On Wednesday afternoon, we’ll get to see earnings out of Oracle Corp. (NASDAQ: ORCL). The estimates for the enterprise software leader from First Call are $0.30 EPS on $5.42 billion in revenues. …
Oracle Corp. (NASDAQ: ORCL) is being reinstated as a "Buy" rating in new coverage this morning at Goldman Sachs. The firm notes that with macroeconomic concerns being front and center, shares of…
Douglas A. McIntyre Recessions make strange bedfellows. Of all the truly huge businesses in the US, save the oil companies, Wal-Mart (WMT) and Microsoft (MSFT) are having unusually good runs. Yesterday, the CFO of Microsoft…
Microsoft (NASDAQ: MSFT) has not felt the impact of slower spending. Software must be sitting outside the vortex which is dragging the rest of the economy under. Redmond’s CFO says that the…
The short interest for stocks traded on the Nasdaq as of February 15 shows that investors made very big bets against telecom and technology stocks. The numbers compare to those on January…
Rising short interest in tech stocks traded on Nasdaq shows the extent to which investors are willing to bet against the sector. The figures compare shares sold short as of January 31…
When the market drops almost 400 points, investors start to think about 1,000 point drop day. They forget the little run-up the market had over the previous two weeks. Some of the…
Nasdaq short interest on January 15 shows that investors were willing to make big bets against tech share prices. The numbers are compared to statistics on December 31. Short interest in Level…
A funny thing happened on the way to the tech collapse. It didn’t happen. The market may not have liked Intel’s (INTC) results, but for a company its size, it still posted…
According to Reuters, SAP (SAP) sees no global slowdown in its results. Reuters reports that Dell (DELL) may be growing again according to IDC numbers. Reuters writes that Delta (DAL) and Northwest…
After essentially a near-decade of rumors, bids, rejections, and infighting, BEA Systems (NASDAQ: BEAS) is finally being acquired. The company has capitulated and Larry Ellison’s empire is the winner. Oracle Corp. (NASDAQ:…
Douglas A. McIntyre After Citigroup (C) and Merrill Lynch (MER) have announced their earnings, Wall St. will probably see what it expected. The estimates for write-offs, lay-offs, and new capital infusions are already out there.…
The tech sell-off is accelerating. It may be that Intel (INTC) got downgraded or that Motorola (MOT) may have had a weak Q4. But, the problem is probably worse than that. Tech…
A recent poll from Reuters showed that analysts believe that earnings growth rates will go negative in the fourth quarter. It is the first time that has happened since the poll was…
Most people with a college education would guess that the near-spectacular results posted by Research In Motion (RIMM) and Oracle (ORCL) are a sign that the broad tech industry has not been…