup

Attempts to sell broadband services through the power network have been beset with problems. However, Spanish energy provider Endesa has managed to provide an exception, with a penetration rate of 19 per cent. Datamonitor's Martin Yuill examines how the company has managed to find success where so many others have failed... …
Datamonitor, 19 Mar 2004
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Go Daddy broadens its domain

Go Daddy Software is getting into the SSL web server certificate business, with a cut-price offering it hopes will let it do to the SSL market what it did for the domain names market - grow fast at the expense of the incumbents. But gaining market share isn't all down to price. Internet domain registrar Go Daddy bought an …
Datamonitor, 18 Mar 2004
Cat 5 cable

Progressive CIOs deliver real IT value

Talk regularly with chief information officers as we do, and it quickly becomes evident that there are two prevailing views among them and their C-level technology colleagues on how to assess IT value. There also seem to be some very different habits over how they engage IT to solve operational problems, strengthen competitive …
Datamonitor, 17 Mar 2004

EDS: new lease of life for PLM business

IT Services provider Electronic Data Systems is to get a much-needed $2.05bn cash injection through the sale of its product lifecycle management software business to a group of three private equity firms. EDS has struggled to grow the business, but there are encouraging signs for the new owners. Bain Capital, Silver Lake …
Datamonitor, 16 Mar 2004
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Atos Origin: resilient under pressure

The September 2002 acquisition of part of KPMG Consulting's business drove Atos Origin to post a net loss and declining revenue last year. While the company may also struggle initially to absorb Sema, its latest purchase, it remains well placed overall in the IT services sector. Parisian services provider Atos Origin has …
Datamonitor, 11 Mar 2004
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Telefonica buys Bell South's Latin American mobile ops

The consolidation that began in the North American market with Cingular's acquisition of AT&T Wireless has moved south. It emerged at the weekend that Telefonica's protracted deal to purchase BellSouth's Latin American wireless assets is set to go ahead, making Telefonica the leading mobile operator in the region. Telefonica …
Datamonitor, 09 Mar 2004
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Microsoft's high-risk security strategy

Fighting to protect its operating system monopoly by making Windows more secure, Microsoft this year finds itself sitting between the rock of inevitable antitrust oversight, and the hard place of its reputation regarding security. Bill Gates has said that the next big upgrade to Windows XP, Service Pack 2, will have personal …
Datamonitor, 09 Mar 2004

IBM – EDS: merger report dismissed

Reuters reported early on Friday, 5 March that Electronic Data Systems "was in talks to sell all or part of itself" to IBM. IBM and EDS spokespeople refused to comment on the report. EDS is most likely to dispose of its product lifecycle management software unit (PLM) and IBM is already a prominent player in this sector. The …
Datamonitor, 08 Mar 2004
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Belgacom IPO will generate €4bn windfall

Analysts expect Belgian telco Belgacom's forthcoming flotation to give the company a market value of &euro11bn, and raise more than €4bn. The sale of the state-controlled former monopoly - agreed by shareholders last October - should prove an attractive opportunity for investors seeking a strong dividend provider. Belgacom is …
Datamonitor, 05 Mar 2004
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Alcatel ponders Chinese takeaway

Alcatel is apparently looking to sell its mobile handset division in a bid to stem spiralling losses in the operation. French media reports have linked Chinese manufacturer Nanjing Panda Electronics as a possible purchaser. If these reports prove well founded, a deal with a Chinese company could prove to be a shrewd move in …
Datamonitor, 04 Mar 2004
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IT contracting: don't get carried away

UK billing rates for IT contractors have begun to increase for the first time in several years, but it is still too early to crack open the bubbly. The UK figures may well be little more than an anomaly on the path to continued pricing pressure. According to a new report commissioned by the Association of Technology Staffing …
Datamonitor, 29 Feb 2004
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Vendors wary of MS Windows Firewall

Microsoft's announcement of its imminent entry into the personal firewall market was expected, but it is still concerning for some companies already playing in that space. However, in some ways the product seems to be focused on improving Microsoft's security reputation rather than making a splash in the market. Microsoft has …
Datamonitor, 25 Feb 2004
cable

Server competition heats up

Advanced Micro Devices must be happy. After 18 months of secret development and the biting of many corporate tongues at the Intel Developer Forum last week, Hewlett-Packard has finally announced it will deliver variants of its ProLiant X86 servers that use AMD's 64-bit Opteron processors. The server market is suddenly getting …
Datamonitor, 25 Feb 2004
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VeriSign takes token stance

