Comments for ORCL - Stockpickr! Your Source for Stock Ideas

Comments for ORCL

Added By	Comments	Type	Date Added
jhillis	Richard Band	Love	November 11, 2009
smithineichen	owned it for 10 years, made nothing	Hate	November 04, 2009
Stockpickr Staff	On <a href="http://www.thestreet.com/story/10618389/2/cramers-mad-money-follow-up-oct-28.html" target="_blank">"Mad Money"</a> last week, Cramer told viewers that he'd sell Sun instead of waiting for the Oracle deal to play out. Cramer wrote <a href="http://www.thestreet.com/p/_search/rmoney/jimcramerblog/10611784.html" target="_blank">in his blog</a> on Oct. 15 that after speaking to close to 500 investors, he'd realized that tech "is still relatively unloved." He said he'd been asking people if they owned <B>Intel</B> (INTC), <B>Microsoft</B> (MSFT), <B>Cisco</B> (CSCO) and Oracle but hadn't had any positive responses. He said he had spoke to people invested in <B>Apple</B> (AAPL), though they'd gotten in much lower.	Love	November 04, 2009
barrons3	Goldmacher is convinced Rimini and other third-party vendors are a long-term threat to Oracle and SAP. Rimini provides maintenance and support for Siebel, PeopleSoft and JD Edwards business software, all of which were acquired by Oracle in recent years. (Ravin once headed PeopleSoft maintenance support.) Rimini also provides the same for SAP enterprise-software products. Oracle is the more diversified company. It remains a database leader and has entered the server and storage business through its Sun Microsystems acquisition.	Love	September 26, 2009
Stockpickr Staff	<a href="http://www.thestreet.com/story/10601832/1/oracle-mcdonalds-top-5-large-cap-stocks.html" target="_blank">Read more here.</a>	Love	September 23, 2009
barrons3	Buy - Price 22.86 on Sept. 15 by Jefferies & Co. We believe a combination of new product releases coupled with gradually improving corporate information-technology spending and accretion from the anticipated Java acquisition makes ORCL an attractive investment....Our 26.50 target represents just over 15 times our FY11 EPS estimate of $1.72....This remains a discount to [the] coverage group for CY10 (19 times), and does not include any accretion from the anticipated Java acquisition. Key risks include the pace of IT-spend recovery and acquisition integration. Market cap: $115.3 billion.	Love	September 19, 2009
IndyJJC	Software development leader	Love	September 12, 2009
fenwayfox	sun purchase	Hate	September 04, 2009
jttmon	has always been solid - have been investing in oracle since 1988	Love	September 02, 2009
gmedapuram	DB gaint, no comepetion. last long.	Love	September 02, 2009
Stockpickr Staff	"Oracle has increased 23% this year, outpacing the Dow Jones Industrial Average and S&P 500 Index. The stock trades at a price-to-earnings ratio of 20, which is equal to the market, but a discount to software peers. The shares offer a dividend yield less than 1%." <a href="http://www.thestreet.com/story/10593552/1/mcdonalds-baxter-top-5-large-cap-stocks.html" target="_blank">Read more here.</a>	Love	September 02, 2009
barrons3	Outperform - Price 22.11 on Aug. 24 by Pacific Crest Oracle had been growing EPS by at least 20% per year in a normal economy -- but it will likely be difficult for any software stock to garner a multiple higher than 14 times until the environment stabilizes. Market...conditions could interfere with the realization of [our 24] price target, as could integration challenges, lost market share or increased competition. Oracle is a software-industry leader, and [its] acquisition strategy [has brought] greater specialization and verticalization. It has successfully diversified away from dependency on its database business with the success of its middleware and applications businesses. Based on its F2010 earnings power of $1.64, we see upside for ORCL to 24, based on a 14 times multiple. Market cap: $111.5 billion.	Love	August 29, 2009
lewisgribben	Range bound	Hate	August 28, 2009
