3PAR Bidding War
International giants have set foot in
As a broad category, “cloud computing” includes many different specific areas, such as data storage center for construction and maintenance, a typical enterprise is 3PAR; such as network infrastructure-related services, the typical enterprise is the AT & T and Amazon; such as online software, the typical company is Salesforce.com.
With “cloud computing” concept gradually accepted by the people related to the value of listed companies has also been a great find. In the U.S. stock market, many of the original unknown “cloud computing” concept companies have sprung up everywhere in recent years.
Salesforce.com as an example the United States, as a customer relationship management (CRM) software, online suppliers, the rapid growth of business in recent years, the United States has been occupying the half-line CRM software market. Salesforce.com has been highest in the U.S. stock market in recent months, the top ten list monthly gain since the end of 2004 on the market, the stock price has risen 700%, from U.S. dollars per share, way more than a dozen rose to 120 dollars per share now.
Also in the recent blitz by the investors were 3PAR. Hewlett-Packard and Dell chase, the market performance of this new understanding to the average of the company’s investment potential. Middle of last month when Dell first made its takeover offer for the company less than 10 dollars per share, which now has risen to around 33 dollars per share, close to HP’s final offer.
Analyst for Hewlett-Packard acquisition of calculations 3PAR, HP 2.4 billion bid, the equivalent of 3PAR more than eight times annual revenue. And usually, more than five times the amount of M & A has been in the technology industry is very high. Not only that, 3PAR since its inception in 1999 how almost no profit, has been listed since 2007, the company is so far has been a loss.
To some extent, Hewlett-Packard is forced to bid for 3PAR peer pressure. In recent years, some of the largest technology companies in the United States have increased in the “cloud” of investment and acquisition efforts, the focus of this development as the next step. Google two years ago launched an online office software, pointing, “cloud computing” business. Apple last year has been the establishment of super data centers in the United States for the development of “cloud computing” project active preparations.
China is ready
Microsoft has recently proposed the “cloud” into the company to maintain its market position in business software developed by the “four-point plan,” the first place. In order to meet the “cloud computing” era, the latest version of Microsoft’s Office2010 in its integration of many online applications.
IBM acquired in May in the “cloud computing” services company Cast Iron Systems, and has plans to 2012 to its global “cloud computing” services market revenue raised to 126 million U.S. dollars.
In Asia and China, “cloud computing” market in the ascendant. A number of international giants began to look for ways that are not fully developed market, but domestic companies are speeding up the layout.
A recent Gartner survey found to the end of this year, the Asia-Pacific region will increase by 75% of the agency’s investment in SaaS, 80% of the respondents are for enterprise applications such as ERP and CRM software applications SaaS, the remaining 20% The agency also plans to deploy the next 12 months, SaaS. In China, it is estimated that China’s “cloud computing” market revenue is expected by 2012 to 23 billion U.S. dollars, average annual growth rate as high as 30%.
It has its eyes on China, “cloud computing” market of great opportunities, this month, NEC (NEC) announced that Neusoft Group in China jointly launched the “cloud computing” services. Under the cooperation agreement signed this year in October the two sides will set up joint venture in Dalian to provide SaaS, PaaS, IaaS other comprehensive “cloud computing” services.
In the A shares listed Teamsun recently announced high-profile, to be raised through the issuance of not more than 8 billion yuan invested in “cloud computing” environment, the information fusion platform for other projects.
Industry insiders said that the existing A-share market, “cloud computing” concept stocks have been few, apart from Neusoft Group and Teamsun, the tide information, tide software, Great Wall Computer, also involved in related businesses. It is worth mentioning that the international market in the near future “cloud computing” boom, driven by the domestic stocks also continued to perform well, Neusoft Group, the wave of information, Teamsun, the Great Wall computers contrarian stocks is big in the near future up or even daily limit.
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