RPT-IBM launches faster, more cost-efficient mainframe

NEW YORK, July 22 (Reuters) – IBM on Thursday unveiled a new mainframe computer called “zEnterprise,” which it said was the most powerful mainframe ever and is more cost-efficient than previous-generation products.

The move comes as International Business Machines Corp seeks to secure its market leadership in mainframes, which are powerful computers used by large corporations to process high volumes of data and financial transactions.

IBM and its main rivals, Hewlett-Packard Co (HPQ.N) and Oracle Corp (ORCL.O), are all targeting corporate data centers, which are struggling to deal with heavy data traffic and seeking ways to lower the costs of running such systems.

Even Cisco Systems Inc (CSCO.O), traditionally a maker of routers and switches, recently began selling data center servers, promising simpler and more energy-efficient systems.

IBM said its zEnterprise is 40 percent to 60 percent faster than its predecessor, System z10, but uses about the same amount of electricity.

Tom Rosamilia, head of IBM’s System “z” mainframe business, said that over 40 percent of chief information officers, who make technology purchasing decisions, expect their data centers to hit space or power constraints within a year and a half.

“The moment when you hit the capacity when you have to build another data center, or the power company says you can’t have any more, then capacity at the margin becomes very, very expensive,” he told Reuters.

“The zEnterprise really helps them to reduce their footprint so they can avoid building out a new data center for real estate or power reasons,” he said.

The Armonk, New York-based company did not disclose the price of the product, but said its price relative to capacity would be lower than for the z10.

While IBM has been shifting its focus to services and software and away from commoditized hardware, high-end servers are still crucial as it tries to sell a wide portfolio of technology services and products.

It said it spent $1.5 billion on research and development for the zEnterprise system in a 4-year project involving over 5,000 of its employees.

The upgrade was well-flagged. Sales of the System z series, including the z10 and earlier products, fell 24 percent year-on-year in the second quarter as customers awaited the launch.

The core server in the zEnterprise system contains the world’s fastest, most powerful microprocessors. They run at 5.2Ghz, making them capable of executing more than 50 billion instructions per second.

The microprocessor technology also includes new software to help handle data-heavy workloads, by utilizing predictive analytics technology, it said.

The company also said the new mainframes could be integrated with other IBM servers, using IBM’s blade products and software.

It will also come with a water cooling option, which could help reduce energy consumption by up to 12 percent by removing air heat, it said. (Reporting by Ritsuko Ando; Editing by Richard Chang)

IBM launches faster and more cost-efficient mainframe

(Reuters) – IBM on Thursday unveiled a new mainframe computer called “zEnterprise,” which it said was the most powerful mainframe ever and is more cost-efficient than previous-generation products.

The move comes as International Business Machines Corp seeks to secure its market leadership in mainframes, which are powerful computers used by large corporations to process high volumes of data and financial transactions.

IBM and its main rivals, Hewlett-Packard Co and Oracle Corp, are all targeting corporate data centers, which are struggling to deal with heavy data traffic and seeking ways to lower the costs of running such systems.

Even Cisco Systems Inc, traditionally a maker of routers and switches, recently began selling data center servers, promising simpler and more energy-efficient systems.

IBM said its zEnterprise is 40 percent to 60 percent faster than its predecessor, System z10, but uses about the same amount of electricity.

Tom Rosamilia, head of IBM’s System “z” mainframe business, said that over 40 percent of chief information officers, who make technology purchasing decisions, expect their data centers to hit space or power constraints within a year and a half.

“The moment when you hit the capacity when you have to build another data center, or the power company says you can’t have any more, then capacity at the margin becomes very, very expensive,” he told Reuters.

“The zEnterprise really helps them to reduce their footprint so they can avoid building out a new data center for real estate or power reasons,” he said.

The Armonk, New York-based company did not disclose the price of the product, but said its price relative to capacity would be lower than for the z10.

While IBM has been shifting its focus to services and software and away from commoditized hardware, high-end servers are still crucial as it tries to sell a wide portfolio of technology services and products.

It said it spent $1.5 billion on research and development for the zEnterprise system in a 4-year project involving over 5,000 of its employees.

The upgrade was well-flagged. Sales of the System z series, including the z10 and earlier products, fell 24 percent year-on-year in the second quarter as customers awaited the launch.

The core server in the zEnterprise system contains the world’s fastest, most powerful microprocessors. They run at 5.2Ghz, making them capable of executing more than 50 billion instructions per second.

The microprocessor technology also includes new software to help handle data-heavy workloads, by utilizing predictive analytics technology, it said.

The company also said the new mainframes could be integrated with other IBM servers, using IBM’s blade products and software.

It will also come with a water cooling option, which could help reduce energy consumption by up to 12 percent by removing air heat, it said.

(Reporting by Ritsuko Ando; Editing by Richard Chang)

Nikkei slips 0.9 percent but off earlier lows

TOKYO, July 20 (Reuters) – Japan’s Nikkei average fell 0.9 percent but was off earlier lows on Tuesday, with tech shares hit by worry over the pace of U.S. economic recovery, disappointing U.S. corporate results and a strong yen.

