Technology Industry
Industry: Email Alert RSS FeedRethink 50 outperforms Nasdaq, amid fears on storage OEM markets
Rethink IT, June, 2005
RETHINK TOP 50
Company Ticker % increase This month
decrease market
on month value in $m
McAfee MFE 16.71 4,120#
Broadcom BRCM 16.68 11,260#
EMC EMC 16.27 33,370#
LSI Logic LSI 14.01 2,360#
BMC Software BMC 12.87 3,770#
Siebel Software SEBL 12.30 4,930#
Intel INTC 12.00 155,680#
Texas Instruments TXN 11.12 44,260#
Nokia NOK 8.28 75,490#
Dell Computer DELL 7.41 95,560#
Network Appliance NTAP 7.29 10,740#
SAP SAP 7.23 50,550#
Sybase SY 6.63 1,770#
Cisco Systems CSCO 6.35 122,430#
Storage Technology STK 6.09 3,310#
PalmOne PLMO 5.98 1,240#
Seagate Technology STX 5.40 8,590#
Software AG SOWDn.DE 3.45 968#
Progress Software PRGS 5.10 1,010#
Quantum DSS 1.78 457#
Citrix Systems CTXS 1.54 3,960#
Oracle ORCL 1.40 63,030#
Microsoft MSFT 1.06 273,130#
BEA Systems BEAS 0.96 3,160#
Computer Associates CA 0.54 16,620#
Novell NOVL 0.44 2,270#
Compuware CPWR 0.42 2,370#
Sun Microsystems SUNW 0.07 13,390#
Unisys UIS 0.00 2,280#
Check Point Software
Technologies CHKP -1.24 5,560#
Research in Motion RIMM -1.71 13,250#
Hitachi (and HDS) HIT -2.18 19,740#
AMD (Advanced Micro Devices) AMD -3.13 6,200#
Mercury Interactive MERQ -3.45 3,640#
Accenture ACN -3.58 20,220#
Symantec Corporation SYMC -3.58 13,730#
NetIQ NTIQ -4.00 552#
Veritas Software VRTS -4.55 9,020#
Computer Sciences CSC -5.09 8,390#
Hewlett-Packard HPQ -5.14 59,740#
Apple Computer AAPL -5.19 28,870#
Business Objects BOBJ -6.75 2,350#
Electronic Data Systems EDS -8.54 9,750#
Adobe Systems ADBE -8.83 14,150#
Cognos COGN -10.46 3,340#
Fujitsu FJTSF.PK -10.07 10,918#
Hyperion Solutions HYSL -11.70 1,660#
IBM IBM -12.87 118,980#
Qlogic QLGC -17.73 2,830#
Brocade Communications
Systems BRCD -28.85 1,110#
Totals 2.01 1,366,076
Company Last month Market Profit
market value less multiple
value cash to based on
in $m revenue current
quarter
McAfee 3,530# 3.45 21.8
Broadcom 9,650# 6.20 36.0
EMC 28,700# 3.67 28.0
LSI Logic 2,070# 0.88 N/A
BMC Software 3,340# 2.15 20.9
Siebel Software 4,390# 2.04 12.7
Intel 139,000# 4.15 16.5
Texas Instruments 39,830# 3.11 23.8
Nokia 69,720# 1.61 13.7
Dell Computer 88,970# 1.74 22.9
Network Appliance 10,010# 8.23 40.1
SAP 47,140# 4.80 35.5
Sybase 1,660# 1.11 16.5
Cisco Systems 115,120# 5.33 20.9
Storage Technology 3,120# 0.99 23.5
PalmOne 1,170# 0.95 51.7
Seagate Technology 8,150# 1.11 7.5
Software AG 936# 1.54 13.5
Progress Software 961# 2.22 21.6
Quantum 449# 0.26 N/A
Citrix Systems 3,900# 4.92 23.7
Oracle 62,160# 5.31 25.0
Microsoft 270,260# 6.39 23.0
BEA Systems 3,130# 1.44 9.3
Computer Associates 16,530# 4.06 92.3
Novell 2,260# 0.52 0.4
Compuware 2,360# 1.28 14.7
Sun Microsystems 13,380# 0.92 N/A
Unisys 2,280# 0.32 N/A
Check Point Software
Technologies 5,630# 8.74 15.3
