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Hewlett Packard: A Deep Value Silicon Valley Icon
Wednesday, August 24, 2011 - 3:49am | 517Read More...By now, HP's downfall has been well documented after it announced that it was going to get out of the PC business and seek to acquire Autonomy Corporation plc, the UK-based business intelligence software company, for ~$10 billion. The shuttering of the phone and tablet division it acquired from...
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Google/Motorola Deal and Research In Motion
Wednesday, August 17, 2011 - 5:42am | 582Read More...Google (NASDAQ: GOOG) surprised a lot of people by acquiring Motorola Mobility (NYSE: MMI), the pioneer in wireless technologies, which has a long history of innovation in the mobile phone industry. It defined the slim phone design by introducing the StarTAC phones 15 years ago, and reinvigorated...
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Oppenheimer Comments on Management at Oracle
Monday, August 1, 2011 - 8:36am | 164Read More...Oppenheimer has published a report on Oracle Corporation (NASDAQ: ORCL) covering management's performance over the last ninety days. In the report, Oppenheimer wrote, "We reiterate our positive stance on ORCL following recent mgmt meetings. While the company did not break any new ground, they...
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Deutsche Bank Comments On Oracle's Apps Situation
Friday, July 15, 2011 - 7:46am | 126Read More...Deutsche Bank has published a report on Oracle Corporation (NASDAQ: ORCL) that addressed the company's Fusion Apps suite. In the report, Deutsche Bank reported, "Our channel checks also showed that customers are continuing to buy database, middle ware and business intelligence software, which is...
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Fortinet and NetSuite to Open Near 52-Week Highs
Monday, June 27, 2011 - 8:42am | 293Read More...Fortinet (NASDAQ: FTNT) and NetSuite (NYSE: N) reached new 52-week highs of $26.26 and $38.13 per share, respectively, in Friday's trading session. Fortinet, which recently partnered with Indian tech firm Sify (NASDAQ: SIFY), has been speculated about as a takeover target for a company such as...
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Bank of America Merrill Lynch Reiterates Buy on Oracle
Friday, June 24, 2011 - 9:41am | 135Read More...Bank of America Merrill Lynch is out with its report today on Oracle (NASDAQ: ORCL), reiterating Buy. In a note to clients, Bank of America Merrill Lynch writes, "We reiterate our Buy rating with a Price Objective of $39. We are raising 2012E EPS from $2.40 to $2.41. License revs were +19%, better...
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Jefferies Comments On Rracle Pizazz
Friday, June 24, 2011 - 8:37am | 125Read More...According to Jefferies, Oracle (NASDAQ: ORCL) reported F4Q11 slightly ahead of consensus, but the quality/ size of the beat wasn't as impressive as recent quarters. Jefferies said that ORCL reported F4Q11 license/ NG rev/ NG EPS of $3.7B/ $10.8B/ $0.75 v us at $3.7B/ $10.8B/ $0.72 and the Street...
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Citi Maintains Buy on Oracle
Friday, June 24, 2011 - 7:24am | 121Read More...Citi is out with its report today on Oracle (NASDAQ: ORCL), maintaining Buy. In a note to clients, Citi writes, "We remain bullish on Oracle shares and are maintaining our $35 price target. The combination of above-market growth, extremely sticky products and best-in-class execution drives an...
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Oppenheimer Reiterates Outperform on Oracle
Monday, June 20, 2011 - 8:15am | 190Read More...Oppenheimer reiterated its Outperform rating on Oracle (NASDAQ: ORCL) ahead of the company's quarterly earnings report, which is due on Thursday, June 23. In a research report published today, Oppenheimer states, "We would be buyers of the shares of ORCL ahead of its FY4Q11 results on Thursday (6/...
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Bank Of America Says It Is Time To Buy On Oracle
Friday, June 17, 2011 - 7:59am | 130Read More...According to Bank Of America, Oracle (NASDAQ: ORCL) is a relative winner given deep and broad stack, customer wallet share gain, recurring maintenance revs (~40% of total) and growth from Trifecta of prod cycles. Bank Of America said that, despite Q4 being seasonally strongest, ORCL has been weak...
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Who Wants to Be CEO at AMD?
Thursday, June 16, 2011 - 9:31am | 192Read More...It seems no one wants to be chief executive of Advanced Micro Devices (NYSE: AMD). Apple's (NASDAQ: AAPL) Chief Operating Officer Tim Cook, Oracle's (NASDAQ: ORCL) Co-president Mark Hurd, EMC's (NYSE: EMC) Chief Operating Officer Pat Gelsinger and Carlyle Group Managing Director Greg Summer...
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Morgan Stanley Anticipates Solid Q4 from Oracle
Wednesday, June 15, 2011 - 8:06am | 116Read More...Morgan Stanley is anticipating a solid Q4 from Oracle Corp. (NASDAQ: ORCL). “ORCL entered Q4 with a full head of steam, benefiting from multiple product cycles, and our constructive checks, reasonable expectations in cons., FX tail winds and ORCL's strong backlog all lead us to believe recent...
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Citi Provides Color on Oracle, Buy
Monday, June 13, 2011 - 7:10am | 109Read More...Citi provided color on Oracle (NASDAQ: ORCL). In a research report published today, Citi reiterated its positive outlook on the company's performance. In the report, Citi states, "Based on our industry checks, we believe Exadata and BI continue to drive growth at Oracle... Recent data points...
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Deutsche Bank Maintains Hold on Oracle
Monday, June 6, 2011 - 9:40am | 148Read More...Deutsche Bank is out with its report today on Oracle (NASDAQ: ORCL), reiterating Hold. In a note to clients, Deutsche Bank writes, "Oracle is the leader in database and middleware software and has recently entered the server market through the acquisition of Sun's hardware. We believe that organic...
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Grilled Cheese Sandwich Nabs $10 Million Investment, Snubbing Hamburgers and Chicken Fingers Everywhere
Thursday, June 2, 2011 - 12:24pm | 259Read More...The inventor of the ill-fated Flip camcorder could be on the verge of another brilliant invention: a five-dollar grilled cheese sandwich. What makes it brilliant, you ask? That remains to be seen. But if Flip's main man, Jonathan Kaplan, has what it takes to convince a venture firm to invest more...

