Send Message
View as an RSS Feed
  • Oracle Has Become An Application Software Company  [View article]
    Oracle's SaaS would be considered faux cloud, but Salesforce's would be real cloud implemented with Oracle technology?
    Dec 25, 2014. 08:24 AM | 1 Like Like |Link to Comment
  • Oracle Has Become An Application Software Company  [View article]
    I am a bit confused. Does buying cloud service mean getting the benefits of software applications without having to own up front all that is required to produce such benefits and having to pay a subscription fee on the go only?

    As an electricity consumer I have never had to find out how it was produced, but as a software service purchaser mine would not be from the cloud if some of production facility is not "open"?
    Dec 20, 2014. 12:18 PM | 1 Like Like |Link to Comment
  • Why Buying A House Is A Terrible Investment  [View article]
    It's more a contrarian idea. When most people choose house and a few choose stocks, results may favor stocks. But if choosing stocks became mainstream idea, return on stocks would probably decline. Also, holding on a house forces discipline on saving whereas holding on stocks can be capricious. If everyone moves to stocks, I'll be delighted to stay and hold the bags. With pressure on rising rent and on lower property price, I will have much better ROI.
    Jun 19, 2014. 03:43 PM | Likes Like |Link to Comment
  • Alibaba's Impact On The Value Of Yahoo  [View article]
    With all due respect your answer still does not make sense. Please answer this question: $40B is targeted for WHAT PERCENTAGE of Alibaba in the IPO?
    Feb 24, 2014. 01:07 AM | Likes Like |Link to Comment
  • Alibaba's Impact On The Value Of Yahoo  [View article]
    Are you saying that Alibaba could manipulate (theoretically) to hold down the valuation of the whole company to be $35B at IPO to get back 10% of Yahoo's stake for $3.5B? I sure hope my interpretation of what you wrote is wrong, but please clarify. Thanks.
    Feb 23, 2014. 03:44 PM | Likes Like |Link to Comment
  • Chasing Bubbles In The Nasdaq 100 (Part III)  [View article]
    How is Yahoo holding of Alibaba and Yahoo Japan treated in the models? When Yahoo value is referred in this article, does it cover Yahoo's business only or also the values of its Ali and YJ holding?

    It's counter intuitive to think Yahoo is over valued while companies like FB and Twitter are priced sky high. With too many oblique models employed here, even if your conclusion turns out to be correct, it will be hard for your audience to buy into it unless they have blind faith in you.
    Nov 9, 2013. 05:00 AM | 3 Likes Like |Link to Comment
  • Today's Market: Is Yahoo Fumbling The Ball?  [View article]
    Just saw the new quote-streaming page from Yahoo today. So much better than the last one. What's not to love?
    Nov 8, 2013. 11:52 AM | 1 Like Like |Link to Comment
  • Surprise, Microsoft's RT Is Actually A Great Product  [View article]
    I've had RT for more than a year. It's a joy compared to my old iPad. Netflix looks much better on RT. What causes me to hold on to my iPad is the lack of Barron's on RT. And, probably CNBC.

    I'm glad you wrote this article. Up to now I kept wondering if something was wrong with me for liking the RT.
    Oct 31, 2013. 02:19 AM | 5 Likes Like |Link to Comment
  • Google Is Trying To Sabotage Windows Phone's Rise - What Can Microsoft And Nokia Do?  [View article]
    For denying visibility to a competitor's product - akin to what MSFT used to do to other browsers on the windows OS.
    Aug 19, 2013. 04:37 PM | Likes Like |Link to Comment
  • Google Is Trying To Sabotage Windows Phone's Rise - What Can Microsoft And Nokia Do?  [View article]
    Could MSFT initiate an anti-trust suit?
    Aug 19, 2013. 03:39 PM | 2 Likes Like |Link to Comment
  • A Leading Indicator Of Success: Failure And Risk In Biotechnology  [View article]
    Thanks for your insights in this article. I'm about to push my luck and please forgive me for trying. How does one guesstimate the success chance of an FDA approval?
    Jul 8, 2013. 05:36 PM | Likes Like |Link to Comment
  • Sarepta And Eteplirsen: Will 12 Patients Be Enough For The FDA?  [View article]
    Good thing is this piece definitely not a paid-for promotion. This writer might not realize that sometimes a smaller piece of a big pie could be a lot more significant than a big piece of a small pie. Dilution is not always bad. (Without dilution companies like Google, Facebook, etc., might not be what they are today).
    Jun 18, 2013. 08:10 PM | Likes Like |Link to Comment
  • "If SAP's Hana is a success, we estimate its [database] market share rising to between 15-20% from its current low single digits. This inevitably will [impact] Oracle’s market share, but more importantly we believe it could affect the margin structure of the industry," says Berenberg's Daud Khan, explaining his 2-notch downgrade of Oracle (ORCL -2.3%) to Sell. Khan notes some Hana users are still paying maintenance fees to Oracle due to contracts, which won't last forever. The downgrade comes shortly after SAP stated it now has 1,500+ Hana customers, up from 1,300+ at the end of Q1. SAP is targeting €650M-€700M in 2013 Hana revenue - that's up from 2012's €392M, but well below Oracle's database revenue.  [View news story]
    From a Gartner's report on HANA, which is available at SAP site:

    "The HANA Architecture vision is in its early stages, is not yet fully articulated and will take many years to be fully delivered. However, SAP's publicly stated goal is to eventually base all its application offerings (new and established, SaaS and on-premises) on the HANA Architecture. "

    Taking this Gartner's statement along with SAP's claim that its HANA will eventually be able to handle both transactional processing and analytical processing within the same database instance, my guess is the analyst Khan very ready to buy a few pies-in-the-sky products. No wonder why he downgraded Oracle based on his fears of lack of future innovation at Oracle.
    Jun 6, 2013. 09:50 PM | Likes Like |Link to Comment
  • The E-Commerce Elephant Is Confined To The China Shop, But Not For Long  [View article]
    I don't have a position on AMZN and if I took one, it'd be on the short side. Having said that I doubt that I would ever open an account at Alibaba. In the West only the brave or the stupid would provide a credit card to a mainland Chinese website.
    Jun 4, 2013. 04:00 PM | 1 Like Like |Link to Comment