Fujitsu+IBM versus NEC+Microsoft

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admin
Posts: 8720
Joined: Sun Jan 12, 2003 11:26 pm

Post by admin »

Would Fujitsus corporate culture really allow this to work?
If so, is information-technology supplier consolidation
good for i.t. end-users, too, or only for i.t. stock-holders?
-- Ben R.

Edmund Klamann wrote:
> Fujitsu confirms IBM alliance talks
>
> Thursday, October 18, 2001 at 18:30 JST
>
> (Reuters) TOKYO -- Fujitsu Ltd, Japans largest computer company, said
> on Thursday it was in wide-ranging talks with International Business
> Machines Corp on possible cooperation in such areas as software and
> computer servers.
>
> It stressed, however, that no decisions had been made on any specific
> areas of cooperation or the timing of an agreement.
>
> Japans computer and chip conglomerates are actively pursuing
> alliances and restructuring schemes as they struggle with a steep
> downturn in chip and electronics sales and jostle for position in
> Japans fast-growing computer software and services market.
>
> "Both companies have begun to explore the possibility of alliances in
> individual business areas and cooperation in a wide array of fields,
> including hardware and software," Fujitsu said in a statement.
>
> Fujitsu and IBMs Japanese unit are among the leading providers of
> systems integration and other computer services to corporations and
> institutions in Japan.
>
> But competition has been heating up as rivals aggressively target the
> sectors relatively healthy profit margins while distancing themselves
> from the volatile chip business.
>
> "I think Fujitsu is probably losing market share in the systems
> integration business to NEC, IBM and perhaps Hitachi as well," said
> Scott Foster, analyst at Lehman Brothers.
>
> "NECs got a very aggressive partner strategy with Oracle and
> Microsoft, and they sell Intel architecture products, and Hitachi
> works closely with Oracle and IBM and of course theyre doing very
> well in data storage now."
>
> NEC Corp , Japans largest personal computer maker, earlier this week
> announced an alliance with software powerhouse Microsoft Corp to
> jointly develop high-end computer server systems and services.
>
> Hitachi Ltd , which earlier this year inked a deal with IBM to
> cooperate in computer servers, has seen rapid growth this year in its
> data storage network business.
>
> And Oracle Corp Japan , the Japanese unit of software giant Oracle
> Corp., has posted strong profit growth this year fueled by brisk
> demand for business software and services.
>
> Some industry executives and analysts have said Fujitsu appeared less
> willing than rival computer services providers to package other firms
> products into the systems it sells. This could prevent it from
> offering the best product for a given system.
>
> "I think the trends have generally been against Fujitsu. The reason
> is probably they have tried too much to go it alone," Lehman Brothers
> Foster said.
>
> The Nihon Keizai Shimbun business daily said Fujitsu and IBM could cut
> costs by more than 30 billion yen ($247.5 million) through joint
> software development, while IBM may share its personal computer server
> technology with the Japanese company.
>
> The market smiled upon news of the talks, with Fujitsus shares
> trading 0.5 percent higher, despite a drop of more than two percent in
> the benchmark Nikkei average.
>
> Hitachis shares slid 4.83 percent to 867 yen. (Reuters News)
admin
Posts: 8720
Joined: Sun Jan 12, 2003 11:26 pm

Post by admin »

Alliances are very common as a marketing mechanism in Japan. Its an entirely different commercial world than what those of you in "the West" are used to. For example there was an alliance between Ardent and Microsoft - Ive got a carry bag and tee shirt to prove it! Dont worry about it.
admin
Posts: 8720
Joined: Sun Jan 12, 2003 11:26 pm

Post by admin »

Dont know if anyone remembers it, but Fujitsu WAS a pick player a number of years ago.

