Dai Er says growth of demand of trade of PC of the 3rd season puts delay
September 28, 2008
Time of Beijing of dispatch of sina science and technology on September 16 message, according to foreign media coverage, the Zhou Er that wear Er says, demand of market of current quarter PC puts delay further, the company will recombine preparative capital for business. Suffer this message effect, the share price that wear Er dish before trade to drop greatly 7.2% , sign up for 16.7 dollars.
Dai Er says, taking action enhance competition ability, reduce manpower cost, be in infrastructure and buy a respect to have investment, still will adopt measure to be in in addition long-term inside cut cost.
Go up month, dai Er publishs money of the 2nd quarter to declare, indication profit glides 17% . Dai Er expresses at the same time, american company has spread to a few countries of Western Europe and Asia in the conservative mood of IT defray respect, because wear Er to be beyond retail channel and United States,the market seeks fast dilate, this company adopts the strategy that lowers personal computer price considerably, because this causes gain,glide considerably.
The difference that although these act helps wore Er to narrow apparently,goes up in global market share with competitor HP, but Dai Er is with sacrifice its gain ability is cost however. Go up month, dai Er of · of Er of Michael of Dai Er CEO (Michael Dell) expresses, expand what be in Europe through putting delay quickly in order to solve this problem.
The Zhou Er that wear Er expresses, its business emphasis still consumes kind of user, medium and small businesses, enterprise, jotter and burgeoning country for the whole world. Dai Er points out at the same time, this company industry of prep above of sales volume amplitude is average first half of the year level, predict this one trend will still last to this year the end of the year. (Xiao En)
US stock comment: New CEO treats VMware dense disease hard
September 28, 2008
[MarketWatch san Francisco on September 16 dispatch] in fact, even if now, malici (Paul Maritz) also is a very special role in the people look in Microsoft. 1999 when, yi Si of wave of ace impeach person (the court that David Boies) introduced to this software tycoon antitrust, make topic of the town for a short while, but be in this phase, also have head of few number high level people still maintaining mix calmly objective, malici is a among them.
Accordingly, when Ma Li Ci Yucheng is VMware Inc. (Of VMW) when holding the post of presiding apparitor newly, people believes, he still can maintain cool-headed act style like in the past, for instance Zhou Er, he will attend the year user seminar that the company holds in Las Vegas, believe he also won’t avoid the illuminate of spotlight painstakingly.
Nevertheless, what Malici also won’t not know he is faced apparently is what kind of pressure. Malici was July those who join VMware, before before long, one of author of the company, presiding apparitor Glyn (Diane Greene) is driven out to go out bureau. Now, malici must take out beautiful artifice to get the credit of investor, let them believe them have method and definite plan to help cosset of this Silicon Valley before the home walk out of current difficult position really. VMware is Gu Ge (trade of the most successful science and technology is issued since GOOG) initiative one of, this company is current advocate business Wu, its are the biggest minatory just is come from Malici before employer Microsoft (the competition of MSFT) and other software company, more or less do this have some of acid interest, what these companies are developing him is fictitious convert computer server software.
“They are to be faced with really quite the competitive pressure of degree. ” analyst of Lazard Capital Markets Feishenben (Joel Fishbein) believes, malici at the appointed time the speech can be become ” a key, all sorts of challenges that can help investor encounter with respect to this company place build confidence ” .
VMware is founded 1998, main business is the divisional technology that develops low cost, the high-end version of this one technology is IBM(IBM) 1960 for you what oneself large computer develops. VMware develops similar software to be based on the server of Intel standard, these software had run to be mixed in a lot of enterprises now its data center.
Fictitious each parts that spend a technology to be able to let a server become independent and run efficiently, separate like computer system in that way. In recent years since, this kind of technology more and more get the attention of people, because more and more business hopes,reduce the cost that him server runs as far as possible. 2007 money among year, the sale of VMware is 1.3 billion dollar.
The market was fallen in love with fictitious change, also fell in love with VMware naturally. In August 2007, this company appears on the market formally. This price with 29 dollars appears on the market, the result trades in the first when day closing quotation, share price rose nearly one times, after 3 months, share price more broke through 125 dollars.
Setting
Nevertheless, send 讬 to this company as a result of people probably too big hope, just make latter is in any before a sign of disturbance or trouble unusually flimsy.
