Friday, April 11, 2008

IT SECTOR: Chinese in Europe and other pre surprises

In December of this becoming evident many trends that will surely guide the IT industry in 2008. They now and I will try to focus. I will start with the most intriguing - with the global expansion of China's Lenovo Corporation.

Asia's largest PC manufacturer Lenovo is preparing to challenge the leadership of Hewlett-Packard, Acer, Dell and Toshiba. China is planning to build the first factory in Europe, the absorption of European companies, as well as work directly with the end-users. Chapter Lenovo William Amelio commented on these plans so: "Winning the European market was for a long time too difficult for us. Meanwhile, there is growing business. Special encouraging German market, where the proportion of Lenovo in a short time increased by 5%. " After the acquisition of computer units in 2005, IBM Lenovo breathes in his neck competitor Acer Taiwan. Rivals fight for the third place on the list of the largest producers of computers - after HP and Dell. Today, the battlefield has become the main Europe, where Acer is the percentage of 14.5%, which puts the company into the second place after HP. Concern Acer has recently strengthened its position in the European market by buying Packard Bell - that is literally seized the largest local producer from under the nose of Chinese. Overall, Lenovo relies on organic growth. In the quarter ended company sold 23% more computers and the increased share of the world market to 8.2%. This concern is reduced costs and increased traffic. As a result, the value of shares of Lenovo by the end of the year has increased threefold. In Europe, however, Lenovo case is still worse than in other parts of the world. In the region of Europe, Middle East and Africa (EMEA) turnover in the last quarter grew by 18% - up to $886 million, which represents only one-fifth of total revenues concern. To accelerate growth, the company is building the first factory in Europe - in Poland. Lenovo plans to make it 2 million PCs a year. Expansion outside of the Chinese market - one of the most important strategic goals of the concern. Over the last three quarters of Lenovo computer business grew markedly higher than the global PC market as a whole. This, however, does not mean the end of the restructuring of the company. In the year 2008 scheduled start enterprises based on end-customers. In this segment Lenovo so far is only in China and India. But for the successful launch of the direction you want to make the brand more recognizable. Because Lenovo and spends huge sums on sponsorship of Formula-1, NBA basketball league and the Olympic Games in Beijing. Another important item - expansion of concern to developing countries. India became the first where the production Lenovo. Now prismatrivaetsya concern to Russia, the countries of Eastern Europe, the Middle East and Brazil. This concern has not forgotten their homeland - China, which produced a computer costing only $200, which can connect to a TV. His main buyers - poor villagers.

One of the major Hollywood companies Warner Bros. Entertainment can bring victory Blu-ray format over its rival HD DVD in early 2008. As vice president Michael Burns Lionsgate Studios, the company Sony and other supporters of the format Blu-ray "persuaded Warner Bros leadership. release new movies exclusively on Blu-ray discs, abandoning the old policy of recording in both formats simultaneously. The decision virtually accepted, and the leadership of Warner Bros. only awaiting the results of the Christmas sales in order to assess the possible consequences of such a step. " The importance of negotiations for Sony said that the CEO Howard Stinger lead them personally with top leaders of Time Warner, whose ownership is Warner Bros film. Warner contribution to the growing HD-video industry is so great that its decision in favour of any of the formats could drag weights in a bowl of protracted struggle. If the leadership film will Blu-ray side, the share of emerging market in the BD-ROM will increase to 70%, leaving companies supporting HD DVD format, in clear minority. After such a successful step, "club" Blu-ray manufacturers will only achieve its competitors through low-cost player of DVDs - the trump card now HD DVD supporters. And so logical consequence: player Blu-ray BD-P1400, Samsung produced, in-line stores fell by 40% - from $500 to almost $300. This is the first sharp drop in prices of such players - early models of Blu-ray drives cost about $1000. HD DVD disc players are still far cheaper - in early November player Toshiba HD-A2 DVD began to be sold in American stores for about $100. The price of an external HD DVD player for the Microsoft Xbox 360 in early December also fell, and was $130 instead of $179. But, in spite of the more expensive players, Blu-Ray has already doubled popular HD DVD. From January to September 2007 - the first in the United States has sold 1.4 million HD DVD discs and 2.6 million - Blu-ray.

