Analysis: NVIDIA annex power flourishing possibility

March 24, 2008

DoNews3 is commented on 24 days month (Facebook) recently, concerned NVIDIA will the hearsay that annex power fills an electron is already wide to circulate, although two companies lend his name,deny but inside course of study mostly the personage all thinks power the whole that fills an electron sells had been sooner or later thing.

Buy in the light of NVIDIA power fill, at present the personage inside course of study has two kinds of main views:

Partial personage thinks, power the possibility that fills electronic whole to sell is larger. Although power filled an electron to bring up power contain a group today, but nowadays power filling an electron had been inside competition ability is not had outside having motivation, come true far from possibly ” bring the dying back to life ” change. Sell a bit earlier, right power containing group of electronic He Weicheng may be meddlesome. But selling processor business alone is unlikely, because this is power the core value seat that fills an electron, although happen,buy so probable it is whole power fill an electron to sell.

The personage inside another part course of study expresses: Sell had finished, just stem from emotional reason, publicize a likelihood to accept compromise proposal external, namely in advance adopts chip to set pattern, let NVIDIA one step by step slowly confluence power fills an electron. Guess to this kind, the author thinks possibility is not large, because of NVIDIA CEO Huang Renxun all along with the power of a thunderbolt and the speed of lightning, this kind of long annex way is to one kind suffers absolutely him.

Current, NVIDIA and power flourishing relationship all conjecture that are the personage inside course of study, did not get the government admits finally really.

Enterprise of Microsoft annex Norway searchs a company to search a domain to consider changing

January 17, 2008

Guide language: ” PC World ” the magazine publishs analytic article to say today, two months ago, microsoft puts word, market of company level search already arrived at quantitative change to arrive of qualitative change ” critical point ” . Last week 2, microsoft proves with true gold silver place character is not empty — Ke Lang of 6.6 billion Norway (add up to 1.2 billion dollar about) buy an enterprise to search software company FAST.

Analytic personage and other search firm think, microsoft this action is adumbrative enterprise searchs engine to already was included software catalogue item formally, this group course of study will appear new round conformity. The search company with those not big dimensions appeared to also see happiness ” Qian Jing ” .

   Buy smoothly

To Microsoft, buy the FAST it may be said that is located in Norwegian capital Oslo plain sailing. FAST board of directors suggests partner accepts Microsoft plan actively still, the value that because Microsoft leaves,gives compares price of excessive of FAST share price 42% . Both sides predicts will this year the 2nd quarter is finished trade.

The Davis of · of senior analyst Michael of Ovum Group of market survey firm (Mike Davis) thinks: “Microsoft buys FAST, it is apparently come to the technology with latter move. ” Microsoft buys FAST basically is to march high-end enterprise searchs the market, offer complete set to search a product for the client. Microsoft will roll out Search Server 2008 and Search Server Express 2008 in November last year, former fixed position is low end the enterprise searchs a product, latter is offerred freely as stand-alone installation.

The competitor of FAST includes Autonomy and Endeca, autonomy bought Meridio and Zantaz recently.

Davis expresses, the competitor of Microsoft — be like company of inscriptions on bones or tortoise shells of the Shang Dynasty, completely possible prep close behind buys other high end to search a company ever since. Many analysts think, in the bursa of search company income that Microsoft matures not only, still be in it is cheap to bought the price to go up to still be collected.

The analyst of Burton Group Gai Gelisi (Guy Creese) thinks, FAST near future faces a few financial crises, this causes this company to cut down the member of persons employed last year not only, more make its are in buy the shrink on the price many. Gelisi is written in rich guest, “Although FAST is being managed,go up occurrence problem, but a bit of its technology advantage was not affected ” , microsoft is bought this is really ” be to one’s profit ” .

   Of Microsoft ” plan “

Nevertheless, in Rex of · of Jeff of president of group of software of Microsoft business affairs (Jeff Raikes) looks, buy FAST to be not map petty gain, have first-class talent and technology because of its however. Although Rex did not disclose the detailed process of the negotiation, but the action that alluded Microsoft to be able to be adopted instantly after buying an end however, “I can say only, microsoft will apply his all sorts of advantages, combine software and service effectively with the special skill of FAST rise. Combine software and service effectively with the special skill of FAST rise..

Rex expresses, the technical advantage of FAST, product but expansibility and the search ability that face professional domain, left deep impression to Microsoft. But he does not have an explanation, buy FAST to search a product to will be brought to the Internet of Microsoft why to plant influence.

Apparent, microsoft expresses great expectations to buying FAST. Rex thinks, once finish,buy, microsoft will become an enterprise to search first selection supplier of the client, “I think, most client does not want to give a few different companies to master his company search, the client hopes to search strategy and search product to be in charge of by same home company. The client hopes to search strategy and search product to be in charge of by same home company..

Although Microsoft has to FAST favour,add, but dimensions the search firm with smaller, narrower scope of business still is invigorated it seems that, brainware is.

Total adviser of official of Brainware presiding finance affairs and law · Zunbu overcomes Zhanmusi (James Zubok) expresses, “We get encouragement greatly, because buy the operation,highlighted an enterprise to search applied importance. More important is, our technology has extremely tall complementary sex to mainstream product. ” according to saying, the search software of Brainware can distinguish automatically the spelling mistake in searching a keyword, also can search the documentation that identifies hard.

Recommind is a company that pursues search of electronic business affairs technically, this company CEO Robert Tainate (Robert Tennant) expresses, of Microsoft buy the action to show search domain produced change. “We think search function will be the general character of next generation software, and will provide related information. Search function will be built-in in all software product. ” Tainate still is forecasted, microsoft should be passed ” a lot of year ” ability rolls out specializationed fore-and-aft search product, and the strong point that this domain is Recommind.

Vivisimo is the company that provides dynamic search platform for the enterprise, · of Er of fatigue of this company CEO covers with tiles De Peilei thises (Raul Valdes-Perez) expresses, microsoft buys FAST to whole search the market is one big profit good, “Our competitor became little one, and the partner increased. ” but Wadepeileici expresses, this kind of integrated person that be benefited truly should be roughly as similar as his company, “I think to buy behavior to be put in a large number of uncertainty, and the business client that searchs a field does not hope to see too much variable. ” (Wang Xu)

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