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Analysis - Latest Articles
by
most recent
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most commented
Can Oracle Protect Its Robust Margins Even with Recent Sun Acquisition?
Jun 24
•
Naveen Selvaraj
•
1 Comment
Sun-Oracle Deal Remakes the IT Landscape
Apr 20
•
Eric Savitz
•
2 Comments
15 Value Hedge Funds - Portfolio Update
Aug 21, 2008
•
Mebane Faber
•
6 Comments
Does Icahn's Involvement Affect Share Price in the Long Run?
Jul 25, 2008
•
Markham Lee
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3 Comments
Oracle Still Not Keen on SaaS
Jul 3, 2008
•
Sramana Mitra
•
Comment!
Oracle's Got What It Takes - Barron's
May 18, 2008
•
SA Editor Eli Hoffmann
•
1 Comment
Oracle Closes BEA Systems Deal - Last Logical Purchase?
Apr 29, 2008
•
Larry Dignan
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1 Comment
Who's on First, Services Oriented Architecture or Web Oriented Architecture?
Apr 7, 2008
•
Dana Gardner
•
2 Comments
Oracle Expected to Report a Strong Quarter
Mar 26, 2008
•
Larry Dignan
•
Comment!
Under The Radar News - Friday
Mar 7, 2008
•
SA Editor Eli Hoffmann
•
Comment!
Goldman: Oracle Looking Cheap
Mar 6, 2008
•
Eric Savitz
•
Comment!
Contrarian Indicator: Analyst Buy Ratings
Mar 5, 2008
•
Bespoke Investment Group
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17 Comments
Private Capital - Portfolio Holdings
Feb 28, 2008
•
Mebane Faber
•
1 Comment
Kelly: Adding Long Positions
Jan 27, 2008
•
Thomas Kelly
•
Comment!
Goldman Cuts Estimates on a Host of Software Companies
Jan 22, 2008
•
Eric Savitz
•
Comment!
Is Open Text the Next Takeover Target?
Jan 18, 2008
•
FP Trading Desk
•
1 Comment
Realism Prevails in Oracle's Acquisition of BEA Systems
Jan 18, 2008
•
MGI Research
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Comment!
Oracle Needs to Settle on a Growth Strategy Following BEA Acquisition
Jan 17, 2008
•
Karthikeyan D S
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Comment!
Users Lose Middleware Choice in Oracle Acquisition of BEA
Jan 17, 2008
•
Dennis Byron
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3 Comments
Davis's Thursday Outlook
Jan 17, 2008
•
Philip Davis
•
Comment!
Icahn Had a Busy Day Wednesday
Jan 17, 2008
•
Lon Juricic
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1 Comment
MySQL and BEA: Wednesday’s Two Big Acquisitions
Jan 17, 2008
•
Sramana Mitra
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2 Comments
BEA Acquistion Could Add 1-2 Cents to Oracle's Earnings
Jan 16, 2008
•
Larry Dignan
•
Comment!
Kelly: Playing the Arbitrage on BEAS
Jan 16, 2008
•
Thomas Kelly
•
Comment!
Wednesday's Options Report: JPM, JDSU, eBay, Intel, RHT, BEAS, TASR
Jan 16, 2008
•
Andrew Wilkinson
•
Comment!
Oracle to Buy BEA for $19.375 a Share
Jan 16, 2008
•
Eric Savitz
•
Comment!
The Recession has Begun, According to Canaccord Adams
Jan 13, 2008
•
Eric Savitz
•
1 Comment
Pacific Crests Cuts Estimates on BEAS, SAP, and RNOW
Jan 2, 2008
•
Eric Savitz
•
Comment!
Oracle Sees No Friendly Deal With BEA
Dec 20, 2007
•
SA Editor Eli Hoffmann
•
Comment!
Software Stocks: High-Risk, Low-Risk and Takeover Targets
Dec 18, 2007
•
FP Trading Desk
•
1 Comment
10 Software Predictions for 2008
Dec 17, 2007
•
Eric Savitz
•
2 Comments
HP to BEA: 'It's Not Me, It's You'
Nov 30, 2007
•
Dealscape
•
Comment!
DT May Buy EDS: More Telco-IT Acquisitions On The Way
Nov 22, 2007
•
Dana Gardner
•
Comment!
Private Capital - Portfolio Holdings
Nov 21, 2007
•
Mebane Faber
•
Comment!
Any Future Bid For BEA Would Be Lower - Oracle CEO
Nov 15, 2007
•
SA Editor Eli Hoffmann
•
Comment!
Microsoft Replaced by Oracle on Goldman List
Nov 6, 2007
•
Eric Savitz
•
Comment!
BEA Systems to Give Icahn Confidential Information
Nov 6, 2007
•
SA Editor Susan Lerner
•
Comment!
Boxed-In BEA Systems
Nov 6, 2007
•
The Stalwart
•
3 Comments
Why BEA Systems Should Sell Itself to AT&T
Nov 1, 2007
•
Dana Gardner
•
2 Comments
Oracle's BEA Systems Take-Under?
Oct 30, 2007
•
Paul Kedrosky
•
Comment!
Will BEA Find Another Suitor?
Oct 29, 2007
•
Larry Dignan
•
Comment!
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