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Broad benefits for DiData

The majority of BEE investors reinvest in Dimension Data, following a R1.26 billion pay-out.

Paul Booth
By Paul Booth
Johannesburg, 10 Sept 2012

The international ICT market was quiet last week. Lenovo was most prominent, with the sell-off by NEC of its small stake in Lenovo, as well as Lenovo's significant Brazilian acquisition.

At home, the BEE re-investment at Dimension Data was one of the main stories in the local media.

Key local news

* Satisfactory year-end numbers from FoneWorx, with revenue up 7.7% and profit up 15%.
* Good year-end figures from CompuClearing, with revenue up 14.1% and profit up 33.5%; and Pinnacle Technologies, with revenue up 17.8% and profit up 27.2%.
* Mixed year-end figures from Mvelaserve, with revenue up 12.3% but profit down 41.7%.
* A positive trading update from Huge Group.
* The majority of BEE investors have reinvested in Dimension Data, following a R1.26 billion pay-out from its seven-year transformation transaction.
* BenQ will set up a direct presence in SA.
* Gijima intends to dispose of its mining technology and consulting businesses (MineRP) to RMB Corvest, a subsidiary of RMB Private Equity.
* Government announced a new board for USAASA, the state-owned agency.
* IBM's Global Entrepreneur Programme will be extended to next-generation entrepreneurs in SA.
* Social media research by World Wide Worx indicates that in SA, there are nearly 2.5 million Twitter users, 6.8 million Facebook users, and nearly 10 million Mxit users.

Key African news

* IBM will increase its presence in Morocco.
* Brandon Rochat was named Exinda's territory sales manager for SA and sub-Saharan Africa.

Key international news

IBM's Global Entrepreneur Programme will be extended to next-generation entrepreneurs in SA.

Paul Booth, MD, Global Research Partners

* Arrow Electronics acquired Global Link Technology, a provider of asset disposition services.
* Diebold bought Brazil-based GAS Tecnologia, an Internet banking, online payment and mobile banking security company.
* Google purchased VirusTotal, a cyber security start-up.
* Lenovo acquired CCE, a leader in Brazil of PCs and consumer electronics.
* NCR bought Transoft International, a software company that caters to banks and retailers.
* NTT DoCoMo purchased MCV Broadband Guam.
* Tech Data acquired SDG distribution companies in France, Netherlands and the UK.
* Tech Mahindra bought Bharti's stake in Comviva, a telecommunications software maker.
* NEC will sell off its stake in Lenovo for $230 million.
* Vivaro, a prepaid telecommunications company, has filed for Chapter 11 bankruptcy protection.
* Excellent quarterly results from Mail.ru (Naspers owns a 29% stake).
* The appointments of Paulo Bertoluzzo as CEO Vodafone Southern Europe; and Kris Hagerman as CEO of Sophos.
* The resignation of Steve Munford, CEO of Sophos (becomes chairman).
* A planned IPO in London by Megafon, Russia's second-largest mobile operator, in a deal that could raise as much as $4 billion.

Look out for

* International:
* Ericsson buying the business support unit of Nokia Siemens Network.

Research results and predictions

* MEA server revenue was down 4.9% in Q2 to $352.6 million, according to IDC.
* The worldwide external controller-based disk storage market grew 6.7% in Q2 to $5.5 billion, with EMC retaining the number one slot, according to Gartner.

Stock market changes

* JSE All share index: Up 1%
* Nasdaq: Up 2.3% (highest weekend close for over a decade)
* Top SA share movements: AdaptIT (+9.8%), BCX 'A' (-7%), Labat Africa (+11.1%), MICROmega Holdings (-12.7%), Morvest (+14.3%), Stella Vista (-33.3%), TCS (-50%), Telemasters (-9.6%) and Zaptronix (-33.3%)

Final word

Each year, CRN looks at the hot tech start-ups making an impact on the channel and an impression on the technology industry as a whole, in its 'Emerging Vendors' list. The Emerging Vendors for 2012 list includes start-ups that were established no earlier than 2006, across a variety of different technology segments. They include (US-based, unless otherwise noted):

* Appcelerator, a provider of development tools and services that help Web developers build applications once and deploy them on several mobile devices, tablets and desktop computers based on disparate architectures;
* Aryaka, a SaaS-based WAN optimisation start-up;
* BlazeMeter (Israel), which provides a cloud-based service for load and performance testing;
* Cloudera, perhaps the most established of the young Hadoop-focused companies. The company offers a commercial distribution of the Apache Hadoop software, as well as Cloudera Enterprise, a subscription service that includes support and a portfolio of software called the Cloudera Management Suite. In an example of how Cloudera's technology is finding its way into broad use, Oracle said in January that it had integrated Cloudera's distribution of Hadoop and Cloudera Manager with the Oracle Big Data Appliance;
* Delphix, a start-up that is developing database virtualisation software;
* Hadapt, which with its Hadapt Adaptive Analytic Platform, combines the benefits of Hadoop and relational database management software into a single data platform;
* IceWeb, which boasts affordable unified data storage appliances with enterprise storage management capabilities;
* LockPath, whose Keylight software platform offers insight into GRC by correlating security information from various data sources and pairing it with regulations and policies to measure risk;
* MeLLmo, which developed the Roambi mobile graphics and visualisation application for accessing corporate systems, including BI systems such as SAP Business Objects, Crystal Reports, IBM Cognos and Microsoft Reporting Services;
* Pindrop Security, which was named one of the 10 Most Innovative Companies at the 2012 RSA Conference. The company's acoustical fingerprinting technology detects fraudulent calls and authenticates legitimate callers;
* Veracode, which offers a cloud-based application security testing platform, automated static and dynamic application security testing software, and a remediation service. Veracode can scan binary code to find and fix flaws based on corporate risk management policies; and
* Zscaler, which offers its security business policy services via its Global Cloud Infrastructure as well as Web security, Web filtering, social network security, AV, Web policy management, DLP and PCI and HIPAA compliance services.

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