Apps & Software

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Autodesk Shareholders Wanted More (ADSK)

AutoDesk (NASDAQ:ADSK) has posted non-GAAP EPS of $0.49 on revenues of $538 million, while First Call estimates were $0.47 EPS and $536.14 million in revenues. Here is guidance: Q4-2008 (Jan-2008 end): Non-GAAP earnings per…

Douglas A. McIntyre · 19 years ago

Intuit Holds Its Own, Despite Losses (INTU)

Intuit Inc. (NASDAQ:INTU) has posted revenues of $444.9 million, which is up 27% from the year ago quarter.  Its non-GAAP loss was -$0.10 EPS.  First Call had estimates at -$0.12 EPS on $437.5 million…

Douglas A. McIntyre · 19 years ago

Will Enterprise Users Junk Microsoft (MSFT) Vista?

It appears that a number of enterprise users of Microsoft (MSFT) Windows may complete skip Vista and wait for the next OS release in two years. InfoWorld writes "with Microsoft planning to release the…

Douglas A. McIntyre · 19 years ago

Oracle (ORCL) Predicts Growth Rate Over 20%

All investors want to hear that the stocks they own are going to do well. Oracle (ORCL) sent a strong signal that Wall St. can count on big things. "Twenty percent? That’s for pikers.…

Douglas A. McIntyre · 19 years ago

Microsoft’s (MSFT) Software Giveaway

Microsoft (MSFT) is going to offer its new "Communications package, described as collaborative productivity tools, which will provide small businesses with Internet-based corporate-class e-mail, calendar and document sharing for free to customers of Comcast…

Douglas A. McIntyre · 19 years ago

Oracle Joins the VMware Fight, Sort Of (VMW, ORCL, RHT, QSFT)

Oracle Corp (NASDAQ:ORCL) made its "virtualization push" public yesterday at its Oracle OpenWorld, which is seeing some mixed reaction on the day after.  The enterprise software giant has not had a public or formal…

Douglas A. McIntyre · 19 years ago

Quest Software Buys Into Virtualization (QSFT)

Quest Software, Inc. (NASDAQ:QSFT) has announced the acquisition of the assets of Provision Networks Inc.  Provision is a privately held enterprise-grade presentation and desktop virtualization solutions provider across both physical and virtual desktops, and…

Douglas A. McIntyre · 19 years ago

Short Interest In Microsoft (MSFT) Spikes

The most visible shift in short interest in the new Nasdaq figures as of October 31, is the sharp increase in shares sold short in Microsoft. From October 15 to the end of the…

Douglas A. McIntyre · 19 years ago

VMWare (VMW) Says “Ouch”

VMWare (VMW) looked good out of the box. After its IPO, shares went from under $52 to over $125. But, as the stock hit $84.60 today, one-third of the peak value of the company…

Douglas A. McIntyre · 19 years ago

Bill Gates Sale of Microsoft Shares Continues (MSFT)

Seeing insider activity during certain selling windows is always an interesting observation.  When Bill Gates sells shares of Microsoft (NASDAQ:MSFT) it is normally just a blip, even though some may try to make a…

Douglas A. McIntyre · 19 years ago

Dell Heads Toward More Virtualization (DELL, VMW, CTXS)

Dell Inc. (NASDAQ:DELL) has announced a definitive agreement to acquire EqualLogic, a provider of high-performance iSCSI storage area network (SAN) solutions uniquely optimized for virtualization.  Dell will purchase EqualLogic for approximately $1.4 billion in…

Douglas A. McIntyre · 19 years ago

New Analyst Calls To Drive Microsoft (MSFT)

Analysts have now raised the price of poker for Microsoft (NASDAQ:MSFT) stock.  We have our own thoughts on this, but we still tend to view this from a value perspective.  At the start of…

Douglas A. McIntyre · 19 years ago