Analysis says it market will benefit cloud and big data

In the first half of this year, cloud computing and big data brought new weather to the entire IT market. On the one hand, more and more enterprises began to deploy cloud computing solutions; On the other hand, large data presents a rapid development trend, IT companies have released large data strategy or solutions, while many companies intend to adopt large data. All this adds up to the earnings of IT companies.

Specific to various vendors, IBM as of June 30, the second quarter of earnings showed revenue of 25.8 billion U.S. dollars, an increase of 1%, the profit of 3.9 billion U.S. dollars, the year-on-year growth of 6%, continue to maintain growth trend. In the first half of the year, IBM continued to plough deeper into the four strategic markets of cloud computing, intelligent earth, Business analytics and emerging applications.

In the latest quarterly earnings, the industry's biggest surprise was the first "loss" of Microsoft's IPO in 26 years. Microsoft's explanation is that it has been credited with a goodwill reduction in its earnings. This is a result of a 2007-year takeover. In 2007, Microsoft spent $6.3 billion to buy AQuantive, an online advertising agency. However, AQuantive's performance was mediocre and development was less than expected. To this end, Microsoft in this quarter of the results of the acquisition of aquantive related to the 6.2 billion dollar write-downs.

However, Wang Ping, vice president and chief analyst of Forrester Market consultancy, said in an interview with the communications industry newspaper that in fact, Microsoft's main business was not affected too much, and still keep growing. "Therefore, I still optimistic about the future of Microsoft." "he said.

Of course, he admits, Microsoft's life is tough in the context of a shrinking global PC shipments. Therefore, Microsoft must stand firm in the mobile interconnection market, bet WIN8 system, WIN8 's biggest advantage is to be able to connect all terminals.

However, according to the reporter understand, because the WIN8 licensing fee is far higher than the previous version, many OEM manufacturers have refused to install. Therefore, the second half of Microsoft to achieve profitability is still facing challenges. "The problem should be small. Wang Ping still has confidence in Microsoft.

In the second half of the year, the International IT giants face a more severe competitive environment. In its second-quarter earnings, which HP reported a few months ago, sales and profits continued to fall year-on-year, but better than the first quarter, sending a voice to the industry that the injured elephant was slowly recovering. Whitman, who took over Hewlett-Packard, has set the tone for HP to continue developing its hardware. "HP is still in a state of chaos and it will take time to adjust, but I expect to see business optimism in the next 6-12 months." Wang Ping told reporters.

Another company, Dell, is also keen on the corporate market. In the first half, Dell announced a full march into the enterprise network market and launched a series of hardware solutions. Just shortly after, Dell announced a 2.4 billion dollar takeover of software vendors quest. As a result, Dell has both hardware and software. With Dell's popularity in the SME market, its second half will become a strong competitor to IBM, Oracle and other manufacturers.

Especially with the addition of Huawei, the market will be more and more interesting.

(Responsible editor: The good of the Legacy)