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Acer Is Growing in Ambitions
Domingo A. Trassens
June 21, 2010, 8:00 AM
4350BU
Acer Is Growing in Ambitions
Acer crece en ambiciones
Days ago, Wall Street posted an article written by Ting-I Tsai in Taipei (Taiwan) that said Acer is confident that it will accomplish its goal of becoming the No. 1 notebook vendor this year despite the economic crisis.
The chairman of the PC maker, J.T. Wang thinks revenue in the third quarter will rise 10% to 15% from the second quarter. Also, the company of Taiwan expects personal computer shipments could rise as much as 50% this year.
Till now, the leader of the sector is Hewlett-Packard but Acer is growing more than HP in the last quarters.
Días atrás, Wall Street Journal publicó un artículo escrito en Taipei (Taiwán) por el periodista Ting-I Tsai la predicción que durante el corriente año Acer de Taiwán se convertirá en el Número 1 del segmento de computadores móviles a través de todo el mundo.
A propósito de lo dicho, en estos momentos, de acuerdo con estudios recientes de IDC y Gartner, Acer es el Número 2 en despachos de computadores personales a través de todo el mundo por debajo de Hewlett-Packard y arriba que Dell.
De acuerdo con expuesto por Wall Street Journal, J.T.Wang, presidente del directorio (chairman) de Acer estima que en su tercer trimestre fiscal, las ventas de la compañía asiática crecerán entre un 10% y 15% respecto del segundo trimestre. En el primer trimestre del año, Acer publicó ventas por 162,1 mil millones de dólares de Taiwán, o sea 5,2 mil millones de dólares americanos (en notación americana: US$ 5.2 billones).
El Senor Wang también dijo que durante el corriente año su compañía crecerá en despacho de máquinas un 50% respecto de un año atrás, saltando a los 10 millones de unidades en todo el mundo.
Ya desde hace largos años, Acer es fuerte en el nicho de computadores móviles. La compañía fundada como Multitech por Stan Shih en Hsinchu City, Taiwan, de proveedor de partes en 1993 emergió como fabricante de PCs.
Luego en 1997, le compró la unidad de computadores móviles de Texas Instruments, TravelMate, lo que le permitió capturar de un solo movimiento la larga experiencia de TI en dispositivos móviles (computadores, calculadoras, etcétera).
Acer a su vez avanzó en servidores con los computadores Altos. Por otra parte, es un proveedor muy importante de monitores de cristal líquido.
Entre el 2008 y 2009, fue una de las compañías que impulsó el nicho de pequeños computadores móviles basados en Internet (los netbooks).
Ahora está invirtiendo 15 millones de dólares en el desarrollo de teléfonos inteligentes corriendo sobre la plataforma Android de Google.
Por otra parte, no se debe ignorar que la adquisición de Gateway en el 2007 le ayudó a pisar fuerte en el territorio de los Estados Unidos, asumiendo la comercialización de todos los productos de marcas Gateway y eMachines, y lanzando nuevos notebooks con su propia marca Acer.
En Europa, Acer inicialmente se benefició con la adquisición de Packard Bell y luego lo ayudó la declinación de Fujitsu Siemens que hoy es totalmente propiedad de Fujitsu.
Desde principios de la década del 2000, Acer fue ganando lugares en las estanterías de las tiendas de computación de países como Alemanía, a expensas de Fujitsu Siemens donde esa compañía tiene cuarteles generales.
La estrategia del fabricante de Taiwán en Europa fue simple, cubrir todo los lugares disponibles de las estanterías de las tiendas con productos siempre más baratos que los del por entonces líder europeo de PCs.
Por último, los pasos dados por Lenovo después de comprar la unidad de PCs de IBM en el 2005, también favorecieron a Hacer. Mientras Lenovo se preparaba para convertirse en el Número 3 detrás de HP y Dell, Acer todo la iniciativa de ofrecer productos más baratos en todos lo mercados donde la compañía china comenzaba el enfrentamiento contra HP y Dell.
