Going into earnings, it is always important to look at which Internet search giant investors have made bigger bets on: Google (GOOG-NASDAQ) versus Yahoo! (YHOO). Yahoo (YHOO) reports after the close today; YHOO expectations:…
Getting a free version of the new Microsoft (MSFT) Vista OS would be fairly hard. But the European Union wants the world’s largest software company to hand over extensive information about its Windows operating…
By William Trent, CFA of Stock Market Beat When Intuit (INTU) recently reported its interim sales figures for TurboTax, we said: Sales since November are up 1%, but the company expects sales for the…
The groups that controls Linux open source software is thinking of preventing Novell (NOVL) from using the newest versions of the Linux OS because the company has teamed with Microsoft (MSFT) to offer it…
By William Trent, CFA of Stock Market Beat Back in December we said: We recently took profits on our Adobe (ADBE) position because we have noticed the stock tends to trade down following the…
The licensing group that controls the Linux open-source operating system is intent on crushing a deal between Microsoft (MSFT) and Novell (NOVL). The partnership would allow the two companies to jointly market Windows and…
Oracle (ORCL-NASDAQ) has filed a multi-headed lawsuit against SAP (SAP-NYSE/ADR), its oldest independent pure-play competitor. It accuses SAP of stealing potentially thousands of copyrighted software items and other confidential trade secrets and materials, so…
By William Trent, CFA of Stock Market Beat We recently said that “As we have pointed out before, Intuit’s (INTU) stock price is highly seasonal. It goes up in anticipation of tax season, but…
By William Trent, CFA of Stock Market Beat Over the weekend our forecast for Large Cap Watch List member Oracle’s (ORCL – Annual Report) earnings report was that “We think acquisitions will result in…
By William Trent, CFA of Stock Market Beat Over the weekend we made our forecast for the Adobe Systems (ADBE) earnings results, saying “We think they are likely to beat but that investors will…
Adobe Systems (ADBE): $0.30 EPS non-GAAP on revenues of $649.4 million. Estimates were $0.29 EPS & $655.6 Million. While this was under on some revenue estimates, this was toward the higher-end of its prior…
Oracle (ORCL-NASDAQ): $0.25 EPS non-GAAP and Revenues $4.4 Billion; GAAP EPS $0.20. Estimates were $0.23 non-GAAP EPS on revenues of $4.33 Billion. As a reminder ORCL does not give guidance until its conference call…
By William Trent, CFA of Stock Market Beat As we noted this weekend, Oracle Corp. (ORCL) is reporting earnings after the close tonight. And analysts are feeling more optimistic about the numbers, according to…
According to Barron’s, research firm ThinkEquity does not think that Microsoft (MSFT) Vista sales are going very well. The firm put it this way: “We believe Vista is a disaster.” ThinkEquity thingks the suction…
The management at Microsoft is talking big about how its VoIP software is going to rule the world of telecommunications. The company says that its new server software, which allows companies to integrate VoIP…