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Oracle Corporation (ORCL)

  • Dec. 28, 2010, 10:39 AM
    Sales of external storage devices will rise 14% for Q4 2010 from Q4 2009, with growth exceeding 10% in 2011, says Barclays Capital. A survey of 20 storage resellers reinforces this thesis. Most of the resellers also say both NetApp (NTAP -0.7%) and EMC (EMC -0.2%) sales are in line for Q4.
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  • Dec. 28, 2010, 9:29 AM
    After big vendors spent some $10B on data storage and warehousing companies, there are 5 other technology sectors ripe for mergers, says GigaOm. Acquisition candidates include companies that offer data center networking gear, cloud platforms and gateways, big data solutions, and virtual desktop infrastructure.
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  • Dec. 28, 2010, 9:08 AM
    SAP (SAP) is disputing Oracle's (ORCL) demand for $212M in interest, on top of the $1.3B award SAP must pay for software theft. "The jury's award...really, overcompensates Oracle," says a recent SAP court filing. Premarket, SAP is +0.5% and Oracle is +0.1%.
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  • Dec. 27, 2010, 10:05 AM
    The IT sector will rise in 2011, along with the overall economy, says an optimistic John Dorfman. One promising company is disk driver maker Western Digital (WDC -0.8%), undervalued at 6 times earnings. So is Intel (INTC -0.7%), which this year saw 9 company insiders buy their own shares - a good sign.
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  • Dec. 23, 2010, 4:03 PM
    Smarting from the $1.3B legal drubbing Oracle (ORCL) gave it last month, SAP (SAP) may be preparing to file an appeal. Court filings show SAP has hired 4 attorneys from San Francisco firm Durie Tangri LLP, which focuses on patent litigation. Maybe at least they can knock off the $212M in interest Oracle demands.
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  • Dec. 23, 2010, 3:46 PM
    With NetApp (NTAP -0.4%) trading near 10-year highs, option traders are "positioning for downside," says optionMonster. NetApp is up more than 60% this year, and close to its 52-week high of $57.96. Thus, the firm "may be reaching the end of its long run and will be ready to pull back soon."
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  • Dec. 23, 2010, 11:08 AM
    With solid growth prospects, a diversity of offerings, a strong international footprint, and a competitive moat, Hewlett-Packard (HPQ +0.8%) is trading at a 'bargain price,' says Tyler McKendry. Much of  this discounting is the result of Mark Hurd's departure - but the dip is unjustified and mostly caused by 'Mr. Market's mood swings.'
  • Dec. 22, 2010, 2:55 PM
    Hewlett-Packard (HPQ -0.7%) isn't finished doing deals, says the company's head of networking, Marius Haas. "The big are going to get bigger." He hints the next targets may be in the software arena, and then H-P will move "up the stack."
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  • Dec. 22, 2010, 9:45 AM
    Mark Hurd wants the letter that resulted in his departure as Hewlett-Packard's (HPQ -0.9%) CEO kept private. But a Delaware judge presiding over a shareholder lawsuit against H-P is considering a motion to unseal the letter. The SEC is also investigating Hurd's H-P exit.
  • Dec. 21, 2010, 4:00 PM
    In a sign it's changing goals, SAP (SAP) says farewell to 3VPs and a services head. Among those leaving is Doug Merritt, executive VP and GM of sales in the Business Objects division, along with global field services head Bernd-Michael Rumpf. SAP is +1.3%.
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  • Dec. 21, 2010, 2:29 PM
    Sources say Microsoft (MSFT) is unveiling a new version of Windows that runs on the ARM Holdings (ARMH) chip architecture. The software will debut next month at the Consumer Electronics Show, and run on tablet computers and other devices. There may be a post-Intel (INTC) life for Microsoft, after all.
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  • Dec. 20, 2010, 6:58 PM
    You had to know this was coming: SEC is reportedly investigating Mark Hurd's departure from Hewlett-Packard (HPQ), including claims that he passed on insider information about HP's 2008 acquisition of Electronic Data Systems before the deal was announced.
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  • Dec. 20, 2010, 4:52 PM
    Business apps maker Lawson Software (LWSN) buys on-demand human resources services provider Enwisen for $70M cash. With the purchase of privately owned Enwisen, Lawson inherits 260 customers and improved employee self-service capabilities. Lawson closed at -0.3%. (PR)
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  • Dec. 20, 2010, 3:58 PM
    Drug-safety software vendor DrugLogic is suing Oracle (ORCL +0.7%) for alleged patent violations. The offending technology was owned by two rival companies Oracle acquired in 2009. DrugLogic seeks an injunction and unspecified compensatory damages.
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  • Dec. 20, 2010, 3:02 PM
    With over 4M users, Google (GOOG +1%) claims adoption of its Apps Marketplace is growing. But despite some movement, the Marketplace has drawn mixed reviews from developers, and it's not clear if it's providing any money to them - which could threaten the viability of the initiative.
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  • Dec. 20, 2010, 9:33 AM
    Intel (INTC) is -0.4% and McAfee (MFE) is -0.1% after sources say European Union antitrust regulators have reservations over Intel's $7.7B McAfee buyout. This could result in a full investigation and delay or block the acquisition.
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Company Description
Oracle Corporation develops, manufactures, markets, hosts and supports database and middleware software, application software, cloud infrastructure, hardware system including computer server, storage and networking products and related services.
Sector: Technology
Country: United States