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Wall street beat: Tablets, big data shape IT economics

Marc Ferranti | March 4, 2011
News from Apple and Teradata along with various economic forecasts this week show that at seemingly opposite ends of the technology-product spectrum, non-PC mobile devices and IT capable of handling extremely high volumes of data are major forces shaping the economics of the computer industry.

Other M&A deals in this category include Hewlett-Packard's (HPQ) acquisition of Vertica in February, IBM's (IBM) deal to buy Netezza last September and EMC's (EMC) purchase of Greenplum last July.

Teradata shares declined by $1.26 to $42.29 in midafternoon trading Friday. This may not have been a direct response to the merger news however, as all major indexes were trading lower on news of higher energy prices.

There may not be an obvious, direct link between the news from the mobile computing arena and the big data M&A deals. But mobile, Internet-connected devices play a key role in driving the high volumes of data that enterprises need to analyze in order to stay competitive. Businesses require real-time analytics for the vast amount of queries and transactions coming from Internet users, who are increasingly mobile.

"The web channel will grow steadily through 2015, with an emphasis on customer empowerment particularly as consumers use their mobile devices while shopping," noted Forrester analyst Sucharita Mulpuru in a blog post.

 

U.S. online retail sales increased 12.6 percent to $176.2 billion in 2010, according to a report this week from Forrester Research. Forrester forecast online sales to increase at a compound annual rate through 2015, reaching $279 billion.

 

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