Oracle Corp. (ORCL)

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  • commenter
    steveballmer
    Mar 28 01:14 AM
    My Website
    Oracle F3Q08 (Qtr End 2/29/08) Earnings Call Transcript [view article]
    Ellison is a nutcase and should sell out to Microsoft! Reply
  • commenter
    buzzly
    Mar 27 03:13 PM
    Oracle’s 'Miss': The Canary in the Coal Mine [view article]
    Safra Catz was singing like a canary for sure. BTW, Catz is a she. Reply
  • commenter
    Benny G
    Mar 27 09:28 AM
    Fast Money Recap: 3/26/08: Oil is Well [view article]
    @Macke with the call on Apple as a weak consumer play:

    What many people like Macke don't seem to realize is that Apple is thinking way beyond the iPod at this point in their business plan. We can see this forward thinking embodied in the iPhone in addition to the continual upgrade of their computers.

    There can be no doubt that the halo effect of iPod owners switching over the Mac computers has been a huge benefit for Apple's overall market share. (Which continues to far exceed the industry average). Besides, Apple is also in the software business and continues to push into new territories (i.e. video rentals and other multimedia projects like iTV).

    Any company that is trying to compete with Apple at this point is, I think, well behind the game as they not only have to overcome iPod's domination of the market, these competitors also have to find a way to seize on Apple's momentum and figure out a way to transfer music player users to a larger array of more meaningful (and more profitable) products.     Reply
  • commenter
    awer
    Mar 26 03:00 PM
    Under The Radar News - Tuesday [view article]
    seekingalpha put all his force to beat BRLC which means good news. blsh to big boys. Reply
  • commenter
    misterchan
    Mar 25 12:00 AM
    Fast Money Recap, 3/20/08: Cold Commodities [view article]
    Thanks for all your comments. It was fun reading them. However, Biodoc, in my opinion, is the most savvy. I have been writing out-of-the-money options for years. They give a better chance of making a profit. And maybe people who have no idea of the inner workings of Wall St. would be monetarily safer keeping their day jobs. Reply
  • commenter
    docjock
    Mar 22 04:05 PM
    Fast Money Recap, 3/20/08: Cold Commodities [view article]
    You don’t need to be savvy—you need to have guts. This is a perfect market for options—pick any volatile commodity stock (POT, MOS, MON, PBR, e.g.) and buy straddles, and you’re set. Or better, buy a call and a put separately, at the same price. Options require guts: buy the call and put, and wait for one side to be up 50% (that takes about an hour in today’s market). Sell it, and wait another 4 hours for the other side to be up 50%. The problem for some is that with the same positions in the same market they watch the side that drops 50% over the first hour, and then they panic and sell it. Then they wait 4 hours until the other side is down 50%, and then they sell that. Same picks, same market—one guy doubles his money in two days, and the other loses everything. No inside secrets required—just the right combination of patience and guts, without an overdose of greed.
    And if you really think someone is ‘controlling the markets’, you should stick with your day job.
     Reply
  • commenter
    a
    Buongiorno
    from Texas
    Mar 22 09:59 AM
    Fast Money Recap, 3/20/08: Cold Commodities [view article]
    Need more comments from you on option trading. Past results, how-to, etc.. Even though think like a bull, we are in a bear market. Getting in and out quickly is the only safe way right now--and that even has it's bears charging for you. I am long on oil and gold regardless, though. Your high energy spills over the airwaves right here in my little office. Thanks! Reply
  • commenter
    nonaldehyde
    Mar 22 09:33 AM
    Fast Money Recap, 3/20/08: Cold Commodities [view article]
    Here's a pindick comment from anonymous.

    CNBC? Are you kidding me? Pretty people with communications degrees reading stories they don't understand as an information source? Shurely shome mishtake?!?

    The opinion that matters, the ONLY opinion that matters, at the end of the day is price.     Reply
  • commenter
    biodoc
    Mar 22 08:56 AM
    My Website
    Fast Money Recap, 3/20/08: Cold Commodities [view article]
    I think you are right on! It would appear that unless you are savvy in trading options and ahead of the market (insider) you can't make money in this market. Reply
  • commenter
    phil dewey
    Mar 21 10:51 PM
    Under The Radar News - Monday [view article]
    Benioff approached Cisco last October so this is old news. Given the Webex deal was done in 10 days and that they are now pitching Oracle it doesn't look good for a Cisco/Salesforce marriage Reply
  • commenter
    misterchan
    Mar 21 09:48 PM
    Fast Money Recap, 3/20/08: Cold Commodities [view article]
    Why is it that when the market goes down 400 points (and not just once), all you people on CNBC just keep smiling. suggest a lot of excuses and give stock purchase recommendations which, even in bear conditions, will go up, but when precious metals have a similar correction, and this after having made big upward moves , especially in the last couple of months, you advise getting out of gold and oil, too?Could it be that the markets are rigged and that is what precipitates all the dramatic movement and all the subsequent advice? Is it possible that all the Wall St. insiders are quite easily making millions because of dispensing all this directional advice? I think so. What think you? Reply
  • commenter
    Ames
    Tiedeman
    Mar 21 09:50 AM
    My Website
    Fast Money Recap, 3/20/08: Cold Commodities [view article]
    I think Oil can pull back to the 80's before going to 125 in 2009. I think one has to short USO and OIL and be long DUG.


     Reply
  • commenter
    pamela
    Mar 20 09:24 AM
    Fast Money Recap: 3/18/08: Charging Ahead on Visa's IPO [view article]
    intererested to note that it may be time to go long on US $, how would an individual investor do this best? what are Seymours top foreign trades in Russia in light that gold, oil may sharply dip? how will this impact foreign markets? Last, who is Fitzpatrick and tell me more about why he is bullish on goog? how bullish? Reply
  • commenter
    GregoryY
    Mar 18 01:20 PM
    My Website
    Under The Radar News - Monday [view article]
    It seem strange to speculate that there is any reason for a corporate marriage for such a successful company in a growing market segment, but perhaps the reports of scalability issues and doubts in Salesforce ability to resolve these issues in a timely manner are a root of these rumors. Reply
  • commenter
    Lisa
    Mar 17 08:51 PM
    Under The Radar News - Monday [view article]
    "eBay (EBAY) is looking to make its affiliate marketing an in-house venture. If it succeeds, eBay could dump ValueClick's (VCLK) Commission Junction."

    Doesn't Amazon do it's own affiliate marketing? You'd have thought this is a core competency for a company like eBay.     Reply

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