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Tahoua

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  • Oracle Is A Decent GARP Stock That Offers 30 Percent Upside [View article]
    I ran into the same problem with all-time high. Google charts show it to be $36.31. Whereas charts at my online broker shows it @ $45.
    Feb 8 04:50 PM | Likes Like |Link to Comment
  • Oracle (ORCL +1.5%) makes new 52-week highs after receiving an upgrade to Outperform from BMO's Karl Keirstad, who cites improving top-line growth. "Enterprise data software spending is improving after a rough 2012," he argues - recent earnings reports back this up to an extent - and Exadata system sales have grown to the point where they'll "have a discernible impact" on 2013 growth. Keirstad also sees further room for margin improvement. [View news story]
    On April 13, 2011 Oracle climbed back to its Oct 30, 2000 all time high. Then for the past year and a half consolidated. Perhaps more important than the 52 week high mentioned in this article is that this week Oracle is again reaching all time highs. It remains to be seen if this will be a break-out, but if it does Oracle could go considerably higher.
    Feb 1 03:57 PM | Likes Like |Link to Comment
  • Selling What Oracle Calls Cloud [View article]
    Throughout the article Blankenhorn makes much use of the terms "true" cloud, and another "false" cloud without defining his terms.

    I hate to rain his tirade, but the "truth" is that clouds come in several types: cumulus, cirrus, stratus, nimbus. You can't say that one is a "true" cloud and another a "false cloud". They are all clouds as defined in the most basic sense.

    Some people would simply define cloud services as being able to access your applications and information via the internet form any computer with a browser. If that's your definition then Oracle solutions are "true" cloud solutions.

    However, others, and Blankenhorn seems to be among them, define cloud by additional criteria like low cost as a result of running your applications & data are on servers that you don't own, maintain, or possibly even know where the are. If that is your definition of cloud the Oracle is definitely a "false" cloud, because with Oracle's cloud you always know where are data and applications are. They are always either on your own servers or servers's Oracle runs for you.

    If on the other hand you want the lower cost and don't care about performance and security, then perhaps all you need is the lower flying nimbus clouds. They are powerful and and can be awesome to behold but the chances of rain are higher.

    If however, you're watching the clouds carefully, because you know what storms can do. You are looking for cirrus clouds. They are higher and the chances of rain are very low. Oracle clouds are like that. Your applications won't go down with everybody else's when a whole region of Amazon or Google servers get taken out, and if ever your servers do go down you'll know exactly who is responsible and be able to hold them responsible rather than just have wait on mother nature to clear the skies.
    Jan 25 12:01 PM | Likes Like |Link to Comment
  • Is Oracle Really Better Than IBM And SAP? [View article]
    Great article on ORCL, IBM, & SAP. However, many cutting edge companies have experienced high P/E ratios like Salsesforce.com without crashing and being gobbled up. An article with as much solid valuation analysis on Oracle, IBM, and SAP as this one could have done without the speculative statement on Salesforce.com. Could it be that you have some wishful thinking, if so better to keep it to yourself than taint your otherwise good analysis with it. You could redeem yourself with another article comparing Salesforce's valuation with similar high flyers of the past, both those who kept flying and those who crashed.
    Nov 15 04:05 PM | Likes Like |Link to Comment
  • Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here[View news story]
    To be sure Barron's is too late on this news. And simply stating the obvious. For growth companies there is no doubt that the mobile will reign. But a big unanswered and unaddressed question for investing that would warrant some consideration, is "What is likely to happen on the downside of the PC product cycle." "Fade from view" may be true but it is not very analytical. And it is not right when it comes to the PC market in general. There are many computing tasks which continue to best be done when you are sitting down concentrating -- not mobile. The PC market will remain significant only much smaller. Typically on the downside of the product cycle there is a lot of consolidation. Former players "fade" as they give up share price, returning to non-growth values, or sell off their PC manufacturing and reinvent. But as a significant portion of the PC market will remain, someone will buy those cash flows and consolidate manufacturing. Identification of the most likely successful consolidator(s) can still make investors a lot of money. My guess is it will be a big conglomerate not currently known for computer manufacturing. But it could be an industry wise company like IBM who, just as it got out of PC manufacturing at the right time, may get back in when they can buy cash cows as discount prices.
    Oct 20 03:04 PM | 1 Like Like |Link to Comment
  • Is It Time To Buy Oracle? [View article]
    How hungry are corporate giants for cloud applications? Hungry enough to abandon their control over their storage & data? I don't think so. They haven't started purchasing their meals yet, but when they do they'll want the meat and potatoes, not just the desert. Until then Oracle remains a market performer. But when the do, look out, giants have big appetites.

    For now, and on any downward market moves, Oracle will move with the market. If the market continues downward, as it likely to do, you can expect Oracle to drop as low as $26 or $27. Still anywhere in the high 20's or low 30's is a good entry point, because if the market and economy turns up, Oracle will far outstrip the market. It will quickly return to its recent $36 high, then who knows how high it will go.