Stockpickr Staff	"I'm a huge believer in Larry Ellison and a huge believer in that merger. I think you hold onto that one." <a href="http://www.thestreet.com/story/10590909/1/mad-money-lightning-round-att-moving-up.html" target="_blank">Lighting Round, Aug. 26</a>	Love	August 27, 2009
mbongco	tech	Love	August 11, 2009
Stockpickr Staff	On last night's "Lightning Round" segment, Cramer said: "I'm liking that one. I'd like to be a buyer right here on that one."	Love	August 11, 2009
barrons3	Microsoft? No thanks. Why not own the better operating system of Apple or the secular growth of Salesforce.com (CRM), which will explode if spending comes back, or Oracle (ORCL), which will integrate Sun (JAVA) well?	Love	July 30, 2009
woodted	teck is hot now	Love	July 20, 2009
barrons3	I think we’re in a great market for traders because stocks are moving in a range. In this environment I’d look at Intel (INTC). It’s trading in a range between $15-$17. Also keep Oracle (ORCL) on your radar. That stock keeps hitting resistance at $21.50. - Guy Adami	Love	July 15, 2009
barrons3	Did we really think the buyers could resist tech? We are only as good as our last quarter and, despite the endless articles about how bad Oracle (ORCL) was, the only real conclusion you could reach about its excellent quarter was "the enterprises are spending again and they are spending like mad."	Love	June 25, 2009
barrons3	That's what Intel (INTC) and Oracle (ORCL) feel like.	Love	June 18, 2009
barrons3	If you take a look through the chart books, as I do every weekend, you would be astonished to see the rally in the software stocks, and not just in the potential targets, but in companies like Oracle (ORCL) and Microsoft (MSFT), too.	Love	June 18, 2009
clannwoods	Solid Tech	Love	May 31, 2009
barrons3	Meanwhile, the Microsofts (MSFT) and Intels (INTC) and Oracles (ORCL) keep trickling up by 23 cents or 27 cents, and they create a nice hue. It helps that Intel is saying today that it sees a significant new level of demand in Europe.	Love	May 27, 2009
barrons3	American Growth Fund's second largest holding is Oracle (ORCL), another stock Cramer endorsed without hesitation. Oracle enjoys a 13% growth rate and trades at just 13 times its earnings, said Cramer. He said the American Growth Fund could double its position here as well.	Love	May 21, 2009
qtran	dominates database market and diversify in many software domains	Love	May 01, 2009
barrons3	Outperform - Price 18.82 on April 21 by Pacific Crest Target: 22. We [are] encouraged by Oracle's intention to discontinue operation of Sun's hardware business as previously run. Oracle intends to look at the segments of the server business in which it can leverage its software products. As such, we expect Oracle to deliver more Sun-based appliances....Operating margins are likely to drop to mid-30% levels, but we believe there are multiple methods by which Oracle can add 15 cents to the fiscal '10 consensus estimate of $1.49. [The sun acquisition will let] Oracle build out its data-center offering and make itself ... more competitive with Microsoft, EMC, IBM, Hewlett-Packard and Cisco. Market cap: $96.4 billion.	Love	April 25, 2009
wjones2345	Resent business buying activity should enhance position in the sector.	Love	April 25, 2009
barrons3	We've seen it going on since the market bottom, the endless driving of tech higher and higher. We get the wireless bottom, thanks Nokia (NOK); the personal computer bottom, thanks Intel (INTC); the gadget bottom, thanks Taiwan Semiconductor (TSM); the TV bottom, thanks Corning (GLW) and Best Buy (BBY); the software bottom, thanks to Oracle (ORCL) buying Sun Microsystems (JAVA) for its software and IBM (IBM) celebrating its software on its quarter; and the dot-com bottom represented by great earnings from Google (GOOG) and decent numbers from rejuvenated management teams at Yahoo! (YHOO) and eBay (EBAY).	Love	April 23, 2009
Don Day	trader	Love	April 09, 2009