BeachRider's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/208568/comments http://seekingalpha.com/article/178804-oracle-delivers-strong-second-quarter-outlines-plans-for-sun?source=feed#comment-812133 812133
We need to see more before we believe that ORCL will get the substantial revenue boost after the acquisition completes.

At least the EC is out of the way.]]> Fri, 18 Dec 2009 10:02:32 -0500
We need to see more before we believe that ORCL will get the substantial revenue boost after the acquisition completes.

At least the EC is out of the way.]]> http://seekingalpha.com/article/178429-oracle-helps-eu-save-face-as-battle-over-sun-ends?source=feed#comment-808373 808373
The EC's complaint about Open Source MySQL wasn't about 'Open Source MySQL'?

Was this really about "Maria" wanting further free developments (that it wasn't getting from Sun) from Oracle?

This should be fun, the next time an EU corporation tries to run a comparable merger up the flagpold in the USA...]]> Wed, 16 Dec 2009 10:51:17 -0500
The EC's complaint about Open Source MySQL wasn't about 'Open Source MySQL'?

Was this really about "Maria" wanting further free developments (that it wasn't getting from Sun) from Oracle?

This should be fun, the next time an EU corporation tries to run a comparable merger up the flagpold in the USA...]]> http://seekingalpha.com/article/178295-eu-poised-to-approve-oracle-sun-deal?source=feed#comment-808356 808356
Hopefully, this is now done. The EC was KILLING the JAVA product-set. They need to get assimilated by the Oracle in order to be made competitive for the next 10 years.

I still don't hold out much hope for the SPARC product-set, though.]]> Wed, 16 Dec 2009 10:46:36 -0500
Hopefully, this is now done. The EC was KILLING the JAVA product-set. They need to get assimilated by the Oracle in order to be made competitive for the next 10 years.

I still don't hold out much hope for the SPARC product-set, though.]]> http://seekingalpha.com/article/177828-oracle-mounts-ec-counterattack?source=feed#comment-805033 805033
It would be good for the EC to lend their acceptance of the deal. MySQL is clearly suffering under its tutelage by JAVA. ]]> Mon, 14 Dec 2009 10:58:43 -0500
It would be good for the EC to lend their acceptance of the deal. MySQL is clearly suffering under its tutelage by JAVA. ]]> http://seekingalpha.com/article/177332-microsoft-should-follow-ibm-s-lead-on-oracle-sun?source=feed#comment-801833 801833
The EC needs to learn the different between an Oracle-database product and a MySQL-database product. I suppose that Oracle could target MySQL customers for Oracle purchases, but so does Microsoft and so does IBM.

Nobody buys MySQL, it is free. The only revenue source is customer-selected program-support for the open-source.]]> Fri, 11 Dec 2009 12:54:36 -0500
The EC needs to learn the different between an Oracle-database product and a MySQL-database product. I suppose that Oracle could target MySQL customers for Oracle purchases, but so does Microsoft and so does IBM.

Nobody buys MySQL, it is free. The only revenue source is customer-selected program-support for the open-source.]]> http://seekingalpha.com/article/175474-the-troubled-role-of-government-in-the-economy?source=feed#comment-794954 794954 Mon, 07 Dec 2009 16:35:54 -0500 http://seekingalpha.com/article/176624-oracle-no-truth-to-mysql-report?source=feed#comment-794843 794843
It is time for the EC to cease deflating the value of these USA corporations. Their comments need to be made public and this needs to be resolved. If we need to have JAVA lose another 15% of its market share, to satisfy the EC, then ORCL's offer must be reduced accordingly.]]> Mon, 07 Dec 2009 15:54:22 -0500
It is time for the EC to cease deflating the value of these USA corporations. Their comments need to be made public and this needs to be resolved. If we need to have JAVA lose another 15% of its market share, to satisfy the EC, then ORCL's offer must be reduced accordingly.]]> http://seekingalpha.com/article/174494-eu-objections-to-oracle-sun-distortion-of-market-dynamics-is-bad-for-everyone?source=feed#comment-773614 773614
Attaching this issue to pro-European or pro-American slogan is indulgent. There are ways to be pro-EC or pro-US, but they are ancillary to the stated reason for holding up this transaction.

