peoplsoft

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    • Tue Nov 18th 10:17 AM | Rating: 0 0
      Commented on:
      Cramer's Lightning Round - Stan O'Neal Wrecked Merrill Lynch (11/17/08)
      Why is anyone paying attention to this Cassandra anymore?
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    • Sat Jun 14th 09:36 AM | Rating: 0 0
      Commented on:
      Oilsands Quest: Canadian Black Gold
      turtle trade, then let fundemental analysis tell you why.
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    • Sat May 3rd 14:00 PM | Rating: 0 0
      Commented on:
      Talk of a Latin American 'Bubble' Gains Steam
      "But talk of a bubble in Latin America is gaining steam. In the past five years"

      Yeah that's a stretch, something's been going up for 5 years and a bubble might be forming...

      Bubble's don't form unless something does go up!
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    • Sat May 3rd 10:56 AM | Rating: 0 0
      Commented on:
      "Pick-a-Pay" Defaults Deepen - Housing Tracker
      Everyone's comments are good.

      Having lived in California for 18 years until 2005, one became firm in one's belief that prices only went up. They went up so fast that you didn't worry about a 2 year loan...you couldn't see that far ahead. many people jumped from home to home, move up to move up, neighborhood to better neighborhood. it was a musical chairs where there seemed to be enough chairs and people. now suddenly all the people putting the chairs there are gone.

      all these loans were leant out because there were NO losers: homeowner got the loan and said "i'm going to make out by putting 0% down and making 20% on the house, that's infinite profit margin"; the mortgage broker got their fee (and their exotic cars believe me); the bankers got profits now with high points (did we forget about this? bankers thought there was no risk because they collected points up front. the loan officers then got bonuses from those points); the CDO and MBSecurities products got their fees, the ultimate bond holder received higher interest and believed they could get out of their bond fund when they wanted. The real loser who didn't see it was our Dollar and the taxpayers who would have to bear the cost from a lower Dollar and treasury debt payments into the future on top of a war.
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    • Mon Feb 11th 11:41 AM | Rating: 0 0
      Commented on:
      Global Financial Crises, Part II
      "The alternative leads us to a situation where grossly speculative profits remain private, but systemic risk is public. This would be a wholly unsatisfactory conclusion. "

      And this is what's different in the U.S. The profits will remain private.

      View article »
    • Sun Oct 14th 10:53 AM | Rating: 0 0
      Commented on:
      Oracle and BEA: Getting Uglier By The Minute
      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.
      View article »
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