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Pour éclairer les décideurs dans le domaine de la Continuité d'Activité et de la Sécurité de l'Information, Duquesne Group propose ses analyses et réflexions issues de ses réalisations concrètes en clientèle. Observation critique du terrain par nos experts, contacts permanents avec les principaux acteurs du domaine et expérience vécue dans nos missions de conseil sont nos principales sources. Contactez-nous pour en savoir +
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To support decision makers in the management and optimisation of information systems, Duquesne Group delivers in-depth analyses of information technologies, their implementations and their markets. Our research is based on critical observation of the market by our analysts and their on-going contacts with the vendor community, together with hands-on, practical experience from our consulting work. Contact us to find out more

Technologies : marchés et usages
Despite the morose economic climate, Tech M&A continued to grow in the third quarter of 2011: $56.5 billion according to a November report from E&Y, up 22 % from a year ago.

According to E&Y, that total value was the highest for any quarter since 2007, with big deals such as Google/Motorola and HP/Autonomy leading the way.

The fourth quarter is showing some serious action too, with the announcement of an all cash $3.4 billion acquisition by SAP of SuccessFactors, a fast growing provider of cloud-based human capital management (HCM) solutions.
Martin Hingley of ITCandor is a well known and influential IT market expert.

In this guest contribution, he shares some thoughts about the pros and cons of consolidating vendors.
In case anybody missed it, Tech M&A is back with a vengeance. The first four months of 2011saw deals valued at around $111billion.

A big piece of this was AT&T's acquisition of T-Mobile USA for $39bn. Telcos were also players in smaller but still billion-dollar-plus transactions, including Verizon's deal for Terremark, a provider of co-location and managed services, including cloud computing.

As might have been expected, the Verizon/Terremark deal immediately set off rampant industry speculation about who would be next. Hosting company Savvis was frequently cited, with AT&T seen as a buyer.

As it turns out, Savvis is in fact being acquired, but by a much smaller telco, the US focused CenturyLink.
Microsoft’s acquisition of Skype for $ 8.5 billion marks a turning point in the company’s online strategy, and represents a very smart move for the Redmond firm. It goes far beyond acquiring a technology, or even a client base.

We see this deal as part of Microsoft's efforts to reorganise its products and services portfolio, and adapt to a changing market, primarily characterised by permanent and ubiquitous connectivity.

However, success will depend on execution and Microsoft will face a number of integration challenges. There will be much more at stake than just «making Skype profitable».
As the economy continues to recover, big outsourcing deals are coming back.

Recent contracts appear to be better thought out, as compared to numerous pancky cost-cutting deals in 2009 and first half 2010.

Private clouds are also becoming part of the picture, even though the concrete business benefits, for the most part, remain to be proven.
The Tech M&A market recovered from the financial crisis over the course of 2010 and 2011 is already off to a strong start.

Anything involving the word “Cloud” is getting keen interest, as large tech companies – including telcos –battle for position. More broadly, as demand for data center rack space continues to outpace supply, “deals for data centers” will likely be an important part of the action.

A case in point: the friendly offer of Verizon, a big telco with big ambitions in the Cloud, for Terremark, a provider of co-location and managed services, including cloud computing.
2010 was a big year for deals in the IT industry. Much of the action has been in the US, with big acquisitions like McAfee by Intel and 3PAR by HP.

On December 14, it was Europe’s turn. Atos Origin and Siemens announced an 850 million EUR deal for the sale of Siemens IT Solutions and Services (SIS) to Atos Origin to create a "European IT champion".
The data centre LAN is at a crossroads. Scale economics will increasingly dictate the dominance of Ethernet. The question is not what, but when.

For data centre teams, cross-disciplinary collaboration – and the establishment of a common “culture” - between server, storage and network specialists becomes mandatory, as virtualisation creates a new paradigm with stronger interactions and interdependencies.

Significant time will be needed, evolution paths will vary but management issues will be critical: software solutions will rapidly mature, but data centre teams will need a clear roadmap including an all-important skill set adjustment and reorganisation.
Fin septembre nous visitions le centre informatique de Cheops Technology dans la région de Bordeaux.
Quand on ne dispose pas de la force de frappe d'un grand constructeur et qu'on réalise moins de 60 millions d'Euro de chiffre d'affaires (2009), comment peut-on se positionner sur le marché ?
Dans une récente déclaration le big boss de big blue Sam Palmisano a affirmé qu'il craignait plus Oracle qu'HP...

Nous avons une vision très semblable chez Duquesne Group. Pourquoi ?
L'arrivée confirmée de Mark Hurd chez Oracle pourrait faire évoluer les choix d'Oracle en matière de serveurs haut de gamme ex-Sun. Nous ne sommes absolument pas optimistes ; toutefois,...
Intel vient d'annoncer qu'il rachetait la branche "Wireless Solution Business" d'Infinéon pour 1,4 milliards de dollars.
Intel rachète McAfee qui accepte la transaction. Le prix proposé est considéré comme très élevé. Où est-donc l'intérêt d'Intel dans cette affaire ?
A la mi-août Dell a proposé de racheter 3PAR, spécialiste du stockage en cluster fédéré. Le 20 août HP décide de surenchérir de 33%. A 24 dollars par action, l'offre de HP est près de 150% supérieure au cours de Bourse de 3PAR avant le lancement de l'offre de Dell.

Le 26 août, Dell monte son prix à 24,30 dollars et 3PAR accepte l'offre. Le 27, HP monte à 27 dollars...ensuite le jeu de ping-pong continue, le 29 3PAR est valorisé à 2 milliards...le 2 septembre Dell surenchérit et finalement HP propose 33 Dollars face à un Dell qui jette -semble-t-il l'éponge...

Est-ce vraiment raisonnable et pourquoi ?
Tout le monde veut offrir des "choses en cloud". Est-ce pourtant à la portée de tous ? Offrir des services en cloud, que ce soit en PaaS (platform as a service) en IaaS (Infrastruture as a Service)...
De récentes déclarations des dirigeants d'Oracle montrent une évolution dans l'intégration de Sun au sein d'Oracle. Celle-ci se fait-elle au bénéfice des utilisateurs actuels de Sun ? Rien n'est moins sûr...
Le 29 juin, SFR a lancé son offre de Cloud Computing "Infrastructure SI à la Demande". SFR Business Team, la branche entreprise de l'opérateur alternatif, la présente comme "une offre complète d’hébergement pour les entreprises et les SSII avec un accès direct au cœur du réseau IP de SFR." Si son offre est assez basique, SFR joue bien sa carte d'opérateur de télécommunications qui maîtrise le réseau.
The Ter@tec Forum 2010 on high performance simulation for innovation and competitiveness, held at Ecole Polytechnique outside of Paris on June 15-16, was arguably one of the most important IT events this year in Europe.

In this brief report, Duquesne Group provides a summary of the key economic and technology issues and messages that emerged during the Forum.
IT services have long been a target for telco operators, albeit with variable success, and they naturally look at cloud computing as an opportunity for diversification, playing to their financial and technical strengths. Telcos such as ATT, BT, DT and Verizon are staking out positions ... as is Orange Business Services, the enterprise services branch of France Telecom.

In this research report, Duquesne Group applies its "B2B Cloud Assessment Grid" to evaluate the company's competitive position and to understand what this might mean for customers.
In July or August, IBM will announce a new zSeries machine. It is not a surprise, given the usual IBM announcement calendar. But what this "machine" will offer could be surprising.
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