At home the ICT market was very quiet, with the Datatec and Reunert news together with a handful of financial results being the main `events` of the week.
Key local news of the past week.
Look out the possible buy-out of 3Com by a private equity consortium.
Paul Booth, MD, Global Research Partners
* Very good interim numbers from Datacentrix with revenues up 48% and profits up over 150%
* Good interim figures from BTG with revenues up 15% and profits up over 30% and Jasco Electronics with revenues up 18% and profits up 22%
* Good interim numbers from Infowave with revenues up over 25% but profits only up 12,5%
* Mixed year-end figures from Integrear with revenues down significantly but profits up and back in the black. The company has now completed the sell-off of its operational businesses
* Mediocre year-end numbers from ERP.com with revenues and profits both down
* A planned listing by Datatec on London`s AIM
* Reunert forms a finance company, Nashua Finance, in conjunction with PSG Group
* Kizen, a local compliance software company has been bought by AIM London-listed StatPro
* The possible disposal by Eskom of its shareholding in arivia.kom and Lesotho`s fixed-line operator, Mountain Kingdom Communications
Key African news of the past week.
* MTN ups its stake in MTN Nigeria to 81,87% paying $348,9m for the additional 6,98%
Key International news of the past week
* Positive results announcements from CommScope, Diodes, Dobson Communications, Iron Mountain, Nintendo and ScanSource
* Negative result warnings from ATG, Ikanos Communications, Intermec, Keane, Marvell Technology, Misys, Mobility Electronics, Par Technology, Pervasive Software, Telstra, WebMethods and Wegener
* Job loss announcements from Lightbridge and Skyworks Solutions
* Planned IPO`s from Mellanox Technologies, a storage-related start-up; and SAIC, an engineering and research company
Look out for:
* The acquisition by Google of online video site, YouTube Inc
* The possible buy-out of 3Com by a private equity consortium
Research results and predictions.
* According to the Semiconductor Industry Association, sales of semiconductors in August reached an all-time monthly high of $20.5bn.
* According to Research & Markets, the worldwide telecommunications and communications equipment market will be worth $628.2bn by 2012, up from $267.2bn in 2005.
* According to Research & Markets, the worldwide telecommunications service provider equipment market will be worth $64.3bn by 2012, up from $20bn in 2005.
Stock markets changes for the last week.
* JSE All share index: Up 0,6% (highest ever weekend close)
* Nasdaq: Up 1,8%
* Top SA share movements: Beget Holdings (-20%), Dialogue (+12,4%), Dynamic Cables (-10,5%), Stella Vista (-33,3%), UCS (+8,7%) and Zaptronix (-20%)
* Top international share movements: Adept Technology (-23,7%), AirNet Communications (-75,7%), Butler International (+34,4%), First Data (-46%), Ikanos Communications (-33,2%), Interactive Intelligence (+31,7%), NeoMagic (+30,9%), Pegasus Wireless (+44,4%), SEMX (+22,2%) and Skyworks Solutions (+34,1%)
Final word.
Fortune magazine has recently published `The Class of 2006`, their annual rankings of supercharged performers. From an ICT perspective, the highest ranked company at No 12 is Jupitermedia, a digital content provider. Other notable rankings are Yahoo at No 19, Red Hat at No 29, Cognizant Technology Solutions at No 31 and Euronet Worldwide at No 36.
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