Oracle Corp. (ORCL)

All Comments on ORCL

  • commenter
    User18358
    Jun 05 02:25 PM
    Expect Oracle's Acquisition Spree To Continue [view article]
    They should acquire Sybase Reply
  • commenter
    HappySam
    May 23 10:26 PM
    Avid Technology: Contrarian Position [view article]
    Avid underperformed during a bull market. Why do you think it will outperform in a bear market?

    If you could convince me that the buyers of AVID's software/equipment were not coming under pressure, that their markets were instead expanding and growing then perhaps you may have a case.

    Fact is that this is a mature market, margins will continue to contract and low priced competition will destroy their margins.

    In my humble opinion     Reply
  • commenter
    squawk
    May 20 10:10 PM
    Barron's: Oracle 'May Climb 40%' [view article]
    Good summary of article. I think the stock is presently worth about 23-24 & should get to 30 within a year's time. But then again I don't make the market. Reply
  • commenter
    keemia
    May 19 02:40 PM
    Leading Hedge Funds' Best Ideas and Consensus Picks [view article]
    What's the idea behind getting into CDNS? Valuation, technicals, both, other? Reply
  • commenter
    daniela
    May 19 01:05 PM
    Symantec CEO: Nothing Is For Sale to Oracle [view article]
    This article really jives with my personal experience with Symantec. Product is getting more expensive and better functionality is just not there. CEO is not getting it :There are better products out there for cheaper price. That's what consumer wants. I "like" also this quote from CEO: "take over their machines "yeah...every consumer's dream... Thanks for article. It revealed CEO's idiotic thinking. Reply
  • commenter
    Chungst
    May 19 12:07 PM
    Leading Hedge Funds' Best Ideas and Consensus Picks [view article]
    "[Mark Yusko states] the top holding for many of these funds on their 13F is likely not their best idea, but rather was their best idea and has simply appreciated the most."

    That makes sense due to time lag of the filing coupled with the fact that cream (over time) rises to the top -- the biggest exposures ought to be the ones that has "legs" to run (Mastercard is a good example). In contrast, gunslingers are typically the types that place huge bets at the outset as opposed to building up a position over time.

    Cheers     Reply
  • commenter
    M.
    Weinstein,
    SA Editor
    May 19 11:02 AM
    Leading Hedge Funds' Best Ideas and Consensus Picks [view article]
    Thanks for the correction, Richard. I believe it referred to Berkshire, actually - BRK.A or BRK.B. Post updated accordingly. Reply
  • commenter
    Richard
    Schweitzer
    May 19 10:52 AM
    Leading Hedge Funds' Best Ideas and Consensus Picks [view article]
    Brick Income Fund A is
    BRKQF     Reply
  • commenter
    SA Editor
    Eli Hoffmann
    May 19 09:25 AM
    Wall Street Breakfast: Must-Know News [view article]
    Inquiring mind, you're absolutely right. Dropped the ball on that one. Thanks for your feedback. Reply
  • commenter
    Inquiring
    Mind
    May 19 09:00 AM
    Wall Street Breakfast: Must-Know News [view article]
    "Expensive oil is killing oil companies" is not exactly what that article said -- the figures of 26% and 30.2% are for the decline in profit for non-energy companies in the S&P 500, not for oil companies other than XOM, CVX, and COP. Yes, the oil sector is exhibiting declining margins per barrel but it also had the highest total increase in profit of any sector in the index. I appreciate your summaries of other news sources but you got this story totally wrong. Reply
  • commenter
    Donald E.
    L. Johnson
    May 18 09:28 PM
    My Website
    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. Reply
  • commenter
    kingofcary
    May 15 11:31 AM
    Enterprise Software: More Room For Downside Surprises [view article]
    The comment wrt large s/w companies struggling i.e. MS, Oracle, SAP is misleading. Of course some campanies struggle as is always the case. However, I see no mention of IBM one of the largest and certainly a bellweather. 4q07, 1q08 ... record revenue, profit, margin, EPS etc and by all measures and exceptional balance sheet. To not include this positive point indicates lack of crediility in the article. Reply
  • commenter
    p. smith
    May 15 10:49 AM
    Enterprise Software: More Room For Downside Surprises [view article]
    For ERP software vendors like ORCL and SAP... yes.

    For best breed software and consulting vendors such as supply chain management leader i2 technologies and SaaS vendors sepecially in HR and ACCOUNTING, 2008-2012 is the rapid growth period.

    SAP and ORCL are not growing anymore, their decline will become obvious by end of this year...
    Reply
  • commenter
    User 49180
    May 15 07:10 AM
    Enterprise Software: More Room For Downside Surprises [view article]
    This article seems to be a series of vague conclusions.Is there a point? Reply
  • commenter
    mnot
    May 14 09:19 PM
    My Website
    Who'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
Loading...
Symbols:
Authors:
Quick Links: