• 31May

    Citigroup analysts Walter pickup DE (Walter Pritchard) in a study published this week to report said that Microsoft will in tablet PC market, must want to make a difference for launch a mobile version of the tablet computer optimization.

    That Microsoft’s pickup tablet computer has not what strategic spot, but the software giant is still possible to catch up, especially in the enterprise field. He says, tablet PC killer application is very limited, but Microsoft just need to develop a paragraph of this kind of product optimization for the Office, can highlight Windows tablet computer differences.

    In addition, Microsoft has good relations with the enterprise market can also play a role in tablet computer market. Although ordinary consumers can easily give up Microsoft, but the enterprise will certainly looking for ways and existing Microsoft integrate based framework and thus help Microsoft expanding tablet computer market.

    The personage inside course of study thinks, to challenge for iPad tablet computer market for Microsoft is an arduous task. Android tablet computer and RIM PlayBook and other products have been in function and price behind the iPad. Meanwhile, Microsoft has not established tablet computer ecological system and lead to HTC and acer and other important partners to adopt Android.

  • 31May

    Dell greater China and South Asia area Amit Midha MinYi reach (President) said today, dell will through acquisitions to expand data center business. MinYi reach also said China has become the largest outside the United States dell market.

    MinYi da said: “we plan to continue through acquisitions to promote innovation, dell intentionally m&a and data center.” any assets related MinYi reach discloses, data center related business accounted for 50% of dell profits.

    MinYi da says, dell won from baidu, tencent and alibaba, China Internet company, to support the server orders of their search engine, social networking services and e-commerce. In the United States, Google and Facebook is also dell customers. MinYi da says the U.S. dell have cloud service data center server market, 70% share of this market in China has about 60% share.

    By data centers to server demand growth operators to push a quarter in, dell 9.45 million dollars net profit more than double to. In February, dell bought a $8 billion Compellent Technologies data storage company.

    MinYi da says, this year dell plans will Chinese service center double the number to 2,000 home. Meanwhile, dell also plans to expanding Asian sales network, the current Asian sales network consists of about 1.5 million sales outlets.

    MinYi reach also said recently, China has become a dell in the largest market outside America. Later this year, dell will be sold in China, the screen size bigger Streak tablet computer. In addition, dell also plans to launch more smart phones in China.

  • 30May

    The world’s largest PC outsourcing manufacturers in the past 23 years supplies for the first time earning more than $1 trillion nt ($350 billion).

    Although this is located in China’s Taiwan’s enterprise last year more than 5000 million notebook yield, but as with other electronic outsourcing manufacturers, the company also encountered difficulties. China’s rising labor costs, raw materials and rising oil prices and weak dollar are squeezed the company’s profitability, making its net profit last year only 23 million nt $, profit margins for only 1.7%.

    As an apple product assembly business, foxconn in the first quarter of fiscal 2011 margins also dropped to 2.6% historic lows, reason is last year’s wages rise and transfer to inland China result of rising costs factory.

    The world’s second-largest PC outsourcing manufacturers, said last month RenBao computer for HP, dell, will raise such PC brand enterprise foundry fees to compensate for rising costs.

    However, the region to lower cost to put prices may only be transferred and expediency. Although supplies ten years ago had accurately predict to laptops will replace desktop, but the long-term solution will depend on “future star”. The supplies eyes “future star” is cloud computing.

    Because of this, supplies to actively foray into data center and server domain, and to IBM, hewlett-packard, dell and challenge from of old enterprise.

    Cooperate with Facebook supplies last month was “Open to calculate Project” (Open Compute bought), wants to encourage more innovation, and the design of oneself through public Facebook data center industry to strengthen internal dialogue.

    The PC manufacturers also breaking the original role, directly to the Facebook and Google providing server, and not for the HP or dell OEM production. In this way, supplies can earn more profit.

    LinBaiLi supplies the chairman, said: “in the laptop market, we have is the greatest, so not much larger development space.” The server is currently in the supplies revenues of approximately 3% to 5% than the end of this year, the company hopes to achieve this one scale of 10%.

    Cloud computing has also brought a construction boom of data centers, and investment these projects of companies, including Google, yahoo and Facebook Internet companies of old. Because these technology company has the formidable technical strength, so they usually tend to use their own design, rather than standardized structure.

    Although this a boom scale are difficult to quantify, but Microsoft data center study general manager cristian juliano belletti (Christian Belady) estimates that by 2020, the national data center construction revenues will reach $18 billion, up $78 billion global income.