Traders returned from a three-day weekend and were playing catch-up with other Asian markets that fell on Monday due to a sharp drop in U.S. consumer sentiment.

Charts suggested a further dip may still lie ahead, with the Nikkei’s MACD, a measure of market momentum, nearing a bearish cross while its slow stochastic — a measure of how oversold the market is and whether it is in a short-term up or down trend — continued to fall.

On Monday, Wall Street rose on hopes for earnings from Texas Instruments (TXN.N) and fellow tech firm International Business Machines (IBM.N), but shares of both slumped in after-hours trade as Texas Instruments’ revenue failed to impress and IBM’s revenue missed expectations. [ID:nN19191611] [ID:nN19215910]

But the dollar edged up against the yen JPY= after falling to a seven-month low on Friday, helping the Nikkei pare losses as short-covering emerged after the benchmark sustained its worst one-day percentage fall in over a month on Friday. [FRX/]

“It’s a sign that the economic recovery is slowing down when companies report profits that are above market expectations but their sales figures remain sluggish,” said Kazuhiro Takahashi, general manager at Daiwa Securities Capital Markets.

“Still, the market had risen on expectations towards strong profits, and things about sales numbers could have been used as an excuse to sell for now. Companies are at least in a position to produce profits now and hopes for the earnings season are continuing.”

Eyes remain on moves in the currency markets and U.S. earnings results, market players said, with Goldman Sachs (GS.N), Apple Inc (AAPL.O) and Yahoo Inc (YHOO.O) set to report later on Tuesday.

The benchmark Nikkei .N225 shed 81.09 points to 9,327.27 after earlier falling as much as 1.7 percent, while the broader Topix lost 0.8 percent to 834.22.

Japanese markets were closed on Monday for a holiday and on Friday the Nikkei fell nearly 3 percent as investors took profits.

On Monday, the NAHB/Wells Fargo Housing Market index fell more than expected in July to its lowest level since April 2009 after a popular tax credit for homebuyers expired in April, underlining fears about the economic recovery ahead of housing data including housing starts on Tuesday.

“There’s a slight ebbing of risk avoidance but some of the U.S. results are cause for concern, especially some not very good forecasts for later in the year, and this is affecting the Nikkei,” said Nagayuki Yamagishi, a strategist at Mitsubishi UFJ Morgan Stanley Securities.

“A substantial break below 9,200 would leave us with few real support levels until around 9,000, but we’d probably need a substantial drop in either overseas stock markets or a surge in the yen for this to happen.”

Market players said support for the Nikkei was likely to hold for now at 9,200, just under its July 1 close, which was a seven-month closing low.

While charts look bearish, the benchmark is also approaching oversold levels on some fronts. Its relative strength index (RSI) hit 40, its lowest in roughly two weeks, with anything from 30 and below considered oversold, and its slow stochastic was approaching oversold territory.

TECH TROUBLES

Tech shares were hit by disappointment over U.S. corporate results, but pared earlier losses. The dollar was up 0.3 percent against the yen at 86.98 yen.

Chip gear manufacturer Tokyo Electron (8035.T) lost 2.6 percent to 4,695 yen and electronic components maker TDK Corp (6762.T) shed 2 percent to 5,000 yen. Sony Corp (6758.T) fell 2.5 percent to 2,344 yen.

Other exporters also fared poorly. Investors fret about a stronger yen since it eats into exporters’ profits when they are repatriated.

Toyota Motor Co (7203.T) slid 2.2 percent to 3,065 yen and Honda Motor Co (7267.T) fell 2 percent to 2,600 yen.

Shares of Daiwa Securities Group (8601.T), Japan’s second-largest brokerage, declined 2.6 percent to 378 yen after the Nikkei business daily reported the company likely suffered a loss in April-June, as financial market turmoil stemming from the Greek debt crisis took a toll.

The loss was likely between several billion yen and 10 billion yen ($115 million), marking a second consecutive loss for the company, which trails Nomura Holdings Inc (8604.T) in Japan’s mature brokerage market, the Nikkei said.

But shares of Leopalace21 Corp (8848.T) rose 2.7 percent to 232 yen after Credit Suisse lifted its rating on the developer and operator of apartments and hotels to “neutral” following its tumble close to the broker’s target price of 230 yen.

Leopalace’s stock had lost more than half its value over the past three months. Credit Suisse attributed the recent slide to a deterioration in occupancy rates, dwindling orders and unrealised losses on apartments. (Editing by Joseph Radford)

RPT-GLOBAL MARKETS-Asia shares rise, yen strength in focus

HONG KONG, July 20 (Reuters) – Asian stocks rose on Tuesday, looking past weak revenue growth at top U.S. firms and more weak U.S. economic data, as shares of resource firms and banks clawed back some of their recent losses. The Japanese yen hovered near its recent 7-week high against the dollar, amid growing talk of intervention as traders wondered if Tokyo could stomach further yen gains.

