To armada advise to buy

The company Armada has presented preliminary financial results for 1 half-year 2009 the Gain for this period has made 748 million that on 37 % less than a similar indicator of last year. Thus indicator EBITDA has grown on 10 % and has made 73 million

gain Reduction in the company connect with falling of the IT Market and partial refusal from projects. In 1st half of 2009 the majority of the companies and the state departments in connection with crisis formed budgets for a year that has essentially lowered expenditure on, - is told in the Armada official statement.

In structure of incomes of the company, as well as earlier, the state customers pevailed, the share of receipts from these contracts has made more than 75 %. The share of any of the largest clients still does not exceed 7 % from a cumulative gain of Armada.

In the company with optimism look at 2nd half of year, expecting increase in activity of the IT Market, especially in the state segment. The armada also intends to continue in 2009 before strategy M

Alexey Kuzovkin: the Company has a stable portfolio of orders, has spent successful optimisation of expenses, has no debts and does not require long-term external financing

Thanks to the spent measures on reduction of expenses, the Armada plans to finish year with profitability substantial growth on indicator EBITDA to 12-16 % in 2009 the Gain in 2009, possibly, the Company will make from 4 to 5 has a stable portfolio of orders, has spent uccessful optimisation of expenses, has no debts and does not require long-term external financing, therefore we can increase profitability, - Alexey Kuzovkin, the chairman of board of directors of Armada has declared.

Analysts estimate the Armada reporting as moderately positive. Despite decrease in a gain of the company on 37 % to 748 million concerning the similar period of last year, the company it was possible to increase indicator EBITDA by powerful 10 % to 73 million, - Julia Golysheva, an analyst of Finam marks. It connects reduction of a gain of the company, first of all, with negative influence of crisis as a whole on market IT, and as consequence, - with decrease in perspectivity of development of some hi-tech projects.

Anton Voryhalov, the senior analyst iKS-Consulting, also names demand falling as most plausible reason of reduction of incomes. Here it is possible to notice the positive factor - sharp decrease in costs that has allowed the company to increase total profitability, - he speaks.

Growth of indicator EBITDA, by our estimations, became a consequence of effective optimisation of expenses of the company and absence of debt loading against stable volume of orders for production and service, - continues Golysheva. - As to Armada plans on profitability increase growth of the given indicator, in our opinion, it will be essential to depend on volume and structure of orders of the company. The diversifitsirovannaja structure of customers, on a share of largest of which is not necessary more than 7 %, will allow there have arrived the companies to level risks of change of volume of orders from some clients. At the same time, we predict that the share of the state as the customer of services can increase in the second half of the year of current year, and it will appear even more essential situation in case of adverse development in economy.

Russia has not rescued IT Bankrupt Qimonda

On a site of operating company GoIndustry DoveBid Group the equipment of the German manufacturer of microcircuits of memory Qimonda - for polishing of substrates, lithograph, etching, packing and testing of chips is exposed on sale. Auction will last tilll September, 21st, 2009

the equipment Exposed on auction is at factory Qimonda in Dresden. Manufacture on this platform has been suspended in April, and the decision definitively to close factory by the end of this year now is accepted. Most likely, it will sell in parts. Half from 200 serving enterprises, occupied now by equipment service, most likely, will be dismissed.

Qimonda has made the decision on manufacture closing just when other manufacturers of memory have started to inform on growth of demand for the production and, including, about plans on manufacture expansion. The prices for microcircuits DRAM grow, and in some segments of the market even their deficiency is observed.

According to Reuters, other actives Qimonda - namely, manufacture of microcircuits of memory GDDR for video cards, - have interested Japanese Elpida, applying for the post in Top-3 of this segment, after Samsung and Hynix. For this active applies also Taiwan Winbond Electronics, according to DigiTimes. Winbond wishes to licence developed Qimonda technology Buried Wordline and to receive a part of capacities Qimonda on release of chips GDDR-3 and GDDR-5 on the basis of 300-millimetric silicon substrates. According to DigiTimes, interests Elpida and Wnbond, probably, coincide: manufacture of memory of type GDDR for Elpida on technologies Qimonda can adjust on capacities Winbond.

