American Financial Hurricane Involves IT Industry septembre 21 2008
Infos : , rétrolienAs bankrupt and Merrill Lynch of Lehman Brothers are purchased by Bank of America, in the whole of Wall Street has fallen into panically. In the scientific and technological field, from chip manufacturers AMD to manufacturer’s Sun Microsystems of the server (Sun) Have produced the strong crisis awareness too. ” Forbes ” publishes the article to this time today ” for the famous finance and economics magazine The financial hurricane “ The influence to IT circle has been analyzed.
Sweep across Wall Street this time “ The financial hurricane “ May make Silicon Valley shuffle again: Because the bank gotten into hot water had already given up some sophisticated technology as early as several months ago, this makes those little companies which are absorbed in the technology purchased by the big company with more extensive business scope gradually. Say market analysis organization Endpoint Technologies the analysts of the Associates Roger Kay ” reasonable customer foundations steady to those and But the speech of company which holds a large number of cash, is an excellent purchase opportunity now. “ And for that the state is not good and the cash flow out the undertaking company of the question now, this ” financial hurricane ” It is undoubtedly a disaster. The report of the research company Forrester Research of the market reveals, the financial service field is the greatest source of revenue of IT trade. For example, the digital display which analyst Brent Thill of colored flag provides, about 10-30% of the incomes of software industry come from the financial field.
IBM, Hewlett-Packard, Sun and Cisco have already experienced the pressure from banking. This means scientific and technological giant has enough time to prepare for worst situation. Last week, Forrester released a survey of senior IT administrative staff, this investigation revealed, 43% of the companies plan to cut down their expenses in the field of IT. And the situation of financial field is more terrible, the interviewing in the company of 49% among them says they will cut down (IT) Budget. Analyst Eileen Carney of Forrester thinks: “Having already presented this kind of sign at the beginning of last year, the cutting down of and expenses will have probably already begun. ”
Moreover, the blow that those special factories offering high-performance software and hardware suffer should be far greater than those companies offering wrapping up and security service outside the data centre. A research paper that Forrester was released last month reveals, though the bank IT administrative staff planned to improve the investment of essential facilities and the service, but their demand for the high-performance software and hardware demonstrates the downward trend.
Fewer company good and in debt of those financial situation will catch this chance and purchase small-scale IT Company on a large scale. The similar state has taken place too in the previous economic recession. After 9.11 terrorist attacks, Cisco has purchased many small-scale companies through the economic situation at that time, purchased 5 families in 2002, had purchased 4 companies in the second year. There is Cisco nearly 20% of the incomes come from the service field, so they will be influenced by decline in economy too, but the company CEO John Chambers has shown this summer, Cisco possesses 24 billion cash in the hand, they will utilize this sum of fund to carry on reasonable purchase.
Comparatively speaking, IBM is influenced by this decline in economy a little smaller. In the past several quarters, this scientific and technological giant all demonstrate strong profit ability. This owes much to them and puts on services such as the data centre,etc. especially, because the company can make use of this kind of service to save personnel’s expenses, this kind of business will not be influenced by economic recession. In addition, because can save the cost of the software, the software is served (SaaS) promptly The profit becoming IBM too is checked. The income obtained while serving from IT accounts for 60% of IBM gross income. In addition, IBM also resists the economic recession by speeding up the steps of internationalizing. IBM chief financial officer Mark Loughridge says, 75% of the customers of company are from the area except U.S.A. at the meeting of analyst in July. The input of IBM to new developing market is increasing constantly too, and the influence that these regional financial circles bring to U.S.A.’s economic recession has the strongest resistance.
By contrast, offer to financial customer advanced day of Sun of server on so well, service income is nearly 40% of proportion accounted for in the gross income of Sun. Analyst Crawford Del Prete of IDC thinks, ” financial hurricane ” The influence brought to Sun will exceed IT Company belonged to.
Oracle the getting more difficult very escape by luck,though this company in at on the one annual fourth quarter such as wealth achievement last eyes very much, but the quarterly report in season of first wealth that this company will announce on Thursday will probably be disappointing. The analyst thinks, the economic recession will lead to the fact the new software will be authorized and increased to slow down, the profit per share is 27 cents to it is estimated the inscriptions on bones or tortoise shells by the first wealth season on August 31, the gross income is 5,400 million dollars. Hill of Citigroup think, it should be ahead of the future profit of the inscriptions on bones or tortoise shells that the financial storm will step forward, but he is unable to estimate the concrete figure. He estimates that nearly 15- 20% come from the financial service company in the gross incomes of Oracle. Hill says: “The advertisement of the inscriptions on bones or tortoise shells claims, they serve 20 top banks. So, it is very difficult for them to escape by luck in this financial hurricane. ”
In addition, Hill does not still think the decline of the financial field will influence all software expenditure, the demand for the management and service software will still be very powerful. The card Buddhist nun of Forrester thinks, the expenditure already of the financial field in cutting down IT, hope to regulate their business and profit expectancy by this.
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