Oracle Corp. (ORCL)

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  • commenter
    CrossProfit
    Nov 01 03:45 AM
    My Website
    Oracle Will NOT Play in SaaS - But It Will Continue Gobbling [view article]
    Regarding COGN, see
    seekingalpha.com/artic...

    The way things are going; BEAS and COGN may end up bidding against each other as to who will accept a lower price from SAP! There are a lot of misguided malevolencies towards ORCL out there and SAP doesn't seem attuned to the opportunity.

    CrossProfit     Reply
  • commenter
    Burns
    Oct 29 11:18 AM
    Icahn To Board: "BEA Belongs To Its Shareholders, Not To You" [view article]
    Well, BEA better pray that Oracle will put the deal back on the table. Carl Icahn's law suit isn't the only one they have to worry about, hundreds (if not thousands) of other investors are probably planning similar action as we speak. You can bet the BEA Board will be scrambling to contact Oracle in the near future www.newsvisual.com/new... Reply
  • commenter
    Burns
    Oct 29 11:08 AM
    BEA to Icahn: We'll Sell, But Not for $17/Share [view article]
    If BEA had another interested party, then why haven't they made their interest known yet? This way, BEA could hope to start a bidding war between Oracle and Company X and hopefully come out way ahead. I don't think BEA has another interested buyer, and in a few days after Icahn's lawsuit (not to mention the law suits from angry investors) BEA will be running back to Oracle to ask them if the offer is still on the table www.newsvisual.com/new... Reply
  • commenter
    User 117911
    Oct 29 12:27 AM
    BEA's Ball Rolls Into Icahn's Court [view article]
    Why should a person like Carl Icahn have a say in this matter ? He is not even a investor but merely a trader who picked up shares of BEA recently. Now just because he wants an overnight return should this company be sold at any rate. Board of directors and other long term share holders who have been with this company for sometime should better judge this matter or decide the price. Reply
  • commenter
    King Kang
    Oct 25 04:26 PM
    BEA Sets $21/Share Takeout Price, Oracle Rejects [view article]
    I don't think I really see BEA's logic here. Yes, they were undervalued but the first offer of $17 per share was more than fair. $21 a share? No way. However, we should remember that Oracle did raise their bid for PeopleSoft, so a deal could still be done. I guess it just depends on how bad Oracle wants BEA. Probably using some of their backchannels to negotiate another deal right now www.newsvisual.com/new... Reply
  • commenter
    jturano7423
    Oct 24 07:15 AM
    Jim Cramer's Mad Money Lightning Round 10/2/07: Bucyrus Comes Back [view article]
    10/24 OCT.3RD JIM CRAMER SAY I WANT YOU IN NSTK NOT ISIS! NSTK HAS BECOME A WHITE ELEPHANT FOR HIM AFTER 36 TOUTS AND HE LOOKS EVEN MORE FOOLISH DOWNGRADING ISIS BECAUSE IT HAS CONTINUED TO PERFORM BETTER THAN NSTK TO DATE, AND WILL HAVE BETTER EARNINGS THAN NSTK ON NOV.8TH AND LASTLY WILL MORE THAN LIKELY HAVE A SPECTACULAR DRUG APPROVED BY THE FDA BY 3RD WEEK OF NOVEMBER.
    NSTK WILL CONTINUE TO GO DOWN BECAUSE THE YEAR END EARNINGS REPORT IS WORST OF ALL COME MARCH 2008! GIVE IT UP CRAMER, STOP BEATING THE NSTK DRUMS!     Reply
  • commenter
    Daniel
    Jacome
    Oct 15 10:30 PM
    My Website
    Five Major Questions On Oracle’s BEA Buyout Bid [view article]
    BEAS mgmt is being stubborn: they got more than enough and Uncle Ellison was generous this time around.

    Carl should be pleased.

    COGN, TIBX are the next ones to go, but don't expect anything until after the holidays......     Reply
  • commenter
    Daniel
    Jacome
    Oct 15 10:17 PM
    My Website
    Analysts Give BEA Scant Hope For Alternative To Oracle Bid [view article]
    There is no way BEAS get a better offer. BEAS mgmt is being stubborn: the stock was in the gutter for a while and they are lucky ORCL is buying them at a 25% premium.

