ORCL

RESTAURANT BUSINESS NO FREE LUNCH FOR APPLE $AAPL $OPEN $ORCL $SAP $IBM

On December 12, the Patently Apple AAPL website was first to report that Apple had filed for a restaurant-related patent. The stock market smelled what was cooking.  The stock of Open Table, which specializes in restaurant reservations, fell from a high of $80.20 to a low of $74.65 before staging a mild recovery. In social

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A RED FLAG AGAINST FOLLOWING BILLIONAIRES’ TRADES $AAPL $XOM $FCX $ORCL $FDX $CMCSK $DTV

Mom and pop investors love to read about the stocks that billionaires have been buying or selling. The media is happy to oblige. After all, what is good for the likes of Warren Buffet and Carl Icahn has to be good for mom and pop, right? Wrong! Let me explain why it

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CISCO STOCK LOOKS GOOD AT LOWER PRICE WITH JUICED UP DIVIDEND $CSCO $INTC $MSFT $ORCL

Cisco (CSCO) is the largest manufacturer of networking equipment perfectly positioned to benefit from growth of the Internet. The stock dipped after it reported earnings, but here is why Cisco is an attractive opportunity for the long-term investor on any further weakness in price. Cisco is providing equipment and services

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SIX PIECES OF NEWS THAT SIGNAL CAUTION $ORCL $FDX $GLD $SLV $CAT $CTAS $WSM $LEN $SPY $QQQ

Wednesday brought us six pieces of news that makes us reflect on the strength in the stock market. Bernanke’s emphasis on cost We have always paid close attention to every word Bernanke utters. Wednesday’s press conference was unusual, in that Bernanke had more emphasis on the cost of the easy

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CLOUD IS HOT, BUT THIS IPO IS PURE INSANITY $AAPL $GOOG $MSFT $WDAY $ORCL $SAP $IBM $CRM

Cloud computing is hot. Even lay consumers who hadn’t heard of it only a year ago, not only know about cloud, but now they use it every day. If you are an Apple AAPL iPhone user, you are probably using iCloud. If you are a Google GOOG  Android user and using

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APPLE COOKING UP SAMSUNG SETTLEMENT BENEFITS BOTH

U.S. District Court Judge Lucy Koh has ordered a settlement conference between Apple (AAPL) and Samsung (SSNGY).   The settlement conference will be moderated by a magistrate judge. Both Apple and Samsung have agreed that their chief executives and general counsels will participate. Here is the order from Judge Koh: “The

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Google Patents Are no Threat to Apple

Some stock market gurus seem to have a fatal attraction to technology patents. While technology patents can certainly add to the performance of a stock, that attraction often fails to account for a number of factors affecting the value of the patents. Technology patents are very complex and understanding them

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SAP AG (SAP) OR ORACLE (ORCL): THE BETTER TRADE

SAP AG (SAP)     and   Oracle (ORCL) hold a duopoly in providing Enterprise Resource Planning systems to large corporations. SAP last quarter earnings were excellent and projections were great.   It is important to understand that when a software company such as SAP states that it sees great

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SPECULATION ON ALTERA $ALTR IS NONSENSE

ALTR  has been running up on the speculation of an ORCL buyout.  As an electrical engineer, I am very familiar with the products of ALTR. There is no synergy between Altera’s products and Oracle’s strategy of acquiring semiconductor companies to enhance server technology.  Possible buyout candidates include MIPS, AMD, ARMH 

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