Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 8849)

[Simonswald]

Morgen!

Unvorstellbar, aber ich glaub diese Gruppe hatten wir auch noch nicht diskutiert: pure-play Investmentbanken. Wurden die letzten Jahre ja immer sehr gerne als die Gewinner der Globalisierung dargestellt. Und ich denke solange es kein wirkliches Energieproblem gibt, haben wir das beste in Sachen Globalisierung noch lang nicht gesehen. Also müssten diese Gruppe auch weiterhin profitieren.
Andererseits wegen ihres pure-play-Charakters eher noch weniger ASS-sicher als die Großbanken wie C+Co. (Obwoohl: GS, MS + Co haben die nicht sogar die WWK überlebt, das sind doch allesamt sehr alte Institute?)





Werd mich heut abend dann mal auf die Suche aussichtsreicher smallcaps machen ('die 1990-SYKs von heute')

[Pontiuspilatus]

Bill Miller on Commodities and Peak Oil
posted on: November 23, 2007 | about stocks: OIL / USO / DBO / UCR / DBE
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From The Globe and Mail's November 21 interview with Bill Miller:

A lot of investors in Canada are obsessed with mining and energy. Why have you been a skeptic on commodities?

Well, we were wrong. There's two things. One of them is the secular case and the other's a cyclical case. Secularly, we have not been fans of commodities, broadly defined. That's because the empirical evidence and theory, both together, would indicate that commodity prices decline in real terms over time.

Extractive companies, by and large, don't earn their cost of capital over the cycle. They can be cyclically attractive-buy them when the cycle's bad and sell them when the cycle peaks---but generally speaking, they tend to be trading vehicles, versus investing vehicles. In trading vehicles, you've got to be right on both sides. We prefer things that we can invest in for five, 10, 15 years and earn large amounts of money.

The question now is, are we at a cyclical peak, or, as the bulls would argue, is it a secular change-that is, energy prices and copper prices and lead prices and wheat prices will now not decline in real terms from here. I think the jury's out on that.


You're still a skeptic on the peak-oil theory?

I'm not a skeptic on the fact that ultimately, production of oil and gas will peak and will go down. I'm a decided skeptic on the notion that we're close to that. This is one of those things you have in energy markets, certainly, and in gold, certainly where you have people who are believers. And they'll get an idea like Hubbert's peak in their heads and then any evidence which is against it, they'll throw out and any evidence which supports it, they are in favour of it.

Cambridge Energy Research just published another field-by-field analysis globally, where they're still making the point that production is going to keep increasing, and you're probably at the earliest 10 years away from a peak.

[Pontiuspilatus]

Is Oil Actually Worth $100 a Barrel?
posted on: November 25, 2007 | about stocks: USO / OIL / DBO
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The price of oil continues to drive towards $100 dollars a barrel but what is it really worth?

Every time I read an article about the price of oil it seems the fundamentals of supply and demand are left out. The stories always mention some sort of potential problem that can happen: the potential for a conflict with Iran, potential supply disruptions, etc.

It seems every minor event that is bullish for rising oil is mentioned and any bearish factor is left out. There is always an oil trader or analyst quoted as saying the price of oil is going to go up. However, there is never a discloser about whether that trader or analyst is “long” oil and therefore has an agenda to see it go up.

The actual supply of oil inventories compared to the previous year or future years is barely ever mentioned.

I haven’t seen any mention in of oil inventories in the last few articles I read so I did a Google search of U.S. oil inventories. The top search result that came up was from a summary of weekly petroleum data for the week ending November 16, 2007. It stated “at 313.6 million barrels, U.S. crude oil inventories are in the upper half of the average range for this time of year.”

It seems oil inventories are currently above average, but what about the future? The U.S. and world economies are predicted to slow down in the next year so the demand for oil should start to weaken. Also, the price of oil has been trading at historically high levels for a few years now. I would think more supply would be coming on line by now to take advantage of the high prices.

So why has the price of oil appreciated so much this year? I think most, if not all, of the rise is due to speculators that keep driving the price of oil up. I think traders have seized upon the momentum of higher oil prices and until there is a sentiment change, which I don’t think is too far off, I believe oil is going to trade at very inflated levels.

I remember when oil was trading at sixty to seventy dollars a barrel there was a “terror premium” of around fifteen dollars built in to the price of oil due to the conflict in Iraq and other potential conflicts in the Middle East. This “terror premium” never went away and who knows how much of a “speculator premium” is built into the price of oil currently.

I am by no means an oil expert but I think the current price of oil is trading at highly inflated levels and it seems the media that reports on oil has an agenda to keep it that way.

Discloser: I have no position in oil futures.

[Pontiuspilatus]

Citi at Record Lows; Expecting 30% Growth This Year
posted on: November 25, 2007 | about stocks: C
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Citigroup, Inc. (NYSE: C), a multi-bank holding company, provides various financial services to customers in the United States and internationally. The company's Global Consumer segment offers banking, lending, insurance, and investment services. As of March 31, 2007, this segment operated through a network of 8,140 branches, approximately 19,100 automated teller machines, 708 automated lending machines, and the Internet. Its markets and banking segment provides various investment and commercial banking services and products, which comprise investment banking and advisory services, debt and equity trading, institutional brokerage, foreign exchange, structured products, derivatives, and lending.

Citi is off of its 52-week high by more than 40% due to the sub-prime and liquidity crisis that has gripped Wall Street banks. While the concern is more than justified, those who are patient can buy stock in this quality establishment, which has been around since 1812, at levels not seen since early 2003.
Long-term prospects

While it is true that many banking establishments, including competitors of Citi, face bankruptcy as they are left holding many mortgages which cannot be sold, it is also true that this is, in the long run, good for shareholders of Citigroup. This is especially true if you haven’t bought yet, and are looking to get in.