The EC is deflating the value of MySQL, the JAVA stockholders are being damaged, not Oracle. My bet is that the JAVA purchase will go through for LESS than ORCL originally offered. If you are an ORCL stockholder, you have reason to cheer on the EC to delay this activity indefinitely.]]> Mon, 23 Nov 2009 12:59:04 -0500
Attaching this issue to pro-European or pro-American slogan is indulgent. There are ways to be pro-EC or pro-US, but they are ancillary to the stated reason for holding up this transaction.

The EC is deflating the value of MySQL, the JAVA stockholders are being damaged, not Oracle. My bet is that the JAVA purchase will go through for LESS than ORCL originally offered. If you are an ORCL stockholder, you have reason to cheer on the EC to delay this activity indefinitely.]]> http://seekingalpha.com/article/173987-microsoft-and-sap-vs-oracle-a-very-big-deal?source=feed#comment-765569 765569
If true, the largest-impact part of SAP is conspicuously absent from the Microsoft joint-plan. That is really significant.]]> Wed, 18 Nov 2009 12:11:31 -0500
If true, the largest-impact part of SAP is conspicuously absent from the Microsoft joint-plan. That is really significant.]]> http://seekingalpha.com/article/172121-more-gm-magna-fallout-what-russia-will-have-to-learn?source=feed#comment-762372 762372
Historically mixing Russian business needs with German jobs hasn't been a good deal for the Germans. Perhaps the Germans are making noises, just to save their Russian relationship. It has to be that Germany would expect Opel to last longer with American ownership versus Russian Ownership.]]> Mon, 16 Nov 2009 13:57:52 -0500
Historically mixing Russian business needs with German jobs hasn't been a good deal for the Germans. Perhaps the Germans are making noises, just to save their Russian relationship. It has to be that Germany would expect Opel to last longer with American ownership versus Russian Ownership.]]> http://seekingalpha.com/article/173454-gm-looks-to-use-u-s-and-canadian-tax-money-to-bail-out-opel?source=feed#comment-762333 762333
The TARP has been doing well (not perfectly) with the banks.

I agree that GM Corporate Governance (a really poor function in the past), now includes USA Government. If the GM Management should NOT be making these moves, then the BoD needs to control the CxOs. The taxpayers depend on them!]]> Mon, 16 Nov 2009 13:38:29 -0500
The TARP has been doing well (not perfectly) with the banks.

I agree that GM Corporate Governance (a really poor function in the past), now includes USA Government. If the GM Management should NOT be making these moves, then the BoD needs to control the CxOs. The taxpayers depend on them!]]> http://seekingalpha.com/article/172975-germany-cold-shoulders-gm-on-state-aid?source=feed#comment-762315 762315
OTOH, USA taxpayers have NO responsibility to automotive employment in Germany or England. If those governments have NO interest in doing TARP-like things with Opel/Vauxhaul, then I suspect that those factories will survive only-if they make money in the short-haul. Best wishes to our friends in Germany and England, but this is US Taxpayer money being used in a private context.]]> Mon, 16 Nov 2009 13:24:16 -0500
OTOH, USA taxpayers have NO responsibility to automotive employment in Germany or England. If those governments have NO interest in doing TARP-like things with Opel/Vauxhaul, then I suspect that those factories will survive only-if they make money in the short-haul. Best wishes to our friends in Germany and England, but this is US Taxpayer money being used in a private context.]]> http://seekingalpha.com/article/173155-hps-acquisition-further-pits-tech-giants-against-one-another?source=feed#comment-758920 758920
It is clear the CSCO 'declared war' when they issued blades, so some response from HP was needed, there just needs to be more on the planning-horizon to justify 3Com as the best response.]]> Fri, 13 Nov 2009 12:35:42 -0500
It is clear the CSCO 'declared war' when they issued blades, so some response from HP was needed, there just needs to be more on the planning-horizon to justify 3Com as the best response.]]> http://seekingalpha.com/article/172991-why-should-oracle-even-bother-with-the-eu?source=feed#comment-758676 758676
There is some fear that ORCL's purchase of JAVA will cause MySQL to deteriorate. This could be expected of an Open Standards piece of software, but the safeguards are large with Open Source Software.