En resumen, las ambiciones de Acer han crecido gracias a aciertos propios y errores de los otros. Ahora, su posible enfrentamiento con Hewlet-Packard es un paso mucho más grande y peligroso. HP desde que compró Compaq siempre caminó firme por la senda de los computadores personales con su propia plataforma de hardware sumada a toda la experiencia previa de Compaq. Que pasará de ahora en más es otra cuestión. No obstante, los crecimientos recientes en despacho de máquinas de Acer han sido mayores que los HP.
RESEARCH IN MOTION
El próximo jueves 24 de junio, Research In Motion publicará los resultados financieros de su primer trimestre fiscal 2011 cerrado en mayo pasado. Los analistas temen malas noticias pues días atrás, Nokia bajó su pronóstico de ventas del último trimestre.
Por otra parte, los estudios de mercados de IDC, Gartner y otros muestran que en los últimos meses el mercado de telefonía móvil se está moviendo hacia iPhone de Apple y los dispositivos digitales que corren sobre el sistema operativo Android de Google.
Sprint Nextel acaba de lanzar una campaña intensiva para promover el HTC EVO 4G que corre con
Android.. También Motorola desde que introdujo DROID basado en Android ha recuperado.
Resumiendo, las tendencias muestran que en el nicho de teléfonos inteligentes, los dos sistemas operativos en crecimiento son el iPhone OS y el Android.
Los BlackBerrys de Research In Motion corren sobre un sistema operativo propio de la empresa canadiense. Ese fue el factor predominante de la caída de las acciones RIMM al cierre de los mercados de Wall Street el viernes.
TECH WALL STREET
A pesar de algunos tropiezos durante la semana, los mercados bursátiles de Nueva York cerraron el viernes en territorio positivo. Todos los índices importantes de Wall Street subieron.
Al cierre de la sesión bursátil del viernes 18 de junio, estas fueron las variaciones de los principales índices de Wall Street:
- Dow Jones Industrials Average ganó 16,47 puntos, o sea 0,16%, para cerrar en 10450,64.
- Nasdaq Composite subió 2,64 puntos, o sea 0,11%, cerrando en 2309,80.
- S&P 500 fue hacia arriba 0,13%.
- NYSE subió 0,09%.
Las acciones estrellas del 2009 finalizaron el día con los siguientes resultados :
- Google declinó $0,05, o sea 0,01%, cerrando en $500,03.
- priceline.com bajó $2,17, o sea 1,11%, para cerrar en $193,09.
- Apple creció $2,20, o sea 0,81%, cerrando en $274,07.
En el sector de chips y semiconductores, Intel subió. Applied Materials y Qualcomm declinaron.
En el sector de sistemas, computadores, almacenamiento y redes, Apple y Cisco subieron. EMC cerró sin cambios. El resto, IBM, HP, y Dell finalizaron la sesión en territorio negativo. IBM cerró en $130,15. HP concluyó la sesión en $47,98.
En el sector de software, Adobe, Microsoft, Oracle y Symantec se movieron hacia arriba.
En el sector de impresión e imagen, Kodak subió. Canon, Lexmark, y Xerox bajaron.
En el sector de servicios de Internet, Baidu creció. Google y Yahoo cerraron en territorio negativo.
En el sector de comercio electrónico, EBay subió. Amazon.com y priceline.com finalizaron con números negativos.
En el sector de telecomunicaciones, AT&T y Sprint Nextel declinaron. Verizon Communications subió.
1.- De 38 empresas representativas de diferentes sectores de la industrias de tecnología e Internet, al cierre del día, 13 cerraron en territorio positivo, 1 sin cambios, y 24 finalizaron en territorio negativo.
2.- El mejor crecimiento del grupo fue el de Kodak (+2,69%).
3.- La peor caída de todo el grupo fue la de Research In Motion (-1,42%).
4.- Por la semana Dow Jones Industrials subió 2,36% respecto el viernes anterior, mientras Nasdaq Composite ganó en el mismo período 2,95%.