Factory Qimonda in Dresden (on a photo) wwill be closed by the end of the year, the equipment is exposed on sale

Qimonda AG — the German company, in the past one of leading manufacturers of memory of type DRAM (the second in the world by results of first half of calendar 2006, By estimations Gartner Dataquest), the owner of intellectual property. The company is formed as a result of branch from Infineon Technologies in 2006 In August, 2006 has made placing of the actions at the New York stock exchange. Sales Qimonda in 2008 financial year have made €1,8 billion As of January company staff included 12 thousand persons. By estimations of Russian Finama, probable cost Qimonda can make $60 million whereas all some years ago it was ten times above.

In December of last year the government of Germany has found on rescue Qimonda the loan in size €325 million, however these means have not helped. The management tried to find additional means, but unsuccessfully. In January, 2009 the company declared bankruptcy. Ruin principal causes — sharp reduction in demand in an economic crisis and a rigid competition in the market.

Now over the company the temporary head supervises. Search of new investors became its primary goal. But till now to the manufacturer of the chips which factories, except Dresden, are in Portugal, Malaysia and China while the semistate concerns from China and Taiwan have shown interest only. In April of this year there were messages that the Russian government also in purchase Qimonda. In negotiations concerning destiny Qimonda, under messages of the westfrn news agencies, the prime minister Vladimir Putin and the minister of the industry of the Russian Federation Victor Khristenko participated. The Russian companies (in particular, Sitroniks) did not confirm, in the meantime, the interest in an active.

The Russian supercomputers have reached Southern Africa

The Russian company of the T-platform and the National supercomputer centre of Southern Africa have signed the cooperation agreement. Joint plans assume use of the supercomputer systems developed Russian, in the projects realised by the South African supercomputer centre.

Within the limits of the T-platform agreement will put to the African party T-Blade 2. This blejd-syste with high computing density, possibility to create supercomputers level.

To provide qualitative introduction and timely support of supercomputer systems of the T-platform in Southern Africa, the Russian company plans to involve one of the local IT Companies in cooperation. Its experts will pass all-round training and practice in the Russian projects of the T-platform. As a result the South African partners can is high-grade to advance on cobtinent the Russian decisions.

This second agreement concluded by the company of the T-platform with � by partners – has beggun recently cooperation with the largest Finnish supercomputer cenntre CSC.

State programs of development will be reduced on 5-55

Expenses of the federal target programs directed on information and development of innovations, in 2010 will be non-uniformly reduced – from 5 % to 55 %. Such data results slon.ru referring to the materials of the Ministry of Finance prepared for session of the government of the Russian Federation from July, 30th.

According to plans of the Ministry of Finance, budget Electronic Russia (2002-2010) (is in introduction of Minkomsvjazi) will be reduced in 2010 to 55 % - with 2,7 to 1,2 to a list of 2009 Financing (Globbal navigating system under control to Russian Space Department FTSP) will be cut down on 11 % - c 31,5 to 27,9 Thus the program volume for 2011 will make 19,3

Sekvestrovaniju programs of Minpromtorga – next year on 7 % (with put in a budgetary list 2009 5,8 to 5,4 in 2010) have undergone also It is planned to reduce financing Development of electronic componental base and radio electronics to 2008-2015, on 31 % (with 4,5 to 3,1 ) - National technological base for 2007-2011

On 5,6 % (with 5,3 , 2009 specified in a budgetary list, to 5 ) and 40 % (to 7,4 instead of 12,3 ) will cut down also under control Minobrnauki infrastructure Development in the Russian Federdtion for 2008-2010 and Researches and workings out in priority directions of development of a scientifically-technological complex of Russia on 2007-2012 .

