February 13, 2012

Five Cloud Computing Takeover Stocks

In the world of information technology, the megatrend of cloud computing is in its infancy.

Cloud computing entails providing software as service.

Cloud computing stocks are very expensive, face stiff competition and are subject to rapid technological changes. However, these stocks are being taken over at a rapid clip.

Oracle (ORCL) just announced that it will buy Taleo Corporation (TLEO). Taleo provides on-demand talent management software. The company is being bought by Oracle at Price/Sales(P/S) of about 6.3.

Previously SAP (SAP) announced purchaseof SuccessFactors (SFSF) at P/S of about 11.5.

Oracle and SAP are the two big software behemoths. For a long time Oracle’s strategy has been to grow through acquisitions.… Please click here or the title below to read more.

February 13, 2012

Going After Google, Apple Fires Shot To Android’s Heart

According to Walter Isaacson, Steve Jobs said, ‘œI will spend my last dying breath if I need to, and I will spend every penny of Apple‘s $40 billion in the bank, to right this wrong,’

It is old news that Apple (AAPL) has been fighting legal battles across the globe against Google (GOOG) Android vendors. (For background, please see Apple Wins Another Round Against Samsung Galaxy In Germany.)

Now for the first time, Apple has fired at the heart of Google Android with its new lawsuit against Samsung filed in federal court in San Jose, Calif.

It is the first shot at Google’s heart for the following reasons:

Clear Aim at Ice Cream Sandwich

Ice Cream Sandwich is the latest and greatest Android version from Google.… Please click here or the title below to read more.

February 13, 2012

TAKING MORE PROFITS ON GOLD (GLD)

Taking profits on 10% tranche on GLD right here at $166.95. This action is in response to CME reducing margin requirements on gold futures. This means that the momo crowd is going to be able to borrow more money to buy more gold.… Please click here or the title below to read more.

February 13, 2012