Wave cloud computing Empty concept No gain: 150 million to bank finance

From the beginning of the year announced into the field of cloud computing led to a rise in share prices, to a few days ago, cloud computing has no product is difficult to create revenue, wave information performance let shareholders cry.　　It also surprised the industry when it planned to buy more than 150 million yuan of money for banking products. CCW Information Vice general manager, senior analyst Guo Haitao Science and technology is the first productive force. The development of the IT industry has witnessed the assertion of great men. However, as a 10-year listing of High-tech Enterprises, the speculation of "cloud computing" wave of information, but did not show the strong productivity of science and technology.　　Wave information shareholders are full of doubts: High-tech should be brought about by the high yield, why the company in the first quarter of the loss of 9.04 million yuan?　　The latest data show that the Tide information 2010 1-March earnings per share-0.0421 yuan, net assets of 4.48 yuan per share, net assets yield-0.93%, achieve total operating income of 202 million yuan, reduce 8.09%, achieve net profit-9.0431 million yuan, from surplus to loss. Although the Wave information account has 200 million yuan of cash, but also can buy banking products, but the net income situation still let shareholders are very dissatisfied. Wave information shareholder meeting, a shareholder reluctantly said, "Although the company did not give shareholders a lot of revenue, but fortunately after the IPO, the company did not circle the money!" "Profit meager production relies on government server difficult to break through as the 2000 listed High-tech enterprises, wave information in recent years to the server as its core products.　　All along, the wave of its independent research and development of the server can compete with foreign brands as proud, many times the domestic server market sales and sales champion. Over the years, however, the seemingly beautiful High-tech has not surprised the shareholders of the company.　　Hidden in the "domestic server first" graceful figure, is the tide is reluctant to mention the government support, low profit, high cost and very unattractive company earnings. It is reported that government procurement is one of the main sources of wave information revenue. The company's server products are mainly sold to the government, accounting for the income of the 40–50%, in its 4-way server products, government procurement is as high as 75%. "In fact, the wave server has been relying on the support of headquarters and the Government to develop a satisfactory market in other areas."　　People familiar with the matter said. Stable government procurement does not equal good returns. According to the revised data of the annual report, 2007-2009 earnings per share of the company is 0.053 Yuan, 0.0923 yuan, 0.0174 yuan respectively. In 2008, the increase in revenue, a large part of the company's initial investment in the East Haven security Printing AG listed after the circulation, the company sold 800,000 shares, gained 7.9942 million yuan of revenue. 2009, the East Haven shares cash dividends for the wave of information contributed 4.212 million yuan.　　If you do not see the consolidated report, in fact, 2009, the Wave Information parent company lost 1.688 million yuan. The 2009 report showed that the gross profit margin for servers and microcomputers was reduced by 1.73% over the previous year, just 1.3.78%.　　And the company's software and systems integration System business, gross margin dropped 20.77%, to 13.38%. CCW Information deputy General Manager Guo Haitao that, with the rapid development of IT industry, especially the speed of hardware upgrading, and increasingly fierce competition, server products are also continuing to reduce prices, gross margin space is further compressed. and the server industry high-end technology is still in the hands of IBM and other foreign manufacturers, outside the IBM, HP, Lenovo, wave information must face the competition of these giants.　　Wave information also said that in the enemy surrounded by survival, profit space is very limited. It is reported that the wave of information upstream, to the high-end server area to expand the action has started, but because of the long chip design cycle, short-term Neinian see benefits.　　At present, although the company has 8-way server products, but not the scale of production, and, the final product is to transition to 32-way server, in a sense, 8-way server is only intermediate products. Guo Haitao that the current server market is more stable, the emergence of explosive growth is unlikely.　　But the situation is awkward for the meagre profit of the core product and the wave of hard-mass production of high-end technology.　　However, the rise of cloud computing seems to bring a glimmer of new hope for the wave of information. From the beginning of the year announced into the field of cloud computing led to a rise in share prices, to a few days ago, cloud computing has no product is difficult to create revenue, wave information performance let shareholders cry.　　It also surprised the industry when it planned to buy more than 150 million yuan of money for banking products. Cloud computing strategy lag has no product difficult to profit at the beginning of the year, wave information holding shareholder Wave Group deputy 袁谊 Health announced that the wave will officially enter the cloud computing market in 2010, the Wave cloud computing strategy includes internal cloud construction, virtual cloud development, participation in cloud computing Alliance, the establishment of cloud computing Research Center,　　Promote the application research and the independent cloud standard and so on many aspects, not only from the product, but from the application, the plan and so on the work, these links will highlight the Tide independent research and development ability and the strength.　　