BEAS Forum Topics
- All Comments on BEAS
- General Discussion on BEAS
- Oracle's Got What It Takes - Barron's [view article]
- Who's on First, Services Oriented Architecture or Web Oriented Architecture? [view article]
- Oracle Closes BEA Systems Deal - Last Logical Purchase? [view article]
- Is Open Text the Next Takeover Target? [view article]
- Contrarian Indicator: Analyst Buy Ratings [view article]
- Jim Cramer's Mad Money Lightning Round Picks, 9/20/07 [view article]
- Private Capital - Portfolio Holdings [view article]
- Users Lose Middleware Choice in Oracle Acquisition of BEA [view article]
- Icahn Had a Busy Day Wednesday [view article]
- MySQL and BEA: Wednesday’s Two Big Acquisitions [view article]
- The Recession has Begun, According to Canaccord Adams [view article]
Recent BEAS Articles
- Does Icahn's Involvement Affect Share Price in the Long Run?
- Oracle Still Not Keen on SaaS
- Oracle's Got What It Takes - Barron's
- Oracle Closes BEA Systems Deal - Last Logical Purchase?
- Who's on First, Services Oriented Architecture or Web Oriented Architecture?
- Oracle Expected to Report a Strong Quarter
- Under The Radar News - Friday
- Goldman: Oracle Looking Cheap
- Contrarian Indicator: Analyst Buy Ratings
- Private Capital - Portfolio Holdings
- Full List of Articles »
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L. Johnson
Oracle's Got What It Takes - Barron's [view article]
I think Barron's does a good job of reporting how the street is evaluating ORCL. It's amazing to see the variety of calls by independent research firms on the stock. It's got a bearish point and figure chart based on Friday's close, but that should turn bullish if the stock pops Monday in response to the Barron's piece, as it probably will. ReplyWho's on First, Services Oriented Architecture or Web Oriented Architecture? [view article]
I think you hit the nail on the head when you call SOA an offshoot of EAI, and that's what's going to drive its adoption -- and limit it.There's nothing fundamentally better / more capable about SOA over WOA, but if you've got (as you say) fifteen different back-end systems to integrate, SOA is more attractive because it was built from the ground up to wrap them; it doesn't impose many limits at all.
WOA, on the other hand, is usually ill-suited for that task, unless you're willing to go to a *lot* of effort. OTOH it's much simpler and more powerful if you're building fresh -- hence the focus of the startups on it.
I tend to think that in the long run, SOA's market is pretty limited, but in the short to medium term, it's lucrative. WOA is a better long-term bet, but there's less money in it... for now. Reply
Oracle Closes BEA Systems Deal - Last Logical Purchase? [view article]
I believe that Oracle could use an "integrator" to the mix to accentuate its services side. So how about Tibco falling into this acquisitive category? ReplyJacome
Is Open Text the Next Takeover Target? [view article]
OTEX -- heck yes, it's a target, mgmt will be setting the company up for a buyout, we like the cash flow and balance sheet; MSFT would be an ideal buyer, so it can catch to Ellison..... Traders are flagging the stock according to 2 contacts who trade software. ReplyWho's on First, Services Oriented Architecture or Web Oriented Architecture? [view article]
Very interesting and thought provoking. However that focus on technology and yet "better" mouse trap, at the expense of underlying business processes quality, is what leads IT organizations to spiraling costs and diving satisfaction. ReplyEditors
General Discussion on BEAS
Is this a buy or a sell? ReplyContrarian Indicator: Analyst Buy Ratings [view article]
Try "Low NUMBER of buy ratings," not low amount. Check Webster's Dictionary to learn how to differentiate amount from number. ReplyContrarian Indicator: Analyst Buy Ratings [view article]
This report is ridiculous. By the same methodology, they would have bought the losers on the way down, and at much higher prices than where they eventually bottommed out. ReplyJim Cramer's Mad Money Lightning Round Picks, 9/20/07 [view article]
MARCH 13-NSTK:UPDATE: NO YEAR END EARNINGS REPORT, BUT IN THE MEAN TIME ONE GREAT ANNOUNCEMENT AFTER ANOTHER. JUST GREAT NEWS TO SOFTEN THE BLOW OF THE DELAYED EARNINGS REPORT. AND WITH ALL THIS GREAT NEWS IT WILL TAKE YEARS FOR THIS COMPANY TO RECOVER! YES, ONCE AGAIN 'HYPE' IS THERE LEADING DRUG! MANAGEMENT MUST BE THRILLED TO HAVE SO MANY SAVVY INVESTORS WHO STILL BELIEVE THEM AFTER ACCOMPLISHING 'ZERO' IN 24 YEARS! I THINK THEY HAVE INVENTED THE NASALLY STUPID PILLS FOR INVESTORS AND WE JUST DON'T KNOW IT YET! Replycritter
Contrarian Indicator: Analyst Buy Ratings [view article]
It's fun to daytrade with Etrade. It's also fun to watch Cramer go ballist and make crazy statements like the $2.00 lottery ticket. Etrade has a lot of loyal clients, me included, because of the great trading platform. And it's also fun to read about such assinine strategies like the one in your column. I wonder if you invest the same way you write. ReplyContrarian Indicator: Analyst Buy Ratings [view article]
To all you naysayers . . .If the pundits and analyst had their say about the direction of the economy and the media propaganda, T-rexes would be roaming the earth will-nilly and what humans that were left would be scampering around with limbs bleeding due to fear alone.
Lighten up a bit, and you might make some money. This piece may be a far cry from the more positive recovery spins I would like to see coming out of the pundits and analsyts (has anyone ever noticed the presence of anal in analyst?). All I see is "the sky is falling, you are going to die". I am bored. At least this piece was humorous and gave me a break.
I even bought ETFC at $3.14. Right when everyone was screaming sell. Oh well, I guess I made the wrong decision there. I don't think they sell $3.14 lottery tickets, do they? Reply
Contrarian Indicator: Analyst Buy Ratings [view article]
...I sold out of my position in ETRADE in late '07 at a loss, because all the experts told me to. On 1-7-08, the stock traded at $2.07, and everyone including Jim Cramer ("I'd rather have a $2 lottery ticket than a share of ETRADE"), the CNBC resident geniuses ("Run from this stock as fast as you can!") . If you had done the opposite of what they told you to do, and put every penny you could beg, borrow, or steal into ETRADE on that very day, you could have sold it roughly 6 weeks later at $5.25, a 254% profit.That is an annualized profit of 2,209%. I haven't seen any of the stocks Jim Cramer or the other experts recommend to their followers reap 2,200% annual gain for them. I suspect there were none.
Point is, my limited experience in the market suggests to me that the contrarian approach is at least as good as following the analysts' advice. An even better would be to totally ignore them. Reply
Contrarian Indicator: Analyst Buy Ratings [view article]
This article is interesting. It may well work on the short term.But I find more interesting the reactions this article causes.
Reply
Kotzan
Contrarian Indicator: Analyst Buy Ratings [view article]
How creative... just when I thought people ran out of ideas to loose money faster. ReplyContrarian Indicator: Analyst Buy Ratings [view article]
In Las vegas I hold at 16, and in the market this year I hold my breath.When a stock drops 10% in a short period of time the analyists drop there rating.How smart is that,maybe now it's a buy.Just like vegas. Reply