05.07
mobileinfo
IBM (IBM) sold middleware software and technology, including outsourcing and integration to large and medium-sized enterprises worldwide, and competes with companies like Oracle (ORCL) and Red Hat. IBM is among the global leaders in business systems and competes with hardware vendors such as HP (HPQ) and Dell (DELL) in the server market as companies such as EMC (EMC) and NetApp (NTAP) on the storage market.
A recent development in IBM announced the launch of a new software and consulting services to help companies quickly transformed increased customer demands in today's digital market to adapt. The company selects "Smarter Commerce" keep this new emerging category in accordance with their initiative, call smarter planet. We have previously discussed IBM's focus on the smarter planet initiative and how the company stands to benefit. (See IBM's smarter planet initiatives lay foundations for growth)
We currently have a $185 Trefis price estimate for IBM's stock, about 15% above the market price. Software and services are the most valuable businesses for IBM contribute almost 46% and 42% and the equity value of the company.
Smarter ecommerce opportunity
According to a current press release IBM "today 70% of the first interaction with a product or services of the customer is done online, 64% make first purchase by a digital experience and the two billion people with Internet connected, more than 600 million are on Facebook." This is compounded by an explosion of mobile purchases, which is tripling every year $ 119 billion in this year alone. "
The era of mobile and social networks has not only led the world in new ways of buying and selling, but has also empowered consumers to increase their expectation the entire customer experience and continue to do. While only retailers by the rising power and demands of consumers affected, now need companies in a variety of industries such as manufacturing, telecommunications, financial services, and others, is to adapt to these changes. This has presented organizations unseen challenges in securing customer loyalty. IBM's new software and services need enterprise commerce activities addressing is targeting this very.
IBM says, "smarter commerce is to buy a smart way for businesses, sell and market their products through the integration of operations and improve the interactions by community, collaboration, process and analytics - all in an industry context." ((IBM_intelligentere_Commerce,_IBM))
We was on the head in IBM's believe that this new development will help, builds sphere IBM's leadership in the business analytics and optimization, and estimate.
Potential upside to IBM
IBM estimates the market opportunities "Smarter Commerce" at $70 billion driven by the increasing demand for better user experience of meet clients need. ((IBM launches software and consulting services help companies adapt to increased customer demands, IBM)) We believe IBM is a pioneer and industry leader in business analytics and optimization new market that its software and services will increase revenue is well positioned to a large part of which cover this.
The new software from IBM offered is based on its market-leading WebSphere Commerce Platform and will increase by IBM middleware license as also consulting services sales. While we currently IBM middleware license price effects to rise by $5.5 billion in 2010 to grow to $10.3 billion by appreciate our forecast period, introduces to $12 billion driven by IBM's new offers higher growth on the head of 5 to 6% of our $185 Trefis price estimate for IBM's stock.
See our full analysis of the IBM.
Expressed the views and opinions here are the views and opinions of the author and do not necessarily reflect that of the NASDAQ OMX Group, Inc.
0 komentar:
Posting Komentar