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OVUM IN THE PRESS
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Ovum's analysts are frequently asked to comment on industry issues in the press. Below are just a few examples of where Ovum have been asked to give their expert opinion.
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March 2008
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| Marketing Week |
Motorola has announced that it is separating its struggling mobile phone business from the rest of its operations.
Ovum mobile director Martin Garner said, "This will be a big relief for Motorola investors. It promises a new start for the very troubled handset division but it does not solve its problems.
"To make it work, Motorola must provide a period of management stability and focused, heads down, new product development. The company split does not provide a short-term fix for the underlying cause of the problems - the weak handset portfolio. Improving that is a long, hard process." 28 March 2008
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| Financial Times Deutschland |
Enttäuschende Umsatzzahlen des Softwarekonzerns Oracle verstärken die Angst vor den Auswirkungen der schwachen US-Wirtschaft auf die IT-Ausgaben.
Analysten werten dies als weiteres Zeichen dafür, dass Unternehmen sich für eine mögliche US-Rezession wappnen. Es gebe Anzeichen, dass sich die "globalen Finanzprobleme auf die Branche auszuwirken beginnen", sagte auch David Mitchell, von Ovum. 28 March 2008
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| Lightwave magazine |
Daryl Inniss, Vice President for Communications Components at Ovum, assessed the state of the optical components market following the release of Ovum RHK's 4Q07 market share results for optical components vendors.
Inniss explained that while magazine inventory effects are still impacting revenue growth, the impact is not as strong as experienced in the first half of 2007. "We still believe that market conditions are positive up the food chain," Inniss contended. "Traffic growth - dominated by IP data - continues, and traffic demand from wide-scale demand for video is yet to come. Equipment vendors in all segments are reporting strong revenue gains, another indicator that the market is continuing to expand," he continued. "However, a North American recession and the impending credit crunch can negatively impact telecommunications market expansion, particularly in 2H08."
24 March 2008
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| Infoworld |
BMC Software has agreed to purchase BladeLogic, a provider of next-generation data center automation software, for $28 per share. Once the acquisition is complete, BMC expects to add a significant, high-growth revenue stream which should accelerate BMC's long-term growth expectations for revenues, earnings and cash flow.
Senior analyst Tim Stammers told Infoworld, "HP paid a whacking $1.6bn cash for OpsWare, which at the time was growing fast and had reached around $150m run-rate annual revenue. That makes a multiple of over ten times revenue. BladeLogic is also growing fast, and saw revenue more than double last year, to reach $71m, meaning that BMC also paid over ten times revenue to acquire the company. Those multiples for fast-growing young companies are not unusual, but they do show how much both HP and BMC wanted to own OpsWare and BladeLogic respectively. Relatively, it's a much bigger bet for BMC, because it is so much smaller than HP." 22 March 2008
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| Investor's Business Daily |
HP has announced plans to open two new data centers to roll out its 'adaptive infrastructure as a service' offerings. Ovum VP John Madden, told Investor's Business Daily that HP can use the new tools to offer customers more choices in the competitive market.
"There are a lot of vendors (pursuing) a limited amount of customers' attention." Madden said he couldn't predict how much this outsourcing service might save potential customers, but added that the savings could be real. He added that "HP has a reputation for taking costs out of its technology." 14 March 2008
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| The Independent |
BT is appointing Patricia Hewitt, the former cabinet minister, and Eric Daniels, group chief executive of LloydsTSB, as non-executive directors.
Richard Mahony, an analyst at Ovum, said "Both appointments improve BT's position with international enterprises and the Government, and with Global Services contributing the majority of revenues for the group both appointments will serve the business well."
In November, the firm met senior members of the Qatar business community to discuss opportunities in Qatar and neighbouring Gulf states. "Patricia's background with the NHS underlines BT's commitment to build its exposure to the health sector where BT Global Services intends to extend internationally," Mahony said.
"The only person who knows about Ben Verwaayen's leaving date is Ben Verwaayen, but the general consensus at the moment is that it will be some time in 2009," Mahony said. 14 March 2008
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| The Guardian |
AOL, once an Internet darling that enticed Time Warner into a $164 billion mega-merger, has turned to Bebo to resurrect its ambition to be a leading global player in the online advertising market.
"In terms of its competitors, AOL was starting to look like it had missed the wave in terms of agreements and acquisition in the hot social networking space," said Eden Zoller, a principal analyst at Ovum.
"Bebo makes a lot of sense in that respect and AOL has been trying to bolster its position in advertising." 13 March 2008
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| ZDNet Asia |
Ian Brown, senior analyst at Ovum, had noted in a January commentary that the electronics industry "needs to encourage 'reuse' and longer product lifecycles" in order to properly address the energy issue. The industry needs to work on software, and deliver on modularity so that the thin client model would be more feasible, he said.
"Software-as-a-service (SaaS), personal productivity tools and storage provided via the Web threaten to break the stranglehold of the fat-client PC," said Brown.
In a recent email interview with ZDNet Asia, Brown explained that SaaS is proving to be a viable model, with "the potential to offer vendors and providers of business applications the annuity-based pricing model that enterprise licenses have offered them for so long".
