Analysis: Global hundreds of billions of dollars in market value IT companies list and reviews

June 2008 is not only a sharp decline in China's stock market in January, the global capital market performance is also very pessimistic, it is large enterprises. Compared with the market capitalisation of May 30, 2008, no one in the IT company with a market capitalisation of $100 billion or more was risen. 4 of IT companies with a market capitalisation of more than $100 billion on May 30 withdrew from the June 30 list.

But there are still 13 IT companies in the inverse market that remain in the hundreds of billions of dollars in market capitalisation, including Microsoft, Google, IBM, Cisco, Apple, Intel, Hewlett-Packard and Oracle, as well as 5 telecoms operators such as China Mobile, T, Vodafone, Telefónica and Verizon. On the June 30 market capitalisation, China Mobile, Microsoft and T are ranked in three, with a market capitalisation of more than $200 billion.

Of the 13 listed companies, 3 companies, such as T, HP and IBM, have annual sales of more than $100 billion (based on the last 4 quarterly earnings). More than 6 companies with annual profits of more than $10 billion are Microsoft, Telefónica, Vodafone, China Mobile, T and IBM (based on the last 4 quarterly profits).

Throughout the June decline, at-T, Cisco, Apple, and Google fell more than double digits in the hundreds of billions of dollars worth of IT companies, while Microsoft declined the least, not 3%.

The following is a brief commentary on the performance of the 13 companies in the June 2008 stock market. (The data in parentheses is the market value of June 30, 2008)

　　IT market capitalization first: China Mobile (268.23 billion USD)

Although China has announced a restructuring of its operators, many people believe that China Mobile has the least benefit, but China Mobile has the strongest resilience in global equities. Comparing the market capitalisation of China's major carriers on June 30 and at the end of May, China Telecom's market capitalisation fell by 23.6%, China Netcom's market capitalisation fell 20.2%, Chinese unicom fell 18.7%, and mobile only fell 9.3%.

While China Mobile's market capitalisation has fallen by more than 1/3 per cent compared with the end of October 2007, the fact that mobile has the world's largest mobile phone users will not change. China Mobile has exceeded 400 million this year in May, while the number of new users in the more than 7 million per month is among many operators. Even if there is a lack of confidence in TD, even though Apple's iphone has moved many operators, China Mobile still has the clout to make its own game rules.

　　IT Market second place: Microsoft ($ 256.21 billion)

Bill Gates ' retirement in June and his announcement to donate all his possessions seemed to be good news for Microsoft as a result. Among IT companies with a market capitalisation of more than $100 billion, Microsoft performed best in June, with the lowest market capitalization, less than 3% per cent. Perhaps this is also the capital market for Microsoft to abandon Yahoo Affirmation.

Microsoft, the 2000 Internet bubble, has been the top-ranked IT company in its market capitalisation, but was first overtaken by China Mobile in 2007. That, of course, has to do with Microsoft's many years of top-ranking IT companies on profit indicators. In fiscal 2007, Microsoft earned $51.1 billion in net profits of more than $14 billion. Microsoft's 2008 fiscal year ended at the end of June, with Microsoft's 2008 revenue expected to be around $58 billion and profits expected to exceed $16 billion.

　　IT market value third: t ($ 200.15 billion)

While cooperation with Apple on the iphone has increased the number of users at T-T, the company's first-largest telecoms operator, at and from the June, fell 15.6% per cent, the biggest drop in the billion dollar market capitalisation. But this does not affect the market value of AT/T is still standing on the 200 billion-dollar step.

AT/T employs more than 300,000 people and has a 2007-year income of close to $120 billion, and is the largest IT company in the hundreds of billions of market value clubs. However, the income of China Mobile more than twice times in profit can only be tied to China Mobile.

　　IT market value fourth: Google ($ 165.34 billion)

Google's market capitalisation fell 10.1% in June, but it retained its fourth-place market value.

Google has the smallest sales in its IT companies, earning less than $20 billion a dollar. But Google is the fastest-growing company in all of the listed companies. But Google's growth is slowing, and profit growth is no faster than income growth.

　　fifth place in IT market value: IBM (US $162.8 billion)

IBM's performance in both revenue and market terms was stable, although it fell by 8.4% in June, slightly higher than it was a year ago. In the last 4 quarters, IBM's sales revenue has finally topped $100 billion.

The top 4 companies have a huge user base. China Mobile mobile phone users more than 400 million, Microsoft's Windows users close to 1 billion, at/T users are relatively small, but also 70 million. Internet users who search by Google now have at least 800 million. (Global Internet users in 2007, 1.2 billion, Google search in the global average share of about 2/3). A good argument for IBM's number of users is that at least a billion of people are using services provided by IBM users.