See, all those banks that compete with Citigroup, those that are going to go bankrupt will forfeit some or their entire market share to the bigger banks. Those that don’t go bankrupt will certainly not be very focused on gaining market share in these troubling times. Citi is one of the largest banking institutions in the world. It might take a while to become apparent, but it is virtually certain that Citi will benefit and in fact grow the bottom line.

Not only will they gain market share in the US, but they also stand to hedge the US economy by increasing operations and investments in foreign markets. The world economy has grown rapidly since the last credit crisis and is able to support the global economy, even if the US is sinking.
Leadership overview

Citi recently fired its CEO, Charles Prince, who led the company into this mess. Charles Prince had a history of acquisitions that were both reckless and expensive, and rarely acted in the shareholders interest. It is quite comforting to know that the board felt the same way and forced him out. Having a board that acts in the best interest of the shareholders is a mark of a great company.In the interim, Win Bischoff, a chairman of Citi Europe will take the helm. There’s little transition risk here, as he was already accustomed to Citi.

As they begin the hunt for a new CEO, Citi will leverage its name and size to attract the best of the best. They certainly have deep pockets and a vast pool of talent. The new CEO might even shake things up a bit, sell off low margin parts of Citigroup, and reward the shareholders with increased dividends and buybacks. At these depressed levels, buybacks would be a great move.
Financial strength

With almost $1 trillion in cash - over $210 per share - as of the most recent quarter, Citi will survive and thrive in the new banking world. There will be a few more quarters of write-downs, no doubt, but with changes at the helm, changes in how they measure risk, and regulatory help, Citi will do well.

There's even a great opportunity to purchase struggling companies with that cash to further increase market share. Consolidation could very well occur.
Dividend record and rate

Not only do you get Citi at a price that is near record lows, you also get a 6%+ dividend which management has stated, in their most recent conference call, faces no immediate danger of being lowered.
52-week target

The stock price of Citigroup, in 52-weeks, will be higher than it is today. While it is difficult to predict how much higher, by analyzing their future growth prospects and growing market share, Citi shares could easily approach $42 per share. This represents over a 30% gain from today’s levels, which includes the dividend.

[clearasil]

Antwort auf Beitrag Nr.: 32.564.918 von clearasil am 25.11.07 23:58:39

Hier was die Kunden sagen:

Pharmaceutical & Biotech
"We were attracted to Autonomy because it can process information from a wide range of differently structured data sources, which similar products cannot do. It can also combine internal and external information. The users like it and so far we have been impressed."

Duncan Fyfe, Astra Zeneca

"Novartis is a world leader in pharmaceuticals, healthcare, agribusiness and nutrition. That means we handle a vast amount of complex information daily, both from internal and external sources. Until now, that has cost us a great deal of time and money in manual processes, but Autonomy's technology can automate the whole process from start to finish. We are delighted to be bringing the technology on board."

John McCulloch, Manager, Executive Information System, Novartis


New Media
"Autonomy is a very powerful solution. It's easy to maintain, requiring little to no maintenance. We're now able to focus our resources towards growing our business while saving time and money."

Bill Gafney, Web Specialist at Boston.Herald.com

"We chose Autonomy's solution because it derives meaning from text and automates the categorization of information and enables automated content delivery. Not only does their technology reduce Real Cities operating costs, but it simultaneously increases site loyalty through delivery of relevant, on-target content."

Jason Miller, Software Engineer for KnightRidder.com

"eCommonwealth is a portal web site designed to serve the needs of the whole Commonwealth community. It is a virtual place where individuals, communities and businesses can come together to promote their activities, conduct business or just keep abreast of Commonwealth and world affairs. Autonomy products have made it possible to extend those communities and provide a high added value, personalised information to them."

David French, Chief Executive, Commonwealth Institute

"With our site, we have been able to gather together a tremendous variety of e-commerce experiences under one roof. In this way, dooyoo has become the first online service to offer an end-to-end decision support process for the buyer. Autonomy complements the richness of content on our site in an ideal way by recognizing patterns in text and operating on that information in a context- sensitive manner. As a result, our users' path to the right buying decision is now even swifter than before."

Carl-Marcus Rudert, Chief Technical Officer, dooyoo

"The need to automatically aggregate information to provide each user with a body of information around a particular topic, plus the need to personalise this information automatically to the needs of each and every user, meant there was only one option - Autonomy. In addition to providing our users with extensive news coverage, we can now also give them the capability to explore our archives conceptually, on the basis of whatever material they are reading on-screen at the time. The software actually takes over the time-consuming job of finding relevant background information."

Ulf Heyden, editor of Net-Business Online

"We tried several solutions but Autonomy's technology proved to be the best on the market and the easiest to implement - it only took a month to install - even with customization. Autonomy's flexibility, concept-based retrieval and robust functionality enables us to automatically keep our readers abreast of news and developments in the aviation industry as they occur while eliminating the need to manually sort through volumes of content."

Cort Bucher, Director of Operations at AviationNow.com, a division of The McGraw-Hill Companies

"Our community portals aim to provide relevant news and sports content in the regional areas covered by Northcliffe. We chose the Autonomy product to make our sites a more rewarding and fulfilling experience for the reader."

Owen Davies, Managing Director, NorthCliffe


Legal
"We like Autonomy's software because it pre-empts people's information needs by providing them with the right answer without them actually having to look for it. I was surprised how quickly we were able to implement it. It is helping users to find the information they need, increasing their usage of our products as we migrate towards paperless publishing."