Think about how SUSE became an alternate source for Linux maintenance and modifications. SUSE finds it convenient to integrate new Linux Kernel improvements, but it could alter Linux themselves, if it met their marketing needs.

With this, why does the EC have the right to train-wreck JAVA?

ORCL disengaging altogether will harm JAVA (and MySQL). ORCL proceeding as the EC desires will cause a deflated value of MySQL if they choose to fire-sale it (so ORCL should lower its bid).
The EC is knowingly lowering the value of MySQL. Why is that legitimate?]]> Fri, 13 Nov 2009 11:09:12 -0500
There is some fear that ORCL's purchase of JAVA will cause MySQL to deteriorate. This could be expected of an Open Standards piece of software, but the safeguards are large with Open Source Software.

Think about how SUSE became an alternate source for Linux maintenance and modifications. SUSE finds it convenient to integrate new Linux Kernel improvements, but it could alter Linux themselves, if it met their marketing needs.

With this, why does the EC have the right to train-wreck JAVA?

ORCL disengaging altogether will harm JAVA (and MySQL). ORCL proceeding as the EC desires will cause a deflated value of MySQL if they choose to fire-sale it (so ORCL should lower its bid).
The EC is knowingly lowering the value of MySQL. Why is that legitimate?]]> http://seekingalpha.com/article/172571-oracle-ec-has-profound-misunderstanding-of-database-market?source=feed#comment-755425 755425
FYI MySQL doesn't generate 'Little revenue' on licenses, it generates 'NO REVENUE' on licenses. NO REVENUE times any number of users equals 'BAGEL' CURRENCY.

There could be concerns about ORCL 'poisoning' future releases, but users can ignore those releases. Extended behavior like this could cause some opportunistic 'user' to issue source modifications and become the de-facto source of future releases.

If the EC holds your position, then they are sadly over-endowed with Magistration on this issue.


On Nov 10 08:54 PM achambers wrote:

> It’s a great mystery to me why anyone would defend this merger.
> Oracle exists to make a profit, MySql provides a free alternative
> to their core database product and provides little revenue. It doesn’t
> fit well into Oracle’s product line but they certainly don’t want
> to split it off to any competitors, such as Microsoft. Unfortunately,
> that would be the best thing for MySql, it would be well supported
> by any competitor who purchased it and continue on its current course.
> Oracle makes no profit from throwing a lot of money into MySql and
> their shareholders won’t stand by while they waste money on this
> product, it’s doomed to be gradually phased out. There are certainly
> some other open source alternatives but a business, investing in
> a database product, needs some stability in the support of the product.
> They are willing to go with MySql because there is a large community
> behind it and Sun Microsystems backing it. The open source alternatives
> are slower and I personally would not be confident in their support,
> as a small business owner, I would be driven to look at paid alternatives.
> Oracle has the potential to eliminate the best database option for
> small businesses and the US government seems to be supporting it.]]> Wed, 11 Nov 2009 11:30:56 -0500
FYI MySQL doesn't generate 'Little revenue' on licenses, it generates 'NO REVENUE' on licenses. NO REVENUE times any number of users equals 'BAGEL' CURRENCY.

There could be concerns about ORCL 'poisoning' future releases, but users can ignore those releases. Extended behavior like this could cause some opportunistic 'user' to issue source modifications and become the de-facto source of future releases.

If the EC holds your position, then they are sadly over-endowed with Magistration on this issue.


On Nov 10 08:54 PM achambers wrote:

