Sunday, January 15, 2012

US stock comment: Two kinds of ending of NetApp

   Introduction: dog stairs for car NetApp is clear about apparently relay the dispatch number that gave need to search significant growth engine undoubtedly, on wall street a lot of people are guessing, which company can store accord with this equipment develops the appetite of business, meanwhile, also have a lot of people additionally undertaking guessing instead, guess tycoon of which science and technology to be able to swallow this company readily. The game of NetApp can have two kinds of final result only, or eats off others, or is eaten off by others.



Although the purpose that buys Data Domain is final be thwarted, but NetApp(NTAP) is clear about apparently relay the dispatch number that gave need to search significant growth engine undoubtedly, now, this once hot company had become bureau of a mystery.



Current, on wall street a lot of people are guessing, which company can store accord with this equipment develops the appetite of business. Meanwhile, also have a lot of people additionally undertaking guessing instead, guess tycoon of which science and technology to be able to swallow this company readily.



watch cases

In fact, this also is NetApp holds the post of presiding apparitor Qiao Gensi newly (the biggest challenge that Tom Georgens) place faces, the company chooses him to replace language of long-term leader Huo Hao (Dan Warmenhoven) , hope he guides a company to find new outlet just about. Zhou San, this before is to be called the company of Network Appliance to announce, the president of the company holds presiding operation official concurrently to will become new presiding apparitor, the company calls this calculated to accede.



Of clearly is, qiao Gensi will throw his time and energy very quickly, with negotiant and investment people contact with, perhaps encourage them to help him seek buy an opportunity, perhaps resist they help what others puts forward buy a requirement -- since NetApp and Data Domain since brush a shoulder and passing, these people are being sought all the time trade newly. Actually, the first day when go to take up office in Qiaogensi, an analyst quizs on the seminar of this company, ask him about " hind Data Domain times is bought and " problem.



Qiao Gensi's answer is, "Our concept always keeps open, " but he complements again at the same time say, the core business of the company actually " still healthy " .



Make wall street astonied truly, it is their competitor EMC(EMC) actually, latter is killed dog stairs for bed abruptly piece, won the contest price big bat most popular selling dog stairs tle of Data Domain. Data Domain is comp dvd discovery 3 any of a technology, they use a kind to look very abstruse technology to back industry data, because their technology need not copy same data for many times, because this can help a company,the province lays expense of a good deal of hardware.



brooch pins

Brigantine Advisors analyst Kailehe (in studying a report last week, Mark Kelleher) is written, "NetApp searchs need other methods, install the engine that grow for the company. Install the engine that grow for the company..



   Potential possibility



Kailehe believes, netApp is searching other force at present, will prop up oneself to march " repeat data to delete " (De-duplication) domain, or the actual strength of high-end memory domain. "We believe FalconStor(FALC) accords with NetApp to occupy the requirement that deletes a respect in heavy complex number, and 3Par(PAR) can help actual strength of memory of NetApp aggrandizement high end. And 3Par(PAR) can help actual strength of memory of NetApp aggrandizement high end..



Between this one domain, still have company of a few newly established conspicuous also. Bell of capitalist of venture capital investment (the common copartner that Peter Bell) is Highland Capital Partners, he holds such point of view. In fact, bell still is member of directorate of privately owned ExaGrid Systems, latter just is th the best selling dvd discoverye competitor of Data Domain.



People begins to feel anxious for NetApp, because they discover,basically be actually, the business of this company is after the flying growth that experienced past weak point a few years, had entered autumn it seems that now, although everybody has to admit, between the memory industry with intense competition, this company is an uncommon player really, the applied process installation that they develop is very easy, very charming to the IT branch of the enterprise.



In 2007 money among year, the battalion of this company receives increase sharply 36% , reach 2.8 billion dollar, however, arrived 2008 money year, battalion receives growth rate to be reduced to 18% , growth comes 3.3 billion dollar. 2009 money year circumstance more not worth to be carried, battalion receives 3.4 billion dollar, add fast have 3% only. In the past among 3 money season, the battalion of the company closes is to drop actually. Between Feburary, the company once made a state dog stairs best buy ment the net loss that said to sustain 75 million dollar, preparation cuts down the member of persons employed 6% -- of course, this basically is the influence of global economic depression.

brass faucet

Even if signs up for issuance night before last in money, two analysts promoted the stock of NetApp grade in Zhou San, but most person believes, to this company, wedding day is afraid came back very hard.



   Repeat data to delete



hans wilhelm

Want to search at the outset growing rate, one of the most convenience methods buy a company that devotes oneself to sudden growing market namely. The world that delete is occupied in so-called heavy complex number in the center, of newly established company buy cost to want to appear on the market under those apparently company. NetApp is in before bu the best selling dog stairsy and EMC is defeated in big fight also is to do not have method, because both sides has some ready money,not be an amount class originally.



San Francisco is bought and seek advice from the analysts that reach research firm 451 Group to figure at present, netApp is pointing other heavy complex number according to deleting a provider, include newly established company.



Analyst Dali once put forward his thoughtful result between the rich guest of 451 Group last month, "The object is bought potentially in those in the center, do not have a dispute to often accord with NetApp faultlessly to ask apparently, compare with Data Domain photograph, this has to say is a regret, but for all that, commVault(CVLT) and ExaGrid Systems also are ignore hard await anthology. CommVault(CVLT) and ExaGrid Systems also are ignore hard await anthology..



Of course, still having a kind of possibility is, netApp oneself also may become the prey of the tycoon of science and technology of the growing natural resou dvd discovery rces with some new seek. Now, also somebody is doing such forecasting.



The analyst Beckman of BMO Capital Markets (Keith Bachman) Zhou San expresses, "We believe, to HP (HPQ) , Cisco (181, 0, 0.00%)(CSCO) and IBM(IBM) , netApp is very attractive buys an object. NetApp is very attractive buys an object..



The analyst Rhea of Wedbush Morgan (Kaushik Roy) believes, this company is mixed actually Dai Er (DELL) is more suit. "We do not believe Cisco, IBM or HP will buy dog crates large strong NetApp. " Rhea is in a research of the first ten days of a month will be written among the report in August, "Look in us, dai Ercai can be become buy the home finally. " he still complements, if NetApp even seek buys some company, he believes that is probable is CommVault.



Look, the game of NetApp can have two kinds of final result only, or eats off others, or is eaten off by others.



(Article author: Therese Poletti)

No comments:

Post a Comment