The MSCI index of Asia Pacific ex-Japan stocks .MIAPJ0000PUS rose 1 percent, led by gains in resources .MIAPJMT00PUS and financials .MIAPJFN00PUS.

The Nikkei average .N225 fell as much as 1.7 percent as traders returned from a long weekend and caught up with Monday’s losses in the region.

U.S. stocks rose overnight, spurred by optimism ahead of earnings from key tech firms International Business Machines (IBM.N) and chip maker Texas Instruments (TXN.N) which were released after the closing bell.

But both firms failed to impress as their topline revenue growth disappointed markets, highlighting concerns that the global economic recovery is losing steam. [ID:nN19191611] and [ID:nN19215910].

Investors also faced yet more worrisome data from the United States. On Monday, the National Association of Home Builders/Wells Fargo Housing Market index fell more than expected in July to its lowest level since April 2009 after a popular tax credit for homebuyers expired in April. [ID:nTKB006927]

“U.S. earnings and indicators are increasing concern about a slowdown in the economy,” said Hiroichi Nishi, general manager at the equity division of Nikko Cordial Securities.

“We could definitely see a test of the downside, though not until later in the week.”

Despite the disappointing IBM and Texas Instrument results, some tech-dependant Asian markets such as Taiwan and South Korea were marginally higher as the outlook for Asian tech firms remained more upbeat.

The Korea Composite Stock Price Index (KOSPI) was up 0.2 percent after opening lower and Taiwan’s main TAIEX share index was up 0.5 percent.

“Big tech companies that have a wider customer bases and good product portfolios should still be doing okay in the third quarter,” said John Chiu, a vice-president at Fuh Hwa Securities Investment Trust.

JAPAN FRETS OVER YEN

The dollar was marginally higher at 86.74 yen JPY=, having hit a seven-month low of 86.25 on Friday, and the euro was steady at $1.2940, having brushed aside Moody’s downgrade of Ireland’s credit rating on Monday and concerns that negotiations between Hungary and international lenders had broken down. For details, see [ID:nLDE66I0FY] [ID:nLDE66H021].

The dollar was bid up by Japanese importers, but was still within striking distance of a seven-month low versus the yen leading many market players to look to what authorities in Japan would do if the yen climbed to the 85 level.

The market was looking to a press conference by Finance Minister Yoshihiko Noda for clues on Japanese policymakers’ pain threshold.

Japan’s fragile economic recovery has been largely due to surging exports, offsetting persistently weak domestic demand, and further yen gains threaten to erode its export competitiveness.

Hong Kong’s benchmark Hang Seng index .HSI was up 1 percent, boosted by banks which rose after China changed rules to allow the sale of yuan-denominated financial products in Hong Kong, giving companies greater access to yuan funding. [ID:nTOE66I02Q]

Standard Chartered Plc (STAN.L)(2888.HK), which immediately announced it would offer yuan-denominated structured investments to its retail and wholesale clients, rose 1.4 percent and BOC Hong Kong (Holdings) (2388.HK) was up 1.7 percent.

Oil futures CLc1 rose about 25 cents towards $77 a barrel, supporting shares of energy companies, as forecasts for a fourth consecutive weekly drop in U.S. crude inventories countered fears that a slowdown in the global recovery would curb fuel demand. [O/R] (Additional reporting by Elaine Lies in TOKYO and Baker Li in TAIPEI) (Editing by Kim Coghill)

NY state sees “deep well” of UBS client tax cases

(Reuters) – New York state could glean considerable sums from UBS clients who have evaded taxes by hiding money in offshore accounts once the federal government starts handing over its data to the states, a New York state tax official said.

U.S.

“That’s really a deep well and I expect we’ll be digging in that well for some time,” William Comiskey, New York State Tax Department’s Deputy Commissioner for enforcement, told Reuters by telephone on Friday.

The state, unlike the U.S. government, has an open-ended program for people who voluntarily reveal their misdeeds and some have already turned to it. “People are coming in on their own,” Comiskey said, adding data were still preliminary.

New York, like California, Florida, Connecticut and New Jersey, is home to many of the nation’s mega-rich and thus its residents could include a number of the Swiss bank’s clients.

UBS declined to comment.

Ahead of the April 15 tax filing deadline, U.S. officials began bringing a wave of suits against UBS clients.

In a separate move, New York state is expanding on analytical programs developed with International Business Machines Corp to root out tax cheats.

After reaping more than $1 billion since 2004 by uncovering “questionable” refund claims, New York state is focusing on lost sales taxes and its multibillion-dollar backlog of delinquent collections.

A new database will, for example, match the sales total reported by a national franchiser for a New York store with what that vendor reports, Comiskey said. The system will also identify “high-value” targets and recommend whether to start by contacting them or launch an examination or a criminal probe.

Until now, Comiskey’s 3,000 employees have relied on their “best gut instinct” to figure out the best approach. “What this machine would do is give you like a collective memory of what’s done well and what’s done poorly,” he said.

