Novell: Its Golden Years Are Lying in the History
Domingo A. Trassens
February 26, 2010, 8:00 AM
4270BU

Novell: Its Golden Years Are Lying in the History
Novell: Sus años dorado descansan en la historia

From Waltham, Massachusetts, Novell, networking-software leader of other times, said its businesses of software for security, management and operating platforms grew 26% during the last three months compared with a year ago, but it also recognized the sales of its legacy networking software declined 12% in the same period from the prior year.

These were its main numbers: 1) total net revenue: $202 million, down 5.82% year over year. 2) Net income: $20 million, up 89.08% also compared with a year ago.

Despite the Linux SUSE business is growing well like the security and management packages, the Novell's revenues are long distance away from its golden years. It is clear its war with Microsoft in the operating systems arena, and its frustrated efforts to expend its operations to the consumer side with WorldPerfect were very negative for the father of Netware, important operating system of the 80 and part of the 90s.

Desde Waltham, Massachusetts, Novell publicó los resultados de su primer trimestre fiscal 2010 cerrado el 31 de enero pasado. El líder del software de redes de otros tiempos, indicó que sus negocios de software de las plataformas de seguridad, administración y sistemas operativos crecieron en los tres últimos meses 26% respecto de un año atrás. Pero también reconoció que las ventas su clásico software de redes declinó en el mismo período un 12% respecto del año previo.

Estos fueron sus principales números:
1) Ventas totales del trimestre: $202 millones de dólares, variación año tras año: -5,82%.
2) Ingresos netos del trimestre: $20 millones de dólares, variación año tras año: +89,08%.

Del total del rubro ventas, $189,9 millones fueron en concepto de mantenimiento y suscripciones, mientras que las licencias de software sólo totalizaron $21 millones.

Como se viene observando desde trimestres anteriores, Linux SUSE sigue creciendo, pero con ese avance, Novell no logra niveles de facturación similares a los tiempos que Netware era el sistema operativo de redes más importante del mercado. De acuerdo con lo adelantado, las ventas de su segundo trimestre fiscal serán similares a las del primer trimestre, lo que implica que no espera crecimientos importantes en este rubro durante los próximos meses.

En resumen, después de la importante trayectoria que Novell tuvo de la mano de Ray Noorda durante los años 80 y al principio de los 90, surge a las claras que su guerra con Microsoft a nivel de sistemas operativos y su frustrado intento de ganar terreno en el segmento de software de productividad de oficina con WordPerfect, dejaron en la historia a sus años dorados.

OTROS TEMAS

Palm indicó que espera que sus ventas del tercer trimestre fiscal 2010 estén en el rango de $285 millones y $310 millones. A su vez dijo que las expectativas para todo el año fiscal 2010 están por debajo de los pronósticos previos. Antes había estimado que se ubicarían en el rango de 1 mil 600 millón de dólares (en notación americana: $1.6 billones) y 1 mil 800 millones de dólares (en notación americana: $1.8 billones). En particular, Research In Motion y Apple ha seguido dificultando el retorno de Palm a sus tiempos de liderazgo en el nicho de dispositivos digitales inteligentes.

Tech Data firmó otro acuerdo de distribución de productos no convencionales. Al día siguiente de haber anunciado que venderá el software de FalconStor, comunicó que será el primer distribuidor de los Estados Unidos vendiendo las soluciones completas de video de Cisco Systems que incluyen la plataforma de productos de Scientific Atlanta comprada por Cisco en el 2006.

En relación con la nota de tapa del BRIEF ANALYSIS de ayer 25 de febrero, debe dejarse bien en claro que si bien las últimas noticias del sector de distribuidores mayoristas han llegado desde Clearwater, otros distribuidores mayoristas internacionales de gran volumen de ventas tales como Ingram Micro y Bell Micro también están tratando de redefinir el concepto clásico de grandes movedores de cajas. Todos ellos se están esforzando por entrar más a fondo en el campo de soluciones, iniciativa que les exige invertir en departamentos similares al de Soluciones Avanzadas de Infraestructuras que Tech Data dijo que acaba de expandir para cubrir soluciones de HP, IBM, Cisco, software y almacenamiento

TECH WALL STREET

Después del recupero del miércoles, de nuevo, los mercados de Nueva York cerraron en territorio negativo en la cuarta jornada de la semana. Los analistas dicen que fue por los temores de Wall Street que la crisis financiera de Grecia golpeé también a los Estados Unidos, además de a la Unión Europea.