Lee Bacall

Binary Star Development Corporation
http://www.binarystar.com
Voice 954/791-8575 Fax 954/584-4567
----- Original Message -----
From:
To:
Sent: Thursday, October 18, 2001 11:52 PM
Subject: OT: Fujitsu+IBM versus NEC+Microsoft


> Would Fujitsus corporate culture really allow this to work? If so, is
> information-technology supplier consolidation good for i.t. end-users,
> too, or only for i.t. stock-holders?
> -- Ben R.
>
> Edmund Klamann wrote:
> > Fujitsu confirms IBM alliance talks
> >
> > Thursday, October 18, 2001 at 18:30 JST
> >
> > (Reuters) TOKYO -- Fujitsu Ltd, Japans largest computer company,
> > said on Thursday it was in wide-ranging talks with International
> > Business Machines Corp on possible cooperation in such areas as
> > software and computer servers.
> >
> > It stressed, however, that no decisions had been made on any
> > specific areas of cooperation or the timing of an agreement.
> >
> > Japans computer and chip conglomerates are actively pursuing
> > alliances and restructuring schemes as they struggle with a steep
> > downturn in chip and electronics sales and jostle for position in
> > Japans fast-growing computer software and services market.
> >
> > "Both companies have begun to explore the possibility of alliances
> > in individual business areas and cooperation in a wide array of
> > fields, including hardware and software," Fujitsu said in a
> > statement.
> >
> > Fujitsu and IBMs Japanese unit are among the leading providers of
> > systems integration and other computer services to corporations and
> > institutions in Japan.
> >
> > But competition has been heating up as rivals aggressively target
> > the sectors relatively healthy profit margins while distancing
> > themselves from the volatile chip business.
> >
> > "I think Fujitsu is probably losing market share in the systems
> > integration business to NEC, IBM and perhaps Hitachi as well," said
> > Scott Foster, analyst at Lehman Brothers.
> >
> > "NECs got a very aggressive partner strategy with Oracle and
> > Microsoft, and they sell Intel architecture products, and Hitachi
> > works closely with Oracle and IBM and of course theyre doing very
> > well in data storage now."
> >
> > NEC Corp , Japans largest personal computer maker, earlier this
> > week announced an alliance with software powerhouse Microsoft Corp
> > to jointly develop high-end computer server systems and services.
> >
> > Hitachi Ltd , which earlier this year inked a deal with IBM to
> > cooperate in computer servers, has seen rapid growth this year in
> > its data storage network business.
> >
> > And Oracle Corp Japan , the Japanese unit of software giant Oracle
> > Corp., has posted strong profit growth this year fueled by brisk
> > demand for business software and services.
> >
> > Some industry executives and analysts have said Fujitsu appeared
> > less willing than rival computer services providers to package other
> > firms products into the systems it sells. This could prevent it
> > from offering the best product for a given system.
> >
> > "I think the trends have generally been against Fujitsu. The reason
> > is probably they have tried too much to go it alone," Lehman
> > Brothers Foster said.
> >
> > The Nihon Keizai Shimbun business daily said Fujitsu and IBM could
> > cut costs by more than 30 billion yen ($247.5 million) through joint
> > software development, while IBM may share its personal computer
> > server technology with the Japanese company.
> >
> > The market smiled upon news of the talks, with Fujitsus shares
> > trading 0.5 percent higher, despite a drop of more than two percent
> > in the benchmark Nikkei average.
> >
> > Hitachis shares slid 4.83 percent to 867 yen. (Reuters News)
>
admin
Posts: 8720
Joined: Sun Jan 12, 2003 11:26 pm

Fujitsu+IBM versus NEC+Microsoft

Post by admin »

Ray:

Id still feel better if you burned that stuff!

Henry


Date: Fri, 19 Oct 2001 14:57:35 From: "Ray Wurlod"


For example there was an alliance between Ardent and Microsoft - Ive got a carry bag and tee shirt to prove it! Dont worry about it.
admin
Posts: 8720
Joined: Sun Jan 12, 2003 11:26 pm

Post by admin »

Last company I worked for had one in storage. I believe it had R83 on it and the system was about the size of a large pc.