> It’s a great mystery to me why anyone would defend this merger.
> Oracle exists to make a profit, MySql provides a free alternative
> to their core database product and provides little revenue. It doesn’t
> fit well into Oracle’s product line but they certainly don’t want
> to split it off to any competitors, such as Microsoft. Unfortunately,
> that would be the best thing for MySql, it would be well supported
> by any competitor who purchased it and continue on its current course.
> Oracle makes no profit from throwing a lot of money into MySql and
> their shareholders won’t stand by while they waste money on this
> product, it’s doomed to be gradually phased out. There are certainly
> some other open source alternatives but a business, investing in
> a database product, needs some stability in the support of the product.
> They are willing to go with MySql because there is a large community
> behind it and Sun Microsystems backing it. The open source alternatives
> are slower and I personally would not be confident in their support,
> as a small business owner, I would be driven to look at paid alternatives.
> Oracle has the potential to eliminate the best database option for
> small businesses and the US government seems to be supporting it.]]> http://seekingalpha.com/article/172491-oracle-vs-ec-prepare-for-a-fight?source=feed#comment-754367 754367
If this proves to be some kind of Protectionism of European MySQL provider-services, that would be baaad.]]> Tue, 10 Nov 2009 16:56:51 -0500
If this proves to be some kind of Protectionism of European MySQL provider-services, that would be baaad.]]> http://seekingalpha.com/article/172556-oracle-fights-back-as-eu-tries-to-tilt-database-market-playing-field?source=feed#comment-754360 754360
What is scaring the EC here? It is important to note that the EC is KILLIN MySQL with this delay.]]> Tue, 10 Nov 2009 16:51:36 -0500
What is scaring the EC here? It is important to note that the EC is KILLIN MySQL with this delay.]]> http://seekingalpha.com/article/172571-oracle-ec-has-profound-misunderstanding-of-database-market?source=feed#comment-754343 754343
If the EC has limited belief in OSI/OSD, then they probably misunderstand what licensed-usage is for 'Open Source Systems'. That is a BAD thing for such a powerful magistrate.]]> Tue, 10 Nov 2009 16:43:55 -0500
If the EC has limited belief in OSI/OSD, then they probably misunderstand what licensed-usage is for 'Open Source Systems'. That is a BAD thing for such a powerful magistrate.]]> http://seekingalpha.com/article/172225-sun-q1-earnings-beat-sales-lag?source=feed#comment-752867 752867
This dance that the EC has started with ORCL is getting edgier by the day. Makes you wonder if the EC would have done this with a European acquirer...]]> Mon, 09 Nov 2009 15:58:03 -0500
This dance that the EC has started with ORCL is getting edgier by the day. Makes you wonder if the EC would have done this with a European acquirer...]]> http://seekingalpha.com/article/171614-thursday-options-recap?source=feed#comment-752863 752863
Ellison could simply go-away and watch MySQL lose a ton more money (and staff). It only costs him $165MM (or so) to do that. He has clearly lost much more than that in lost-value due to the delay in the acquisition.

Don't even get me started on what this has done to SPARC...]]> Mon, 09 Nov 2009 15:54:23 -0500
Ellison could simply go-away and watch MySQL lose a ton more money (and staff). It only costs him $165MM (or so) to do that. He has clearly lost much more than that in lost-value due to the delay in the acquisition.

Don't even get me started on what this has done to SPARC...]]> http://seekingalpha.com/article/171795-fever-pitch-happy-droid-day-enjoy-the-moment?source=feed#comment-748442 748442 SA) to watch the launch from. SA has a large contingent of Jobs-ophiles. There will be some crossfire, just because of 'a new gun in town'.

I don't know if Droid will compete well with iPhone or not. iPhone is like the NY Yankees of Personal Communications. Sooo many folks love iPhone and can love nothing else. Others hate it 'just because...'

iPhone has cast large footprints, too. Droid may beat iPhone in some areas, but is certain to come up short in others.

An oddsmaker would give the VZW 3G Network some advantage over the ATT 3G Network. For some reason, ATT is suing VZW because the '3G maps' (which show a big advantage to VZW) are prejudicial. I guess that substantial parts of iPhone function don't depend on 3G, so the map-disparity is an unfair simplification of the need for 3G. Hmmmm]]> Fri, 06 Nov 2009 13:33:17 -0500 SA) to watch the launch from. SA has a large contingent of Jobs-ophiles. There will be some crossfire, just because of 'a new gun in town'.

I don't know if Droid will compete well with iPhone or not. iPhone is like the NY Yankees of Personal Communications. Sooo many folks love iPhone and can love nothing else. Others hate it 'just because...'

iPhone has cast large footprints, too. Droid may beat iPhone in some areas, but is certain to come up short in others.

