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Posts related to ‘Software’

Warren Buffett’s ‘Confidential Treatment’Yields Huge IBM Stake (BRK-A, IBM, BAC)

Posted: November 14, 2011 at 8:25 am

Berkshire Hathaway Inc. (NYSE: BRK-A) is set to release its third quarter's full investment holdings very soon in an SEC filing.  An unusual pre-release interview was given by Warren Buffett ...
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H-P Dismantling… From PCs to WebOS (HPQ, DELL, RIMM, GOOG, AAPL)

Posted: November 8, 2011 at 9:13 am

Hewlett-Packard Co. (NYSE: HPQ) is still going to feel like a lost company for a while.  At first it was going to allow Dell Inc. (NASDAQ: DELL) to run wild ...
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Alter Ego Alert: H&R Block With Wal-Mart (HRB, WMT, INTU)

Posted: October 31, 2011 at 9:03 am

H&R Block, Inc. (NYSE: HRB) comes under fire from time to time, and this morning may be an image-changing announcement.  The tax preparation service provider is going to start providing ...
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Endless Mergers… More to Come! (CBST, ADLR, HS, CI, CVH, MAT, RNOW, ORCL, SLE, SJM, ANDS, NYX)

Posted: October 24, 2011 at 10:24 am

Monday is called "Merger Monday" for a reason and this morning is a classic example of its namesake.  We have seen multiple deals and news outstanding on pending deals.  We ...
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Full Microsoft Earnings Preview Expectations (MSFT)

Posted: October 20, 2011 at 2:33 pm

Microsoft Corporation (NASDAQ: MSFT) is due to report after the close of trading today and Thomson Reuters has estimates for the DJIA component of $0.68 EPS and $17.25 billion in ...
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13 Technology Stocks To Outperform Apple (AAPL, AKAM, BIDU, BMC, CLS, GLW, EMC, JNPR, MRVL, MU, NTAP, STX, VRSN, WDC)

Posted: October 19, 2011 at 8:23 am

Apple Inc. (NASDAQ: AAPL) has been the king of tech stocks. While Apple's results still showed rapid earnings and revenue growth, the report disappointed and results were below Wall Street's ...
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Can This Many Tech Buyouts Take Place? Rumor Mill Overdrive (AKAM, LVLT, LLNW, AOL, EK, IDCC, MOTR, NFLX, NUAN, PTGI, RIMM, SNE, ERIC, YHOO)

Posted: October 13, 2011 at 3:57 pm

You know the Wall Street rumor mill goes into overdrive from time to time.  This is not so much of a "today" issue but an "all of them, right now!" issue.  ...
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Business is Good for IT Outsourcers (INFY, WIT, IBM, CSC, CTSH, ACN)

Posted: October 12, 2011 at 12:32 pm

India's Infosys Technologies Ltd. (NASDAQ: INFY) reported second-quarter earnings today, and EPS came in more than 10% higher than in the same period a year ago. The company also lowered ...
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Steve Jobs and the Freedom of the American Business System

Posted: October 6, 2011 at 6:29 am

Steve Jobs was the greatest genius of the American technical age, which started with the launch of the PC and the operating systems that ran it. He was uniquely American, ...
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Android Just Got More Expensive: Microsoft Cuts Samsung Deal

Posted: September 28, 2011 at 8:49 am

One of the attractions of Google's (NASDAQ: GOOG) Android operating system is that it is open source. That makes it free to use for manufacturers. That advantages has begun to ...
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Logitech Forecast, An Ill Omen For PC Makers (LOGI, DELL, HPQ, AAPL, GOOG, INTC, MSFT)

Posted: September 22, 2011 at 9:31 am

Computer peripherals maker Logitech International SA (NASDAQ: LOGI) has been having a tough year and its going to get tougher. The company posted an EPS loss of -$0.17 in its ...
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Rumor Driving: Apotheker CEO Change at H-P… You’re Fired? (HPQ, SAP, ORCL, IBM)

Posted: September 21, 2011 at 11:34 am

Leo Apotheker may have one of the shortest CEO jobs in technology history.  There are rumors that the board of Hewlett-Packard Co. (NYSE: HPQ) is already considering replacing Apotheker.  The ...
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360-Degree Preview for Oracle Earnings (ORCL, IBM, CSCO, HPQ, SAP)

Posted: September 20, 2011 at 11:18 am

Oracle Corporation (NASDAQ: ORCL) is set to report earnings after the close of trading Tuesday and investors are likely to be paying close attention to the body language offered up ...
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Call of the Day: Why Valuation Matters At Oracle (ORCL)

Posted: September 12, 2011 at 5:02 pm

This morning was looking rough for equities, but it wasn't that way for Oracle Corporation (NASDAQ: ORCL).  It was when investors heard that Goldman Sachs had added the stock to ...
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Evaluating the VeriSign Rumor Mill (VRSN)

Posted: September 7, 2011 at 2:25 pm

VeriSign, Inc. (NASDAQ: VRSN) is up a second day in a row on strong volume after the company has cancelled two investor presentations.  The hope is that there is some ...
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