Sunday, January 15, 2012

Financial capacity of the augment that wear Er prepares to buy face blast dig come IBM expert should be furnished

" IT times weekly " reporter / Ding Fei flies (comprehensive report)


The hope that wear Er comes through buying changeover rises a situation disappointingly 3 years. But dig the IBM that come to buy past master painfully, before getting the judge agrees, be only " can look cannot use " , in the meantime, its start all tall canals to search the way that buys an object to also be industry place bad-mouth


Come one year outstanding achievement lasts low confused Dai Er company cannot have awaited PC industry patiently anabiosis, the boldness that it must show a change pattern in unusual times -- initiate an impetus huge for instance and of future of enough influence company buy.


On June 12, occupy personage of know the inside story to divulge, dai Er will buy in data storage domain " the company that has dimensions quite " . Recently ever the personage that Geladeng has communicated weighs presiding and as financial as Dai Er officer, the company that wear Er hopes to expand its data storage and technology serve business. Natural evolution is relied on to realize outstanding achievement to grow since Dai Er is long-term, however the move that this company makes a few different common however recently, the hope borrows this to spread out to be bought actively.


The Dai Er that had had reserve of ready money of more than 9 billion dollar still sold bond of 1 billion dollar on June 10, with further expansion financial capacity, be what undertake possibly and buy ready-made. May, dai Er is returned from the competitor dig over there IBM the director is bought to defend · to make an appointment with writing to inferior greatly before coming, nevertheless, the court was wearing the specific duty of Er to make limitation to Johnson.


The analyst inside investor, banker and course of study thinks, because the sale of crucial domain and market share glide stage by stage, dai Er is badly in need of achieve new profit point of growth through be being bought, and the end that buys is service of science and technology and software company likely very. Since 2006, dai Er bought 10 companies only, among them the biggest is memory manufacturer EqualLogic, should buy finished 2007, cost 1.4 billion dollar in all.


Dig a person to meet with IBM obstruct


The director that Dai Er is in charge of at was being dug from IBM May and buys business defends · to make an appointment with writing to inferior greatly. On May 21, IBM mentioned to Johnson lawsuit, the working agreement that thinks oneself and Johnson are reached prohibits he finds new job go wearing Er. A spokesman says IBM, what assume to IBM place according to Johnson is compulsory, he must not hold the position of advanced strategy position in Dai Er.


Document of a court shows, johnson signed a statement on June 2, before saying to allow its to be engaged in further work in the court, oneself work in what wear Er will the business of dog crates large best buy company of understanding of be confined to, include politic, product, operation and personnel.


Wear Er spokesman David Fulinke to confirm, johnson is wearing Er to work at present, but the specific duty that he rejects to offer Johnson and company are ot the most popular selling dog stairs her the detailed information that buys the work. Nevertheless, banker and industry news personage all express, dai Erzheng of · of Er of Michael of CEO of the company that wear Er is busying establish and buy a group, it is Johnson of 55 years old to will become a among them.


A message personage that is close to IBM says, go several years, johnson ever led IBM all be bought and tear apart an activity, include IBM opened up 2002 endowme dog stairs best buy nt the advisory business that 3.5 billion dollar buys Pu Huayong to. This personage expresses, about IBM buy a plan, johnson is had " a large number of information " .


In the litigant request that submits to court of place of south of new York city, IBM expresses, johnson is hired by Dai Er to have violate the contest line of business that its sign before this to prohibit agreement, and the trade that returns will minatory IBM is secret -- the company that includes its to plan to buy.


In the front courtyard careful before, johnson was added in Dai Er's job rigid limitation. On June 4, forensic ruling prohibits making an appointment with writing to inferior " any item of side of concerned business strategy " offer a proposal for Daierdi, and ask Johnson provides the mobile daily record that its are wearing Er to his lawyer everyday, include " mobile time and relevant personnel " . The court allows the lawyer of IBM likely still to examine this daily record.


Bonus and buy couple

watch case

Yi Lisha of expert of copartner of CooleyGodwardKronish of American law firm, labour laws is white · Liu Yi Si says: "(Johnson) Caibingbuduo sees this kind of person. "(Johnson) Caibingbuduo sees this kind of person..


Liu Yi Si thinks, although be put in these limitation, johnson was hired by Dai Er to still form bigger blow to IBM. She says: "This affirmation is advantageous to Dai Er. " she thinks, IBM must prove, johnson mastered real commercial secret, is the experience that has value quite not just. Her quote tall valve of company of before Wisconsin federal court is right on June 9 Gaole finds new job competitor bank official the court decision of one case: Although Gao Leshi claims, should provide the sensitive information that masters company operation high, but the court still approves his to find new job.


Invite Johnson to be not the only move that Daierdi rises and buys capacity, gram of the name of a river in Shaanxi and Henan provinces of cloth of Shu Ken of · of husband of the base of a fruit of president history of group of Dai Er industry and Bell of · of Paul of president of public section group are searched by the requirement buy an object potentially, and the growth link up with that their bonus still is in a branch to be obtained because of be being bought with oneself.


Message personage thinks, this plan and the current situation that wear Er are linked together cheek by jowl, the foreground that wears Er to hope to get profit to grow through selling more hardware namely is very finite.


