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Will HP Be Broken Up?
HP has been urged by investment bank UBS to break itself up in order to boost its share price.
After years of mismanagement, HP’s stock price is far lower than it was during the heady dotcom bubble days when it pulled off one of the biggest mergers in recent years by buying Compaq. Now the firm’s stock price languishes around the $14 mark, a figure that could top $20 if HP were to break itself up, according to UBS.
UBS analysts including Steven Milunovich reported the firm could “realise greater value” by splitting itself up. The analysts added that each separate division of HP is big enough to stand on its own, claiming, “HP’s units are not minnows but rather they are whales packed into the same pond.”
HP spokesman Michael Thacker claimed the firm’s customers want a big HP, effectively allowing them to have one supplier for their IT needs, a message the firm has been playing up for a number of years now. Thacker said, “No matter how you look at it we are confident that HP is stronger together than apart. The company’s operations across business units are deeply integrated and our customers have told us that they want One HP.”
Global Semiconductors On the Rise
Global semiconductor revenue is expected to rise at faster and force bigger chipmakers to acquire smaller rivals to increase their market share, according to bean counters at research outfit IDC.
In an industry report, IDC predicts that revenue may expand by between six percent and seven percent this year. Global semiconductor sales rose 3.7 percent to $301 billion in 2011, as orders for chips used in wireless devices offset declining revenue for computing-related chips, IDC said.
But it thinks all this will coase nergers and acquisitions among chipmakers will continue. Already Qualcomm bought Atheros and Texas Instruments took over National Semiconductor. But IDC thinks that industry consolidation may allow bigger chipmakers to offer products that are used in a wider range of applications.
Samsung Asks ITC To Ban Apple Products
July 6, 2011 by admin
Filed under Consumer Electronics
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Samsung requested that the U.S. International Trade Commission ban the importation of Apple’s iPhones, iPads and iPods, ratcheting up its fight with Apple.
The filing, dated Tuesday, states Apple’s iPhone, iPod digital music player and iPad tablet infringe on five of Samsung’s patents involving telecommunications standards and user interface inventions.
Samsung also filed a fresh patent lawsuit against Apple in a Delaware federal court on Wednesday.
The complaints are the latest salvo in a growing legal battle between the two electronics giants.
In April, Apple sued Samsung in a California federal court, claiming the South Korean firm’s Galaxy line of mobile phones and tablets “slavishly” copies the iPhone and iPad.
Samsung then countersued in California, and Apple last week filed another lawsuit in South Korea. An Apple spokesman could not be immediately reached on Wednesday.
As well as its own phones and tablets, Samsung manufactures microchips for Apple’s gadgets, a business that brought in about $5.7 billion in revenue for the South Korean company last year.
Before banning the importation of Apple’s popular devices, the ITC would first have to agree to look into Samsung’s allegations, a process that could be quite lengthy.
Samsung Gains On Intel
Globally semiconductor revenue is expected to increase this year, with Samsung gaining noticeable ground on top semiconductor company Intel in market share, Gartner said in a study released Wednesday.
Revenue is expected to reach a “landmark” US$300.3 billion in 2010, up 31.5% from 2009, according to preliminary results released by Gartner. The semiconductor market has been rebounding after the worldwide recession curtailed chip revenue in 2009, when year-over-year revenue declined by 10%.
As the economy stabilized this year, semiconductors manufacturers quickly added capacity to meet the growing demand of parts from system makers. But semiconductor demand started weakening again starting in the third quarter this year, Gartner said. Read More……