IBM, which hopes to sell its software and services to other states, in a statement said: “The plan optimizes the order of activities agents will take in order to maximize the total amount of debts collected while taking into consideration the case load, personnel resources, and the anticipated effectiveness of the suggested actions.”

(Reporting by Joan Gralla; Editing by Diane Craft)

NY state sees “deep well” of UBS client tax cases

NEW YORK, April 12 (Reuters) – New York state could glean considerable sums from UBS (UBSN.VX) (UBS.N) clients who have evaded taxes by hiding money in offshore accounts once the federal government starts handing over its data to the states, a New York state tax official said.

“That’s really a deep well and I expect we’ll be digging in that well for some time,” William Comiskey, New York State Tax Department’s Deputy Commissioner for enforcement, told Reuters by telephone on Friday.

The state, unlike the U.S. government, has an open-ended program for people who voluntarily reveal their misdeeds and some have already turned to it. “People are coming in on their own,” Comiskey said, adding data were still preliminary.

New York, like California, Florida, Connecticut and New Jersey, is home to many of the nation’s mega-rich and thus its residents could include a number of the Swiss bank’s clients.

UBS declined to comment.

Ahead of the April 15 tax filing deadline, U.S. officials began bringing a wave of suits against UBS clients. For details, please see: [ID:nN06206697]

In a separate move, New York state is expanding on analytical programs developed with International Business Machines Corp (IBM.N) to root out tax cheats.

After reaping more than $1 billion since 2004 by uncovering “questionable” refund claims, New York state is focusing on lost sales taxes and its multibillion-dollar backlog of delinquent collections.

A new database will, for example, match the sales total reported by a national franchiser for a New York store with what that vendor reports, Comiskey said. The system will also identify “high-value” targets and recommend whether to start by contacting them or launch an examination or a criminal probe.

Until now, Comiskey’s 3,000 employees have relied on their “best gut instinct” to figure out the best approach. “What this machine would do is give you like a collective memory of what’s done well and what’s done poorly,” he said.

IBM, which hopes to sell its software and services to other states, in a statement said: “The plan optimizes the order of activities agents will take in order to maximize the total amount of debts collected while taking into consideration the case load, personnel resources, and the anticipated effectiveness of the suggested actions.” (Reporting by Joan Gralla; Editing by Diane Craft)

HP tempers revenue outlook, cuts 2 pct of workforce

Hewlett-Packard Co gave a disappointing outlook for full-year revenue and said it will lay off another 2 percent of its workforce as consumers and businesses cut spending on computers, printers and services, sending its shares down about 5 percent.

The mew round of layoffs — which total roughly 6,400 jobs — announced on Tuesday are on top of previously announced cuts from integrating the operations of IT services company EDS, which HP acquired last year.

HP said the job cuts will come in its product segments, such as PCs and printers. The reductions will happen over the next 12 months.

HP, which vies with smaller rivals Dell Inc and Acer Inc in a depressed global PC market, also expects fiscal year revenue to slide 4 percent to 5 percent compared with a previously forecast of 2 percent to 5 percent, offering a more pessimistic view of 2009.

The company’s services business was the largest by revenue in the quarter, boosted by the EDS buy. PC revenue fell 19 percent, imaging and printing revenue dropped 23 percent and storage and server sales sank 28 percent.

Analysts said the company is doing a good job controlling costs in a difficult environment, but said investors may be spooked in the absence of more upbeat comments from Chief Executive Mark Hurd.

Although Hurd did point to pockets of improvement, he told Reuters in an interview that in terms of demand: “We’re expecting roughly more of the same.”

Frost & Sullivan analyst Ron Gruia said Hurd is approaching the demand question very carefully.

“He does show a little bit more cautiousness and maybe it’s better to be a bit more cautious in this environment.”

BELLWETHER PAIN

The shares of the technology bellwether, which some analysts deem a safe haven in the downturn because of its diverse portfolio, fell as much as 5 percent in after-hours trading.

HP’s stock is roughly flat for the year, compared with a 25 percent rise for International Business Machines Corp and a rise of more than 10 percent for Dell.

HP reported a net profit of $1.7 billion, or 70 cents a share, in the fiscal second quarter ended April 30, down from $2.1 billion, or 80 cents a share, a year ago.

Excluding certain restructuring and acquisition-related items, HP posted a profit of 86 cents a share, matching analysts’ average forecast, according to Reuters Estimates.

Revenue slipped 3 percent to $27.4 billion, a whisker off Wall Street’s forecast of $27.5 billion.

For the current quarter, HP forecast earnings, excluding items of 88 cents to 90 cents a share, with revenue flat to down 2 percent sequentially.

Wall Street is forecasting a profit of 89 cents a share on revenue of $27.5 billion.

In February, HP cut its full-year outlook after quarterly revenue missed expectations.

PROGNOSTICATIONS TWEAKED

For fiscal 2009, the company still expects an adjusted profit of $3.76 to $3.88 a share, but now expects revenue to fall 4 percent to 5 percent.

