BeachRider

Thursday Options Recap

This ORCL/JAVA work just sends some chills through the JAVA stockholders. What if JAVA burns through a substantial amount of its cash-on-hand to keep the company viable while the EC 'fiddles'.

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...

30 Attractive Companies Under $30: Fidelity's Low Priced Stock Fund Part II

ORCL is on the edge with its Sun integration plan. Although they expect it to ADD to their top-line, many of us are anxious to see how that would-ever happen.