Ivan Darby, Executive Director Online at Butterworths Tolley


Public Sector
"Autonomy is essential to our mission of helping the Navy communicate and share critical information. SPAWAR customers and employees need easy access to products and services data, SPAWAR initiatives, contract opportunities and other information that may be of interest to them. Autonomy's intelligent technology integrates seamlessly into our intra- and extranets to ensure information superiority for our war fighters and decision makers."

Cynthia Burgunder, Chief Knowledge Officer at the Space and Naval Warfare Systems Command (SPAWAR)

"Autonomy enables our software engineers and contractors to retrieve accurate and personalized information, which helps them design our earth- and star-observing platforms. The amount of information in our organization is akin to the number of stars in the universe - and we encounter more and more each day. Autonomy's technology automatically processes growing volumes of data and easily integrates with other products. The implementation has been smooth and straightforward throughout."

Steve Nauss, associate head of NASA's Computing Environment & Technology Branch for Goddard Space Flight Center's Information System Center


Professional Organization
"We view Autonomy's technology as an investment that will keep SHRM's portal profitable and useful to members. Autonomy has enabled us to improve personalization and efficiency. There's a greater sense of community. Autonomy's technology deployed in 90 days and SHRM has observed an increased number of repeat site visits."

John T. Adams III, Vice President for Publications and New Media, Society for Human Resource Management


E-Commerce
"EmployOn, Inc., a provider of recruitment solutions, wanted to become the largest aggregator of career opportunities on the Internet. The company turned to Autonomy to provide a scaleable, automated solution. EmployOn has developed a sophisticated process that automatically aggregates many millions of jobs from more than 100,000 corporate and community web sites, Autonomy's technology is the underlying software that ensures that our process is reliable and accurate from start to finish. This meets our clients' needs and thus allows us to spend our time building up our business."

Jim Bennett, CEO of EmployOn, Inc.


Manufacturing
"Autonomy's technology means that we are able to automatically collect and categorise all business-critical information, index it conceptually in real time, and personalise it to the demands of each user. It will save the Group a lot of time and money - time and money that can be spent on more important issues, like our core business."

Anna Parkman, Information Systems Manager at Skanska Group Information Technology

"As Ingersoll-Rand continues its e-Business implementation across the company, it is vital that employees have Internet access to the documents and information that relate to their jobs and support their work and personal life without spending valuable time managing and locating that information. Autonomy's solution provides employees the information they need, when they need it. The simple implementation will allows us to leverage the company intranet quickly and efficiently."

Brenda Shore, manager, Intranet Development for Ingersoll-Rand


Defense
"Autonomy's products bring order to information chaos, but in an economic and user responsive way. The technology is sufficiently flexible to cope with users demands."

Kevin Phillips, Head of Information Systems, BAE Systems


Finance / Banking / Insurance
"There is a lot of useful information out there, but the key to using it is to first make sense of it. This entails understanding the content, sending it to the right person and linking it to other pertinent information and people. Speed is another critical factor, thus all this should happen in a non-labour-intensive manner - that is, completely automatically. That is what Autonomy, uniquely, now enables us to do. It is the engine of our KnowledgeNavigator."

Jean-Pierre Krause, of Zurich Risk Engineering Group's Head Office

"Royal & SunAlliance is forging ahead and making the most of the opportunities afforded by the new economy, as has been shown by our Usecolor service. We are now moving ahead to apply Autonomy's technology throughout the Group to help us exploit our knowledge base, achieve increased productivity and further enhance customer service. Autonomy helps us to concentrate on our core business by automating the processes that act on our information."

Richard Illingworth, Group Director, Royal & Sun Alliance

"The biggest challenge in the information society is the fact that we are drowning in information. With Autonomy, we can save time and costs that we used to spend on maintenance and information retrieval. Additionally we can support our users with personalized interfaces. When we trialed Autonomy we had already chosen a more traditional keyword-based technology, but Autonomy changed our mindset."

Peter Rasmussen, Project Director, Danske Bank


Telecommunications
"Autonomy's technology gives us the ability to empower the expertise within our worldwide operations, as well as share information so that every employee in every department is kept fully informed of the developments which will impact on their business. They can even have this information pushed to their hand-held digital devices whilst they are on the move."

Lars Östlund, Ericsson

[clearasil]

Antwort auf Beitrag Nr.: 32.564.917 von clearasil am 25.11.07 23:57:17

hi pontius, auch noch da. Pass auf die Putze kommt gleich...

[clearasil]

Antwort auf Beitrag Nr.: 32.564.909 von Pontiuspilatus am 25.11.07 23:52:40

Hier noch ein Artikel , der ganz gut beschreibt, was AU macht. Und wo die Chancen liegen.

Autonomy Introduces Search Software For Electronic Discovery
Autonomy says Idol Echo can help companies embroiled in lawsuits meet changes to a federal law requiring they produce electronic data within 99 days.

By Mary Hayes Weier
InformationWeek
Mai 14, 2007 11:24 AM


Companies know lawsuits are a part of doing business, yet the legal discovery process has become more complicated in recent years. The culprits? Electronic communications and the data glut it's created, complicated by new federal requirements for delivering electronic data upon legal request.
Enterprise search company Autonomy hopes to solve this problem with software released Monday that it claims can track and trace the lifecycle of all the data within an organization generated by telephone calls, voice mail, e-mail, instant messaging, documents, and videos. The software, called Idol Echo, is built on top of the company's Idol (Intelligent Data Operating Layer) 7 enterprise search platform.

Does it sound complex, advanced, and expensive? It is. Autonomy says a typical implementation of Idol 7, with or without the Echo module, costs around $350,000. While that may not be a lot in the world of enterprise software, compare it to some of the free or considerably cheaper search alternatives on the market, and suddenly it sounds like a lot of money.