----- Original Message -----
From: "Lee Bacall"
To:
Sent: Friday, October 19, 2001 8:12 AM
Subject: Re: Fujitsu+IBM versus NEC+Microsoft


> Dont know if anyone remembers it, but Fujitsu WAS a pick player a
> number
of
> years ago.
>
> Lee Bacall
>
> Binary Star Development Corporation
> http://www.binarystar.com
> Voice 954/791-8575 Fax 954/584-4567
> ----- Original Message -----
> From:
> To:
> Sent: Thursday, October 18, 2001 11:52 PM
> Subject: OT: Fujitsu+IBM versus NEC+Microsoft
>
>
> > Would Fujitsus corporate culture really allow this to work? If so,
> > is information-technology supplier consolidation good for i.t.
> > end-users, too, or only for i.t. stock-holders?
> > -- Ben R.
> >
> > Edmund Klamann wrote:
> > > Fujitsu confirms IBM alliance talks
> > >
> > > Thursday, October 18, 2001 at 18:30 JST
> > >
> > > (Reuters) TOKYO -- Fujitsu Ltd, Japans largest computer company,
> > > said on Thursday it was in wide-ranging talks with International
> > > Business Machines Corp on possible cooperation in such areas as
> > > software and computer servers.
> > >
> > > It stressed, however, that no decisions had been made on any
> > > specific areas of cooperation or the timing of an agreement.
> > >
> > > Japans computer and chip conglomerates are actively pursuing
> > > alliances and restructuring schemes as they struggle with a steep
> > > downturn in chip and electronics sales and jostle for position in
> > > Japans fast-growing computer software and services market.
> > >
> > > "Both companies have begun to explore the possibility of alliances
> > > in individual business areas and cooperation in a wide array of
> > > fields, including hardware and software," Fujitsu said in a
> > > statement.
> > >
> > > Fujitsu and IBMs Japanese unit are among the leading providers of
> > > systems integration and other computer services to corporations
> > > and institutions in Japan.
> > >
> > > But competition has been heating up as rivals aggressively target
> > > the sectors relatively healthy profit margins while distancing
> > > themselves from the volatile chip business.
> > >
> > > "I think Fujitsu is probably losing market share in the systems
> > > integration business to NEC, IBM and perhaps Hitachi as well,"
> > > said Scott Foster, analyst at Lehman Brothers.
> > >
> > > "NECs got a very aggressive partner strategy with Oracle and
> > > Microsoft, and they sell Intel architecture products, and Hitachi
> > > works closely with Oracle and IBM and of course theyre doing very
> > > well in data storage now."
> > >
> > > NEC Corp , Japans largest personal computer maker, earlier this
> > > week announced an alliance with software powerhouse Microsoft Corp
> > > to jointly develop high-end computer server systems and services.
> > >
> > > Hitachi Ltd , which earlier this year inked a deal with IBM to
> > > cooperate in computer servers, has seen rapid growth this year in
> > > its data storage network business.
> > >
> > > And Oracle Corp Japan , the Japanese unit of software giant Oracle
> > > Corp., has posted strong profit growth this year fueled by brisk
> > > demand for business software and services.
> > >
> > > Some industry executives and analysts have said Fujitsu appeared
> > > less willing than rival computer services providers to package
> > > other firms products into the systems it sells. This could
> > > prevent it from offering the best product for a given system.
> > >
> > > "I think the trends have generally been against Fujitsu. The
> > > reason is probably they have tried too much to go it alone,"
> > > Lehman Brothers Foster said.
> > >
> > > The Nihon Keizai Shimbun business daily said Fujitsu and IBM could
> > > cut costs by more than 30 billion yen ($247.5 million) through
> > > joint software development, while IBM may share its personal
> > > computer server technology with the Japanese company.
> > >
> > > The market smiled upon news of the talks, with Fujitsus shares
> > > trading 0.5 percent higher, despite a drop of more than two
> > > percent in the benchmark Nikkei average.
> > >
> > > Hitachis shares slid 4.83 percent to 867 yen. (Reuters News)
> >
>
>
>
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