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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?


To: Gus who wrote (3359)6/1/2001 8:50:12 AM
From: J Fieb  Respond to of 4808
 
Fujitsu-another name to track....Don't know that much about them so I did a few searches...

GE, Fujitsu Link On Medical Systems
(05/16/01, 12:10 p.m. ET) TechWeb Finance
Japan's biggest computer maker, Fujitsu Ltd., and U.S. conglomerate General Electric Co. (stock: GE) said on Wednesday they have signed a basic agreement to form an alliance in the area of medical information systems. The tie-up, which will be limited to the Japanese market, aims to combine Fujitsu's know-how in medical information system technology with GE Medical System's (GEMS) expertise in the clinical imaging field, including MRI (magnetic resonance imaging) and CT (Computerized Tomography) technology

Fujitsu And Siemens Tie Powerhouse Knot
(08/24/99, 6:18 a.m. ET) By Madeleine Acey, TechWeb News
Fujitsu and Siemens announced on Tuesday they had signed a contract forging a global computer partnership and a European joint venture aiming for revenues of $7.5 billion in its first year.

The Japanese and German companies -- with wide interests in electronics and telecommunications -- said they would serve consumer and corporate markets with everything from notebooks to mainframes and added they aimed to take the number one position in the European computer market.

The pair said their partnership -- first announced in June -- would automatically take the number two and three slots in terms of units shipped and revenues. They would begin their marriage with an existing customer base comprising most of the top 1,000 companies in Europe.

"Combined, Fujitsu Siemens Computers now has the critical mass and momentum to accelerate its position to number one," said Rudi Lamprecht, group president Siemens Information and Communication Products and chairman of the board of the new partnership.

But how would they compete with the likes of Dell and Compaq? asked chief analyst of Bloor Research (Milton Keynes, England), Martin Brampton.

"I think they still have a fight on their hands, especially against Dell as well as Compaq, HP and IBM. I don't know where they've got a particular edge over any of those." He said these U.S. manufacturers were mostly doing very well in a fairly static market and although Fujitsu was based in Asia and Siemens was strong in Europe, he was not aware of any differentiating factor that would put the new partnership ahead of its competition.

He added that each had disparate platforms and "putting together a coherent server strategy might be difficult".

The pair said in a statement they were committed to the indirect channel for volume corporate sales. But high-end servers and mainframes would be handled directly.

"The ultimate success of our company will be measured in terms of customer satisfaction -- only with fully satisfied customers can we achieve profitable growth and become the number one in Europe," said one of the joint presidents of the new operation, Winfried Hoffmann.

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ANother take on their softek initiative....

Fujitsu eyes software opportunity

BY HEIDI BIGGAR

Lured by the prospect of a multi-billion dollar market opportunity, Fujitsu last week threw its hat into the storage management software ring, launching Fujitsu Software Corp. (Fujitsu Softek) and a trio of new software options for managing heterogeneous storage area networks (SANs).

The new company, which has reportedly been in development for several years, leverages the software, services, and support of Fujitsu Ltd. and its subsidiary Amdahl Corp., which has been re-positioned as a services company, according to company officials.

"Our objective is to simplify the data storage environment and reduce the cost of managing heterogeneous SANs by offering both point solutions and product suites," says Steve Murphy, CEO of the Sunnyvale, CA, start-up. Although Murphy says he can't promise interoperability with every vendor's product, he says interoperability with the top five platforms is certain.

The move also reflects Fujitsu's intent to expand its IT presence globally, particularly in North America and European, company officials say. These two markets are estimated to comprise up to 85% of the worldwide storage management opportunity.

"They've dabbled in software in Japan, but they haven't played worldwide," says Carolyn DiCenzo, a chief analyst with Gartner Group/Dataquest. "[However,] they have big company support and a customer base that knows the Amdahl name."

Amdahl Transparent Data Migration Facility (TDMF), for example, has reportedly generated more than $100 million in revenue from an installed base of about 300 customers. The company also reports significant success with its data-recovery backup monitoring tool, DR Manager, and its quality-of-service (QoS) product, Softek EnView, among others.

While this combination does not ensure Fujitsu Softek's success in the storage management arena, it does give them a leg up against certain contenders, particularly smaller start-ups, according to DiCenzo.

"We're not trying to compete head on with any particular company," says Murphy. "Our objective is to interoperate with all the software players and add value to their products, including EMC's."

To that end, Fujitsu Softek says it will continue to partner with and acquire software companies. As examples, Murphy cites the company's acquisition of a Montreal-based company for its Tivoli and CA-Unicenter agents, and of another firm for its QoS software. The company has also licensed technology from software vendor DataCore, whose virtualization technology is the basis for Fujitsu Softek's Storage Virtualization product. Murphy says its storage resource management (SRM) software is homegrown.

Softek products will be marketed primarily to Global 1000 companies, with particular emphasis on the financial and insurance industries and the storage service provider (SSP) space. Murphy projects first-year revenues of more than $90 million. Last year, the worldwide storage management market grew to approximately $5.6 billion, according to Gartner, and that number is expected to exceed $14 billion in 2004.


Steve murphy
Fujitsu Softek