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Oracle Corporation (ORCL)

  • Dec. 18, 2010, 8:00 AM
    How long will investors wait for a turnaround at the Dow's biggest dog - Hewlett-Packard (HPQ)? With Larry Ellison (ORCL) talking trash, and with investors nervous about new CEO Leo Apotheker, it could be a long road for H-P to get back in the Street's good graces.
  • Dec. 17, 2010, 4:05 PM
    Market recap: Stocks fluctuated and finished mixed, as better-than-expected results at Oracle and RIM and the takeover of a regional bank overshadowed concern over Europe’s debt crisis. Treasurys rose on European worries, and commodities ended higher despite dollar strength. Advancing issues led decliners by a seven-to-six margin on the NYSE.
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  • Dec. 17, 2010, 3:35 PM
    A wary Microsoft (MSFT) is finally urging users to shun Google’s (GOOG) Exchange backup service, it being redundant to existing offerings and cumbersome and costly. No surprises there - but a better defense might be for Microsoft to push its own cloud-based Exchange Online instead.
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  • Dec. 17, 2010, 2:40 PM
    Dell's (DELL +1.9%) offer to buy Compellent (CML -0.2%) at an 18% discount to its prevailing share price was a "rare and surprising" move, says Frank Voisin. But a purchase offer is based on future earnings estimates, and this is Compellent's first year of profitability. Compellent "shareholders should be happy."
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  • Dec. 17, 2010, 12:32 PM
    Next year, niche software companies will be on the acquisition menus of the big tech players. The hottest picks will be firms that can cut IT budgets as part of long-term support contracts. And with some $290B on their balance sheets, the top 10 vendors will be "looking to place bets on emerging technologies."
  • Dec. 17, 2010, 11:55 AM
    After reporting unexpectedly strong Q1 earnings and receiving upbeat analyst reports from Deutsche Bank and Jefferies, Accenture (ACN) is +7.9%. In a sign of the potential resurgence of IT spending, Oracle (ORCL +5.5%) also posted strong quarterly numbers Thursday.
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  • Dec. 17, 2010, 10:37 AM
    Hewlett-Packard (HPQ) says an ongoing investigation into alleged bribery in Russia will expand to other countries, too. The Department of Justice and the SEC are looking into whether employees in Germany, Austria, and the Netherlands “were involved in kickbacks or other improper payments" to channel partners or other entities. H-P is flat.
  • Dec. 17, 2010, 10:23 AM
    Oracle (ORCL +5.8%) leads tech stocks higher and Oppenheimer ups its price target after a solid Q2 report, but Heard On The Street finds some cracks. Oracle boasted 21% growth in new license sales, but growth was 13% after stripping out currency fluctuations and acquisitions. After a 7% decline a year ago, license revenue has gained just 3% a year the last two years.
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  • Dec. 17, 2010, 9:15 AM
    Market preview: Stock futures tread water after Congress votes to extend the Bush tax cuts and Moody's downgrades Irish debt. It's quadruple witching Friday, but little volatility is expected in what has been a non-volatile week. Techs could show strength after Oracle and RIM post better-than-expected earnings. Still ahead: leading economic indicators.
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  • Dec. 17, 2010, 8:54 AM
    Oracle's (ORCL) Q2 gives a modest indication corporate IT spending is up again and bodes well for the entire industry. While hardware revenues hit $1.1B, it's an open question if Oracle can revive the flagging Sun server business in the long term. Premarket, Oracle is +4.3%.
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  • Dec. 16, 2010, 4:07 PM
    Oracle (ORCL): FQ2 EPS of $0.51 beats by $0.05. Revenue of $8.6B (+46.5%) vs. $8.3B. Shares +3.7% AH. (PR)
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  • Dec. 16, 2010, 3:29 PM
    The mysterious CPTN Holdings (MSFT) that bought 882 Novell (NOVL) patents last month isn't "just a front for Microsoft." The coalition includes Apple (AAPL), EMC (EMC), and Oracle (ORCL), according to the German Federal Cartel Office. But it still isn't clear just how Microsoft organized this "motley crew," or who gets what patent.
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  • Dec. 16, 2010, 10:46 AM
    Oracle's (ORCL) new online Cloud Office desktop suite at least shows the company has some interest in exploiting the OpenOffice suite it inherited from the Sun buyout. It's also another way to hammer at Microsoft's (MSFT) core Office revenues. Oracle is +0.3%.
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  • Dec. 16, 2010, 8:18 AM
    Optimists see 2011's tech sector as poised for growth, with strong company balance sheets, high consumer interest, and businesses needing to drive efficiency gains. Other positives: 2010's M&A activity, tablet computers, streaming video, mobile apps and services, and the cloud. But not everyone is so upbeat.
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  • Dec. 16, 2010, 12:10 AM
    Notable earnings after Thursday's close: ACN, ORCL, RIMM, TTWO
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  • Dec. 15, 2010, 2:32 PM
    Since 2002, IBM (IBM -0.7%) has sunk $28B in deals and invested heavily in R&D. Yet since 2002, it boosted sales only 15% and saw shares rise 21% - Hewlett-Packard (HPQ -0.4%) spent over $43B on mergers and saw revenue and share price double in that period. But IBM has seen 26 straight quarters of per share earning increases, compared to H-P's 6.
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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