Software

  • Why Lower Revenues Are A Good Thing For Adobe

    By Matthew Frankel - March 4, 2013 | Tickers: ADBE, MSFT, ORCL

    Adobe Systems (NASDAQ: ADBE), one of the largest software companies in the world, has done a fantastic job of growing its revenues over the past decade (see chart).  The company has recently changed its business model significantly, shifting to subscription-based services, which has caused a lot of investors to become bearish on the company’s stock.  I, on the other hand, believe this to be a very good thing for more »

  • Hana: Game Changer for SAP

    By Tony Daltorio - February 1, 2013 | Tickers: IBM, MSFT, ORCL, SAP

    One of the very few European technology companies that enjoys success globally is Germany's SAP (NYSE: SAP). More than 60% of all global transactions involve a SAP system. 

    Yet, it was feared that the German firm's best days were behind it. The perception among investors was that it had missed the changeover of applications to the cloud and on to mobile devices. It was this change that was more »

  • Why “Drill, Baby, Drill” When You can “Print, Baby, Print?”

    By Robert Zimmerman - October 30, 2012 | Tickers: DDD, ADSK, DASTY.PK, GE, SSYS

    Many have profited, and continue to profit, from US oil and natural gas investments spurred by hydraulic fracturing.  Look at shareholders of Cabot Oil and Gas; their stock went up 10% in one day on a good earnings report.  Demand for oil and natural gas will persist for years and money will be made on it.  However, I believe the emerging technology of 3 dimensional printing could smoke oil and more »

  • The Half Baked Cake

    By Somnath Guha - October 5, 2012 | Tickers: AAPL, GOOG, INTC, MSFT, SSNLF

    The Toothpick Test

    One of the most popular methods of testing a cake for doneness involves little more than a toothpick and a bit of patience. You can insert a clean toothpick into the center of the cake when the estimated baking time is nearly up. If the toothpick comes out clean or nearly so, the cake is usually done.

    Windows 8 will be released to the public before it more »

  • Search for the Most Lucrative Search Engine

    By Somnath Guha - October 5, 2012 | Tickers: AAPL, FB, GOOG, MSFT

    The technology sector has been on fire this year, easily outperforming the S&P 500. Although companies like Apple and Facebook receive a heavy amount of attention, one major tech titan has quietly broken out to new all-time highs.

    The Birthday Jump

    Having celebrated its 14th birthday recently, Google Inc (NASDAQ: GOOG), the world’s leading search engine, has been trying to find a new all-time high since hitting more »

  • Look Through A New Window

    By Somnath Guha - October 5, 2012 | Tickers: GOOG, MSFT

    Touching M softly

    Microsoft Corporation (NASDAQ: MSFT) is redesigning MSN.com for its upcoming touch-optimized Windows 8 platform. MSN will be the landing page for Internet Explorer 10 on Windows 8 devices. Microsoft is launching its own news operation as part of its new-look MSN website when Windows 8 launches later this month. Windows 8 is being tailored with touch devices in mind, so it should come as no surprise more »

  • The Sleeping Tiger

    By Somnath Guha - October 2, 2012 | Tickers: CTSH, INFY, WIT

    India’s software industry is still a sleeping tiger waiting to be awakened. We all know that, even while resting, tigers are impressive - other animals are careful to give them respect. Yet only when a tiger is awake and engaged can we appreciate its force and majesty.

    Tiger on the prowl

    Infosys Ltd ADR (NYSE: INFY), one of India’s largest software exporters, is expanding into management consultancy by acquiring more »

  • Trying to Keep the SUN Shining

    By Somnath Guha - September 26, 2012 | Tickers: CSCO, IBM, ORCL

    Since acquiring Sun Microsystems, Oracle Corporation (NYSE: ORCL) has been on the path to create high-performance machines to run its core database software products. Oracle acquired Sun Microsystems, the world's No. 4 maker of server computers and also the developer of Java and Solaris software, for more than $7.4 billion in 2010. The challenge has been to win customers for its new data appliances faster than customers scrapped more »

  • Yahoo and Microsoft Again

    By Tony Daltorio - December 29, 2011 | Tickers: MSFT, YHOO

    There is a scramble on for Yahoo (NASDAQ: YHOO). The company has entered talks with at least two private equity firms – Silver Lake and TPG – among others.  

    Let's not forget too there is also Jack Ma and his company, Alibaba, which is looking to break its ties with Yahoo, even if it involves buying out the company. It's said that he and Softbank, Yahoo's partner in Japan more »

  • Apple: Amateurs Copy, Geniuses Steal

    By Jane Genova - December 28, 2011 | Tickers: AAPL, GOOG, MSFT, MMI, XRX

    There's the old saying in business: amateurs copy, geniuses steal.  

    The genius comes from the ability to take what's needed and getting around legal and other hurdles, such as being bad-mouthed in the marketplace for not being as innovative as the competition.  Interestingly that seems to be exactly what Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) did with Xerox's (NYSE: XRX) prototype of graphic user interface, developed more »

  • Ubuntu’s 18-Wheeler Wide Security Hole

    By Roland Hughes - December 28, 2011 | Tickers: DELL, IBM, NOK

    Quite some time ago I filed bug 731504 with the launchpad system for Ubuntu (a registered trademark of Canonical Ltd.).  Ordinarily, this wouldn’t be something worthy of blogging about on the Fool, but this particular bug impacts every Fortune 1000 company that considers using their server software and it definitely impacts their many partners including IBM (NYSE: IBM) and Dell (NASDAQ: DELL).