Thin client computing is also gaining acceptance in the enterprise, said Brown. In about five to seven years' time, the 'typical' business PC would be either a thin client or laptop, said Brown. Yet Brown hinted there is too much complexity in modular systems today. "In my ideal world, adding more memory would be as easy as replacing the SD card in my camera; [and] upgrading the processor, like changing the SIM card in my phone," he said.
10 March 2008
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| The International Herald Tribune |
The Babelgum Online Film Festival, a collection of more than 1,000 short films that have been gathered on the Internet since last summer, was opened to the public last week. Analysts say Babelgum, along with other new video platforms like Joost, could struggle to attract viewers and advertisers, now that mainstream media companies have woken up to the potential of Internet video.
"They've got good ideas and good technology, but getting these kinds of things to work as a business could be another matter," said Michael Philpott, an analyst at Ovum, referring to the likes of Babelgum and Joost. 9 March 2008
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| OFC NFOEC Podcast |
Dana Cooperson, vice president of network infrastructure at Ovum RHK, separates hype from reality at OFC NFOEC, analyzing technology and market trends as well as hot topics at the annual optical show.
A podcast of this interview is available here. March 2008
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February 2008
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| CIO Magazine |
As conspiracy theories circulate over four cases of undersea cable failure in the Middle East and North Africa, Ovum senior analyst Matt Walker told CIO Magazine, "Guaranteeing reliability is impossible, but an improvement on the current hands-off approach is long overdue."
Walker warned that the economic cost of even just slowing down international communications is extremely high. "This risk has to be factored into the calculations behind the investment level and design of undersea optical networks," he concluded. 25 February 2008
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| Financial Times Deutschland |
Andere Firmen bewerteten die Mitteilung positiv. Es sei gut,von Microsoft zu hören, dass der Konzern erneut einen Schritt zur Öffnung der Produkte mache, sagte Pirkka Palomäki, Chefentwickler des Antivirensoftwarehersteller F-Secure.
"Das ist eine sehr gute Entwicklung," sagte auch Laurent Lachal, Senior Analyst beim IT-Beratungsunternehmen Ovum. 25 February 2008
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| IT WEEK |
Mike Davis, senior analyst at Ovum, spoke to IT Week about instant messaging (IM) provider Process One launching two packages designed to enable greater collaboration among employees and offer firms new ways of engaging with their customers.
Davis said that enterprise IM is slowly gaining more traction among firms, thanks to the efforts of IBM Lotus, among others. He added that a controlled system can help mitigate the risk of data loss, and aid compliance and e-discovery.
"One of the major reasons for supporting IM and ensuring it is part of a managed, secure system is to enable good knowledge management. Some of the most valuable information in an organisation is exchanged via IM," said Davis. 18 February 2008
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| The Boston Globe |
Dwight Davis, Vice President of Ovum Summit, spoke to The Boston Globe about Lotus software taking another run at Office, with a free office software alternative called Lotus Symphony. Davis said, "I think it has potential for taking some business from Office, but I don't see any precipitous drop." 18 February 2008
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| BBC News |
Matthew Howett, analyst at Ovum, spoke to BBC News about Ofcom's plans to auction off the spectrum freed up by the digital switchover process, and particularly about the use of the spectrum for broadband Internet access and to help bridge the digital divide, especially in rural areas.
"If all the newly available channels at 700-800MHz were bought for broadband access in rural areas it would mean at best about 250Mbps (megabits per second) of capacity consumed by possibly many hundreds or even several thousand users. So it won't go very far and it has precious little future for system upgrade," said Howett. 13 February 2008
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| Computerworld Australia |
Claudio Castelli, Senior Analyst at Ovum, researched SME mobility in India. His research suggests that SMEs in India are more ready to adopt mobility solutions than their counterparts in other countries. "Email and SMS are currently the biggest drivers of mobile data usage, but other applications such as salesforce and field-service automation have high expected growth rates, with 34 per cent and 29 per cent of SMBs respectively willing to implement in the next two years," said Castelli. 11 February 2008
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| 3rd Wave Exchange |
David Kennedy, Ovum Research Director, commented on Telstra's announcement of the rollout of ADSL2+ services in a further 900 exchanges, bringing high-speed broadband to over 2.3 million people. He claimed that Telstra received "a written guarantee from the new Labor government that [regulated access] would not be imposed." He said the move "signals a new policy activism from the government. The previous government was content to allow the ACCC to manage issues around infrastructure access, and resisted attempts by Telstra to go over the ACCC's head. In contrast, the new government is determined to promote wider access to fast broadband, and is prepared to directly address some of Telstra's concerns to achieve this result. The focus is on outcomes, not processes." 8 February 2008
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| 3rd Wave Exchange |
Steve Hodgkinson, Ovum's IT research director in Australia/NZ, commented recently on the challenges of Enterprise 2.0. "Enthusiasts see an inevitable flow of Web 2.0 style wikis, blogs, profiles, tagging and social networking behaviours from the consumer realm into the enterprise. Enterprise 2.0 will be introduced into the enterprise by next-generation employees - whether the CIO agrees or not - and will act as a catalyst for increased information sharing, collaboration and innovation." 8 February 2008
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| Total Telecom |
Mike Cansfield, Telecoms Strategy Practice Leader at Ovum, in an interview with Total Telecom about BT Fusion, said: "To label Fusion a failure is wrong. Fusion has sold well into corporate customers."
