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May 23, 2012
Salesforce.com may not be growing as strongly as investors believe.
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May 03, 2012
Concur Below Estimates - Analyst Blog
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April 05, 2012
TIBCO is building a very attractive middleware business. On the assumption of nearly 13% in compound free cash flow ...
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March 28, 2012
Teradata is delivering torrid growth. But it's going to have to grow its free cash flow at an average clip of 15% or ...
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March 22, 2012
Oracle's cash flow looks undervalued.
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March 02, 2012
If you're just wrapping your mind around the first examples of cloud computing, you better hurry up, because round ...
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February 29, 2012
These four ETFs are on fire right now, but it would not take much to cool them off in a hurry.
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February 13, 2012
Oracle scooped up Taleo, the number two cloud-based HR software company. Find out what this means for the future of ...
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January 17, 2012
Analysts predict that Germany's exports and internal consumption will allow the nation to sustain economic growth ...
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December 30, 2011
Software had a down year, but many stocks outperformed.
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December 26, 2011
TIBCO has more growth left than the market seems to beleive.
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December 23, 2011
As more utilities begin building out their smart grids, analyzing all the data they produce will become of critical ...
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December 23, 2011
Oracle remains impressively profitable and trades at an appealingly low valuation.
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December 23, 2011
Oracle is a technology bellweather and worth watching to take the temperature of the sector.
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December 21, 2011
Red Hat continues to grow well, but valuation and margins are still issues.
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December 20, 2011
Cloud applications for human resources are a natural extension of the movement. For investors, adding exposure to ...
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December 12, 2011
IBM makes a logical tuck-in acquisition.
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December 05, 2011
SAP is paying a rich price for a valuable and necessary asset.
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November 22, 2011
Salesforce.com is seeing no marketing leverage, but will investors care?
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October 27, 2011
Oracle's deal for RightNow is impetuous, but logical.