    This bug stems from a viciously short more »

  • Predictions for 2012

    By Nikhil Shamapant - December 27, 2011 | Tickers: AFL, AAPL, ATPAQ.PK, GLW, MHS.DL, NBS, GAME

    Before the New Year begins, I figure I should make a few predictions for 2012, just for fun. This blog is copied from my CAPS blog post, but modified a little bit.

    Here I go:

    1. ATP Oil and Gas (NASDAQOTH: ATPAQ.PK) will FINALLY get its footing. There will be a gigantic short squeeze and the stock will fly. I'm actually in the process of synthesizing 30 articles of more »

  • Skype and Microsoft: Together a Smart Strategy to Compete with Tablets and Smartphones

    By Elizabeth Magill - December 27, 2011 | Tickers: AAPL, CSCO, EBAY, GOOG, MSFT

    In May 2011, Microsoft (NASDAQ: MSFT) announced a brilliant deal with Skype. And a brilliant deal it was.

    While Skype is an internet phone company at its core, it's much more than that. Skype not only offers free calls over the internet, it enables calls to landlines and mobile phones and group video chats through Skype Credit and Skype Premium, respectively.

    The Acquisition

    Microsoft acquired Skype for $8.5 more »

  • 5 Technology IPOs Up Over 20 Percent from Their IPO Offer Price

    By Elizabeth Magill - December 26, 2011 | Tickers: ANGI, RATE, FIO, JIVE, LNKD

    In the overall scheme of things, the global tech industry experienced a heavy heart of sadness in 2011, with the passing of Apple's creative innovator and visionary Steve Jobs.

    But, thanks in part to Jobs, it was also a time of excitement when mobile computing exploded and popularity of the Apple's iPad 2, Amazon's Kindle Fire, and the many Google Android-based tablet devices.

    2011 was the year more »

  • Yahoo’s Search for Cash Raises Questions

    By Tim Brugger - December 22, 2011 | Tickers: GOOG, MSFT, BX, YHOO

    Since the untimely departure of CEO Carol Bartz in September, Yahoo (NASDAQ: YHOO) has been in search of capital. You may recall the manner in which the company chose to handle the situation. Rather than politely escort Ms. Bartz from Yahoo headquarters, they actually shot her a quick phone call. Man, when it's time to go it's time to go. And apparently it was, because the stock subsequently more »

  • An Overlooked Apple Acquisition

    By David Talley - December 22, 2011 | Tickers: AAPL, MSFT, SNE

    It upsets me to no end when I hear people talk about what companies Apple (NASDAQ: AAPL) should acquire. It is usually an extremely overvalued business with extreme growth prospects but very little in actual profit or profit potential. My counter is always the same: if Apple is going to make a fairly large acquisition, they better be buying Nintendo (NASDAQOTH: NTDOY.PK).

    Nintendo has a market cap of around more »

  • Meet the New Cloud

    By Roland Hughes - December 22, 2011 | Tickers: AMZN, GOOG, HPQ, MSFT

    Same as the old cloud

    Sorry, I couldn’t resist ripping off The Who “Won’t Get Fooled Again," nor could I resist screaming that title out as I typed it. Thankfully, I work alone, although after reading the opening to this it might be a bit difficult for you to believe that is by choice.

    If you haven’t already read my previous post on the old clouds, please more »

  • Oh My Oracle!

    By Justin Carley - December 22, 2011 | Tickers: CSCO, ORCL

    Oracle (NYSE: ORCL) made the headlines yesterday in a negative way.  The company reported 2QF12 results that missed street expectations and the stock was pummeled 11%.  That made an already cheap stock even cheaper and should get the value investor a bit excited.  The stock has plenty of upside from current prices and patience can reward investors- not in buying and waiting, but in waiting to buy. 

  • Don't Sleep on Microsoft

    By David Talley - December 22, 2011 | Tickers: BBRY, GOOG, MSFT

    Remember Microsoft (NASDAQ: MSFT), that great growth company that created enormous wealth for its shareholders in the 90's? Remember the innovations that came from that company? Fortunately for you (because it creates an investing opportunity), most people have forgotten that Microsoft, instead focusing on a company that has struggled to innovate and whose stock price has reflected that fact. However, there is much to get excited about for Microsoft more »

  • Oracle's Earnings Scare Gives Investors Great Price on Symantec

    By Chad Brand - December 22, 2011 | Tickers: CTXS, INTC, ORCL, SYMC

    A big earnings disappointment crushed shares of business software provider Oracle (NYSE: ORCL) on Wednesday and most software stocks lost significant ground in sympathy. The logic being that if Oracle is seeing demand soften in the enterprise sector, the same will be true for other corporate IT providers. High multiple stocks such as Citrix (NASDAQ: CTXS) were hit especially hard due to exteme valuation levels for the cloud computing sector more »

  • Page 1 of 3