"We estimate it has sold over 100,000 handsets into companies like Credit Suisse," he added, noting that corporate customers are keen to converge their fixed and mobile communications. "Given the importance of corporates to BT, it is clearly not going to abandon FMC as a concept." 6 February 2008
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| La Tribune |
Jusqu'en mai 2007, changer d'opérateur sans changer de téléphone mobile relevait du parcours du combattant. Mais depuis que le délai est passé à 10 jours et que le système s'est simplifié, les abonnés sont de plus en plus nombreux à profiter de la portabilité. Certes, si l'on rapporte au nombre total d'abonnés à la téléphonie mobile en France, la portabilité apparaît encore comme un phénomène marginal. Mais le doublement des actes en est prometteur.
D'autant, note Vincent Poulbère du cabinet Ovum, que les opérateurs, y compris les opérateurs virtuels (MVNO), ont peu communiqué sur la portabilité qui est pourtant l'un de leur meilleur levier pour conquérir des parts de marché.
Strategie d'acquisition des clients tres couteuse. Mais Vincent Poulbère, pense que les trois opérateurs de réseaux (SFR, Orange, Bouygues Télécom) cherchent aussi à tirer profit de la portabilité: "Leurs offres sont très attractives pour les nouveaux clients. D'où la tendance de plus en plus fréquente de certains abonnés à changer rapidement d'opérateur (grâce à la portabilité) pour pouvoir bénéficier des nouveaux services." Mais cette stratégie d'acquisition du client est très coûteuse, estime l'analyste. 5 Februray 2008
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| CommsDay ASEAN |
Matt Walker, Ovum RHK Senior Analyst, commented on VSNL's third-quarter results. "In India, retail Ethernet hasn't taken off much yet, but VSNL is in a position to be an early mover in this segment, expanding well beyond its initial EPL entry in a few select locales as VSNL's Enterprise and Carrier Data segment accounts for 34% of revenues as of the moment," said Walker. "To stay competitive with local rival Reliance/FLAG/Yipes and international players such as AT&T, BT, and Verizon Business, VSNL is plowing ahead with new undersea investments. Yet it's battle is an uphill one, and not only due to external challenges." 4 February 2008
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Forbes |
David Mitchell, SVP IT Research at Ovum, commenting on Microsoft's intention to buy Yahoo, said that a tie-up between Microsoft and Yahoo would be a good start. "I think it gives them a much better position than as rival organizations," he told Forbes.com. "Neither one is hitting Google where it hurts. But Google is still a pretty formidable foe in this market."
"I think it is a major shift in the market," said Mitchell. "We will see consolidation continue to happen." 1 February 2008
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January 2008
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| Financial Times Deutschland |
Der weltgrößte Speicherchiphersteller leidet unter dem Margenverfall bei Speicherchips, die Gewinnspanne dieser Sparte sank zuletzt von 31 auf neun Prozent. "Samsung ist im dritten Quartal sehr stark gewesen, die aktuellen Ergebnisse geben den Preisdruck wieder, aber die Nachfrage ist nach wie vor sehr stark," sagte der Analyst des Marktforschungsunternehmens Ovum, Martin Garner. 16 January 2008
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| New York Times |
Commenting on the departure of Microsoft Office business lead Jeffrey Raikes, Dwight Davis, VP Ovum Summit, told the New York Times, "Office business faces a long-term challenge from the Internet, as Google and other rivals offer online alternatives to Microsoft's desktop programs." 11 January 2008
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| Les Echos |
Du coup, l'opérateur a passé des commandes trop prudentes auprès des fabricants, et a frôlé les ruptures de stock sur certains modèles. A sa demande, certains ont dû faire venir précipitamment dans l'Hexagone des terminaux initialement destinés à des opérateurs étrangers... "SFR a bien réagi en jouant sur plusieurs téléphones," constate Vincent Poulbère, du cabinet conseil Ovum. "D'une certaine manière, va même jusqu'à dire le consultant, c'est une victoire pour SFR". Car lui n'a pas à reverser 30 % de la facture à son fournisseur de mobiles, comme le fait Orange auprès d'Apple. 10 January 2008
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| Sydney Morning Herald |
Telstra has resorted to offering customers on its CDMA mobile phone network a cash incentive to switch services, in the latest sign it is struggling to force thousands of users to make the move just three weeks before the old regional network is scheduled to be shut down. Ovum Research Director David Kennedy, said Telstra's cash-back offer was "fairly substantial", which suggested that significant numbers of customers were still using the CDMA network.
Mr Kennedy said Telstra would only be offering incentives to customers because it still had many who were resisting the switch to the much-trumpeted NextG network. "It could only be because they are not upgrading customers fast enough," he said.
4 January 2008
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