HP is the second-largest IT services company and No. 2 maker of servers, trailing IBM in both.

The company is the top-selling PC maker and its business is less dependent on corporate customers than No. 2 player Dell.

According to research group IDC, HP managed to boost its market share to 20.5 percent in the first calendar quarter.

Some industry executives, including from Intel Corp and graphics chip maker Nvidia Corp, say overall tech sector demand has bottomed out and expect sales to pick up.

But this week, executives from other IT players, including microchip maker Advanced Micro Devices Inc and software services provider Sybase Inc offered dour assessments of the economic environment, warning against betting on a tech sector recovery too soon.

The shares of Palo Alto, California-based HP fell about 5 percent to $34.72 from a regular close of $36.58 on the New York Stock Exchange.

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Wall Street soars on tech bets and JPMorgan

NEW YORK (Reuters) – Stocks surged on Thursday as expectations of reassuring results from bellwethers, including Google, lifted technology shares, while JPMorgan’s better-than-expected profit added to bank stabilization hopes.

Investors, encouraged by recent signs the economic slump may be abating, bet that technology earnings would show upside surprises, driving Google’s stock up 2.4 percent to $388.74 ahead of the Web search leader’s results after the close.

And indeed, Google delivered by reporting a stronger-than-expected first-quarter profit. Its stock popped up 5 percent to $408.00 in after-hours trading following the results and then slipped to $385.41.

During the regular session, Hewlett-Packard (HPQ.N) rose 5 percent to $36.60, while International Business Machines Corp (IBM.N) gained 2.6 percent to $101.43. On Nasdaq, Apple Inc (AAPL.O) shares climbed 3.2 percent to $121.45. The semiconductor index .SOXX rose 3.4 percent.

“People are starting to feel that maybe there’s a slight chance this is not just a bear market rally,” said John O’Brien, senior vice president at MKM Partners LLC in Cleveland, referring to the market’s 28 percent rebound since the 12-year closing low of March 9.

“People are anticipating a pretty good number from Google,” O’Brien told Reuters ahead of Google’s earnings report. “They seem to like to under-promise and over-deliver.”

The Dow Jones industrial average .DJI rose 95.81 points, or 1.19 percent, to 8,125.43. The Standard and Poor’s 500 Index .SPX gained 13.24 points, or 1.55 percent, to 865.30. The Nasdaq Composite Index .IXIC jumped 43.64 points, or 2.68 percent, to 1,670.44.

Before the bell, JPMorgan’s results beat analysts’ expectations as debt trading and underwriting revenue surged. For details, see [ID:nN16542451] The news got Wall Street’s day off to a solid start, adding to a string of encouraging results from other banks, including Wells Fargo’s (WFC.N) strong preliminary figures last week.

Regions Financial (RF.N) said it will post a first- quarter profit, pushing the regional banking company’s shares up 34 percent to $6.70.

Shares of JPMorgan climbed 2.1 percent to $33.24, while Citigroup (C.N) , due to post quarterly results on Friday, rose 1.01 percent to $4.01. The KBW Bank index .BKX rose 2.1 percent.

In a sign that investor fear may be receding, the CBOE Volatility Index .VIX, or VIX, dropped for a third straight day, hitting its lowest close since late September.

ROSETTA JUMPS AND ‘HOG’ FLIES

Additionally, Rosetta Stone Inc’s (RST.N) strong debut suggested equity investors were becoming more willing to take on risk. Rosetta Stone’s initial public offering was only the third to price this month, making April the best month since last July.

Rosetta Stone jumped to $25.12 on the New York Stock Exchange — up 40 percent from its IPO price of $18. Also boosting sentiment were stronger-than-expected quarterly results from Harley-Davidson Inc (HOG.N), which boosted consumer spending hopes.

The motorcycle maker’s shares rose 5.7 percent to $18.11.

Optimism about the technology sector also received a boost from cell phone maker Nokia’s (NOK1V.HE)(NOK.N) after its announcement that a drop in demand for its products was stabilizing, driving its shares up 11.4 percent to $14.88 on the NYSE.

But in one sign of the recession’s impact on consumers, General Growth Properties Inc GGP.N, the second-largest U.S. mall owner, on Thursday filed for Chapter 11 bankruptcy protection, making it one of the biggest victims of the credit crisis yet.

The day’s economic data provided a mixed picture. The Philadelphia Federal Reserve’s survey of regional manufacturing showed a less drastic contraction, while the Commerce Department data showed March housing starts fell 10.8 percent to a seasonally adjusted annual rate of 510,000 units, the second lowest on record dating back to 1959.

Trading was active on the New York Stock Exchange, where about 1.61 billion shares changed hands, above last year’s average daily volume of 1.49 billion. On the Nasdaq, about 2.37 billion shares traded, above last year’s average daily volume of 2.28 billion.

Advancers outnumbered decliners on the NYSE by a ratio of about 4 to 1, while on the Nasdaq, more than two stocks rose for every one that fell.