But for a legal firm or a large company that often finds itself in litigation, the software offers what a Google (NSDQ: GOOG)-like search couldn't come close to. The payback would come through reduced time and labor needed to sift through reams of data. Consider that attorneys conducting electronic discovery might bill $500 or more an hour, while Idol is designed to index all the content it searches in a very short time. Electronic discovery is expected to become more challenging for businesses following changes last December to the U.S. Federal Rules of Civil Procedure that require a company to provide electronically stored information within 99 days of request.

There are Autonomy partners that offer Idol 7 or Idol Echo, which focuses specifically on tracking the lifecycle of data, in a services model, eliminating a potentially costly or complex integration with a company's IT infrastructure. DOAR Litigation Consulting has offered Idol for two years, and more recently, the Echo module, to assist legal firms and corporations with electronic discovery. After 20 years in business, DOAR president Nick Croce said in an interview he's witnessing a legal industry that has hit a "brick wall" in terms of trying to get access to data, and that because of the impact of electronic communications.

What's more, data storage has become so inexpensive that companies use it more and more, creating that much more data to comb through. "It used to be that investigation lawyers would go to your office and make photo copies of file content cabinets. It was a manageable process," Croce said. "Human beings can no longer use that same process. Technology created the problem, and only technology can solve the problem."

But Autonomy CEO Stouffer Egan said companies can benefit from Idol 7 and Echo in ways other than electronic discovery. Echo follows a traffic pattern of data, such as the path of an e-mail attachment or voice mail, according to Autonomy. It will track who has read, heard, forwarded, and retained a message, and can follow information as it jumps from one form to another, such as from a phone call to a document. That means the influence of individuals or programs can be measured across electronic boundaries, so confidential information or even just great ideas can be detected, stopped, or encouraged, Autonomy says.

Instead of keyword searches, Idol 7 looks for patterns and relationships in content. In can detect related content, Egan said in an interview, even if different yet relevant words are used. If someone is looking for information on a White House press conference, for example, Idol 7 would pull content related to a press conference with the president in the Rose Garden, even if the words "White House" weren't used, yet would ignore any stored data related to gardening and roses.

While DOAR is finding an audience for Idol 7 and Echo, it's unclear just how many companies will be clamoring for these offerings because of the new federal ruling. In a March report, Gartner analyst Deb Logan wrote that various types of software vendors are stoking the hype and fear around electronic discovery requirements, "reminiscent of that which surrounded Y2K." Yet vendors may ultimately be disappointed by their efforts to sell software based on the new legislation, she wrote, predicting that the "market will not take off fully until there is a clear understanding of definitions and procedures based on case law decisions."

What's more, the need for such sophisticated and costly search offerings from Autonomy, Endeca, Fast, and others has been questioned with the rise of free and simple search alternatives. Yet Autonomy's success indicates it has found plenty of need: For its third quarter ended March 31, Autonomy reported a net profit of $13.3 million, up 90% for the same period last year, and revenue of $65.5 million, up 17%.

The company is often cited as a prime acquisition target by a larger IT vendor, too. The U.S. Department of Defense is one of its biggest customers -- it uses Idol to track sensitive information exchanged between departments because of heightened security and intelligence requirements, for example -- yet customers are as varied as Best Buy (NYSE: BBY), Boeing, and Mercedes Benz. It goes to show that the demand for enterprise search -- whether free and simple or costly and sophisticated -- is growing.

[Pontiuspilatus]

@anton7

na du willst es ja genau wissen. bin leider weder mathematiker noch it oder softwareexperte.

um deinen wissensdurst zu stillen hier ein kleines profil über autonomy

Autonomy Corporation
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Autonomy Corporation PLC
Image:MainLogo.gif
Type Public LSE
Founded 1996
Headquarters Joint Head Quarters - San Francisco, USA & Cambridge, UK
Area served Global
Key people Dr Michael Richard Lynch, OBE, Founder and CEO
Sushovan Hussain, CFO
Dr Peter Menell, CTO
Andrew M. Kanter, COO
Stouffer Egan, CEO, Autonomy Inc.
Nicole Eagan, Chief Marketing Officer
Industry Information Technology
Products Search engine for unstructured Information
Revenue USD 250.1 million (2006), 116% higher compared to 2005
Employees 1,300
Website http://www.autonomy.com

Autonomy Corporation PLC (LSE: AU.) is an enterprise software company with joint head quarters in Cambridge, United Kingdom, and San Francisco, USA. It is generally considered to be the technology leader in the Enterprise Search search sector as well as being the leader in revenue, customer numbers, and for public companies in revenue growth. The company has grown rapidly from being a start up in 1996 utilizing a unique combination of technologies borne out of research at the University of Cambridge to becoming Europe's second largest pure software company after SAP. It develops a variety of enterprise search and knowledge management applications using adaptive pattern recognition techniques centered on Bayesian inference (statistical inference in which evidence or observations are used to update or to newly infer the probability that a hypothesis may be true) in conjunction with traditional methods.

Autonomy is also the acknowledged leader in the rapidly growing area of Meaning-Based Computing (MBC). The company has experienced a meteoric rise and currently has a market cap of $4 billion with offices worldwide. Autonomy's position as the industry leader is widely recognized by analysts including Gartner Group, Forrester Research, and Delphi, which calls Autonomy the fastest growing public company in the space. Autonomy's revenues are twice that of its nearest rival. In November 2007, Autonomy Corporation was presented with an award for the best performing software company in Europe by the European Commissioner for IT

What Does Autonomy Do?