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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25 Jun
2010
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Last Figures from RIM and Oracle
Últimos números de RIM y Oracle
During the afternoon of June 25, two important technology companies from different sectors posted the results of the respective last quarters informing to Wall Street analysts about revenues and net incomes. For the quarter ended on May 29, Research In Motion reported revenue of $4.24 billion, just below the Wall Street consensus of $4.35 billion. The maker shipped 11.2 million smart phones in the quarter, and added 4.9 million net new subscriber accounts. Oracle announced fiscal 2010 four quarter with total revenues of $9.5 billion, up 39% compared year over year. According to the company the quarter was solid in results. White Oracle is going out of all the problems of the Sun Microsystems merger, Research In Motion suffers difficulties for the hard competition of iPhone and the smart-phones based on Android platform.
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24 Jun
2010
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DROID X: Motorola Attacking Apple
DROID X: Motorola ataca a Apple
Motorola, a pioneer in the mobile industry, unveiled DROID X, a new smart-phone with ultra high-speed Web browsing; a fast processor of 1GHz; 3G Mobile HotSpot capabilities; loads of memory: intuitive social messaging; Adobe Flash Player 10.1, and access to Android Market which has more than 65.000 applications. The partners of this launch are Google and Verizon Wireless. The Internet company provides Android 2.1 and since the summer Android 2.2. Verizon will be the phone services provider in the United States. The three companies are rivals of the alliance Apple AT&T, For this reason, the introduction of DROIX X is clear attack against iPhone 4 and its supporters.
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23 Jun
2010
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HP Redefines the Enterprise PCs
HP redefine los PCs de empresas
In a moment of important redefinitions of the personal computing segment, Hewlett-Packard introduced its first all-in-one PC as part of the enterprise-class HP Compaq 6000 Pro family. The new machine, HP Compaq 6000 Pro All-in-One Business PC delivers powerful performance, high-definition (HD) visuals and energy-saving features that are consistent with the previous members of the same line of computers. Its one-cord design ensures easy, out-of-the-box setup and serviceability, removes cable clutter and provides a more functional workspace in office cubicles and share environments.
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22 Jun
2010
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Toshiba: Notebook with Dual-touch Screen
Toshiba: Notebook con dos pantallas táctiles
Toshiba announced that it is celebrating 25 years of innovation in the portable PC business with the launch of the libretto W100, the first dual touch-screen Windows mini-notebook PC of the world. It is also introducing other models of mobile computers. Originally, Toshiba introduced the first member of the family libretto in April 1996. Now, its new model was created a unique, pocket-sized companion, with distinctive dual 7.0-inch Wide LCDs that offer a display equivalent to a 10.0-inch wide screen. This computer runs Windows. The Japanese maker is now aiming for annual global shipments of 25 million units of mobile computers with innovative models that meet customer needs in both advanced and emerging market.
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21 Jun
2010
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Acer Is Growing in Ambitions
Acer crece en ambiciones
Days ago, Wall Street posted an article written by Ting-I Tsai in Taipei (Taiwan) that said Acer is confident that it will accomplish its goal of becoming the No. 1 notebook vendor this year despite the economic crisis. The chairman of the PC maker, J.T. Wang thinks revenue in the third quarter will rise 10% to 15% from the second quarter. Also, the company of Taiwan expects personal computer shipments could rise as much as 50% this year. Till now, the leader of the sector is Hewlett-Packard but Acer is growing more than HP in the last quarters.
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18 Jun
2010
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IBM Targeting to Android Platform
IBM apuntando a la plataforma Android
IBM announced it is delivering a beta version of Lotus Notes Traveler, a business-grade collaboration software for use with devices that run the Google Android operating system. Lotus Notes customers will synchronize information between Lotus Notes and mobile devices, including Droid, Nexus One and the other smart-phones running Android. Additionally, the next version of IBM Lotus Connections social software is planning to support the Android platform. According to a recent news report, approximately 100,0000 Android based phones are being activated each day.
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17 Jun
2010
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Apple Growing Like a Killer
Apple crece como un Matador
In the last months, Apple is growing like the killer of the cell phone industry. The last news came from Nokia that lowed its sales forecast of the current quarter because it cans achieve its previous outlook. For the other side, Sony Ericsson continues walking across a route of frustration, and in recent months, also Research In Motion showed difficulties. Meanwhile, Apple informed it took pre-orders for more than 600,000 of the new iPhone 4. It was the largest number of pre-orders Apple has ever taken in a single day and was far higher than it anticipated. But Apple also doesn't lose initiative in the computing segment. Two days ago it unveiled a completely redesigned Mac mini, featuring up to twice the graphics performance, a new HDMI port and a new SD card slot, all in an amazingly compact enclosure.
