Oracle Corporation

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  • Jan. 12, 2011, 11:59 AM
    Contrary to earlier reports, a Microsoft- (MSFT) led consortium called CPTN Holdings is pursuing the $450M purchase of hundreds of Novell's patents. Some of these patents may cover open source technology - and open source advocates and developers fear they could be liable for future infringement suits.
    | Jan. 12, 2011, 11:59 AM
  • Jan. 12, 2011, 11:10 AM

    The departure of Microsoft (MSFT +1.5%) stalwart Bob Muglia is at least a sign CEO Steve Ballmer is changing his overall strategy for the firm. As it pushes into the cloud with Azure, it needs a "highly focused effort to match or at least emulate the broad and unified enterprise-stack approaches" of IBM (IBM), SAP (SAP) and Oracle (ORCL).

    | Jan. 12, 2011, 11:10 AM | 1 Comment
  • Jan. 12, 2011, 9:02 AM

    SAP (SAP +0.8%) is buying login security technology from Swiss apps maker Secude that it will bundle into its business applications, so customers don't need 3rd party providers. Terms weren't disclosed. (PR)

    | Jan. 12, 2011, 9:02 AM
  • Jan. 12, 2011, 8:15 AM

    Following on from Goldman's bullish call on stocks and the economy, its top picks for 2011 - a year it says will favor cyclicals: XOM, AAPL, GE, IBM, CVX, JPM, WFC, BAC, BRK.B and INTC. Should-avoids: MSFT, GOOG, PG, T, JNJ, KO, PFE, ORCL, WMT and MRK.

    | Jan. 12, 2011, 8:15 AM
  • Jan. 11, 2011, 4:27 PM

    Noting a new growth strategy and margin expansion under CEO Leo Apotheker, UBS Securities upgraded Hewlett-Packard (HPQ) to Buy from Neutral. Given H-P's China investments, and projected increases in maintenance and networking revenues, UBS raised 2011's earnings forecast to $5.24/share from $5.14/share. H-P closed at +1.2%.

    | Jan. 11, 2011, 4:27 PM
  • Jan. 10, 2011, 2:34 PM

    Microsoft (MSFT -1.3%) unveils a revamped suite of business apps called Dynamics AX 6. As usual, Microsoft boasts it will woo users with easier rollouts and greater linkage with popular products like Office. Microsoft will ship the apps in Q3 - but it still doesn't seem to be thinking cloud for business software.

    | Jan. 10, 2011, 2:34 PM
  • Jan. 7, 2011, 2:46 PM
    When it comes to Lawson Software (LWSN -7.1%), Barclays tells investors to "remain on sidelines" for now. Barclays notes Q2 results showed that Lawson's M3 manufacturing and distribution apps sales dropped 40% year over year, which merits "concern." It also lowered Lawson's Q3 earnings estimate to $0.12/share from $0.13/share.
    | Jan. 7, 2011, 2:46 PM
  • Jan. 7, 2011, 10:19 AM

    Business apps maker Lawson Software (LWSN) is -6.1%, although it reported Q2 earnings/share of $0.07 on revenues of $187.5M, up from earnings/share of $0.02 on revenues of $184.4 in Q2 last year. Lawson however, said consulting revenue declined as the company outsources that business to partner firms.

    | Jan. 7, 2011, 10:19 AM | 1 Comment
  • Jan. 4, 2011, 9:12 AM

    Dell (DELL) is acquiring Atlanta-based SecureWorks, an on-demand provider of security services, for an undisclosed sum. The move will give Dell access to SecureWorks' 2,900 clients, and supports its goal of becoming a broad-based IT services provider. Premarket, Dell is +0.3%. (PR)

    | Jan. 4, 2011, 9:12 AM | 3 Comments
  • Jan. 3, 2011, 2:51 PM

    The world's most valuable company, Exxon Mobil (XOM +1.9%), gets a run for its money from its number 2 rival, after a rally pushed Apple's (AAPL +2.1%) market cap to more than $300B. But don't expect Apple to overtake Exxon as long as oil prices are high.

    | Jan. 3, 2011, 2:51 PM
  • Jan. 3, 2011, 1:04 PM

    With so many existing hits to refine, Apple (AAPL +2.1%) is probably done with new products lines for at least 2011, says Piper Jaffray. The focus will be on new versions of the Mac, iPad, iPhone and iPod. But it's likely Apple will introduce cloud-based iTunes streaming services this year - possibly supported through its new datacenter.

    | Jan. 3, 2011, 1:04 PM
  • Jan. 3, 2011, 12:00 PM

    Many iPhone (AAPL +2.2%) users found the devices' alarm clocks malfunctioned during the weekend. Apple says the alarm problem would self-correct today, and if so, the fallout will be limited. And Hotmail (MSFT +0.4%) users also complained of missing or misplaced emails over the New Year.

    | Jan. 3, 2011, 12:00 PM | 1 Comment
  • Jan. 3, 2011, 8:39 AM

    Companies like Intel (INTC), Hewlett-Packard (HPQ), and IBM (IBM) are among the tech companies sitting on big piles of cash very likely to be invested in acquisitions this year. Probable buyouts will be in the areas of cloud computing, clean technology, alternative energy, life sciences, and the internet.

    | Jan. 3, 2011, 8:39 AM
  • Dec. 31, 2010, 2:47 PM
    Gleacher & Co.'s crystal ball says hot areas in 2011 include hosted and managed apps, solid state storage, and storage and server virtualization. Gleacher also claims 2010's best performing stocks were ones with high revenue growth. They were F5 Networks (FFIV), up 150%, VMWare (VMW), up 112%, NetApp (NTAP), up 60%, and Apple (AAPL), up 54%.
    | Dec. 31, 2010, 2:47 PM
  • Dec. 31, 2010, 1:19 PM

    In some ways, 2010 was good for storage, but "2011 will be a great year," given the growth of cloud services, says one optimist. Storage middleware and flash solid state drive products will also sell well. But margins will drop as storage becomes more of a commodity in this much-consolidated industry.

    | Dec. 31, 2010, 1:19 PM
  • Dec. 30, 2010, 3:45 PM

    Wells Fargo is relatively upbeat on Intel (INTC +0.5%), as opposed to others on the Street who think its EPS will fall this year. Earnings will stay flat at $2, as Intel rolls out its new Sandy Bridge PC processors, and moves into the tablet PC market. Wells Fargo keeps Intel as a Top Pick.

    | Dec. 30, 2010, 3:45 PM
Company Description
Oracle Corporation develops, manufactures, markets, hosts and supports database and middleware software, application software, cloud infrastructure, hardware system including computer server, storage and networking products and related services.
Sector: Technology
Country: United States