An oddsmaker would give the VZW 3G Network some advantage over the ATT 3G Network. For some reason, ATT is suing VZW because the '3G maps' (which show a big advantage to VZW) are prejudicial. I guess that substantial parts of iPhone function don't depend on 3G, so the map-disparity is an unfair simplification of the need for 3G. Hmmmm]]> http://seekingalpha.com/article/171295-eu-showdown-over-oracle-sun-objections-seem-imminent?source=feed#comment-746680 746680
I don't know what happens next for JAVA, though. Those 3K of new layoffs is only the tip of the iceberg unless another white-knight comes along.

I also don't-get how this EU action protects any current users of MySQL. It will continue to lose-staff and lose effectiveness under this EU magistration.]]> Thu, 05 Nov 2009 14:13:33 -0500
I don't know what happens next for JAVA, though. Those 3K of new layoffs is only the tip of the iceberg unless another white-knight comes along.

I also don't-get how this EU action protects any current users of MySQL. It will continue to lose-staff and lose effectiveness under this EU magistration.]]> http://seekingalpha.com/article/171423-gm-magna-fallout-what-business-as-usual-is-in-russia?source=feed#comment-746669 746669
If this speeds the repayment terms of the TARP, then I am for it. If it does not, then Obama needs to shake up GM again...]]> Thu, 05 Nov 2009 14:07:15 -0500
If this speeds the repayment terms of the TARP, then I am for it. If it does not, then Obama needs to shake up GM again...]]> http://seekingalpha.com/article/167881-larry-ellison-pleads-while-sun-bleeds?source=feed#comment-740936 740936
EC is directly causing MySQL to lose staff and become less relevant. What I don't understand is why Larry Ellison isn't worried about erosion of value in the rest of JAVA...]]> Mon, 02 Nov 2009 15:46:11 -0500
EC is directly causing MySQL to lose staff and become less relevant. What I don't understand is why Larry Ellison isn't worried about erosion of value in the rest of JAVA...]]> http://seekingalpha.com/article/170461-the-gm-er-motors-liquidation-stock-anomaly?source=feed#comment-740928 740928
I never understood what part of 'Pink Sheets' don't people understand. Sometimes these online trading services make it attractive to take-a-shot at penny-stocks. People should just understand that this is like roulette (really it is worse), the longer you play, the certainty encroaches that you will lose all your money.

Go out and get a 100,000 Yen note or something if you want to own something that diluted. At least the Yen won't lose value like MTLQQ will...]]> Mon, 02 Nov 2009 15:40:30 -0500
I never understood what part of 'Pink Sheets' don't people understand. Sometimes these online trading services make it attractive to take-a-shot at penny-stocks. People should just understand that this is like roulette (really it is worse), the longer you play, the certainty encroaches that you will lose all your money.

Go out and get a 100,000 Yen note or something if you want to own something that diluted. At least the Yen won't lose value like MTLQQ will...]]> http://seekingalpha.com/article/168720-topped-out?source=feed#comment-730697 730697
As to the current lack in free-market behavior, that is taking longer than I wanted, too. That is probably for the good, though. Too many free-marketers 'foresee' a quick and inevitable plunge into dismal economic times. Until they find a way to 'sell' a correction to the affected governments, they shouldn't be surprised if those governments choose to hold-onto free market controls for a while longer (remember the 70s?).

Whatever we do, the 'free market' will be adjusted to detect future reoccurrences of too-big-to-fail situations.]]> Mon, 26 Oct 2009 11:22:57 -0400
As to the current lack in free-market behavior, that is taking longer than I wanted, too. That is probably for the good, though. Too many free-marketers 'foresee' a quick and inevitable plunge into dismal economic times. Until they find a way to 'sell' a correction to the affected governments, they shouldn't be surprised if those governments choose to hold-onto free market controls for a while longer (remember the 70s?).

Whatever we do, the 'free market' will be adjusted to detect future reoccurrences of too-big-to-fail situations.]]> http://seekingalpha.com/article/168341-it-needs-to-innovate-or-consumerize?source=feed#comment-727086 727086
IT constrains the user because users otherwise cause problems for one-another. In my shop, some users were putting in their own Best-Buy wireless routers in an attempt to remedy an immediate need. The Routers slow down to the slowest current-user device so high-speed connections were sporatic. The user would also not-be-able to move from one Router to another unless infrastucture was robust enough to deal with that.