The main technology is called Intelligent Data Operating Layer (IDOL}, and is to unstructured information what an RDBMS is to structured information. IDOL allows search and processing of text, audio, video, and structured information. The processing of such information by IDOL is referred to by industry analysts (such as IDC) as the Meaning-Based Computing sector.

At its core, Autonomy's technology can understand any form of unstructured information, whether text, voice, or video, and based on that understanding perform automatic operations on the information, such as powering the world's leading enterprise search engine, automatically suggesting an answer to a call center operator, profiling millions of documents for a legal case, or monitoring television channels for security and intelligence agencies. Because of the broad applicability of Autonomy's technology it is not easily shoehorned into a single market category, and in this regards is not simply a search engine, a knowledge/document management company, or a retrieval company. At the same time, Autonomy has been acknowledged as one of the world's leading technology companies, and is the clear leader in enterprise search according to all industry analysts.

The core Autonomy technology can almost be thought of as an intelligent operating system, sitting on top of the actual operating system. The core technology (IDOL) provides a platform for the automatic categorization, hyperlinking, retrieval, and profiling of unstructured information, thereby enabling the automatic delivery of large volumes of personalized information. Autonomy's technology can be used across virtually every software application handling unstructured and semi-structured information - whether Enterprise Portals, CRM, Business Intelligence, Knowledge Management or E-Business Applications – and in virtually every industry vertical market.

Intelligent Data Operating Layer (IDOL)

At the heart of Autonomy's software infrastructure lays the IDOL Server. It serves as a platform for understanding the meaning and significance of information: additional functionality can be seamlessly integrated in order to perform advanced operations on that data. Using this off-the-shelf solution, organizations can quickly process digital information automatically and communicate with multiple applications without the need for manual processing or metadata.

Intellectual Foundations of Autonomy

The theoretical underpinnings for Autonomy's unique functionality can be traced to Bayesian Inference and Claude Shannon's Principle of Information.

Bayesian Inference

Bayesian inference is a statistical inference named after Thomas Bayes, an 18th century English cleric whose work on mathematical probability was not published until after his death. Bayes' efforts centered on calculating the probabilistic relationship between multiple variables and determining the extent to which one variable impacted another.

A typical problem is to evaluate how relevant a document is to a given query or agent profile. Bayesian theory aids in this calculation by relating this evaluation to details that we already know, such as the model of an agent. Extensions of the theory go further than determining the relevance of information for a given query against a text. Adaptive Probabilistic Concept Modeling (APCM) algorithms are also used to analyze, sort and cross-reference unstructured information. A traditional statistical argument is that if a coin is tossed 100 times and comes up heads every time, it still has an even chance of coming up tails on the next throw. An alternative, using the Bayesian approach, is to say that 100 consecutive heads are evidence that the coin is biased, for example, it has heads on both sides. In a similar manner, knowledge about the documents deemed relevant by a user to an agent's profile can be used in judging the relevance of future documents.

Although no one knows for certain what Bayes' original goal was, Bayes' Theorem has become a central tenet of modern statistical probability modeling. By applying contemporary computational power to the concepts pioneered by Bayes, it is now feasible to calculate the relationships between many variables quickly and efficiently, allowing software to manipulate concepts and extract the meaning of information.

Shannon's Information Theory

Information Theory is the mathematical foundation for all digital communications systems. Claude Shannon's innovation was to discover that 'information' could be treated as a quantifiable value in communications.

Natural languages contain a high degree of redundancy, or unessential content. For example, a conversation in a noisy room can be understood even when some of the words cannot be heard and the essence of a news article can be grasped simply by skimming over the text. Information Theory provides a framework for extracting the concepts from this redundancy.

Autonomy's approach to concept modeling relies on Shannon's theory that the less frequently a unit of communication occurs, the more information it conveys. Therefore, ideas, which are relatively rare within the context of a communication, tend to be more indicative of its meaning. It is this theory that enables Autonomy's software to determine the most important (or informative) concepts within a document.

Meaning-Based Computing

What is Meaning-Based Computing?

The last few years have seen explosive growth in the use of unstructured information, which includes documents, emails, telephone conversations, and multimedia. More than 85% of all information inside an enterprise is now unstructured and this 'human-friendly' information has traditionally been difficult for computers to understand and use. Meaning-Based Computing solves this problem.

Meaning-Based Computing enables computers to understand the relationships that exist between disparate pieces of information and perform sophisticated analysis operations with real business value, automatically and in real-time.

How is MBC Different from Traditional Methods like Keyword Search?

Meaning-Based Computing extends far beyond traditional methods such as keyword search which simply allow users to find and retrieve data. Keyword search engines for example cannot comprehend the meaning of information; these products were developed simply to find documents in which a word occurs. Unfortunately, this inability to understand information means that other documents that discuss the same idea (i.e. are relevant) but use different words are overlooked. Equally, documents with a meaning entirely different to that which the user searches for are frequently returned, forcing the user to alter their query to accommodate the search engine.

In addition, some of the key functionality of Meaning-Based Computing such as automatic hyperlinking and clustering are simply not available in keyword search engines. For example, automatic hyperlinking which connects users to a range of pertinent documents, services or products that are contextually linked to the original text requires that the meaning of the original document is fully understood. Similarly for computers to automatically collect, analyse and organize information computers have to be able to extract meaning. Only Meaning-Based Computing Systems can do this.

What is Meaning-Based Computing Used For?

Meaning-Based Computing is enabling a new breed of strategic applications across the modern enterprise. These applications include:

Advanced Enterprise Search: Meaning-Based Computing not only uncovers, but also makes sense of, the 85% of enterprise information that is hidden to all other technologies including keyword search engines and relational databases. As a result, users are presented with relevant information they didn't even know existed so they can act on it in real-time.