VeriSign is to start selling hardware authentication tokens and is leading a group of security companies in a standards initiative. The move appears to be an effort to soften RSA Security's dominance of the authentication market. VeriSign has announced the formation of the Open Authentication Reference Architecture (OATH) …
Datamonitor, 24 Feb 2004
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Mandator turns to stock market

Systems integrator Mandator has reported falling revenue for 2003, and announced plans to turn to the stock market in the hope of raising enough cash to ensure future growth. But the company is not well placed to get more money from the stock market, and may find itself targeted by a larger rival. For FY2003, Mandator reported …
Datamonitor, 24 Feb 2004
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Ericsson: from A to B and back again

Ericsson plans to reform its controversial voting structure to allow foreign shareholders a greater say in the company. However, the plan will do little to alter the current balance of power since the two existing controlling shareholders will remain in charge. Under LM Ericsson Telefon's current dual-class shares system, the " …
Datamonitor, 23 Feb 2004

Isoft – Torex marriage postponed

A new ruling by the UK Court of Appeal means that the proposed $1.2 billion merger between healthcare services providers Isoft Group and Torex is no closer to being given the green light. This setback may reduce their chances of winning lucrative NHS services contracts. The UK Court of Appeal has ruled that the Competition …
Datamonitor, 23 Feb 2004
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Exel trials RFID in House of Fraser

Exel is embarking on a project with House of Fraser to trial RFID in the retailer's international supply chain. RFID, although not a new technology, is capturing the imagination of several leading retailers in Europe and the US who see it as a potentially revolutionary supply chain tool. Although the technology is neither proven …
Datamonitor, 20 Feb 2004
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Red-letter day for Microgen

Microgen, a billing software and consulting services company, has reported a reduced net loss for 2003 of £1.9m from £2.6m in 2002, on revenue that grew 4 per cent to £26m. Continued growth should not be taken for granted, but the outlook is good for its consultancy business. Microgen's revenue growth was due mainly to a £3.2m …
Datamonitor, 20 Feb 2004
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Enterprise security spend to hit $6bn

Increased publicity of IT threats has highlighted the deficiencies in current security solutions and clarified the need for them. Enterprises are taking note, especially in sensitive industries. Datamonitor's Helen Toft explains why the government, utilities and pharmaceutical sectors are set to see the most rapid rise in …
Datamonitor, 20 Feb 2004

Intel downbeat about 64-bit extensions

Intel couldn't have tried any harder if it wanted to give the impression that its launch of 64-bit extensions for the 32-bit Xeon this week was something it had been forced to do in the face of indifference bordering on hostility to its Itanium project... At the Intel Developer Forum in San Francisco this week, Intel had senior …
Datamonitor, 20 Feb 2004
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Dust settles on AT&T Wireless battle

Cingular has won the battle for AT&T Wireless with a $41bn bid. A day and night of high drama was brought to a close after Vodafone withdrew from the battle for AT&T Wireless after being outflanked by Cingular Wireless. Cingular stands to make some significant synergies with the number-three US wireless operator, while Vodafone …
Datamonitor, 19 Feb 2004
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BT's ‘new wave’ mitigates fixed-line decline

BT Group's third quarter was buoyed by the continued growth of its IT services and broadband offerings, its so-called "new wave" services, while its traditional fixed-line business continued to decline. BT is having more success in certain areas than rival telcos, but it still has some significant challenges ahead. For the …
Datamonitor, 17 Feb 2004
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WM-Data: would-be Nordic powerhouse

Having completed the €200 million acquisition of Finnish IT services company Novo Group, Sweden's WM-Data is looking to grow further over the next few years. However, recent attempts by Nordic vendors to build a more global business have been largely unsuccessful, and WM-Data is likely to just focus on the Nordic region instead …
Datamonitor, 17 Feb 2004
SGI logo hardware close-up

CSFB service in Singapore

CSFB's new operation in Singapore will provide support for the bank's finance operations and information technology development, as well as serving as a global business continuity center. The center is its first in the Asia-Pacific region, but will only be the fourth largest after centers in New York and London. One of the key …
Datamonitor, 12 Feb 2004

Sun subscriptions become model for growth

Following the current trend among IT providers, Sun is hoping to develop a more predictable revenue flow. The company is adopting subscription-based pricing for Grid computing, along with Solaris, to grow the percentage of income it derives from recurring revenue. Systems company Sun is changing its pricing model and extending …
Datamonitor, 12 Feb 2004