Numerous media is reporting VMware high level and EMC Corp. (The disaccord between EMC) high level- - latter not only it is data stores tycoon, and the largest stockholder that till be returned at present,is VMware. Between July, conflict performs supreme tide, wide suffer the presiding apparitor that love, presiding apparitor that founds VMware together with his gentleman in those days Glyn was driven out by the company, the presiding apparitor that ejector is EMC pursues on the west (Joe Tucci) , latter still is the president of VMware at the same time.
The report shows, this one change caused huge blow to the morale of the company, a series of high levels leave early or late. Among them research and development execute vice-president Sa service (Richard Sarwal) , the inscriptions on bones or tortoise shells of the Shang Dynasty that before latter returned him about one year, leaves (ORCL) is subordinate.
Last week, the issue that makes a person afraid more happened. The chief scientist Luo Sen of Glyn’s gentleman, company cloth human relations (Mendel Rosenblum) left VMware. ” new York Times ” the report says, graph requirement collect Sen Bulun replaces Glyn to be in a company on the west the chair of the board of directors, but sufferred Luo Sen of cloth human relations refuse.
“This is a kind of very typical situation actually, the talent is abandoning in succession this enterprise. ” the copartner of CTPartners of firm of California hunt head Francis (Simon Francis) points out, “This makes a person embarrassed really, all now client knows the enterprise encounters big trouble. All now client knows the enterprise encounters big trouble..
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US stock comment: New CEO treats VMware dense hard disease
US stock comment: New CEO treats VMware dense disease hard (2)
The Microsoft DATAllegro that finish is bought trade
September 28, 2008
Time of Beijing of dispatch of sina science and technology on September 17 message, according to foreign media coverage, microsoft Zhou Er says, had finished what logarithm occupies company of DATAllegro of library equipment supplier to buy.
Microsoft announced detailed technique plans at the same time, say to buy DATAllegro to will level for Microsoft road, help its found ” a newest solution that is based on DATAllegro technology, extend scope of Microsoft SQL server to hundreds TB. Extend scope of Microsoft SQL server to hundreds TB..
Microsoft is having this one plan, but need just can come true for some time. Although Microsoft says,will begin to be offerred to client and copartner inside 12 months ” community technology is previewed ” , but the final edition of this product should arrive possibly to just can come out first half of the year 2010.
Microsoft announced to will buy Datallegro July. DATAllegro and its CEO Si Tuya Te Frost (Stuart Frost) last month by be involved in lawsuit of a patent tort, microsoft rejects buy to judge at that time, dan Fu Ross publishs rich guest article to say especially: “After had analysed this accusation, we think strongly to accuse to just be not had completely manage, will undertake ego defends actively. ” Frost still says, examine requirement Patent Office the patent that this place in its lawsuit involves afresh. (Tang Feng)
100 think of buy gain of season of the 2nd money to drop compared to the same period 19%
September 28, 2008
[MarketWatch new York on September 16 dispatch] Zhou Er, shopkeeper of product of American the biggest electron 100 think of buy (Best Buy Co. ) (BBY) announces, because expenses increases, increase the profit such as notebook computer and video game plane the sale of inferior product rises, gain of season of the 2nd money relatively the corresponding period dropped last year 19% , relatively anticipate how terrible.
This headquarters is set in bright Buddhist nun company report of Su Da, net income of season of the 2nd money falls to 202 million dollar, combine every earnings 48 cent, and the corresponding period is only last year accrual 250 million dollar, combine every earnings 55 cent. Sale of season of the 2nd money relatively the 8.75 billion dollar of the corresponding period rose last year 12% , to 9.8 billion dollar. With inn sale, do business namely the sale of center of the door inn of above of at least 14 months, call and website, climb litre 4.2% .
Analyst of the wall street before this predicts this firm on average season of the 2nd money every gain 56 cent, sale 9.7 billion dollar.
Up to the United States east time in the morning 9:42, this company stock drops 2.7 dollars, to 41 dollars, drop 6.2% .
This company announces, growth of spending of season of the 2nd money is the cause that causes gain to drop. This company was rolled out in storefront of 973 United States 100 think of buy shift (business of Best Buy Mobile) , prepare to roll out inn of the first door in Mexico and Turkey. This company announces, although company investment grows model the plan of the project is changeless, but preferential expenditure will reduce second half of the year somewhat this year. This company announces its expenditure will buy shift to wait with Yu Baisai grow model project, this company hope is in his the United States through these projects of the market have rate increase 1.6 percent.