Knowledge Management: Meaning-Based Computing enables organizations to automatically form a contextual understanding of people's interests, behavior and ongoing interaction with any type of information. This facilitates collaboration by leveraging the most valuable knowledge available the experience and expertise of an organization's employees.

Electronic Discovery: Meaning-Based Computing enables organizations to extract meaningful evidence from terabytes of email, documents, spreadsheets and other unstructured information. This enhances the ability of investigators to make informed decisions about corporate culture and track the development of illegal activity.


Autonomy Products Overview

ZANTAZ - ZANTAZ, the leader in the Proactive Information Risk Management (IRM) market, is the only vendor to offer the entire spectrum of solutions ranging from consolidated archiving, to discovery and review, advanced eDiscovery, real-time policy management and analytics on a single, common platform. ZANTAZ enterprise software and Software as a Service (Saas) options offer customers a combination of in-house and outsourced solutions for managing the risks associated with information. Aungate, allows advance eDiscovery and analytics to be run seamlessly across all information sources using methods such as conceptual search, clustering and alerting.

Autonomy etalk - Autonomy etalk enables the Intelligent Contact Center through a unified, scalable, and centrally managed enterprise platform for multi-channel interaction analysis, real-time agent support, and contact center performance management. By providing the ability to capture, share and analyze the critical structured and unstructured data that flows through the contact center, etalk solutions help organizations improve customer service and enhance customer-driven business strategies across the enterprise.

Cardiff - Cardiff is a leading provider of software for intelligent document solutions that unify people, paper and process. Cardiff enables organizations to capture information from paper and electronic sources and to manage the process behind the form by embedding intelligence and enabling better visibility and control. As a result, businesses reduce operational costs, provide a rich customer experience and ensure compliance to organization and government regulation. Cardiff serves more than 8,000 customers worldwide, including many in the financial services, pharmaceutical, healthcare, education, government and manufacturing industries.

Virage Rich Media - Virage's revolutionary technology allows all organizations, including broadcasters, corporations and government agencies, to derive maximum benefit from their multimedia assets, automatically and in real-time. Virage offers the world's first technology to automatically capture, encode, and index television, video and audio from any source, including live broadcast feeds and archived data, and distribute via IPTV. By automatically generating a comprehensive range of metadata, including keyframes, face recognition, speaker information and a full transcript of the audio stream, Virage ensures that rich media is immediately fully searchable and accessible.

Virage Security and Surveillance - Virage Security and Surveillance offers a broad range of specialized security applications for a range of environments to create highly sophisticated security systems and deliver tangible ROI. Solutions include: intelligent video analytics, including advanced behavioral recognition, digital/network video recording, automatic license plate recognition, electronic point of sale monitoring and audio analytics. All products may be used either as individual components, or integrated with a scalable central platform, powered by Autonomy's IDOL, to create intelligent, automated security networks.

Autonomy Corporation Customer Base

Autonomy's customer base is comprised of more than 17,000 global companies and organizations including: 3, ABN AMRO, AOL, BAE Systems, BBC, Bloomberg, Boeing, Citigroup, Coca Cola, Daimler Chrysler, Deutsche Bank, Ericsson, Ford, GlaxoSmithKline, Lloyd TSB, NASA, Nestle, the New York Stock Exchange, Reuters, Shell, T-Mobile, the U.S. Department of Energy, the U.S. Department of Homeland Security, and the U.S. Securities and Exchange Commission. Autonomy also has over 300 OEM partners and more than 400 VARs and integrators, numbering among them are leading companies such as BEA, Business Objects, Citrix, EDS, IBM Global Services, Novell, Satyam, Sybase, Symantec, TIBCO, Vignette, and Wipro. [1]

Corporate Information

Autonomy was founded in Cambridge, England in 1996 by Dr Michael Lynch as a spin-off from Cambridge Neurodynamics.

Autonomy issued its IPO in 1998 onto the Easdaq exchange at a share price of approximately 30p. At the height of the "dot com bubble", the peak share price was £30. [2]Post bubble, it hit a low of 80p. It has been one of the best performing European technology stocks since then and the share price on Oct 30, 2007 topped 1000p giving a rise of over 100% in the last year.

Autonomy is currently listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. Autonomy had revenues for 2006 of $250M up 161% on 2005 and a market capitalization of over $4.5Bn (Oct 07). Revenues for 2008 are expected to top $450M. It is a very rare example of a European pure software company and has an operating margin near 40%. Revenues have grown at 161% year on year with organic (non acquisition growth) of 30%.(Q2 2007)

Locations

Autonomy has major offices in the US, UK, Canada, France, Japan, Australia, Singapore, Munich, and offices throughout Europe and Latin America.

Acquisitions and Spin-offs

* In 2002, Autonomy acquired Softsound, a small company out of Cambridge University developing speech recognition software.

* In 2003, they acquired Virage, a software developer of video search software.

* In May 2003 acquired broadcast content management company, Dremedia.

* In June 2005, acquired etalk in the call center software sector.

* In December 2005 Autonomy acquired Verity, one of its main competitors, for approximately $500m.[3] This acquisition won them an award for best acquisition from the London stock exchange.

* In May 2007 after exercising an option to buy a stake of technology start up, Blinkx Inc, and combining it with its consumer division, Autonomy spun out Blinkx Plc which was IPOed in London at a value over $250M.

* In July 2007 it acquired ZANTAZ, the leading email archiving and litigation support company, for $375M.

