Apps & Software
Apps & Software Articles
By William Trent, CFA of Stock Market Beat Back in December we said: We recently took profits on our Adobe (ADBE) position because we have noticed the stock tends to trade down following the release...
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The licensing group that controls the Linux open-source operating system is intent on crushing a deal between Microsoft (MSFT) and Novell (NOVL). The partnership would allow the two companies to...
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Oracle (ORCL-NASDAQ) has filed a multi-headed lawsuit against SAP (SAP-NYSE/ADR), its oldest independent pure-play competitor. It accuses SAP of stealing potentially thousands of copyrighted...
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By William Trent, CFA of Stock Market Beat We recently said that “As we have pointed out before, Intuit’s (INTU) stock price is highly seasonal. It goes up in anticipation of tax season, but...
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By William Trent, CFA of Stock Market Beat Over the weekend our forecast for Large Cap Watch List member Oracle’s (ORCL – Annual Report) earnings report was that “We think acquisitions will...
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By William Trent, CFA of Stock Market Beat Over the weekend we made our forecast for the Adobe Systems (ADBE) earnings results, saying “We think they are likely to beat but that investors will...
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Adobe Systems (ADBE): $0.30 EPS non-GAAP on revenues of $649.4 million. Estimates were $0.29 EPS & $655.6 Million. While this was under on some revenue estimates, this was toward the higher-end...
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Oracle (ORCL-NASDAQ): $0.25 EPS non-GAAP and Revenues $4.4 Billion; GAAP EPS $0.20. Estimates were $0.23 non-GAAP EPS on revenues of $4.33 Billion. As a reminder ORCL does not give guidance until...
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By William Trent, CFA of Stock Market Beat As we noted this weekend, Oracle Corp. (ORCL) is reporting earnings after the close tonight. And analysts are feeling more optimistic about the numbers,...
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According to Barron’s, research firm ThinkEquity does not think that Microsoft (MSFT) Vista sales are going very well. The firm put it this way: “We believe Vista is a disaster.” ThinkEquity...
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The management at Microsoft is talking big about how its VoIP software is going to rule the world of telecommunications. The company says that its new server software, which allows companies to...
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Oracle (ORCL) is buying business-intelligence company Hyperion (HYSL) for a premium North of 20% in a deal worth about $3.3 billion. SAP (SAP), Orcacle’s largest rival, markets its software to a...
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By William Trent, CFA of Stock Market Beat We generally think Oracle’s (ORCL) acquisition strategy is the right thing for the company and for the industry. Software companies are generally...
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In the Novellus (NVLS-NASDAQ) mid-quarter update, the company says results are looking within expectations previously given and guidance is unchanged from January. This was offered then as $0.40 to...
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If an investor bought Divx (DIVX) three months ago at the peak of the buying frenzy in the company’s stock, he would only be down about 32% now. What happened? Wall St. is concerned that the...
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