    Talking about BEAS now is spilt milk: it is time for us to now look at what else Carl may flip next.

    Reply
  • commenter
    Burns
    Oct 15 07:14 PM
    Analysts Give BEA Scant Hope For Alternative To Oracle Bid [view article]
    I thought the original offer from Oracle was more than fair. I understand that BEA was undervalued, but it wasn't that undervalued. Looks like I was right. Now Oracle has some room to wiggle as far as offers go. BEA may pay because of their recalcitrance. Carl Icahn's goal is to sell BEA. Oracle may just offer a bit lower price now and BEA may not have a choice but to accept it. If BEA balks corporate ties could be used to pressure BEA www.newsvisual.com/new... . Reply
  • commenter
    PC&G
    Oct 15 11:46 AM
    Five Major Questions On Oracle’s BEA Buyout Bid [view article]
    I don't know if I quite agree with BEA that the company was as undervalued as it claimed. Yes, I know BEA was an undervalued stock, but I think the price Oracle offered was more than fair. As far as the deal goes, the author is right that it will go through once all the haggling gets done. They have enough backchannels so that negotiations shouldn't shut down www.newsvisual.com/new... . Reply
  • commenter
    Muggle
    Liaison
    Oct 14 01:11 PM
    Oracle and BEA: Getting Uglier By The Minute [view article]
    I believe an Oracle acquisition of BEA has made sense for quite some time. Oracle has the fastest-growing line of middleware products and has systematically strengthened them over the past few years through both internal innovation and acquisition of technology to broaden their capabilities. Competition from BEA has become much less threatening than it was 5 years ago. This acquisition appears to be more about increasing market share than it is about elimiinating competition (BEA has been doing a good job of eliminating itself without help from Oracle). Also, Oracle's concern about 'shifting value to BEA's management team' is right on target...they don't want this to be an opportunity for BEA executives to line their pockets at shareholder expense. Reply
  • commenter
    peoplsoft
    Oct 14 10:53 AM
    Oracle and BEA: Getting Uglier By The Minute [view article]
    Amen, look at the Peoplesoft acquisition. Oracle wanted their cash and their maintenance stream. They wanted to get rid of a competitor in the application space. they've accomplished all three.

    but this is business, not about value to the customer.

    The line in their letter 'shift value from BEA’s shareholders to the management team' that is ALL THIS IS EVER ABOUT, except now it is shift BEA's value to ORACLE's MANAGEMENT staff. Oh sure, oracle's stock will go up a little bit for big short term stockholders who will then sell. But it's really about their ultimate hurt, feeling 2nd fiddle to microsoft always.     Reply
  • commenter
    Kill the
    Innovation
    Oct 13 04:50 PM
    Oracle and BEA: Getting Uglier By The Minute [view article]
    It may make sense for investors, but Oracle buy will definitely kill the innovation in BEA. Oracle has been struggling to get to the cutting edge and standard compliance for there middleware products, but have not been successful.Same will happen to the BEA products if they buy it. Over the period of years the products will be out of standard compliances and out of innovation.Broken Oracle support will further deteriorate it.

    Oracle intention is to kill the competition in the middleware market from BEA. If the customer who have invested in the BEA technology have to reamain happy stay in the leading edge using the BEA products in the long run BEA should remain as BEA...

    -Anil

    Reply
  • commenter
    ratsharp
    Oct 13 12:53 AM
    Oracle Bids $17/Share for BEA Systems [view article]
    try looking at oracle's purchases ..where they start the bid and where they end ... the answer my friend is blowing in the wind ... so use 17 as a base..and then use a simple risk reward.. Reply
  • commenter
    King Kang
    Oct 12 03:33 PM
    Oracle Bids $17/Share for BEA Systems [view article]
    BEA is now saying that the offer from Oracle is too low. This seems a bit of stretch to me. I know BEA was undervalued, but not by this much. Could be the beginning of another bidding war. Well, if that does happen at least these backchannels for negotiations should remain open www.newsvisual.com/new... Reply

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