ORCL:
Analysis & Opinions
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May 22, 2013
NetApp is suffering from the wider tech malaise, but the company appears to have established itself as the clear #2 ...
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May 21, 2013
Software startup Marketo went public May 17. Its stock closed up 64% in its first day of trading. Time to sell your ...
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May 09, 2013
After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
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May 06, 2013
BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
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April 19, 2013
IBM sees a broad miss and the valuation is still too high.
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April 19, 2013
Microsoft is still not delivering what tech investors really want, but the value looks real.
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April 05, 2013
F5's guidance adds more fuel to the tech bear bonfire.
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March 28, 2013
While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
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March 27, 2013
Oracle deepens its committment to becoming a major player in telecom equipment and technology.
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March 22, 2013
Another disappointing quarter makes it harder to believe in TIBCO's potential.
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March 21, 2013
Oracle's surprisingly weak fiscal third quarter increases the near-term risks, but also creates a long-term ...
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February 11, 2013
ServiceSource has to prove to the Street that it has a viable long-term model.
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February 08, 2013
Teradata Corp's (TDC) fourth-quarter non-GAAP earnings per share increased 19.7% from the year-ago quarter to 79 ...
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February 07, 2013
Benchmarks showed minimal movement on Wednesday after earnings reports released yesterday failed to impact investor ...
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February 06, 2013
Oracle is looking to acquire session border controller specialist Acme Packet.
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February 04, 2013
It's not just Bob Geldof and the Boomtown Rats who don't like Mondays. (Geez, how old am I, anyway?) Following ...
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February 04, 2013
Monday, February 4, 2013
(This is Mark Vickery substituting for Sheraz Mian while he is away this morning.) ...
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February 01, 2013
EMC may see slower growth in 2013, but the value is still compelling.
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January 29, 2013
Microsoft has to do more to unlock its potential and its value.
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January 25, 2013
IBM's earnings and guidance were a relief for investors.