　　It's sixth place: Vodafone (US $156.5 billion)

Vodafone has more than 200 million users, after China Mobile. Market capitalization decreased by 7.9% in June. Vodafone is not only the largest telecoms operator in Europe, it has been around the world.

　　It market value seventh place: Apple (147.62 billion USD)

The iphone's second-generation release seems to have failed to help Apple's share price, which has fallen 11.3% per cent in June. Of the 13 companies in the hundreds of billions of dollars, Apple's annual profit is the lowest, and sales are only higher than Google's. But Apple's share price has risen 17% in the last three months (compared with March 31), up 200% from two years ago.

Jobs has been a lot of people's appetite, after the iphone, he can also come up with what products.

　　IT market value eighth: Cisco (US $137.4 billion)

Cisco's market capitalisation fell by 13.5% in June, and it was a big drop. In the last fiscal quarter, Cisco's $1.7 billion net profit was down some ($ 2.2 billion and $2.06 billion) compared to the first two, but Cisco's four-quarter profit of about $8 billion and $ more than 30 billion in sales were already excellent.

During the dotcom boom of 2000, both Cisco and Microsoft had captured the market capitalisation of the world's largest companies with a market capitalisation of $ more than 500 billion. Compared with that time, Microsoft's market capitalisation fell by half, and Cisco had 1/4 left. In the new wave of the Internet, Cisco still has the potential to dig.

　　Nineth Place in IT market capitalization: Telefónica (US $124.59 billion)

In the hundreds of billions of dollars, Telefónica's reputation at home seems to be no bigger, but in the last 4 quarters the company has earned more than $90 billion, and more than $14 billion in profits are among the top operators. The company's users are mainly concentrated in Europe, Latin America and Africa, with more than 160 million users. In 2005, the company acquired a 90% stake in the UK's second-largest mobile operator, O2, with € 26 billion, laying the position of Europe's second-largest telecoms operator.

　　tenth place in IT market value: Intel (US $113.37 billion)

Intel's market capitalisation fell 7.3% in June, a 7.5% drop from a quarter ago, and a stable one. Although Intel has no bright spot in revenue and profit this year than last year, it is hard for the semiconductor industry to get close to $7 billion in net profit.

　　11th place in IT market value: HP ($ 109.03 billion)

HP's market capitalization was roughly the same as it was a year ago, with a 6% fall in June, a fall-out. In the first quarter of this year, HP surpassed IBM in its server sales revenue. But as the PC industry's eldest, HP's PC sales have lagged behind Dell, Acer and Lenovo in the first quarter.

If the acquisition of EDS is completed, HP sales will exceed t/T, but will affect HP's profitability.

　　12th place in IT market capitalization: Oracle ($ 108.18 billion)

Oracle's market capitalisation fell 8.1% in June, and it was also possible to counter the trend. On June 26, Oracle announced its results for the 2008 fiscal year ended May 31. Annual revenue grew 25% to $22.4 billion, making Oracle the second independent software company to earn more than $20 billion after Microsoft. It also means that Oracle has surpassed the IBM software group as the second largest software provider in its real sense.

Even in terms of annual income of $18 billion in fiscal 2007, Oracle will be a new member of Fortune 500 in 2008.

　　13th place in IT market value: Verizon ($ 100.91 billion)

Verizon, America's second-largest telecoms operator, fell 8% in June. The company's $ more than 90 billion sales are not as big a gap as at-T, but less than half the profit.

list of hundreds of billions of market capitalization:

Nokia ($ 92.78 billion, down 13.7%) Samsung ($ 90.8 billion, down 14.4%) Mexico Telecom ($ 91.76 billion, down 11.7%) Siemens ($ 98.5 billion, down 3.2%)

entry list: None

(For details, please see the weekly computer Report/cweek, published in July, July 2008)

June 30, 2008 global IT Companies market capitalisation ($ billion)

Enterprise June 30 Month increase (%) number of employees (person) annual profit China Mobile  2682.3       -9.27              127959                520.4    126.9 Microsoft          2562.1        -2.86             79000                   579.5     164.2 at&t       2001.5      - 15.57           310070                1207     125.6 Google           1653.4       -10.14            16805                 181.2      45.1 ibm         1628            -8.42            386558                 1012.6   108.9 Vodafone      1565          -7.87           72000                   707.3    132.8 Apple           1476.2       -11.29           21600                 &nbSp 287.5     43.5 Cisco          1374           -13.46          61535                   386.1      79.7 Telefónica  1245.9   -7.50            248487                 902.7     144.7 Intel          1133.7  -7.33             86300                   391.6     67.8 HP          1090.3       -6.02             172000                 1104     81.3 Oracle      1081.8        -8.06            84233                   224.3     55.2     verizon     1009.1        -7.98            232000                  947.2    56.7 Note: Annual income and annual profit data are data published in the last four quarters.

(the author Shanghui cweek/Weekly computer executive editor)