2010 Expenses on ON will grow

Expenses of the companies for the software in 2010 will grow. About it tell results of the interrogation, spent analytical agency Gartner. Interrogation has been spent among approximately 1 thousand IT Experts from the companies in the various countries. World expenses on ON will be increased by 1,53 % in comparison with flowing year.

To increase the budget plan 30 % of the comppanies from Asian-Pacific region and 25 % of the companies from EMEA (Europe, the Near East and Africa).

Intention to increase expenses on the software have declared 28 % of the comanies from the USA, Canada and Mexico. However as a wole expenses of the enterprises of the North America will be reduced to 2,06 %. According to experts, it is connected with a collapse of financial branch and the industry of the USA. On their share 16,5 % of all expenses for the software in the country are necessary 21 % and approximately.

Total expenses on ON the enterprises of Europe, the Near East and Africa will increase by 0,45 %. More essential growth of expenses will be shown by the countries of Asian-Pacific region — plus of 4,34 %. In Latin America expenses will grow on 2,54 %. The best indicators will be fixed in Asia, Central America, China and Brazil as many companies of these countries have started updating of the IT Infrastructures.

Interrogation has been spent from April till May, 2009 According to the analysts, given time has been chosen not casually — in April has passed exactly 6 months from the beginning of world crisis, uncertainty time has ended, when the companies did not know how to be, and it was impossible to do exact forecasts. Meanwhile, experts make the recommendations to suppliers of the software concerning the further actions. Вендоры should use addvisory model of sales, offering the clients of the decision of the most important for them problems. Such approach should be applied as at work with existing, and the future clients, - analyst Gartner Dzhoan Korrea (Joanne Correia) tells. Besides, suppliers are recommended to strengthen a partner network and to expand trade channels in developing regions where the greatest growth of budgets is predicted.

Also it is recommended to suppliers of program decisions: to differentiate the rulers, to diversify client bases, to build the long and strong business ties based on trust; to create products which messages to really notable positive results in respect of efficiency of business of clients will. Корреа says that the companies-software suppliers should not consider crisis as some kind of the justification to reduction of a grocery number and number of services given to clients.

We will remind that in 2009 Gartner reduction of IT Expenses where expenses for the software, for 6 % year by a year to $3,2 bln.

IBM has become stronger in market BI for $1,2 mlrd

The corporation declared achievement of a final stage of negotiations on acquisitionn of company SPSS which are engaged in working out for. SPSS is the publi company. For its each action IBM has offered $50. The Sum of transaction — $1,2 billion Absorption is planned zvershit in 2nd half of 2009 after it will be approved by shareholders and antimonopoly bodies. At the moment of closing of the auctions on Monday, on July, 27th, stock value SPSS at stock exchange Nasdaq has made $35,09 for a piece. Thus, IBM has offered for each action SPSS on 42 % more than its face-value.

On Tuesday, after the press release publication, the auctions have come to the end on a mark of $49,45 for the action. Company SPSS is located in Chicago, the State of Illinois. Is one of the largest suppliers of the software for the analysis of the statistical data, the analysis of interrogations, forecasting of situations and support in decision-making.

In 2007 IBM already company Cognos - one of leaders of market BI, for $5 billion Purchase SPSS as count in IBM, will allow to expand client base which will include the various financial companies, the companies working in sphere of public health services, maintenance of public safety and so on. Besides, purchase SPSS will allow IBM to strengthen the position in the market in relation to and which in the recent past have got large players in segment BI - and.

IBM strengthens the position in the market of business appendices by acquisition SPSS. IBM already offers production SPSS through the distribyutorskuyu a network, company purchase will allow it to integrate these products into the portfolio more densely. According to forecast IDC, in 2009 of an expense of the enterprises on analytical ON will grow in comparison with 2008 oon 4 % to $25 mlrd owing to wider measures on optimisation of expenses. In IBM assume that market growth will be more essential.

According to independent analysts, by 2010 SPSS can generate additional $0,03 of profit on each action IBM.