(Editing by Jan Paschal)

Cisco may jump when tech budgets return: Barron’s

NEW YORK (Reuters) – Shares of Cisco Systems Inc (CSCO.O), which went from being a favorite growth stock to being better known a value stock, could rise by more than 50 percent, according to the April 13 edition of Barron’s.

Shares of Cisco, which closed on Thursday at $17.82 on the Nasdaq, could trade up to $26 or $27, Barron’s said.

Cisco had $4 billion in cash, $25 billion in investments and $6 billion in debt at the end of the January quarter, Barron’s said.

Brian Nelson, who helps run the $3.8 billion Charter Fund on behalf of Invesco Aim, said he sees significant upside for Cisco shares as information technology budgets rebound, Barron’s said. The fund in December upped its holding of Cisco by more than 50 percent, Barron’s said, citing a regulatory filing.

Still, Wall Street is concerned about Cisco’s purchase of Pure Digital and by its announcement last month that the company will start selling servicers this year to compete with Hewlett-Packard Co (HPQ.N) and International Business Machines Corp (IBM.N), which resell Cisco routers and switches, Barron’s said.

(Reporting by Ilaina Jonas; Editing by Leslie Adler)

Big Blue announces new deals and agreements

The failure of merger talks with Sun Microsystems could not stop the Big Blue from inking new deals and agreements. The Armonk, New York based International Business Machines Corporation (IBM) on Thursday declared that it has signed a seven-year deal with Sun Life Financial and five-year outsourcing deal with Sainsbury’s.

According to IBM, it will offer tech services to the Toronto, Ontario insurance provider Sun Life Financial, under the deal worth about $240 million. It will handle the insurance provider’s IT infrastructure, including its mainframe computer operations, in Canada and the United States. The deal is enhancement of the outsourcing agreement that it signed with the insurance provider in 2002.

Saad Toma, general manager of Global Technology Services for IBM Canada, said, “Our relationship is being extended to provide new, highly integrated, cost-effective, and intelligent solutions to support Sun Life’s business goals.”

IBM announced that it has inked a five-year outsourcing deal with Sainsbury’s, under which IBM build smarter inventory systems for the British retailer. The inventory systems that will be created on the WeSupply supply chain platform, will electronically link Sainsbury’s with its 4,000 suppliers.

Tim Goalen, director of supply chain operations for Sainsbury’s, “To support our continued growth, we were looking to enhance our collaboration with suppliers without a significant increase in cost, while continuing to introduce greater intelligence into our supply chain.”

IBM’s merger talks with Sun Microsystems failed because of the price issues. According to reports, IBM was offering the price lower than the actual value of Sun Microsystems. However, IBM and Sun Microsystems declined to comment on the issue.

IBM, Sun Micro talks collapse over price – source

BM’s talks to acquire smaller computer and software rival Sun Microsystems Inc broke down on Sunday after Sun rejected IBM’s $7 billion offer, a source with knowledge of the matter said.

The collapse of negotiations, if final, is likely to hurt Sun’s shares as a buyout was seen as a means of survival for the once-storied Silicon Valley company, which has been losing market share. A deal would also have helped IBM compete more effectively against rivals such as Hewlett-Packard Co.

The source, who was not authorized to speak publicly about the matter, said Sun was unhappy with International Business Machines Corp’s offer of $9.40 per share or below, and that it was unclear if talks would resume.

The bid represented a premium of up to 89 percent on Sun’s shares before deal talks were first reported last month.

“Sun is now sort of damaged goods,” said Peter Falvey, a technology banker at Revolution Partners. “If IBM got under the covers and didn’t like what they saw, then what does that mean for other potential buyers?”

An IBM spokesman declined to comment, while Sun officials did not return calls.

Sources told Reuters last month that IBM was in exclusive talks to buy Sun and had proceeded to the due diligence stage. One source had said on Saturday that IBM lowered its offer price for Sun to $9.50 a share from $9.55 a share and that a deal may be announced this week.

Sun shares had risen to $8.49 on Friday, from $4.97 on March 17, a day before talks between the two technology companies were first reported. The Wall Street Journal had previously said IBM’s original bid was $10-$11 a share.

DEAL FACTORED IN

The collapsed talks are expected to damage the smaller Sun more than IBM, the world’s largest technology services provider, which has fared relatively well despite the global economic slump thanks to its outsourcing business and its shift from hardware to higher-margin software sales.

Kaufman Brothers analyst Shaw Wu said it was a mistake for Sun to reject the bid, citing the leap in Sun shares since reports of the deal talks.

“The acquisition is already factored into the market’s thinking. To reject it over 50 cents a share, or whatever it may be, doesn’t seem like a very prudent move,” Wu said.

Sun posted an 11 percent decline in quarterly revenue for its fiscal quarter ended Dec. 28, while gross margins shrank to 41.9 percent from 48.5 percent from a year earlier.

The company rose to prominence selling high-end computer servers in the 1990s but never fully recovered from the dotcom bubble burst earlier this decade. Analysts also say it has failed to fully capitalize on its software assets including Solaris and Java.