Dai Er rejects to give to specific plan buy is judged, nevertheless its spokesman David Fulinke expresses, a lot of employee are responsible buy be related to make suggestions for its boss, and relevant growth will be become measure all employee to succeed an element.


Outside hold cash of 10.1 billion dollar besides the hand inside the quarter that ended on May 1 and making short-term investment dog crates large breed plan, dai Er still promotes purchasing power through issueing bond.


American investment bank takes an examination of a husband graceful brother is advanced the analyst is like · in investment report middle finger goes out, on June 10, daiertong issues bond financing too 1 billion dollar, and this capital carries out extremely possible have the aid of buy. He thinks, should compete with the company such as IBM, HP, apple, grand Qi and Cisco, "Dai Er's pace should be stridden more greatly, and want bolder " . He is stock grade of Dai Er surely " hold (Hold) " .


Rely on to buy changeover situation


Face the growth with PC lack of power business, the hope that wear Er comes through buying changeover rises a situation disappointingly 3 years.


Since 2006, dai Er was reaved by competitor HP company not little PC market share, accrual also glides ceaselessly. Up to the money season April 30, the profit that wear Er glides 63% , income falls 23% . Invest orgnaization SanfordC.BernsteinCo. analyst Sa Ke Naji says, reflect current condition, dai Er already did not have the dimensions that competes with company of etc of IBM, HP, relation and capacity.


Analytic personage and investor ask Dai Er buys other company to expand business. But while Dai Er takes action, the competitor also is beginning to use the opportunity of economic depression, buy company of science and technology with convert into money. Not long ago, intel expresses to plan denounce endowment about 884 million dollar buys software company WindRiver, and NetApp of manufacturer of data storage product and EMC also are buying DataDomain of memory software company in contest at present. These meet what farther aggravation wears dvd discovery Er to live environment.


Besides trade in the technology above face more and more competition, dai Er is in and buy a respect to still face oth dog stairs er obstacle. Compare with IBM and HP photograph, of Dai Er buy experience very few. The data of SanfordC.Bernstein shows, since 2002, dai Er undertook 10 times buying, IBM and HP are mixed 42 times for 75 respectively. And, look of two companies after mixing is compared, of Dai Er buy the table is small also on dimensions much. Memory is bought to produce business EqualLogic wit most popular selling dog crates large h 1.4 billion dollar by 2007 only the dimensions enough of this one picket produces major effect to income.


Final, dai Er still needs to prove to investor, it is capable to spread out with rapidder rate buy. Jiesen Nuoland dog stairs and ramps e says senior analyst of RobertW.Baird of American investment bank: "No matter what Dai Er buys, the dimensions of company of my hope target does not want too big, and want easily integrated. Scope is vast and those who need transition buy will cause various risks and uncertainty. Scope is vast and those who need transition buy will cause various risks and uncertainty..


For this, he is grade of uptodate the stock that wear Er surely " neuter (Neutral) " .


The expert suggests to buy Palm


The analyst thinks, of the likelihood that wear Er buy a target include the Palm, Motolora, company such as BMC. Come round to look from eye, adding advisory service will be very timely act.


To Dai Er, the directest buying an object potentially is those more and more the memory that lives independently hard and server manufacturer -- compared with it the directest competitor HP is mixed indirect competitor IBM, what memory, server, software and IT solution service became Dai Er is short board.


Dai Er has comparatived to the purpose of memory and server market apparent -- by 2009, during Dai Er of Michael Er · visits China, ever admitted Dai Er is in " get online this " the success of the domain brought more shipment volumes and market share only, very finite however to the help of profit, and what he is interested more at present is " data center, service and software firm " . Recently, dai Er is presiding and financial Guan Bulai En Geladeng is indirect also express external: The company that wear Er hopes to expand its data storage and technology serve business.


In fact, since Dai Er of · of Er of the Michael two years ago since power of company of return forefront in control of, become the computer of the brand that wear Er besides the attempt personality is distinct, and start large-scale cent to sell channel, this author still is thinking how to let Dai Er have the competitive dimensions like IBM and HP -- that is to say, dai Er should not be a PC manufacturer merely.


Besides memory and server company, still have the proposal that renews delicacy and stimulation -- analyst of investment bank CollinsStewart Asuoke Kumaer thinks Dai Er should buy smartphone manufacturer Palm. Regard the smartphone of an old brand as the provider, palm in recent years already nearin the most popular selling dvd discovery g one's ends, but a when appear this year brand-new Pre makes this company abrupt coruscate opportunity of survival, pre is regarded to be malic IPhone by a few people even now(The mobile phone gets online)Have the enemy that challenges power most. The result should come out this year in Feburary Dai Er may march when smartphone market, palm became the Dai Er in fokelore immediately the most popular buy an object. And the holding company ElevationPartners of Palm has been alluded, as long as the price is likely, it is willing to sell Palm very much.


Somebody thinks to wear Er and also buy Palm without sufficient reason, reason is Dai Er it is provider of a hardware, and the company that Palm locates him to offer software serves. But who says hardware company is impossible to evolve into software company? What the near future happens inside course of study is all look be like bold mad even buy can prove a truth only: This the worst days, no matter what do,compare sit back and wait the computer of people upgrades replacement is close friends some.

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