Business Objects SA (BOBJ)
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loading ...Recent BOBJ Articles
- Dazed and Confused: Product Roadmaps, Upgrades & Migrations in IT Software
- November 29th Merger Arbitrage Activity
- November 27th Merger Arbitrage Activity
- SAP, Oracle Turf War Far From Over
- SAP Plays Defense With Business Objects Acquisition
- Five Questions on SAP’s Acquisition of Business Objects
- European Software Consolidation: SAP Buys Business Objects
- SAP to Acquire Business Objects for $6.78 Billion
- Speculation Keeps Driving Business Objects Higher
- Is Informatica An Acquisition Target?
- Full List of Articles »
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General Discussion on BOBJ
Is this a buy or a sell? ReplyJacome
Is Informatica An Acquisition Target? [view article]
we made sweet dough on COGN (see our post from May 1 2007), but now we are looking a second time @ INFA. The CFO is getting "warmer" to "compelling bids" according to the same sources we galvanized on COGN!!!Also, INFA was featured in Investors Business Daily today, Sat November 24 -- keep an eye on INFA, it is the last "BI play left standing..."
www.seekingalpha.com/a... Reply
Jacome
Is Informatica An Acquisition Target? [view article]
INFA, COGN both targets now that BOBJ has been gobbled up.... ReplyJacome
Is Informatica An Acquisition Target? [view article]
great comment, SasSy investor!!!! Replyinvestor
Is Informatica An Acquisition Target? [view article]
You say that CRM has an "an unreal P/E of 1,127.21," which makes me wonder if you understand their business model and how they recognize revenue.Traditional software companies sell permanent licenses which appear on the license line of the income statement. That revenue eventually drops down to the net income and EPS line of the income statement which gives you the traditional P:E. Salesforce.com and other SaaS vendors sell a term license which is recognized on the balance sheet as deferred revenue and then amortizes to the income statement ratably. The effect of this GAAP treatment appears to show lower license numbers. If you understood what I just wrote you will understand this does not mean SaaS companies sell less software.
The misleading lower license number on the IS translates into a non-comparable EPS as the net income will be lower. A lower "E" compared to "P" will give astronomic P:E ratio's. Comparing SaaS companies to traditional companies using P:E is comparing apples and oranges. Try EV:Operating Cash Flow multiples instead. Reply
Cognos' Missing Enterprise 3.0 Strategy [view article]
Didn't COGN acquire Celequest for SaaS BI? I thought Celequest's marketing was a little muddied as they used the terms "hosted" and "appliance" interchangeably (which they are clearly not) but their AppExchange hosted offering is a decent enough SaaS BI play. LucidEra is unproven although an interesting company to watch. A few others are Seatab and Oco. Replyumbai
Business Objects Q3 2006 Earnings Call Transcript [view article]
This is fantastic. I was looking for exactly this information! Thanks... Please visit my site: niche-technologies.blo... and leave your comments there as well! ReplyPossible Software M&A Targets [view article]
Wonder how the attractiveness of these stocks as take over targets jives with the shift to software as a service, which these companies are often poorly positioned for. See:Salesforce.com Separates Apex Platform From CRM Applications Reply