[OT] Fujitsu+IBM versus NEC+Microsoft

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[OT] Fujitsu+IBM versus NEC+Microsoft

Post by admin »

Ben:

Remember that Fujitsu was, perhaps technically still is, a Pick licensee. Perhaps they want to get back into the mdRDBMS market?

Henry Keultjes
MD-Linux Scientifics
Mansfield Ohio USA
Voice 419-525-1111
Home 419-756-0527

MD-Linux is a non-profit 501(C)(3) project that will completely integrate a multi-dimensional Relational Database Management System (mdRDBMS) with Open Source Linux and a GUI such that the database becomes the storehouse of the OS and GUI as well as the application intelligence and data.

MD-Linux and the PowerPC based LinuxPC are intended to serve as a platform for LeanIT in the Small and Medium Enterprise (SME) market and as the client/desktop in existing mdRDBMS installations. MD-Linux is designed to compliment UniVerse and UniData for the purpose of greatly expanding the mdRDBMS market.



-------- Original Message --------
Subject: OT: Fujitsu+IBM versus NEC+Microsoft
Date: Thu, 18 Oct 2001 23:52:17 -0400
From: "u2-List@rosenberg.org"
Reply-To:
To: u2-users@oliver.com

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

Post by admin »

This is in line with a trend acknowledged by Gartners CEO, that within the next 3 years the number of firms providing IT solutions will be half of what it is today. Some will simply not make it, and the rest will be consolidated into others.

It reminds me of what I read about the Auto industry, where there used to be many more Auto makers in the early stages of its growth, but now there are only 3 giants.

Is it good for IT? Hmm, I would think it depends on how we define good. Its more of a philosophical question, I think.

I dont personally have an answer for that.


-----Original Message-----
From: u2-List@rosenberg.org [mailto:u2-List@rosenberg.org]
Sent: Thursday, October 18, 2001 11:52 PM
To: u2-users@oliver.com
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

Post by admin »

Paul Eghbal wrote:

> This is in line with a trend acknowledged by Gartners CEO, that
> within the next 3 years the number of firms providing IT solutions
> will be half of what it is today. Some will simply not make it, and
> the rest will be consolidated into others.
>
> It reminds me of what I read about the Auto industry, where there used
> to be many more Auto makers in the early stages of its growth, but now
> there are only 3 giants.

That must be Mercedes, BMW and Volkswagen but I think there
is still a Japanese company or two as well ...

>

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

Post by admin »

The reading I refer to is about the American auto industry. Sorry, didnt mean to ignore the existence of non-American based readers on this list.


-----Original Message-----
From: Mats Carlid [mailto:mats@adbk.se]
Sent: Friday, October 19, 2001 9:50 AM
To: u2-users@oliver.com
Subject: Re: [OT]RE: Fujitsu+IBM versus NEC+Microsoft


Paul Eghbal wrote:

> This is in line with a trend acknowledged by Gartners CEO, that
within
> the next 3 years the number of firms providing IT solutions will be
half
> of what it is today. Some will simply not make it, and the rest will
be
> consolidated into others.
>
> It reminds me of what I read about the Auto industry, where there used
> to be many more Auto makers in the early stages of its growth, but now
> there are only 3 giants.

That must be Mercedes, BMW and Volkswagen but I think there
is still a Japanese company or two as well ...

>

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

Post by admin »

Paul:

Thats probably a very good analogy because the auto industry also has a huge segment of both suppliers and resellers that are typically much smaller in size than the "assemblers". However, in our own mdRDBMS industry there are actually VARs that are actually quite a bit larger than at least one of the mdRDBMS companies.

Also, in our own mdRDBMS world most of this consolidation has already taken place. I believe that Pick had a total of 14 licensees and of those only an Ultimate remnant, OSS, is left. Reality is, of course, still around but, as the original it technically never was a Pick licensee because the Microdata implementation preceded Pick Systems.

However, it is interesting to note that, while UniVerse and UniData have consolidated under one corporate umbrella, all the Pick "clones", including jBASE and Univision, have sofar survived as freestanding products.

Henry Keultjes
MD-Linux Scientifics
Mansfield Ohio USA
Voice 419-525-1111
Home 419-756-0527

MD-Linux is a non-profit 501(C)(3) project that will completely integrate a multi-dimensional Relational Database Management System (mdRDBMS) with Open Source Linux and a GUI such that the database becomes the storehouse of the OS and GUI as well as the application intelligence and data.

MD-Linux and the PowerPC based LinuxPC are intended to serve as a platform for LeanIT in the Small and Medium Enterprise (SME) market and as the client/desktop in existing mdRDBMS installations.



Date: Fri, 19 Oct 2001 09:18:40 From: Paul Eghbal

This is in line with a trend acknowledged by Gartners CEO, that within the next 3 years the number of firms providing IT solutions will be half of what it is today. Some will simply not make it, and the rest will be consolidated into others.

It reminds me of what I read about the Auto industry, where there used to be many more Auto makers in the early stages of its growth, but now there are only 3 giants.
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