Some analysts have thought from the start that a deal between Sun and IBM could prove difficult, particularly due to the likelihood of intense antitrust scrutiny.

The merger would give the combined company 65 percent of the $17 billion high-end Unix server market, according to market researcher IDC.

Failed negotiations with IBM could mean that Sun will need to look for another buyer, and contend with a lower offer. But no bidder other than IBM has emerged in the months that Sun has been shopping itself.

The Wall Street Journal reported that Sun had demanded assurances from IBM that it would proceed with the deal in the face of regulatory challenges, fearing IBM’s offer left too much room for it to walk away.

NEGOTIATION TACTIC?

While a deal was widely seen as more crucial for Sun than for IBM, many analysts had also said it would help IBM if the company is able to cut costs and make better use of Sun’s assets.

IBM shares have also risen 10 percent since the negotiations were first reported, helped by an upswing in the overall market.

Tim Ghriskey, chief investment officer for Solaris Investment Management, which manages about $2 billion, said the latest developments could be part of negotiating tactics and that Sun is still likely to strike a deal at around $9.40 a share and that IBM was still the most likely buyer.

“Like any acquisition candidate they are trying to force the highest bid possible,” Ghriskey said. “IBM doesn’t necessarily need these assets. But I think they could probably benefit from them at a reasonable price.”

Buying Sun would hand IBM a clear lead at the high end of the $45 billion overall server market fought over with Hewlett-Packard.

It would also broaden IBM’s software portfolio, add storage products that vie with EMC Corp and Network Appliance Inc.

Analysts have said Sun’s software could also help IBM compete with Microsoft Corp, as well as Cisco Systems Inc, which some see as IBM’s biggest rival in the long term.

Both Cisco and IBM have been expanding beyond their traditional products to new technologies like “cloud computing,” in which companies store data and computing power in remote data centers accessed over the Internet, rather than buy their own computer equipment.

ANALYSIS – IBM’S buyout of Sun is just good sense – analysts

For IBM, buying Sun Microsystems Inc makes a lot of good business sense: It removes a competitor, strengthens IBM against rival Hewlett-Packard and picks up on the cheap the intellectual property of one of Silicon Valley’s most respected companies.

While it may be tough to persuade regulators on both sides of the Atlantic to approve the deal, and melding easy-going Sun with more conservative Big Blue will be a challenge, many analysts believe IBM has a good chance of doing just that.

“This is a very difficult environment in which to gain market share. That’s probably an easier way than putting more sales people on the ground,” said Pat Becker Jr, chief investment officer for Becker Capital, which manages about $1.6 billion and holds a small number of shares in IBM.

Kaufman Brothers analyst Shaw Wu said IBM and HP have been trying to woo customers away from Sun for years.

“Sun’s installed base is pretty good. While it is shrinking, it is fairly loyal. And what better way to get to that customer base than just buying the company,” he said.

And then there’s International Business Machines Corp’s track record. It has spent some $25 billion since 2003 to buy 80 companies, with only a few hiccups along the way.

IBM offered to purchase Sun — whose market value tops $6 billion — for $9.55 per share after a thorough vetting, a person familiar with the situation said on Thursday. That source, who is not authorized to discuss the matter publicly, said a final agreement could be announced within days. Both companies have declined comment.

The deal would add what was one of the world’s hottest brands during the dot.com technology boom to IBM’s arsenal of computer services, hardware and software products.

While Sun is expected to post a loss this year as it undertakes a massive restructuring, laying off thousands of workers, buying the company would give a boost to IBM’s lagging sales.

Analysts expect the recession and currency headwinds to cause revenue to slip 6 percent this year to $98 billion, according to Reuters Estimates. Sun’s sales are seen falling 11 percent to $12 billion in its current fiscal year.

But IBM is well positioned to slash Sun’s costs and boost the profitability of its businesses, analysts and investors said.

When IBM acquires a company, it slashes overhead and dramatically increases distribution using its own sales force, one of the world’s largest.

Buying Sun would give IBM a clear lead at the high-end of the $45 billion overall server market that it fights over with Hewlett-Packard.

The deal would also broaden IBM’s software portfolio and add storage products that vie with EMC Corp and Network Appliance Inc. It would also provide an edge over Cisco Systems Inc, which some see as IBM’s biggest rival in the long term.

Kim Caughey, an analyst with Fort Pitt Capital, which holds IBM shares, expects IBM to generate efficiencies through moving production of Sun’s high-end computer chips to IBM’s own plants and dropping Sun products with low margins.

Sun is best known for its high-end Unix servers favored by big financial services firms, telecommunications carriers and government agencies.

IBM led that $17 billion market last year with a 37.2 percent share of sales, followed by Sun with 28.1 percent and HP with 26.5 percent.

Pat Becker Jr of Becker Capital said Sun’s Unix server sales may be poised to pick up as many customers are using machines purchased in the 1990s that are wearing out.

When they do, IBM may be able to simultaneously sell them products in its broad portfolio, including storage equipment, software and services.