Research in Motion 13,480# 9.11 N/A
Hitachi (and HDS) 20,180# 0.14 N/A
AMD (Advanced Micro Devices) 6,400# 1.02 N/A
Mercury Interactive 3,770# 4.21 23.0
Accenture 20,970# 1.23 20.0
Symantec Corporation 14,240# 4.07 22.0
NetIQ 575# 1.02 N/A
Veritas Software 9,450# 3.23 15.8
Computer Sciences 8,840# 0.52 12.1
Hewlett-Packard 62,980# 0.58 12.2
Apple Computer 30,450# 2.63 18.8
Business Objects 2,520# 2.13 32.8
Electronic Data Systems 10,660# 0.32 418.0
Adobe Systems 15,520# 7.61 20.9
Cognos 3,730# 3.41 13.0
Fujitsu 12,141# 0.15 3.6
Hyperion Solutions 1,880# 2.00 16.5
IBM 136,550# 1.14 19.7
Qlogic 3,440# 3.53 10.9
Brocade Communications
Systems 1,560# 1.04 5.5
Totals 1,339,142 1.83 23.1
Company Revenue This Net
for latest quarter income
quarter last year this
quarter
McAfee 236# 219# 36#
Broadcom 550# 573# 69#
EMC 2,243# 1,872# 270#
LSI Logic 450# 452# 5#
BMC Software 387 375 36
Siebel Software 392 367 54
Intel 9,434# 8,091# 2,154#
Texas Instruments 2,972# 2,936# 411#
Nokia 9,330# 8,008# 1,089#
Dell Computer 13,386# 11,540# 934#
Network Appliance 413 297 60
SAP 2,181# 1,963# 320#
Sybase 192# 183# 13#
Cisco Systems 6,187# 5,620# 1,405#
Storage Technology 499# 515# 23#
PalmOne 285 242 4
Seagate Technology 1,969# 1,388# 229#
Software AG 127# 121# 15#
Progress Software 98 86 9
Quantum 240# 206# -3#
Citrix Systems 202# 161# 39#
Oracle 2,950 2,509 540
Microsoft 9,620# 9,175# 2,563#
BEA Systems 291 278 42
Computer Associates 911 837 36
Novell 290 267 395
Compuware 319# 338# 27#
Sun Microsystems 2,625 2,651 -9
Unisys 1,367# 1,462# -46#
Check Point Software
Technologies 124# 116# 74#
Research in Motion 405 211 -3
Hitachi (and HDS) Annual figures only
AMD (Advanced Micro Devices) 1,227 1,236 -17
Mercury Interactive 199# 157# 31#
Accenture 4,216 3,682 210
Symantec Corporation 713# 556# 120#
NetIQ 51# 55# -3#
Veritas Software 559# 486# 105#
Computer Sciences 3,517 3,330 158
Hewlett-Packard 21,454 19,514 943
Apple Computer 3,243 1,909 290
Business Objects 248# 217# 15#
Electronic Data Systems 4,940# 5,196# 4#
Adobe Systems 473 423 152
Cognos 256 202 54
Fujitsu 13,970# 14,507# 463#
Hyperion Solutions 177# 166# 19#
IBM 22,908 22,175 1,402
Qlogic 157# 128# 46#
Brocade Communications
Systems 162 145 28
Totals 149,143 137,146 14,810
Company Net Quarterly % change
income net in quarter
last margin revenue
year
McAfee 58# 15.3% 7.6%
Broadcom 40# 12.6% -4.0%
EMC 140# 12.0% 19.8%
LSI Logic 9# 1.0% -0.5%
BMC Software -44 9.4% 3.2%
Siebel Software 41 13.7% 7.0%
Intel 1,730# 22.8% 16.6%
Texas Instruments 367# 13.8% 1.2%
Nokia 920# 11.7% 16.5%
Dell Computer 731# 7.0% 16.0%
Network Appliance 40 14.6% 38.8%
SAP 289# 14.7% 11.1%
Sybase 13# 7.0% 4.8%
Cisco Systems 1,211# 22.7% 10.1%
Storage Technology 23# 4.7% -3.1%
PalmOne -9 1.5% 17.6%
Seagate Technology 159# 11.6% 41.9%
Software AG 12# 11.7% 4.8%
