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gnulaw (52.98)

(Pervasive:PVSW)? HPQ Dumps PCs, Tablets, Mobile in Seismic Business Shift to Software and #BIGDATA

Recs

1

August 22, 2011 – Comments (3) | RELATED TICKERS: PVSW.DL , HPQ , CRM

Issues of Fact

 

"...PREDICTIONS

In 2011, a select group of disruptive technologies — cloud, mobile devices and apps, broadband connectivity, social networking, and analytics — will move beyond "early adopter" status, maturing and coalescing into a "new mainstream" platform for growth both for the IT industry itself and for the industries it serves.

 Worldwide IT spending growth will be a solid 5.7% as hardware growth moderates and software and services spending rebounds.

 Emerging markets, led by China, will continue to drive global IT spending growth, with 2.6 times the growth rate of developed markets, contributing over 50% of all new growth.

 Public and private cloud adoption will surge as two cloud "power position" battles enter high gear and "cloud computing" (as a buzzword) gets ready to fade.

 Cloud-driven datacenter transformations will pick up speed, with continuing integration of datacenter systems and "stacks," the arrival of "cloud ready" enterprise software, and a rising focus on service providers (SPs) as strategic customers.

 The mobility explosion will continue — with huge device volumes, new form factors, and millions (yes, millions) of mobile apps.

 Broadband networks will struggle — and innovate — to keep up as 4G wireless networks crawl to market, Ethernet exchanges mitigate wired bandwidth squeezes, and content delivery networks (CDNs) gain clout.

 2011 will be a year of consolidation and convergence for social business software vendors as well as a year of strong social networking adoption growth in small and medium-sized businesses (SMBs).

 The expanding digital universe — reaching 1.8 trillion gigabytes — will drive demand for cloud-friendly information infrastructure and real-time analytics for "big data." ...

IN THIS STUDY

Welcome to IDC's predictions for 2011 in the information technology and telecommunications industries. Over the next two months, IDC will publish dozens of Top 10 Predictions documents for 2011, each focused on a specific portion of the market: a technology product or service category, a country or region, the consumer market, the small and medium-sized business sector, an industry, or channel and partner networks. In each of these documents, we offer IDC's scenario for each specific segment, identifying the key market forces driving market change and predicting vendor and customer behavior in response to those forces.

In keeping with our 30-year tradition, we start IDC's "predictions season" with this, our broadest outlook for the overall technology marketplace. To create this document, we polled the over 1,000 IDC worldwide analysts for their views on what the coming year holds in store. We narrowed down the literally hundreds of predictions we received from the IDC analyst community, focusing only on those predictions that met the following criteria:

 High growth. They illuminate key growth opportunities for 2011.

 Industrywide impact. They are relevant to many different segments and players in the IT marketplace.

 Disruption. They require major structural change within companies and across the industry and therefore present a unique opportunity for competitive advantage for those companies that recognize and navigate through the market's changes faster and better than others...

...8. The Expanding Digital Universe Will Drive Cloud-Friendly Information Infrastructure and Real-Time Analytics for "Big Data"

Information is the grist of the innovation mill, and in 2011 we will continue to see the buildout of information infrastructure to manage and analyze the nonstop avalanche of information being generated on the new IT platform.

 The "digital universe" will expand by almost 50%. In 2011, we predict that the "digital universe" — the amount of information and content created and stored digitally — will grow to 1.8ZB in 2011, up 47% from 2010, and rocketing toward over 7ZB by 2015. Digital video and image creation and replication, accounting for over 90% of the growth in 2011, will be the real driving force — including the impact of transition to digital TV around the world. This is continuing to deluge networks and datacenters, creating opportunities for whoever figures out how best to manage and analyze all of this unstructured information.

 Growing opportunities for integration, distribution, and management of digital information across all systems and devices will drive more acquisitions. The expanding sprawl of information and digital content is stored across public clouds and between public/private clouds and legacy systems, and is accessible from a wide range of devices. No supplier has all of these pieces, but all majors clearly see the value in establishing a strong position here. In 2011, then, there will be a continuing buying spree by vendors like Cisco, Dell, EMC, HP, IBM, Microsoft, and Oracle to strengthen their information management capabilities. Likely targets with attractive capabilities include Informatica, Pervasive Software, Autonomy, OpenText, Harmonic, Quantum, Iron Mountain, Caringo, and many more information/content management specialists..." (1.)

 

A key question is whether Pervasive has the management depth to take this company to more than $50M in revenues annually and maximize shareholder value > $8/share

 

References:

 

1. (Dec 2010) IDC Predictions 2011: Welcome to the New Mainstream

2. (Apr 22, 2011)  (gnulaw) Target #3. Pervasive Software (NASDAQ:PVSW) (Including comments 1,2).

3. (Aug 18, 2011)  Bloomberg Hewlett-Packard to Buy Autonomy for $10.3 Billion, Weighs PC Unit Spinoff

4. (Aug 18, 2011) PCMAG.COM HP Dumping PCs, Adding Software in Seismic Business Shift

5. (Aug 19, 2011)  DealB%k After H.P.’s Rich Offer, Deal-Making Spotlight Swings to Data Analysis

6. (Aug 19, 2011)  Bloomberg HP Considered Buying Tibco, Teradata

3 Comments – Post Your Own

#1) On September 10, 2011 at 11:02 AM, gnulaw (52.98) wrote:

PVSW competitor, Platfora.

Big Data Start-Up Platfora Lands $5.7 Million From Andreessen Horowitz

Source:

(Sep 8, 2011) http://finance.yahoo.com/news/Big-Data-StartUp-Platfora-allthingsd-4096085931.html?x=0&.v=1

 

Platfora gets $5.7M to make Hadoop mainstream

Source: 

(Sep 8, 2011)  http://gigaom.com/cloud/platfora-gets-5-7m-to-make-hadoop-mainstream/?utm_source=earth2tech&utm_medium=specialtopics

 

 

 

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#2) On September 10, 2011 at 6:52 PM, gnulaw (52.98) wrote:

I hope Pervasive's CEO, CTO, and Board are paying close attention to Marc Andreessen1. His firm Andreessen Horowitz just funded DataRush competitors GoodData2. and Performa3. Pervasive's CEO should not be as focused on his xx consecutive quarters of profitability4 (the past) as he should be what is competition is up to (Pervasive's future and the real determining factor of npv or shareholder value)

1. (August 20, 2011) Why Software is Eating the World http://online.wsj.com/article/SB10001424053111903480904576512250915629460.html

2. (August 18, 2011) GoodData Lands $15 Million in Funding From Andreessen Horowitz http://allthingsd.com/20110818/gooddata-lands-15-million-in-funding-from-andreessen-horowitz/

3. (September 8, 2011) Big Data Start-Up Platfora Lands $5.7 Million From Andreessen Horowitz http://finance.yahoo.com/news/Big-Data-StartUp-Platfora-allthingsd-4096085931.html?x=0&.v=1

4. (July 26, 2011) Pervasive Software CEO Discusses F4Q 2011 Results - Earnings Call Transcript http://seekingalpha.com/article/282009-pervasive-software-ceo-discusses-f4q-2011-results-earnings-call-transcript

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#3) On October 01, 2011 at 11:07 AM, gnulaw (52.98) wrote:

Some talking points and update:

 

1. PSQL Vx release should be announced...any day?

2. How is management monetizing/leveraging PATENT No. US 7,725,875 Automated world wide web navigation and content extraction, Issued: May 2010?

 

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