OTOH, overly conservative IT practices constrain legitimate user-visible improvements. If Gigabit switches (or 10Gb uplinks to core switches) are needed for a small fragment of users, IT needs to find a way to present those capabilities, at acceptable cost. Too many times, users perceive that their needs are diluted to meet the needs of a non-associated groups in their proximity.]]> Fri, 23 Oct 2009 11:23:10 -0400
IT constrains the user because users otherwise cause problems for one-another. In my shop, some users were putting in their own Best-Buy wireless routers in an attempt to remedy an immediate need. The Routers slow down to the slowest current-user device so high-speed connections were sporatic. The user would also not-be-able to move from one Router to another unless infrastucture was robust enough to deal with that.

OTOH, overly conservative IT practices constrain legitimate user-visible improvements. If Gigabit switches (or 10Gb uplinks to core switches) are needed for a small fragment of users, IT needs to find a way to present those capabilities, at acceptable cost. Too many times, users perceive that their needs are diluted to meet the needs of a non-associated groups in their proximity.]]> http://seekingalpha.com/article/167165-verizon-s-droid-is-the-real-deal?source=feed#comment-720977 720977 VZW has been offering CDMA/GSM phones for four years. If worldwide communications is important AND you perceive VZW to have a better network, you can get the phones for that.
Bashing AAPL for its iPhone is also silly. iPhone is a revolutionary phone that has been largely unchallenged for two years. People who perceive a need for that kind of communications will pay the $30-50/mo for additional network services for iPhone.
I agree with those who say 'let the battle begin'. That IS the fun stuff of Capitalism!]]> Mon, 19 Oct 2009 16:15:58 -0400 VZW has been offering CDMA/GSM phones for four years. If worldwide communications is important AND you perceive VZW to have a better network, you can get the phones for that.
Bashing AAPL for its iPhone is also silly. iPhone is a revolutionary phone that has been largely unchallenged for two years. People who perceive a need for that kind of communications will pay the $30-50/mo for additional network services for iPhone.
I agree with those who say 'let the battle begin'. That IS the fun stuff of Capitalism!]]> http://seekingalpha.com/article/167227-now-we-re-really-due-for-a-pullback?source=feed#comment-720943 720943 The terms that I used were not arbitrary. Once the USA GDP stopped dropping, the 'recession' was over. Nor did anyone say that not-recession equals 'recovered'. You use of pejoratives is not clarifying your position (trap door, etc.). The Fed has certainly increased 'M1', but it has not resulted in inflation (yet). If they can ratchet up the interest rates and continue to collect (with interest) the TARP (which has certainly been going on), then the dollar will go up.
As to the banks, it is all about real-estate valuation. Precipitous drops will certainly put more-and-more banks at risk. Slow climbs will get the financial righted.
I think that many people cannot believe that a capitalistic system can survive the Multi-Trillion-dollar run-on-the-banks that happened 10-16 months ago. They are 'certain' that abject failure of their system was assured. Perhaps those assumptions need to be examined to ensure that the problems are being addressed and NOT presume that the problems cannot be addressed.]]> Mon, 19 Oct 2009 15:52:38 -0400 The terms that I used were not arbitrary. Once the USA GDP stopped dropping, the 'recession' was over. Nor did anyone say that not-recession equals 'recovered'. You use of pejoratives is not clarifying your position (trap door, etc.). The Fed has certainly increased 'M1', but it has not resulted in inflation (yet). If they can ratchet up the interest rates and continue to collect (with interest) the TARP (which has certainly been going on), then the dollar will go up.
As to the banks, it is all about real-estate valuation. Precipitous drops will certainly put more-and-more banks at risk. Slow climbs will get the financial righted.
I think that many people cannot believe that a capitalistic system can survive the Multi-Trillion-dollar run-on-the-banks that happened 10-16 months ago. They are 'certain' that abject failure of their system was assured. Perhaps those assumptions need to be examined to ensure that the problems are being addressed and NOT presume that the problems cannot be addressed.]]> http://seekingalpha.com/article/167227-now-we-re-really-due-for-a-pullback?source=feed#comment-720613 720613 Mon, 19 Oct 2009 11:51:33 -0400