Oracle (ORCL) is buying business-intelligence company Hyperion (HYSL) for a premium North of 20% in a deal worth about $3.3 billion. SAP (SAP), Orcacle’s largest rival, markets its software to a number of companies…
By William Trent, CFA of Stock Market Beat We generally think Oracle’s (ORCL) acquisition strategy is the right thing for the company and for the industry. Software companies are generally under-leveraged, and even paying…
In the Novellus (NVLS-NASDAQ) mid-quarter update, the company says results are looking within expectations previously given and guidance is unchanged from January. This was offered then as $0.40 to $0.44 EPS, $395 to $405…
If an investor bought Divx (DIVX) three months ago at the peak of the buying frenzy in the company’s stock, he would only be down about 32% now. What happened? Wall St. is concerned…
The short interest in Microsoft fell in February by 30.3 million shares to 78.2 million, a big drop. Investors must have decided that betting against Vista and Xbox was a bad idea. Although Microsoft…
By Chad Brand Of Peridot Capitalist Investors may have heard at one point or another that by the time news hits the papers, it’s too late to make money in the stock based on…
Software firm VMWare has come up with one of the most novel PC tools to come along in years. The company make virtual-machine software which The New York Times describes as doing the following…
From Internet Outsider It has been obvious for some time that my theory of a year ago–that Google and Microsoft weren’t really going to go to war with each other (because Microsoft had already…
Sourcefire, Inc. (FIRE-NASDAQ) has filed an amended IPO filing and the terms for the IPO have been set: It is 5.77 million shares with a price range of $12.00 to $14.00 per share. Underwriters…
Perhaps because Google is not doing too well with YouTube it has decided to see if it can go after the richest franchise in software history. The new premium version of Google desktop software…
Hewlett Packard (HPQ-NYSE): $0.65 EPS and $25.1 Billion revenues.Estimates were $0.62 EPS & $24.3 Billion revenues. Second quarter FY07 GAAP EPS is expected to be in the range of $0.57-0.58, and non-GAAP diluted EPS…
Microsoft’s CEO Steve Ballmer is quoted as saying that analyst projections for Vista revenue are too aggressive according to Reuters. It was however, difficult to say which analysts and which analysis he was talking…
Word has been circulating for several days that Microsoft (MSFT) is already well along in work on the OS that will come after Vista. Steve Ballmer has promised that future Windows versions will not…
The Inquirer is reporting the Microsoft (MSFT) Vista has a large security hole in its User Account Control. The problem affects whether the system can download software without storing it to the PC first.…
The International Intellectual Property Alliance has filed its findings on piracy with the Office of the United States Trade Representative covering intellectual property issues in 60 countries. The letter quotes information from the MPA…