For last 9 years IBM has spent $20 mlrd for purchase more than 100 companies which cost has made from $50 million to $5 billion Simultaneously with purchase SPSS, the company declared acquisition Ounce Labs. Ounce Labs is engaged in working out ON for decrease in the risks connected with safety and compatibility of decisions. The transaction finacial side is not disclosed. Stock value IBM at the New York stock exchange at the moment of closing of the auctions on Tuesday, on July, 28th, has made $117,28 for a piece.

The volume of proceeds VMware in the second quarter 2009 has remained constant

From the beginning of 2009 growth of financial actives has made 24 %, and the postponed gain – 7 %. Monetary streams from primary activity not on GAAP for a quarter have made $233 million that on 19 % above a similar indicator of 2008 In turn, monetary streams from primary activity on GAAP have made $243 million, growth in comparison with the second quarterr 2008 has made 62 %. Monetary streams not on GAAP from operational activity for the past of 12 months have made $910 million, and on GAAP – $1 billion Income of operations on territories of the USA in the second quarter was reduced in comparison with the second quarter 2008 to 3 % to $234 million dollars. The income of operations worldwide in the second quarter has grown in comparison with the second quarter 2008 on 3 % to $222 million Gain from realisation of services, including support and specialised services, has made $228 million that on 32 % more than in the second quarter 2008 The uneasy macroeconomic situation has led 20 % to decrease in incomes of sale of licences in comparison with the second quarter of last year.

This indicator has made $228 million In a present economic situation we have continued to invest actively resources in strategic development of the company and have kept our financial streams at high level, - has commented on financial results of the second quarter. Mark Pik. , financial director VMware, - In the third quarter we expect to receive a gain from 465 to 480 millin dollars, and the profit for all 2009 will increase by 1-3 % in comparison with 2008.

Analysts Crisis in IT will pass, if in it not to trust

Research company Forrester Research has published the new forecast of development of the market of an information technology in the near future. According to analysts Forrester, in 2009 the IT Market expects falling on 10,6 % (whereas earlier prognozirovalcjа recession in the size of 3 %). However growth of incomes in the market should begin in 4th quarter 2009 in the USA and in 1st half of 2010 - in Europe and Asia.

Despite the big falling this year, it is not necessary to expect the further deterioration of a situation in the future. We consider that it only the time pause, and the market of an information technology again will start to grow already in the fourth quarter, - has declared. Andrew Bartels. (Andrew Bartels), the senior analyst Forrester Research. Crisis which has led to considerable reduction of investments into IT Sector became the main reason of this pause. As they say in the report, business and the governments have too strongly cut down the expenses, being afraid of the further deterioration of a situation in economy. As soon as the companies will understand that recession will proceed not so long as they thought, growth of expenses on IT will renew.

Good news that the heaviest already behind. We will not face awful recession, - has underlined Bartels. It is expected that in the USA tthe IT Sector will reach the lowest indicators in 3rd quarter and will start to be restored in 4th.

Forrester: As soon as the companies will understand that recession will proceed not so long as they thought, growth of expenses on IT will renew. All parts of the market of an information technology have appeared are mentioned by an economic crisis. Forrester expects that in 2009 in the USA expenses on the communication equipment will fall to 11 %, and growth will renew in 2010 Expenses on the personal computer will fall to 10 %, however next year will grow on 12 %.

Unique sector of the market which should grow this year, outsourcing, - according to the forecast is, its volume will increase by 2 %.

Earlier optimistical forecasts expressed also other sources. So, the chief executive of company Google. Eric Schmidt. (Eric Schmidt) last week has declared that we have bases for optimism for 2010. According to agency Gartner forecast, in 2009 in the world it will be sold 274 million personal computers that on 6 % it is less in comparison with last year.

But in 4th quarter growth of sales will be already fixed, and definitive restoration of the markt will begin in 2010 Experts IDC predict no more than 1 % of growth for the market of the USA in 2010 And for Europe rates of increase at level of 11 % will be restorred not earlier than 2011, is told in the company report.