“Because macroscopical economy environment owes beautiful, we are managing spending side to still a lot of jobs want to finish, ” 100 think of buy presiding apparitor Bulade - Anderson (Brad Anderson) goes out in middle finger of a statement.
This company still expects total profit to set comes in every 3.25 dollars between 3.4 dollars, but predicting second half of the year grows speed general with inn sale under first half of the year, the reason is how terrible of macroscopical economy environment and the economy of American government stimulates plan to near end. Additional, because busy season shops to appear in the fourth quarter after the thanksgiving this year, predict the 3rd quarter is the same as inn sale to will decrease because of this 2% to 3% .
Buy Napster
The analyst still points out, because flat TV supplies superfluous likelihood to bring about the price to drop, this company money is measured will face greater pressure. 100 think of buy the average price that hopes the growth of flat TV sale can help his improve every sheet goods all the time.
“The overstock problem that we worry about to LCD TV supplies the existence in catenary more and more and the demand environment that provide challenge sex more will force shopkeeper to increase dozen lose sales promotion strength, ” analyst of negotiable securities of lucky silver-colored group Brian - Nageer (Brian Nagel) points out. Last week, this analyst will will 100 think of bought stock grade by ” average ” tone falls to ” indifferent ” .
The sale, general sleave that reach a canal is raised by sale 19.9% rise to 20.8% .
This company still prepares to sell its beehive phone etc of wireless equipment product 100 think of buy mobile business to expand to Canada. This serves those who make mobile telephone and fittings to be able to compare storefront sale raised 3 digit, and mobile telephone and fittings are the commodity with this company highest profit at present.
This company still prepares to increase expenditure to undertake adjustment with the sale field to equipment of global location system, increase store of face each other the salesperson’s investment. Be in the United States, this company still added malic product brand shop and musical instrument brand shop inside inn. Zhou Yi, this company still announces to agree to buy Napster Inc of digital music supplier. , buy the price 54 million dollar. This action helped his win about 700 thousand users not only, return augment business of the music on its line, make likely this service gets applied on the mobile telephone.
On overseas market, this company announces to prepare to increase the investment of pair of talents and technology, in order to raise its the position in Chinese market.
Suffer the effect of the small gain product such as notebook computer, embellish of gross profit of season of the 2nd money is led, the odd sale scale after deducting cost of work off commodity namely by 24.4% fall to 24.3% .
The analyst points out, although facing American economy decelerate and come from the whole world Wo Erma of the biggest shopkeeper (Wal-Mart Stores Inc. ) (the worry of the problem such as the competitive aggravate of WMT) , this company still from adversary Circuit City Stores Inc. (Many markets are won to have over there CC) rate.
Spending of Dai Er predicting IT falls Zhou Er share price drops greatly 11%
September 28, 2008
Time of Beijing of dispatch of sina science and technology on September 17 message, the Zhou Er that wear Er says, demand of market of current quarter PC puts delay further, the company will recombine preparative capital for business. Suffer this message effect, closing quotation of the share price that wear Er drops greatly 11.17% , drop 2.01 dollars, the newspaper closes at 15.98 dollars. Zhou Er dish in, dai Er drops to 7 years to come lowermost level.
Dai Er says, taking action enhance competition ability, reduce manpower cost, be in infrastructure and buy a respect to have investment, still will adopt measure to be in in addition long-term inside cut cost.
Go up month, dai Er publishs money of the 2nd quarter to declare, indication profit glides 17% . Dai Er expresses at the same time, american company has spread to a few countries of Western Europe and Asia in the conservative mood of IT defray respect, because wear Er to be beyond retail channel and United States,the market seeks fast dilate, this company adopts the strategy that lowers personal computer price considerably, because this causes gain,glide considerably.
The difference that although these act helps wore Er to narrow apparently,goes up in global market share with competitor HP, but Dai Er is with sacrifice its gain ability is cost however. Go up month, dai Er of · of Er of Michael of Dai Er CEO (Michael Dell) expresses, expand what be in Europe through putting delay quickly in order to solve this problem.