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16 Jun
2010
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E3: Electronic Games from Los Angeles
E3: Juegos electrónicos desde Los Ángeles
Like previous years, Los Angeles is celebrating a new forum of electronic games. From June 15 to 17, the Electronic Entertainment Expo, commonly known as E3 is holding in the Convention Center of this city of South California. The show for the computer and video games industry is organized by the Entertainment Software Association (ESA). At E3, Nintendo unveiled the 3DS, an handheld gaming systems which can play games in 3D without the use of special glasses. Sony announced a new motion-control system to plugs into a PlayStation 3. Microsoft presented Kinect, and add-on to the Xbox 360 which allows players to control games using only their bodies and voice commands.
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15 Jun
2010
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DAC 2010: New Common Platform of Chips
DAC 2010: Nueva plataforma común de chips
ARM, IBM, Samsung Electronics, GlobalFoundries and Synopsis announced the delivery of the first complete vertically optimized 32/28 nanometer (nm) design platform. This group of companies is demonstrating the achievement at DAC 2010, in Anaheim, California from June 13 to 18. The solution consists of optimized high performance, low-power processor and physical IP from ARM, tool enablement, connectivity IP and integrated design flow from Synopys, and 32/28 nm low-power process technology from the Common Platform alliance of IBM, Samsung and GlobalFouundries. All the members of this alliance are important players of the semiconductor industry. For this reason the new common platform is an important contribution of the technological world.
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14 Jun
2010
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Motorola Wants To Be Leader Again
Motorola quiere volver a ser líder
Motorola and Research In Motion have entered into a settlement and license agreement which ends all outstanding litigation between the two companies. In other order, Motorola introduced MILESTONE XT720, one of the world's slimmest 8 Megapixel Android smart-phones and the first to have a Xenon Flash. Additionally, some sources say this manufacturer is planning to introduce a 2GHz smart-phone, running also Android, and with innovative features to end of the current year.
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11 Jun
2010
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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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10 Jun
2010
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Video Conferencing: Hewlett-Packard with Vidyo
Video Conferencia: Hewlett-Packard con Vidyo
HP and Vidyo announced an agreement to expand the HP Halo portfolio to include conference room and desktop endpoints that run on enterprise networks. Vidyo is a software company that provides both technology and product-based visual communications solutions, pioneer in personal telepresence with patented technologies over the H.264/Scalable Video Coding standard. Hewlett-Packard will use the complete line of VidyoConferencing running HP servers to dramatically reduce the video infrastructure requirements while delivering high-quality and high-definition video.
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9 Jun
2010
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Storage: Hardware and Software Evolution
Almacenamiento: evolución del hardware y software
IDC published its studies about the evolution of the hardware and software storage markets during the first quarter 2010. Worldwide external disk storage systems factory revenues posted year-over-year growth of 17.1% totaling $5.0 billion.
Also for the quarter, the total disk storage systems market grew to $6.7 billion in revenues, representing 18.8% growth from the prior year?s first quarter. According to IDC, the worldwide storage software market experienced solid growth in the first quarter of 2010 with revenues of $3.0 billion, representing 7.2% growth over the same quarter one year ago.
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8 Jun
2010
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Apple Controling its Own Destiny
Apple controla su propio destino
In the opening of its Worldwide Developer Conference, Apple introduced the fourth generation of iPhone. Steve Jobs showed iPhone 4, the thinnest version of the popular smart-phone with a front-facing 5 megapixel camera and sharper style. The new device includes over 100 new features, 1500 new APIs for developers, running iOS 4 with multitasking, folders, enhanced mail, and more advances. Also in keynote session, the CEO and co-founder of Apple released Safari 5, the new version of web browser of the company that supports more than a dozen new HTML5 technologies, with a version for Macs and another for Windows. Additionally, Apple announced it will debut its iAd mobile advertising network on July 1 on iPhone and iPod touch devices running its iOS 4 software platform.