Progress Software 5 9.5% 13.1%
Quantum -9# -1.4% 16.6%
Citrix Systems 9# 19.1% 25.2%
Oracle 635 18.3% 17.6%
Microsoft 1,315# 26.6% 4.9%
BEA Systems 39 14.3% 4.6%
Computer Associates 18 4.0% 8.8%
Novell 10 136.2% 8.6%
Compuware 34# 8.4% -5.6%
Sun Microsystems -760 -0.3% -1.0%
Unisys 29# -3.3% -6.5%
Check Point Software
Technologies 42# 59.5% 6.8%
Research in Motion 42 -0.6% 92.2%
Hitachi (and HDS) Annual figures only
AMD (Advanced Micro Devices) 45 -1.4% -0.8%
Mercury Interactive 19# 15.8% 26.8%
Accenture 123 5.0% 14.5%
Symantec Corporation 117# 16.8% 28.1%
NetIQ -11# -6.0% -7.8%
Veritas Software 100# 18.7% 15.1%
Computer Sciences 128 4.5% 5.6%
Hewlett-Packard 936 4.4% 9.9%
Apple Computer 46 8.9% 69.9%
Business Objects 3# 6.1% 14.1%
Electronic Data Systems -12# 0.1% -4.9%
Adobe Systems 123 32.1% 11.7%
Cognos 46 21.2% 26.8%
Fujitsu 938# 3.3% -3.7%
Hyperion Solutions 13# 10.6% 6.6%
IBM 1,363 6.1% 3.3%
Qlogic 33# 29.4% 22.6%
Brocade Communications
Systems -69# 17.3% 11.4%
Totals 11,079 9.9% 8.7%
Company Last Cash, cash Cash
year's equivs multiple
revenue of one
month's
revenue
McAfee 911 980# 12.9
Broadcom 1,610 1,285# 9.6
EMC 8,229 3,163# 4.6
LSI Logic 1,700 866# 6.1
BMC Software 1,419 721 6.1
Siebel Software 1,340 2,196# 19.7
Intel 34,209 13,673# 4.8
Texas Instruments 12,580 5,140# 4.9
Nokia 36,920 15,895# 5.2
Dell Computer 49,205 9,841# 2.4
Network Appliance 1,170 1,106 11.3
SAP 9,479 5,018# 6.4
Sybase 789 891# 13.6
Cisco Systems 22,045 5,038# 2.7
Storage Technology 2,224 1,106# 6.0
PalmOne 950 336 4.2
Seagate Technology 6,224 1,695# 3.3
Software AG 519 170# 3.9
Progress Software 363 205 6.8
Quantum 794# 250# 3.8
Citrix Systems 741 311# 5.0
Oracle 10,156 9,132 10.8
Microsoft 36,835 37,594# 12.2
BEA Systems 1,080 1,608 17.9
Computer Associates 3,276 3,325 12.2
Novell 1,166 1,658 17.1
Compuware 1,232# 797# 7.8
Sun Microsystems 11,185 3,135 3.4
Unisys 5,821 442# 0.9
Check Point Software
Technologies 515 1,054# 24.5
Research in Motion 1,350 948 8.4
Hitachi (and HDS) Annual figures only
AMD (Advanced Micro Devices) 5,001 1,100 2.6
Mercury Interactive 686 751# 13.1
Accenture 13,674 3,467 3.0
Symantec Corporation 2,583# 3,207# 14.9
NetIQ 262 286# 13.1
Veritas Software 2,042 2,422# 14.2
Computer Sciences 14,768 754 0.6
Hewlett-Packard 79,905 13,600 2.0
Apple Computer 8,279 7,057 10.2
Business Objects 926 378# 4.9
Electronic Data Systems 20,623 3,062# 1.8
Adobe Systems 1,667 1,467 10.6
Cognos 826 523 7.6
Fujitsu 44,384# 4,261# 1.2
Hyperion Solutions 622 417# 8.0
IBM 96,503 8,651 1.1
Qlogic 572# 812# 17.0
Brocade Communications
Systems 596 491 9.9
Totals 644,077 190,254 3.5
Companies shown in order of share price movement this month.
Figures in blue have changed since our last issue
Note: Changed since our last issue indicated with #.
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