The Zhou Er that wear Er expresses, its business emphasis still consumes kind of user, medium and small businesses, enterprise, jotter and burgeoning country for the whole world. Dai Er points out at the same time, this company industry of prep above of sales volume amplitude is average first half of the year level, predict this one trend will still last to this year the end of the year.
In the past 52 weeks, top share price of Dai Er is 30.77 dollars, lowermost share price is 17.93 dollars. (La Jun)
Appeal of the company that prevent bogus asks to cancel one quadrangle rules
September 28, 2008
Report from our correspondent (reporter Hu Xiaogong) the acting lawyer Zhou Ze of 4 enterprises of Beijing preventing bogus that pledge the country check total bureau tells a court discloses, yesterday, these 4 enterprises pass one quadrangle of Beijing 3 times medium court of senior people of northerly capital city mentions appeal, the requirement cancels one quadrangle make before this ” do not grant to accept ” ruling, give to the prosecution of appellant accept.
Before this, one quadrangle of Beijing exceeded with appellant legal sue deadline for, the ruling does not grant to accept to the prosecution of appellant. Zhou Ze expresses, although pledge from the country dispatch of check total bureau believes a country in compulsive promotion,the electron that check manages superintends a net calculate since December 2007, the prosecution of appellant also did not exceed top people court ” about carrying out < procedural law of administration of People's Republic of China > the explanation of a certain number of problems ” sue deadline 2 medium years.
Be worth to be carried, the Oriental Hui Ke in 4 companies that first prosecution abandoned appealing this, zhou Ze says, bright of this company chief Jiang told them yesterday, because the client got come from qualitative check related the company,be of total bureau ” pressure ” . And this one statement was denied when Jiang Hao accepted a reporter to interview yesterday, say, the prosecution before this had achieved them appeal to seek a target.
Outstanding achievement of season of the 3rd money exceeds Adobe anticipate
September 28, 2008
Dispatch of sina science and technology on September 17 message, according to foreign media coverage, zhou Er dish hind, internet application and Adobe of business of design software development announce, net gain of season of the 3rd money 191.6 million dollar, combine every earnings 35 cent; The corresponding period is only last year gain 205.2 million dollar, combine every earnings 34 cent.
Adobe company shows, be in up to the season of the 3rd money by August inside, its battalion closes by the 851.7 million dollar of the corresponding period grew last year to 887.3 million dollar. Deduct special item not plan, adobe represents season of the 3rd money every accrual is 50 cent.
The analyst that investigates according to FactSet Research orgnaization anticipates on average, season of the 3rd money deducts Adobe every accrual after special project will be 46 cent, predicting battalion receives 878.9 million dollar.
SamSung bids ready money of 5.8 billion dollar buys SanDisk to refuse
September 28, 2008
Time of Beijing of dispatch of sina science and technology on September 17 message, according to foreign media coverage, samSung is bought to SanDisk be in harmony be as long as April not after fruit, open with cash 5.8 billion dollar buys SanDisk.
It is reported, this be in harmony of SamSung is bought is this company 13 years come basically buy an attempt first, the business that indicating SamSung is the biggest — the pressure that memory chip business faces increases, its reason depends on coming of late this market builds a processing factory overmuch, bring about profit growth to put delay.
After buying SanDisk, samSung will have more shining to put chip user, include player of memory card, music and digital camera user. In addition, sanDisk still is had shine in great quantities put technical patent, and SamSung needs every year to spend on 100 million dollars to use these patent.
SamSung says in a letter, this company puts forward to buy SanDisk with the cash price of every 26 dollars, relatively of SanDisk on September 4 price of excessive of closing quotation price 96% . SamSung discloses, sanDisk wrote letter suggestion on September 15, be as long as in the course after the negotiation of 4 months, sanDisk ” continue to hold to distinctive to its market prise and the unrealistic expectation that buy the price appropriately ” .
SanDisk news spokesman says, this company plans to reject afore-mentioned offer of SamSung, its reason depends on SamSung ” underestimate ” SanDisk, hope to use SanDisk share price low confused machine is adopted ” speculation tries ” .
This be in harmony of SamSung is bought also indicating of NAND chip market newest change bureau, samSung is current the biggest NAND chip supplier, and SanDisk is the firm that uses NAND chip to produce memory to block the richest great reputation. Because output is excess, chip and memory check price glide, the NAND chip profit of SanDisk and other company is hit. Buy in SamSung be in harmony before divulging, the share price of SanDisk from last year in October already shrink 76% , and at that time this company share price is 52 weeks of highest values since.