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7 Jun
2010
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COMPUTEX: Balance of the Asiatic Forum
COMPUTEX: Balance del foro asiático
After an intense week of conferences and exhibitions, COMPUTEX 2010 made its own balance. The computer and technology forum of Taiwan closed its doors with the analysis of the activities between May 31 and June 5. According to the sources, COMPUTEX TAIPEI's 30th anniversary dazzled the trade with all-round records. During the 5 days, it welcomed more than 120,000 visitors in total from home and abroad to check out the latest products and technologies displayed in 4,498 booths used by 1,715 exhibitors. It received more than 35,000 international visitors from 169 countries. The top 5 countries for international buyers were those from the United States, Japan, China, Hong Kong, and South Korea. Among the products that drew the most interest of the representatives were: electronic readers, 3D monitors, notebooks, servers, and storage-related products.
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4 Jun
2010
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ELAN: Intelligence of the Human Fingers
ELAN: Inteligencia de los dedos humanos
COMPUTEX 2010 is a good windows for technology companies of Taiwan, despite the relevant role of the world leaders of the industry in keynotes and conferences. The electronic screen of COMPUTEX shows successfully cases like ELAN Microelectronics, company of Taiwan with expertise in smart human interface solutions. ELAN that reached high revenues during the last quarter, it is an IC design house founded in May of 1994 to embark in the R&D of integrated circuit to develop touchpad module solutions. It is located in Taiwan Hsinchu Science Park. Recently it won several gold and silver medals in the annual Taiwan National Best Invention Award. This year, it also was awarded for the recognition of CES 2010, Las Vegas, Nevada.
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3 Jun
2010
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Intel from the Forum of COMPUTEX
Intel desde el foro de COMPUTEX
At COMPUTEX, Intel unveiled new products and features based on its low-power Atom processor family, including plans to further differentiate the popular netbook category and expand into several market segments beyond its growing PC business. The semiconductor manufacturer announced a development based on Atom and MeeGo software together with Chinese carmaker HawTai Automobile for a future in-vehicle-infotainment platform. During his keynote session, David Perlmutter, executive vice president and co-general manager of Intel Architecture Group, explained details of new products and discussed together with Acer CEO, Gianfranco Lance, how future Atom processor-based netbooks and tables from Acer, running the MeeGo software, will foster an open ecosystem of innovation.
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2 Jun
2010
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COMPUTEX 2010 with Intel, Microsoft, Google...
COMPUTEX 2010 con Intel, Microsoft, Google...
On Tuesday, June 1, COMPUTEX Taipei opened its doors at the Taipei World Trade Center of the capital of Taiwan with the participation of Asian companies and leaders of the industry like: Intel, Microsoft, Google, Hitachi, AMD, Nvidia, Motorola, and others. Now COMPUTEX is the second world largest annual show of computers and technology after CeBIT of Hanover, in Germany. This year, its agenda includes very different and important subjects like cloud computing, computer gaming, healthcare systems, Wi-Fi, WiMAX, digital mobile devices, Android OS, RAM, NAND, SSD, and more.
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1 Jun
2010
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Apple Sold Two Million Digital Tablets
Apple vendió 2 millones de tableros digitales
Apple announced that iPad sales have topped two million in less than 60 days since its launch on April 3 and the past weekend it began shipping its digit tablet in Australia, Canada, France, Germany, Italy, Japan, Spain, Switzerland and the United Kingdom. Additionally, Apple plans to introduce iPad in nine more countries in July. While APPL is growing in value in Wall Street market, industrial observers wait new announcements during the keynote address of Steve Jobs who will open the Worldwide Development Conference on June 7.
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28 May
2010
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Novell: Less Revenues, No Net Losses
Novell: Menos ventas, no pérdidas netas
Novell announced financial results for its second fiscal quarter ended on April 30, 2010. For the quarter, the software company reported net revenue of $204 million, when a year ago it posted $216 million. For the other side, it net income was $19.9 million. In the same period of 2009, it was $15.6 million. Novell sees revenue of $205 million to $210 million in the current quarter, below the average of $210 analysts have been expected. Despite the enterprises are hiring new software and the economy is recovering, Novell doesn't show signs of growth. Some observers expect a potential acquisition of the father of Netware.
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