    Although foxconn, inventec and Singapore flextronics are in for other enterprise OEM production server, but can’t challenge large multinational brands. While the Asian producers in the low cost, high quality hardware field unmatched, but server usually need to match specific software, and this is precisely the lack of skills outsourcing manufacturers.

    However, over the past two years but supplies began quietly enhance its ability. The company last month the cooperation with Facebook, was the first public evidence. Supplies will also for Facebook located in Oregon, USA and north Carolina data center supply server.

    So far, HP and dell didn’t seem to worry too much about the supplies and Facebook “open computing project”. Dell marketing director Andrew ShuErKe (to Drew Schulke of Facebook, said open computing project won’t hurt the dell’s business, because the company’s service income than hardware.

    HP also says, cloud computing services market, market scale explosive growth large enough, so no need to worry about hewlett-packard supplies. “We think this is a big industry, there are enough opportunities to let everybody common development.” The company says.

  • 30May

    The HP notebook brand, after ShangHong chongqing world the first laptop, made on May 26 referrals. It’s important for industry and commerce weft gen follows the next day and chongqing signed.

    In August 2009, before had not produce one laptop chongqing, more than a year of time, suddenly gathers a HP, acer, asus three brands, supplies and weft gen, and sliding, inventec, foxconn, commerce RenBao six generations. The enterprise produces 90% of the world’s computer products.

    According to plan, acer in chongqing about 4,000 million, the annual production of 80 million plus HP foreign output per year, chongqing 100 million laptop computer, become Asia’s largest notebook computer production base.

    “Two years after 3 billion worldwide each year TaiBi electricity production, chongqing is one-third of.” Chongqing mayor in HuangJiFan weft gen a signing ceremony said.

    HuangJiFan once if the information industry in chongqing in the outline of 1025 “to” blueprints: build 100 million mobile Asia during notebook computer base, 100 million mobile computer terminal equipment. At the appointed time, the entire information sector output is expected to reach $1 trillion, replace traditional automobile and motorcycle industry in chongqing, became the first pillar industries.

    By faith in chongqing, said MuHuaPing committee director of information industry development, will promote the transformation and upgrading of chongqing industry in chongqing, and will profoundly changes the opening to the situation.

    Facing unprecedented industrial 2003-05 situation, local governments can reasonable configuration elements, become the big industry key of success or failure.

    An information industry chain as the core of the western new commercial geographic patterns, will also for chongqing upheaval.

  • 29May

    Over the past five years, oracle’s r&d investment engaging 12%, the average gathered in the table below, compared with a rival oracle r&d spending accounts for the income scale.

    Oracle to provide enterprises with current hardware, including comprehensive product and service. Can be found in oracle in hardware mainly acquisition from its r&d spending after fall of revenue ratio. However, in the past 12 months, oracle’s spending ratio is closer to 13% of revenue.

    Cloud computing, the development of oracle’s core business threats. Salesforce etc company’s service has attracted many start-ups, these entrepreneurial enterprises not too willing to IT infrastructure to large investment. So in addition to continue to invest capital, Exadata and other hardware products r&d, oracle also need to continue beyond the software development based on cloud computing, and companies such as Salesforce competition.

    Some of the technology industry outstanding enterprise can will buy into an art. IBM has split multiple capital-intensive businesses, such as the hard disk and PC, instead focus on services and software. This practice promoted the transformation of IBM business model. On the other hand, due to investments in research and development is very small, HP often criticized. HP mainly through to chase high prices for competitors.

    Investors need to remember, enterprise value based primarily on them in a long period, the cash flow for the shareholders. If the enterprise needs to keep growth through acquisitions, then this will lead to a cash flow decline. Investors should will purchase expenses as cash flow loss.

    Even acquired several enterprise software company oracle in recent years, the cash flow is still strong. But even at high acquired from oracle is still in storage after in fields such as with IBM to keep the same key competitors takeover ability.

    Oracle is actively into new markets. Through acquisitions in imitation, oracle also from IBM’s mode. However, if hope to provide comprehensive service, like IBM, oracle still have a long way to go. The next few years, oracle likely more acquisitions, in order to enhance the enterprises of services.

  • 29May

    SONY’s letter to congress last week, says they have mastered the hackers its online entertainment network way. PSN network after SONY by hacker attacks led to hundreds of millions of user account information leakage.