SamSung disclosed on September 4, this company is exploring all sorts of collaboration plans with SanDisk, include to buy among them, but specific details had be notted knock calm. To this, sanDisk makes a statement say, this company ” having fixed talk with all possible means with what include SamSung inside with respect to a large number of potential business opportunities. This company ” having fixed talk with all possible means with what include SamSung inside with respect to a large number of potential business opportunities..
Industry thinks, after SamSung buys SanDisk, will enlarge the product that this company is introducing NAND chip the actual strength of retail market, and cause reduction in production likely. Although SanDisk itself does not have chip mill directly, but it is thrown to Toshiba gigantic endowment in order to help product line of chip of latter construction NAND, and the chip of SanDisk comes from the joint-stock company with Toshiba mostly. (Annals Wei)
Toshiba says to buy SanDisk of purpose
September 28, 2008
Time of Beijing of dispatch of sina science and technology on September 17 message, according to foreign media coverage, toshiba is advanced vice-president fast cane rises 3 (Shozo Saito) Zhou San expresses, this company buys business partner SanDisk of purpose, in order to prevent competitor SamSung the swift-footed arrive first.
Some earlier this month moment, samSung electron says the likelihood buys SanDisk, if should trade,reach, toshiba hopes the plan that improves nearly one times productivity through cooperating with SanDisk will fail.
Fast cane rises 3 say: “If evidence shows SanDisk may be bought, we need to adopt precautionary measures. ” but he expresses at the same time, although Toshiba ” intended ” buy SanDisk, but the negotiation that has not launched materiality.
Although be used at the memory chip price of player of music of digital camera, mobile phone, number fatigued and weak, bring about battalion to close to drop enthusiasticly with investment, but SamSung, Toshiba and other chip manufacturer still are carrying high yield to be able to be mixed reduce sheet chip cost field competes each other. The analyst points out, buy SanDisk to be able to help SamSung cut down pay former accredit fee, gobble up the market share of competitor Toshiba.
SanDisk share price from May the middle ten days of a month is achieved since giving high point, already accumulative total dropped 55% . Newspaper of this company share price receives Zhou Yi at 14.41 dollars, at present SanDisk market prise is 3.5 billion dollar about. In July, sanDisk ever released early-warning to say, because the market is begged for be more than, the company needs a few quarters to digest inventory. This company shows at the same time, decide to invest Toshiba reach two plants, these factories predict to began to build 2010.
In August, market Ceng Chuanyan hopes nimble is intended part or buy SanDisk entirely. (Xiao En)
Relevant report:
The message says SamSung electron plans to buy Sandisk
Analysis: If SamSung buys SanDisk to will weaken Toshiba competition ability
Ready money of 5.8 billion dollar buys SamSung SanDisk meets with refus
Dai Er anticipates its IT product requirement drops
September 27, 2008
Xinhua net new York company of Dai Er of manufacturer of the 2nd large personal computer said electric whole world 16 days on September 16, this money year market of whole world of the 3rd quarter to etc of its personal computer the demand of IT product will put delay further. This one message makes this company share price issued defeat to come to nearly 10 years considerably that day nadir.
The company that wear Er released season of the 2nd money August (up to on August 1) money announces the correct time ever said, the phenomenon of atrophy of market of product of this company IT has spread to Europe and partial Asia country from the United States. This company is in charge of 16 days high to say, the demand to Dai Er product is in the market to did not have improvement September, the order of small and medium sized business and government is contracting, europe especially the sale of England and European south market is fatigued and weak. Nevertheless, this company says its are of all kinds first half of the year this year the product is in of global market have rate all Youshangsheng.
The defeat below share price of 16 days of companies that wear Er 11% , close at 15.98 dollars, for in April 1998 since the portion nadir. Since this year, the share price that wear Er had dropped 35% . Its are main competitor, whole world is the greatest company of HP of personal computer manufacturer share price drops since this year for 4.1% .
Heretofore, be in finance that borrows the crisis to cause is queasy in reaching economy to put delay process, IT industry is relative to relatively strong field. Dai Er’s statement increased uncertainty for the foreground of this industry, the issue that analyst still judges demand to put delay hard is Dai Er particular still be industry general trend.
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