Guo Haitao that technological progress will drive enterprise demand, cloud computing is an irreversible industry trend, so the wave of information into the cloud, is in line with the trend.　　It is understood that cloud computing not only greatly improves the information processing capabilities, but also radically changes the way computing and storage, while cheap and on-demand computing power makes cloud computing the prelude to the "brain" of Internet of things.　　IDC predicts that 2010 will be "The Year of cloud computing services," cloud computing will be the growth rate of the traditional IT industry 6 times times, the next 5 years, the average annual growth rate of cloud services is expected to reach 26%. 2010 is the pioneer year and accelerated year of the Wave cloud computing strategy. "袁谊 the wave of the 2010," The Wave released cloud computing strategy later, but this does not mean that no attention to this area, does not mean that we do not have the opportunity. "The launch of the Wave cloud computing strategy is really late. Multinational giants such as Google, IBM, Microsoft, EMC, VMwareCloud computing has been used as a new strategic core and explores its enterprise-class, social-level applications.　　There is a point of view, because in the traditional server has advantages, wave information if you want to dabble in the field of cloud computing, the future should be big, wave information should be early decision. But the wave of information still seems hesitant. On the eve of the announcement, a shanghai-based brokerage researcher who went to the wave of information research revealed that when he went to the company's research, the company's management made it clear that it had no plans to get involved in cloud computing.　　Strategy released on the same day, the tide of information Dong Li Feng still said that cloud computing is only a concept, the company is not involved, but also has no impact on the company's operations.　　However, in the face of industry trends, wave information has to stand. Wave group of high profile cloud computing, let the wave information stock once performance very strong, attracted a lot of hot money, short-term rise of more than 50%. Nevertheless, analysts pessimistic pointed out: "The hype is too strong, no fundamental support, stock prices and the current fundamental does not coincide with the risk is very large, there is no long-term." "As if to corroborate this point, the prospect of a wave of cloud computing as a" year of development and an accelerated year "and" a chance "has been delayed, based on the fact that the" cloud computing strategy is late ".　　In addition to the controversial establishment of China's cloud computing Technology and Industry Alliance, few achievements have been made. One shareholder is specifically asking for a wave of information about when cloud computing will bring benefits to the company.　　However, the shareholder was given a clear response: cloud computing is only a concept for the company, and the company has not developed a product that will not bring real benefits for a long time.　　But the wave of information seems to be thinking of a new way of earning money in the short term.　　April 16, the High-tech Enterprise announced that the company's board of Directors authorized management to use not more than 150 million yuan to buy short-term low-risk banking products, to obtain higher than the bank's current deposit interest income. This is not caused by the industry's doubts, is the wave of information research and development of cloud computing products limited capacity?　　Or does the company not want cloud computing to fall? Guo Haitao that, first of all, cloud computing is still in the introduction period, not yet into maturity, although the technology can save costs, but in terms of security, architecture and other issues need to be resolved, it is still difficult to generally profit. Second, cloud computing only makes hardware performance more fully functional and more beneficial to vendors of software and services than to hardware vendors. And the hardware, and technology maturity of the higher IBM, Intel and other companies to benefit the first. Wuxi's huge cluster of things and clusters has benefited IBM--Wuxi has been working with IBM to set up a business cloud, development cloud, government cloud, such as the three cloud computing services platform.　　And the wave of domestic enterprises in the technology is still only in the following stage. "In the era of cloud computing, there has been little change in hardware. "East, a professor of cloud computing in the computer science department, said. "The main breakthrough is in software, the architecture of the entire platform is the most challenging." "It also means that even though the hardware will start with the cloudBenefits, but will not lead to explosive growth. "The value-added of software companies is the biggest, far greater than hardware manufacturers." In addition, the specific positioning is also a major challenge for the wave of information that will highlight independent research and development capabilities. The vice minister of industry and Information technology, Lou Thrifty, warned at the May 21 Cloud computing Conference that the development of cloud computing will absorb the impact of the dotcom bubble in the early days of internet development, "in the development of cloud computing, the business community and the scientific and technological sectors to be positioned, what I can contribute, what I can get, these must have a good model." "" Traditional servers and cloud computing are hard to break through, perhaps, which is the company's interest in 200 million of cash into the main business, and will look at the reasons for the bank's financial products. Insiders commented.