    Oracle offers the only enterprise solution that will allow major corporations that are protective of where their data is housed to continue to maintain control, while offering the cloud based applications their users will expect. If the economy's upturn comes before other enterprise players are able to get it together, Oracle will be the best (not to mention the only) chef in town for the protective companies that will eschew the risks of the desserts offered by Google, Amazon, and Salesforce.

    Oracle is so far out ahead on making cloud applications palatable for the stodgy, data security and speed conscious giants, that if an economic turn around comes in the next two years, IBM, HP, and SAP will not even have gathered the wood for a fire much less have a meal to offer. The only choice for cloud hungry giants will be Oracle. And Larry & crew are ready to serve a full course meal including machines, storage, database, and hosting, then top it all off with a rich selection of sweet cloud applications for dessert, served up on a platter.
    Oct 13 02:49 AM | Likes Like |Link to Comment
  • Can Oracle Thrive In Cloud Computing? [View article]
    Oracle will offer an Oracle hosted solution presents cloud applications to users without having to think about the underlying architectures, so in that sense and in that sense alone will Oracle and Salesforce.com be real competitors.

    If you think Oracle plans to survive in the cloud, you are missing the point of their entire market strategy. They are aiming for the "non-cloud" thinkers, that is those who actually care and want to know about, or even control the machines, operating systems, and databases underlying their "cloud" applications.

    Purchasing smaller successful cloud application companies doesn't mean Oracle is trying to "survive in the cloud." It does mean, that even the many Oracle clients who would never entrust their data anonymous machines out there "in the cloud" are still going to expect their users to be able to access applications easily from anywhere.

    Companies that want "cloud" services, basically don't want to have to think about the computer or network technology that enables data and applications to work interconnectedly around the world. Companies that want those kind of services will continue to purchase cloud solutions from Salesforce, Google, and Amazon. Essentially they are outsourcing hardware and database technology to someone else whom they feel they can trust. This aspect of the "cloud" is really just outsourcing. And there is no doubt that there is a huge market filled with companies willing to outsource the underlying machine and network technologies enabling them to just focus on the work they do via applications.

    Larry Ellison & Oracle received much derision for saying that the "cloud" that it is still just computers connected to networks. All the "cloud" enables you to do is use applications without having to think about the underlying technology, it doesn't change the fact that somebody somewhere is thinking about the underlying technology, and that you are paying them to do so, and trusting them more than you imagine.

    What Larry is attuned to is the fact that there is a huge market made up of companies that do care and want to maintain control over who has access, where physically the machines are, who's monitoring the security, etc. Those companies will continue to ( despite the fact that many others choose not to) stay vitally interested in the machines and underlying data technology. Those are the companies Oracle is targeting.

    The only real overlap between Salesforce.com's market and Oracle's market are the large corporations who know the risks, but are undecided about whether to "trust the cloud". Oracle & Salesforce will compete for those clients, and Oracle will be as vitriolic as ever as they point out the dangers and inefficiencies of trusting mission critical technology to others. But that area of overlap will be limited. Salesforce.com's approach will never appeal to the kind of companies that have the deep interests in having firm control over their data and process from the machine right on up.

    While on the surface both Salesforce and Oracle will offer the machine and data technology to provide "Cloud Applications" , one will cater to a market that doesn't want to know about the computer and data management level and prefers to entrust that to someone else, and the other will cater to the market that is very much interested in the machine and data storage/management level, and unwilling to trust that level to others.

    In the end I think Salesforce will compete with Google, Amazon, and only slightly with Oracle for the trust of those who prefer to outsource underlying technologies, while Oracle will stand almost alone in its market offering "cloud applications" to companies who refuse to outsource the underlying technologies.
    Oct 13 02:48 AM | 3 Likes Like |Link to Comment
  • Oracle's Cloud Acquisitions Increase Long-Term Potential [View article]
    Oracle's 2011 debut of cloud services, coupled with its purchases of many cloud applications generates, is not simply a foray or a bet on cloud computing as opposed to its traditional line. Nor does it's move into low margin hardware constitute a real change in strategy.

    Rather it is best to view Oracle as doing what it has always done. Buy the best up and coming technologies, integrate them into a solid dependable, fast framework that is appealing to the world's largest corporations that demand enterprise solutions, high security, and service.

    There will always be companies that will mix and match products and services poorly or non-integrated services, or expend lots of IT energy on their own integrations. Those companies will continue using Amazon cloud services, Salesforce. They are more tolerant of risks of data being handled outside.

    Oracle's move into hardware is not a move to compete with Amazon, Salesforce and others, to get all the companies aiming at moving to the cloud, rather it is a tightly designed strategy to make sure that Oracle remains the best, fastest, most secure data solution with highly integrated enterprise applications and services ... whether in the cloud or or not. When a major corporation used to the level of integration, security, and service they have had from Oracle considers moving to the cloud they are definitely going to choose Oracle.

    In the end, I think we can count on Oracle to do what it has always done, remain the top enterprise solution (cloud or not). And that as long as it does so, its stock will continue to move with the normal build out cycles of the major corporations.
    Oct 7 01:37 AM | Likes Like |Link to Comment
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