While neither company has publicly commented on the talks, a person familiar with the negotiations told Reuters IBM reduced its original offer for Sun, from somewhere between $10 and $11 to $9.55 after completing a thorough due diligence.

Thomas Lys, a professor of accounting at the Kellogg School of Management, said that may be because IBM discovered some weaknesses during its review.

“Sun is struggling. They are getting a company that needs restructuring,” Lys said. “The good news is that Sun’s problems are known.”

Analysts expect IBM would likely cut thousands more jobs beyond what Sun has already announced. But they added it would be important for IBM to retain the most talented workers and a culture that has fostered innovation.

“I think it’s important that they do not break the Sun culture. If all they do is buy the Sun customer base and beat these guys into submission, then they lose half of what they’ve paid for,” said Howard Anderson, a professor with MIT’s Entrepreneurship Center.

IBM in talks to buy Sun Micro for $9.55/share – source

International Business Machines Corp is in talks to buy Sun Microsystems Inc for $9.55 per share, a person familiar with the situation said on Thursday.

The person was not authorized to speak publicly about the deal.

IBM and Sun Micro may announce deal next week – source

International Business Machines Corp and Sun Microsystems Inc may announce a takeover deal next week, a source with knowledge of the matter said on Thursday, showing IBM may be completing a lengthy review ahead of what would be its biggest acquisition.

The source, who was not authorized to speak publicly about the deal, said a final price was not set, but IBM may pay Sun around $9 to $10 per share.

The Wall Street Journal earlier reported IBM reduced its offer to $9 to $10 per share from a previous $10-to-$11 range.

IBM and Sun officials declined to comment.

A takeover of Sun would give IBM a clear lead in the $45 billion server market against Hewlett-Packard Co and Dell Inc. It would also broaden IBM’s software portfolio, add storage products that compete with EMC Corp and Network Appliance Inc and provide an edge over Cisco Systems Inc, which some see as its biggest rival in the long term.

A deal would have the most impact on IBM’s high-end server business, giving it 65 percent of a market worth some $17 billion, versus 27 percent for HP. It would also bolster IBM’s highly profitable software business and help ensure the survival of much-smaller Sun.

But some analysts say Sun’s lackluster performance could hurt IBM. Sun rose to prominence in the 1990s, but never fully recovered after the dot-com bubble burst earlier this decade, and failed to make much profit from software products like Java and Solaris.

Some analysts also say the deal could spark antitrust scrutiny as customers and suppliers raise concerns about competition.

Microsoft files “substantially fewer” US visa apps

Microsoft Corp has filed substantially fewer applications for specialty visas for next year as the weak economy depletes its need for workers, a top company official said on Wednesday.

Speaking on the first day the federal government starts taking applications for so-called H-1B visas, General Counsel Brad Smith said he believes the industry will likely follow the software giant’s lead.

“I think we will see substantially fewer H-1B applications filed this year. That is the case here at Microsoft,” Smith told reporters on a conference call.

In recent years, U.S. immigration officials have been overwhelmed by applications for H-1B visas, which let U.S. companies employ foreign guest workers in highly specialized jobs for three years. But worldwide recession and major layoffs at companies such as Microsoft and International Business Machines Corp have changed the picture.

Smith also said that, in contrast to last year, most applications will be for current workers.

“Fewer than half of our applications will be for new hires,” he said. “It won’t sunrise me if we see that as a broader trend in the industry as a whole.”

Smith would not comment directly on legislation likely to be reintroduced soon aimed at ensuring U.S. workers are given first priority over foreign workers in hiring decisions.

The legislation, backed by Senators Charles Grassley, a Republican, and Richard Durbin, a Democrat, will likely require companies to pledge to make a good-faith effort to hire Americans for a job before seeking a visa for it.

“IBM positioned to lead” says Chairman Palmisano in letter to stockholders

With the IBM – International Business Machines Corp. – stock having done better than the company’s large-capital technology contemporaries,

Chairman and CEO Samuel J. Palmisano, in a letter to the stockholders, expressed optimism that IBM is “positioned to lead in the era that lies on the other side of the present crisis.”

Saying that IBM is confident of thriving despite the economic downturn, as the company plans to develop money-saving computer services, and spread out further, by the way of the so-called ‘cloud computing’ concept of delivering software, data and computing power over the Internet.

IBM’s fourth-quarter profit and 2009 forecast surpassed the estimates of the analysts, largely due to the endeavors of Palmisano who, ever since he took over the IBM reins as the CEO seven years back, has shifted jobs overseas and focused on more profitable businesses.

Stressing IBM’s exposure in the global arena, the recession notwithstanding, Palmisano remarked in the letter: “We will not simply ride out the storm. Rather we will take a long-term view, and go on offense… We entered this turbulent period strong, and we expect to exit it stronger.”

Undoubtedly, IBM has broadened its horizons lucratively over the last ten years, emerging from its ancestry as a hardware maker; and has gone on to become the biggest IT services business – vending high end software to corporations and governments worldwide!