Autonomy's Board of Directors

* Dr Michael Richard Lynch
* Richard Gaunt
* Sushovan Hussain
* Barry Ariko
* John McMonigall
* Richard Perle

[clearasil]

Antwort auf Beitrag Nr.: 32.564.889 von clearasil am 25.11.07 23:41:48

Hier mal die Kundenliste, da sind doch ein paar alte Bekannte dabei.

A Selection of Autonomy's Customers
Media
BBC
ITN
MTV
Bloomberg
CNN
Reuters
HBO
AOL
Associated Press
Capital Radio
Forbes
The Press Association
France 2
Wolters Kluwer
Standard And Poor's Retail & eCommerce
Albertson's
BrassRing
Callaway Golf
FedEx
Forbes
GCI Commerce
Job Target
Louis Vuitton
Safeway
Schneider Electric
The McGraw-Hill Companies
TIAA-CREF
T-Mobile Telecommunications
AT&T
Ericsson
Sprint
Cable and Wireless
BT
Telecom Italia
3
Verizon
Vodafone
Nokia
MCI
Sonera
Government & Public Sector
US Securities and Exchange Commission
US State Department
US Department of Justice
US Department of Commerce
US Department of Labor
US Department of Education
UK Houses of Parliament
British Tourist Authority
UK Department of Trade and Industry
US Department of Energy Manufacturers
Ford
Toyota
General Motors
Sony
BMW
Canon
Schneider Electric
Lafarge
Lexmark
Fiat
Ericsson
Goodyear
Gillette Finance & Banking
ABN AMRO
Lloyds TSB
NYSE
Deutsche Bank
Nomura
Zurich Financial Services
HSBC
Merrill Lynch
Grupo Santander
Credit Lyonnais
Credit Suisse
Bank of Spain
Danske Bank
Deutsche Bundesbank
Citigroup
Nomura
Intelligence & Defense
British MOD
US Department of Homeland Security
US Department of Defense
US Airforce
US National Nuclear Security Administration
Italian Ministry of Interior
Olympic Games Security Committee
Swedish Defense
Spanish MOD
Romanian Security
French MOD Legal
White & Case
Freshfields Bruckhaus Deringer
Pillsbury Winthrop
Burges Salmon
LexisNexis
Linklaters
UK Law Society
Slaughter and May
Baker & McKenzie
Allen & Overy
DLA Piper IT companies
Intel
IBM
Fujitsu Technologies
Hewlett Packard
BMC Software
SUN Microsystems
Lucent Technologies
Cisco Systems
Oracle
Sybase
Adobe
Energy & Utilities
BP
Halliburton
Entergy
Royal Dutch Shell
TOTAL
Weatherford
Norsk Hydro
AMR Research
Butler Group
Devon Energy Aerospace
NASA
BAE Systems
Boeing
British Airports Authority Consulting & Professional Services
IBM Global Services
KPMG
PriceWaterhouseCoopers
Forrester Research
McCann Erickson
Huron Consulting
Food & Beverage
Nestle
Coca-Cola
Britvic
Monsanto Pharmaceutical
AstraZeneca
Bristol Myers Squibb
GlaxoSmithKline
Novartis
Pfizer
Johnson & Johnson
Roche Healthcare Organizations
UK National Health Service
UK National Patient Safety Agency
Blue Cross Blue Shield
Isabel Healthcare

[clearasil]

Antwort auf Beitrag Nr.: 32.561.959 von anton7 am 25.11.07 18:46:41

Meine Frage bezüglich Autonomy ist wohl untergegangen oder ignoriert worden, also versuche ich es noch mal:

Deine Frage wurde vom mir nicht ignoriert und ist auch nicht untergegangen. Ich weiß nur keine Antwort.
Aber was ich weiß ist, dass die Aktie abgeht wie schmidts katze.

Du scheinst dich mit Software auszukennen. So jemanden habe ich schon lange gesucht, um mir genau die Fragen zu beantworten, die du stellst: was macht AU so besonders.

Lynch erzählt immer die Geschichte das die Software auf Berechnungen eines Thomas Bayes, ein Geistlicher aus dem 18 Jh. beruhen. Leider bin eine Mathenull und habe von Software schreiben keine Ahnung. Auf der AU-seite findest du dazu sicher infos. Würde mich freuen, wenn du da ein bißchen recherchierst und hier einstellst.

Fakt ist, dass AU die Weltwirtschaft auf seiner Kundenliste hat, und es ausser der norwegischen Fast keine Konkurrenz gibt, soweit ich weiß.

Ich glaube nicht, dass das mit Spezlwirtschaft zu tun hat. Es ist die AU software, die den Unterschied macht.


Hier der link http://www.autonomy.com/content/home/

und hier die Erklärungen zur Funktionsweise der Weichware

Technology Overview
Autonomy is founded on a unique combination of technologies borne out of research carried out at Cambridge University. Autonomy's strength lies in advanced pattern-matching techniques (non-linear adaptive digital signal processing), rooted in the theories of Bayesian Inference and Claude Shannon's Principles of Information, that enable identification of the patterns that naturally occur in text, based on the usage and frequency of words or terms that correspond to specific concepts.

Based on the preponderance of one pattern over another in a piece of unstructured information, Autonomy enables computers to understand that there is a particular probability that a document in question is about a specific subject. In this way, Autonomy is able to extract a document's digital essence, encode the unique "signature" of the key concepts, then enable a host of operations to be performed on that text, automatically. These operations include automatic clustering of related documents, automatic information delivery, hyper-linking of content as well as more traditional short query, or keyword searching.