The company apparently preparing to Motorola in 2008 - m to take revenge for a very unsuccessful this year. (I recall: on the basis of III quarter of 2007 - ahead of Motorola missed Samsung. company's market share fell from 20.7% to 13.1%.) Motorola is now actively negotiating with Taiwanese manufacturers of mobile phones. Motorola hopes to resume cooperation with tayvantsami to place orders for the production of smartphones. In particular, the company plans to produce 3.5-G smartphones based on the Windows Mobile at the party. Among the partners are the company's future Compal Communication, Chi Mei Communication Systems (CMCS), and Arima Communications. The first deliveries will begin in II quarter presumably in 2008 Not long ago, Motorola unit restructured its smartphones, so Moto Q series machines will continue to be developed and produced by the company itself. However, in order to fill gaps in its product lineup, Motorola will be forced in early 2008 to appeal to OEM companies. Increased line of smartphones, among other things, due to the fact that Motorola has withdrawn from the market budgetary decisions. The company found that for large quantities of supplies the market brings little profit. "" Kaspersky Labs announced the reorganization of its international structure and the establishment of five regional headquarters: in Western Europe, Eastern Europe, the Middle East and Africa, North and South America, Asia-Pacific, as well as in Japan. The chief global offices appointed Andreas Lamm (former director of Kaspersky Lab Germany), Harry Kondakov (previously former managing director in Russia, CIS and the Baltic states), Steve Orenberg (incumbent president Kaspersky Lab USA), Gary Cheng (previously headed the Chinese
Missions) and Vitaly Bezrodnyh also unexpired director of business development. Yevgeny Buyakin, until now occupying the post of financial director, moved to a specially approved by the Executive Director, among whose tasks will include operational guidance, as well as coordination between global and central offices. Buyakinu and Bezrodnyh belong to a British company-owner of LC 1%. The company said that the manager are both minority shareholders group of companies Kaspersky Labs. Position managing director in Russia, CIS and Baltic States is not abolished, but should also be such a vacancy in the coming year is not expected. Harry Kondakov, as reported in the LC, still combines with the new post and headed the Russian office as Managing Director LC in Eastern Europe, the Middle East and Africa. Combining posts at the company explained that Russia is forming a business in the territory managed Kondakovym global office. This makes management of a strategic objective, logical manner which is in the competence of managing director of the region. The Office of the other territories region being managers of business development in the territory. Scale restructuring undertaken because of the need for effective management of a growing network of local missions LC - in the next two years, their number should grow more than doubled (now 12). At a recent board of directors had approved the business plans of each of the global development offices, but the main objective is named for the large-scale expansion of overseas markets. The reorganization also is intended to bring the company into line with international standards of governance in anticipation of the imminent IPO, but, as assured in the company, the board of directors on the matter has not yet been discussed. In "Kaspersky Labs" saying that the company's current share in the user segment Russia is about 51%, in the business segment - about 44%. Abroad, the company is actively developing retail and, for example, in Germany in this field is the first place in China - the second in the United States - the fourth. At the end of 2006 LC revenue was $67.3 million - an increase over the same period last year, 69%. According to the company, currently in the T-3 Extras world antivirus market includes Symantec, McAfee and TrendMicro, Kaspersky Labs plans to enter the top three by 2010.

But Palm has announced that its projected figures for the II quarter of the fiscal year will not be performed. Coors shares manufacturer collapsed by 17%. According to company estimates, revenue decline to $345 million for the quarter, while analysts had expected revenues of $378.2 million Revenues and profits declined due to the delay of key new product, believe in the company. Palm makes Treo smartphone family, but the company did not confirm that it was exactly on the new smartphone. Coors shares of the company after the announcement of damages fell by 17%. During this year Palm capitalization fell by almost 50%.

Carolyn Gudmundson - Microsoft former staff member dealing with the purchase and registration of domain names - is suspected of embezzlement in the amount of one million dollars. From its actions suffered by Microsoft, Expedia and California Marksman domain registrar. Accusations made Gudmundson to 11 episodes of fraud using telephone lines, as well as seven cases of fraud using the mail. It threatens up to 20 years of jail and $250 thousand fine. 44-year-old Gudmundson charged that Microsoft used the credit card and the records of expenditures indicate excessive amount paid for the domain. In the case of Expedia it received the money by sending invoices for allegedly registered on the instructions of Microsoft domains. She was also able to convince the registrar Marksman officer that a certain G. M. Lossmanu owed payment for the mass registration of domain names Microsoft. Meanwhile, the checks were sent to the mother Gudmundson.

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