Oracle Corp. (ORCL)

All Comments on ORCL

  • commenter
    Ames
    Tiedeman
    Mar 31 03:36 PM
    My Website
    Time to Nibble on Tech - Barron's [view article]
    GOOG, a buy now? No way! This massive growth story is over...for now. Reply
  • commenter
    binkster666
    Mar 31 01:55 PM
    My Website
    Oracle Cheaper Than Ever Following Earnings Disappointment [view article]
    Agreed that Oracle missed on sales - but come on...it doesn't deserve a low p/e of 20.05 (as of Monday 3/31/08). And with such a great roe of over 27? No way. Such a steal at this price.

    Oh, and its moat is that its horrendously difficult for businesses to migrate from one database application to another. This means Oracle has built in revenue streams for the future.

    Combine this issue with the fact that Oracle's databases' are going to become more and more complex in the future - and the fact that these databases will be used even more - and it means that ORCL is a strong buy at this time.

    Regards,

    Staff at Today’s Value Investor
    todaysvalueinvestor.bl...

    A free weekly online investment newsletter/blog that identifies undervalued companies who were historically profitable and whose current business model is well-established and is a leader in its industry.


     Reply
  • commenter
    squawk
    Mar 31 05:17 AM
    Red Hat Earnings: JBoss Taking Share From Oracle? [view article]
    Give us a break. Taking share from ORCL? If you're gonna use a hook in your headline to draw readers, you're gonna need a bit more substance than what you think you see under a Red Hat. Try an non-colored crystal ball next time if you wish to speculate. Reply
  • commenter
    chrylis
    Mar 31 05:05 AM
    Red Hat Earnings: JBoss Taking Share From Oracle? [view article]
    To be fair to Vaughn Nichols, there is a large community of FUDsters out there that keeps shouting that open source is anticapitalistic and is an unmitigated destroyer of value. Red Hat has, of course, been making a profit, but this quarter's results indicate that it's possible to do so on a consistent basis. Reply
  • commenter
    mrtaxx
    Mar 30 11:41 PM
    My Website
    Time to Nibble on Tech - Barron's [view article]
    Eric Saitz was totally negative on Apple approximately a month or so ago, he bashed Apple several times with his opinion based on other opinions mostly and not any or many concrete actual facts. Then one day, in someones comment to one of his articles, someone listed Eric's home address. Since then I have noticed Eric is not as negative, especially on Apple. This reminds me somewhat of a comment Charlie Gasparino made on CNBC about 2 years ago. Gasparino said something to the effect that Goldman Sacks tells their clients to buy a stock and at the same time Goldman is selling the stock and he couldn't understand why those clients still stayed with Goldman. Gasparino realized what he said and quickly changed the subject. Gasparino who had been on CNBC alot, suddenly did not appear on CNBC that much. But don't take my word for it, as Warner Wolf used to say, "lets go to the tape." Reply
  • commenter
    steveballmer
    Mar 30 11:12 PM
    My Website
    Oracle’s Next Frontier [view article]
    The problem at Oracle is the crazy leadership over there! Having unstable people in charge is never good for business!

    fakesteveballmer.blogs...
     Reply
  • commenter
    Dr. Duru
    Mar 30 10:01 PM
    My Website
    Time to Nibble on Tech - Barron's [view article]
    Nice. And this buy the bottom call comes on the heels of another bearish Barron's article knocking GOOG to $350... Reply
  • commenter
    Desperate.
    Mar 30 07:49 PM
    Time to Nibble on Tech - Barron's [view article]
    blah blah blah... now's the bottom, buy buy buy... blah blah blah... now's the bottom, buy buy buy... blah blah blah... now's the bottom, buy buy buy... blah blah blah... now's the bottom, buy buy buy... Reply
  • commenter
    rev
    Mar 30 05:10 PM
    Oracle’s Next Frontier [view article]
    I agree: Buy. Oracle didn't really "miss" on its' earnings; it only "missed" on the analysts' expectations. They've been expecting, and providing, 20% growth year over year. The engine is good; the pundits are bad. Reply
  • commenter
    Paul Price
    Mar 29 10:08 PM
    Oracle Cheaper Than Ever Following Earnings Disappointment [view article]
    Oracle's 'disappointing' earnings report from last week when revenues were up only 21% and EPS were up only 23% was greeted with an 8% sell-off [from a recent high set just prior to the earnings report].

    Barrons noted that the numbers were more a function of the U.S. economy than anything specific to the company. Oracle shares closed at $19.37 - off 4% on the week. The "Plugged In" columnist suggested that investors pay more attention to ORCL's earnings expansion going forward.

    "While not immune to weakening macro conditions, Oracle showed it can expand operating margins, grow earnings, and post record free-cash flows despite a tougher IT spending environment," noted Morgan Stanley software analyst Keith Weiss.

    Weiss rate Oracle shares 'Overweight'.
    Reply
  • commenter
    cheesecake
    Mar 29 08:52 PM
    My Website
    Oracle Cheaper Than Ever Following Earnings Disappointment [view article]
    oracle is a crap company and i am coming from a technology perspective being a software engineer. why anybody would own it over $20 is a mystery to me. Reply
  • commenter
    sunitra
    Mar 28 06:55 PM
    Oracle’s Next Frontier [view article]
    BUY!!! Reply
  • commenter
    mahesh reddy
    Mar 28 02:32 PM
    Tibco Up on Solid Earnings, Guidance; Larger IT Players To Win Anyway? [view article]
    What?..3 cents...is all its up and you write it up as if its a 50% jump...Don't pump and dump the stock please...and fool naive investors... Reply
  • commenter
    Paul Price
    Mar 28 11:53 AM
    Oracle’s Next Frontier [view article]
    But do you think ORCL is a buy, sell, or hold? Reply
  • commenter
    maxbid
    Mar 28 10:09 AM
    Fast Money Recap: 3/26/08: Oil is Well [view article]
    Macke, just buy some AAPL sit back, and leave it alone for two years. Oh yea, by the way, lay off the caffeine a little bit. Reply
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