IDOL™ Server
At the heart of Autonomy's software infrastructure lays the IDOL™ Server. It serves as a platform for understanding the meaning and significance of information: additional functionality can be seamlessly integrated in order to perform advanced operations on that data. Using this off-the-shelf solution, organizations can quickly process digital information automatically and communicate with multiple applications without the need for manual processing or metadata.

Intellectual Foundations of Autonomy
The theoretical underpinnings for Autonomy's unique functionality can be traced to Bayesian Inference and Claude Shannon's Principle of Information.

Bayesian Inference
Bayesian inference is a statistical inference named after Thomas Bayes, an 18th century English cleric whose work on mathematical probability was not published until after his death. Bayes' efforts centered on calculating the probabilistic relationship between multiple variables and determining the extent to which one variable impacted another.

A typical problem is to evaluate how relevant a document is to a given query or agent profile. Bayesian theory aids in this calculation by relating this evaluation to details that we already know, such as the model of an agent. Extensions of the theory go further than determining the relevance of information for a given query against a text. Adaptive Probabilistic Concept Modeling (APCM) algorithms are also used to analyze, sort and cross-reference unstructured information. A traditional statistical argument is that if a coin is tossed 100 times and comes up heads every time, it still has an even chance of coming up tails on the next throw. An alternative, using the Bayesian approach, is to say that 100 consecutive heads are evidence that the coin is biased, for example, it has heads on both sides. In a similar manner, knowledge about the documents deemed relevant by a user to an agent's profile can be used in judging the relevance of future documents.

Although no one knows for certain what Bayes' original goal was, Bayes' Theorem has become a central tenet of modern statistical probability modeling. By applying contemporary computational power to the concepts pioneered by Bayes, it is now feasible to calculate the relationships between many variables quickly and efficiently, allowing software to manipulate concepts and extract the meaning of information.

Shannon's Information Theory
Information Theory is the mathematical foundation for all digital communications systems. Claude Shannon's innovation was to discover that 'information' could be treated as a quantifiable value in communications.

Natural languages contain a high degree of redundancy, or unessential content. For example, a conversation in a noisy room can be understood even when some of the words cannot be heard and the essence of a news article can be grasped simply by skimming over the text. Information Theory provides a framework for extracting the concepts from this redundancy.

Autonomy's approach to concept modeling relies on Shannon's theory that the less frequently a unit of communication occurs, the more information it conveys. Therefore, ideas, which are relatively rare within the context of a communication, tend to be more indicative of its meaning. It is this theory that enables Autonomy's software to determine the most important (or informative) concepts within a document.

Core IDOL™ Features
Language Independence
Autonomy is based on advanced pattern-matching technology (non-linear adaptive digital signal processing) that exploits high-performance probabilistic modeling techniques to extract a document's digital essence and determine the characteristics that give the text meaning. As this technology is based on probabilistic modeling, it does not use any form of language dependent parsing or dictionaries. Words are treated as abstract symbols of meaning deriving its understanding through the context of their occurrence rather than a rigid definition of the language grammar.

Learning Ability
Autonomy software is able to continuously develop and learn, thanks to its unique combination of Bayesian Inference and Shannon's Information Theory. This learning ability significantly reduces the manual input required by other solutions and translates into large savings in time and money for the company.

Where other solutions need to be taught new words, phrases or concepts and shown how to categorize them, Autonomy can automatically deduce the significance of these new units of meaning, add them to relevant categories, and create new categories where necessary.

Autonomy's technology can also learn about its users by dynamically monitoring the content they view, and then deliver new and relevant content as it is added to the environment.

Format Agnosticism
Autonomy handles all types of data, providing a range of highly scalable components that automatically aggregate more than 300 different content formats, including voice and video content, from the most comprehensive range of repositories. Autonomy allows enterprises to exploit their knowledge resources as effectively as possible, offering them immediate access to a wide range of data sources, including:

Unstructured data such as HTML pages, word processing documents, spreadsheets, e-mail and rich media such as voice and video content
Semi-structured data (XML)
Structured data such as Oracle, Lotus Notes and ODBC compliant material
Unstructured Query Language (UQL)
UQL is the syntax used by IDOL when running queries and is unique to Autonomy. Unlike rigid Boolean search protocols, UQL is entirely flexible and can support even the most complex syntax, including natural language queries. Using UQL IDOL can run conceptual searches of all forms of data in the enterprise in any depository, including unstructured data such as emails, web-paged and audio and visual files.

Security
Building secure applications in the enterprise software domain is a multi-faceted problem. Competing standards, varied and numerous sub-systems and differing policies all vie with each other in an environment marked by heterogeneous networks and underlying hardware. Autonomy's Intellectual Asset Protection System (IAS) meets this challenge by approaching the task of securing enterprise applications from an architectural aspect. IAS prescribes security at every required stage, with each separate security sub-system aware of its role within the wider context. IAS thus provides organizations that deploy Autonomy's technology with the confidence of a system that is secure throughout and not just at selective points through the dataflow.

Manual or Automatic - It is not an either/or choice
Autonomy enables an entire range of information processing options, both manual and automatic. It's not an "either/or" choice. If circumstances arise when users want to apply traditional manual techniques to an information processing operation, Autonomy technology supports this choice. For example, Autonomy provides application administrators with a full workbench to control and tune the relevancy of search results. In addition, Autonomy's legacy application handling enables the manual investment in such applications to be captured, and the results to be seamlessly integrated into Autonomy's automatic solution.

Architecture
IDOL™ Server has an open architecture and is entirely data-agnostic and scalable, thereby allowing large organizations to manage vast quantities of information regardless of format or storage location.

Connectors
Using Autonomy connectors, IDOL integrates information from over 300 different repositories through an understanding of content and access rights, delivering a real-time environment in which operations across applications and content are automated.


gruß clearasil