    But SONY has not publicly disclosed how PSN network hacker intrusion, reason is the information will destroy the hackers investigating, make other networks against risks. SONY is letter on May 26, California republican congresswoman Mary Bono Mack (Mary Bono Mack), north Carolina Democrats Butterfield (PSN network G.K. Butterfield) clarify the investigation by hackers.

    SONY in the letter answer mark and butterfield said, they are now the problem is still not clear real invaders, exactly how much information from eavesdroppers, hackers hide in the path of the SONY server information, and hidden for being stolen data.

    SONY games business controller flat Kazuo Hirai) well lady (in letter said: “some we also failed to grasp of the information might be able to prove how hacker intrusion online, some invasion of information may never master.”

    Hacker attacks events which SONY was forced to temporarily closed PSN network, and cause the U.S. government departments for each company user data security protection, how to inform the public network attack scrutiny. In addition SONY will be on June 2nd congressional hearings to America.

  • 27May

    Citigroup today in a report, Microsoft now foray into tablet computer market wasn’t too late, as the next generation of operating system launch date nears, Microsoft is expected to start in 2013 occupies a place in tablet computer market.

    Report says, in rolls out before next PC version of Microsoft Windows system may launch tablet computer, next generation Windows version. Citigroup is expected that the next generation Windows released in September, while official beta version will in 2012 January to March 2013 launch between.

    Citigroup think well, the next generation will not get too big success, because investors also think that the next generation Windows will not ascend Microsoft in consumer devices market position.

    In the last three quarters, smartphone and tablet computer, while increasing sales are declining consumer PC sales. Citigroup is expected in 2010, apple sold about 15 million iPad, occupied the of most of the share market.

    Citigroup, “said in a report from 2013 onwards, Microsoft will win in tablet PC market share, but it depends on certain Microsoft could launch a mobile competitive operating system.” Report says, if the enterprise started large-scale deployment tablet computer, then Microsoft will win the market.

  • 27May

    It was announced today, apple is MacBook Air laptops test iPad 2 processor, A5 tablet computer that used by the processor.

    The personage inside course of study says, running Mac OS X system MacBook Air laptops to use the A5 processor seems unlikely, that means apple intends to expand the scope of application of iOS system. IPad and iPhone iOS is used in the operating system, apple is likely to be its application to laptops.

    In addition, the new operating system in the apple Mac OS X Lion, had appeared a lot of similar to cisco iOS function.

  • 26May

    Intel CFO matchup west Smith (Stacy Smith) said Thursday, any use of Intel capacity to produce the Intel processor chip proposal will cause “depth discussion,” which means Intel will consider for rival production chip.

    Smith said: “some customers will cause our interest, while others are not. If apple or SONY find us, saying it hoped to produce a paragraph of Intel architecture core, and use their self-owned intellectual property rights and the product, I will not miss this opportunity. For us, this is a good business.”

    Smith added: “if customers don’t want to use Intel architecture, but hope to use the core framework, and designed by only in order to obtain manufacturing profits, so need to pass deeper discussion and analysis of man.”

    Intel’s exclusive architecture defines Intel processor instruction set, and Intel processor used in global most PC. Compared with other chip maker Intel’s manufacturing technology is far ahead. Earlier this month, Intel also show the new 3D technology, has a higher performance, lower power consumption.

    But Intel in the smartphone and tablet computer chip market does not dominate the market, by British chip design, apple iPad ARM dominated the tablet computer use the ARM chips is samsung production.

  • 26May

    According to sources, Microsoft Windows CEO Steven essien Steven Sinofsky, maloof base will be held next week that All Digital D D: nine conference demo Microsoft preview version of Windows tablet computer operating system.

    Michael essien, maloof yankees earlier this week has hinted that will show suitable for tablet PC Windows 8 operating system.

    Sources say that Microsoft will display well 8 tablet computer operating system, and the touch screen interface hardware device USES Nvidia demonstrates the Tegra chip. While Microsoft vice President Steve. Steve Guggenheimer GuJie sea muhammad (in) will also be the Taipei after 2 weeks demonstrated on this product bargain.

    Microsoft had already said, Windows program through most mobile and tablet computer use ARM processor to pick up Windows tablet computer operating system. Although this operating system interface screenshots have being circulated on the Internet, but this will be the first official debut this product

    Earlier this week, Microsoft Microsoft CEO Steve Ballmer (Steve Ballmer), said in a speech in next year Microsoft would officially launched its Windows 8.

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