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Posts related to ‘Software’

After Taleo, Looking at Other Cloud M&A ‘Hopefuls’ (SKYY, TLEO, ORCL, EQIX, AKAM, RAX, TDC, NTAP, CRM)

Posted: February 9, 2012 at 11:03 am

It is a bit surprising that First Trust ISE Cloud Computing (NASDAQ: SKYY) is not trading higher than it is after a 'cloud acquisition' even if it is a thinly ...
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The Facebook Halo-Effect Lifts All Social Players (SOCL, IPG, GS, MSFT, LNKD, ZNGA, FFN, GSVC)

Posted: February 2, 2012 at 6:48 pm

The social media hype around the Facebook IPO is driving many shares in the sector of online social media.  Some of the Halo-effect may not even be deserved, and this ...
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Apple Earnings and the Value of Old Tech

Posted: January 25, 2012 at 6:37 am

Apple’s (NASDAQ: AAPL) extraordinary earnings and the size of its iPhone sales helped move its market cap well above $400 billion. The press constantly reminds readers that this is greater ...
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Microsoft 1, Google 0

Posted: January 20, 2012 at 8:43 am

It was no accident that Microsoft’s (NASDAQ: MSFT) earnings were good and Google’s bad (NASDAQ: GOOG). The assumption that search is one of the best businesses in the world has ...
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Microsoft Escapes Earnings Hangman (MSFT)

Posted: January 19, 2012 at 4:27 pm

Microsoft Corporation (NASDAQ: MSFT) has posted its earnings after the close and the tempering of estimates before earnings seems to have been more or less the right call. The software ...
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HP New Strategy Officer Focus: Software Over Hardware (HPQ, MSFT)

Posted: January 17, 2012 at 4:59 pm

Hewlett-Packard Co. (NYSE: HPQ) may have decided that it will not jettison its PC business after all, but the company's strategy appears under new CEO sure appears to be a strategy ...
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SAP Regains Ground on Oracle with Preliminary Record Results (SAP, ORCL)

Posted: January 13, 2012 at 9:03 am

If you have tracked enterprise software for long, you know that Oracle Corporation (NASDAQ: ORCL) has been taking market share from SAP AG (NYSE: SAP) for years and years.  It ...
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LG Agrees to Meet Microsoft’s Royalty Demand (MSFT, GOOG, AAPL, MMI, ORCL, NOK)

Posted: January 12, 2012 at 12:21 pm

Korea’s LG Electronics has agreed to pay a licensing fee to Microsoft Corp. (NASDAQ: MSFT) for the right to use Microsoft claims it owns and that is required for all ...
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True Convergence: Taking Speech To TV (NUAN, AAPL, MSFT, CMCSA, TWC, T, DTV, DISH)

Posted: January 9, 2012 at 12:54 pm

Nuance Communications, Inc. (NASDAQ: NUAN) is getting a much less of a reception than you might expect following on news that it is taking its Dragon speech recognition to the ...
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Will Kodak Dump Its Patents to Save Itself?

Posted: January 5, 2012 at 6:37 am

Eastman Kodak (NYSE: EK) probably will declare bankruptcy this month. It has too little cash to operate with its current expenses and balance sheet. So far, it has been unable ...
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Oracle Fears and Risks Flow Downstream (ORCL, CSCO, IBM, EMC, VMW, RHT, SYMC, INTC, MSFT, IGV)

Posted: December 21, 2011 at 10:11 am

What happens when the industry leader who never misses earnings manages a huge disappointment?  This is the question regarding Oracle Corporation (NASDAQ: ORCL).  The company has a near-decade of history ...
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Full 360-Degree Oracle Earnings Preview (ORCL, INTC, CSCO, SAP)

Posted: December 20, 2011 at 12:30 pm

Oracle Corporation (NASDAQ: ORCL) is going to be an important earnings report for after the close.  The company now has some hardware component sales after the Sun Microsystems bailout, something ...
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Red Hat Earnings: Great Outfit, Valuation Still Too High (RHT)

Posted: December 20, 2011 at 7:01 am

Red Hat, Inc. (NYSE: RHT) is the old king of Linux but is now more of a virtualization and cloud solutions open source player for enterprises.  The company is almost ...
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Microsoft Deepens Facebook Ties

Posted: November 18, 2011 at 6:08 am

Microsoft (NASDAQ: MSFT) should have bought Facebook four years ago, when it might have had to pay only a few billion dollars. Since then, the social network has cruised past ...
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Upside Potential for Big Technology Stocks (AAPL, GOOG, INTC, MSFT, ORCL, IBM, HPQ, DELL)

Posted: November 17, 2011 at 8:01 am

Among the hundreds of technology stocks, there are a relative handful of companies that stand out as bellwethers for the entire industry. Some are on the list for historical reasons; ...
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