En el penúltimo día hábil de febrero, los índices importantes de Wall Street declinaron. Las variaciones de los principales índices estuvieron en el rango -0,08 y -0,51%.

Al cierre del jueves 25 de febrero, Dow Jones Industrials Average bajó 53,13 puntos, o sea 0,51% para cerrar en 10321,03. Nasdaq Composite resbaló 1,68 puntos, o sea 0,08%, cerrando en 2234,22. S&P 500 se movió hacia abajo 0,21%, y NYSE cayó 0,24%.

En el sector de tecnología, Morgan Stanley High Tech bajó 0,05%, Philadelphia Semiconductor declinó 0,26%.

Las acciones estrellas del 2009 finalizaron el día con los siguientes resultas :
- Google bajó $5,04, o sea 0,95%, para cerrar en $526,43.
- Baidu ganó $3,40, o sea 0,67, cerrando en $508,87. (De nuevo volvió Baidu acortar distancias con Google ).
- priceline.com bajó $1,15, o sea 0,51%, para cerrar en $223,87.
- Apple fue hacia arriba en $1,34 o sea 0,67%, cerrando en $202,00.

En el sector de chips y semiconductores, Applied Materials, Intel, y Qualcomm cerraron en territorio negativo.

En el sector de sistemas, computadores, almacenamiento y redes, IBM, Dell, Cisco, y EMC declinaron. El resto, HP y Apple subieron. IBM cerró en $127,07. HP concluyó la sesión en $50,92.

En el sector de software, Microsoft bajó. Adobe, Oracle, y Symantec finalizaron el día en alza.

En el sector de impresión e imagen, Canon, Kodak, Lexmark, y Xerox subieron.

En el sector de servicios de Internet, como se vio más arriba, Google bajó y Baidu subió. Además, Yahoo cerró la sesión en territorio negativo.

En el sector de comercio electrónico, Amazon.com, EBay, y priceline.com cerraron en baja.

En el sector de telecomunicaciones, Sprint Nextel subió. AT&T y Verizon Communications finalizaron la jornada en territorio negativo.

.- De 38 empresas representativas de diferentes sectores de la industria de tecnología e Internet, al cierre de los mercados de Nueva York, 17 cerraron en territorio positivo y 21 en territorio negativo.

2.- El mejor crecimiento del grupo fue el de Radio Shack (+1,60%), seguido por LDK Solar (+1,15%).

3.- La peor caída de todo el grupo fue la de Yahoo (-2,25%).

4.- Bell Micro que recientemente volvió a cotizar en Wall Street, subió $0,08, o sea 1,83%, para cerrar en $4,45.

En el análisis de TECH WALL STREET de la fecha, como es habitual en cada uno de los BRIEF ANALYSIS, se observó el comportamiento de las acciones de las siguientes compañías americanas e internacionales que cotizan en Wall Street: Adobe, Amazon.com, Apple, Applied Materials, AT&T, Baidu, Best Buy, Canon, Cisco, Dell, eBay, Eastman Kodak, EMC, First Solar, Google, HP, IBM, Ingram Micro, Intel, LDK Solar, Lexmark, Lockheed Martin, Microsoft, Nokia, Oracle, priceline.com, Qualcomm, Radio Shack, RIM, Seagate, Siemens, Sprint Nextel, Symantec, Tech Data, Verizon Communications.

© 2010 Comlab-Corp.com

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11 Jun 2010	Toshiba: First PC Supporting Blu-ray 3D Toshiba: Primer PC que soporta Blu-ray 3D From Tokyo, Toshiba Corporation announced the introduction of the first notebook PC of the industry featuring playback of 3D content in the Blu-ray 3D format. The new dynabook TX/98MBL will be available from the end of July in the Japanese market. The new 3D notebook PC adopts the most advanced technology that has made 3D a hit in movies theatres around the world. Also, it includes microprocessor Intel Core i7-740QM, LCD of 15.6-inch Wide LED, Blu-ray Disc Drive, NVidia 3D Vision Kit, 4GB memory, 640GB HDD, and selectable operating system.
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