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  • Returns up in the Clouds

    By Callum Turcan - August 18, 2013 | Tickers: MSFT, CRM, WDAY

    Do investors have their heads in the clouds or is their logic grounded in good statistics? It appears to be the latter, as a June Information Week survey stated that 60% of respondents are using or considering using a cloud app platform, up from 52%. This is a very bullish sign for (NYSE: CRM) which offers those services through its Heroku and websites.

    46% of respondents more »

  • Why Is the CEO Optimistic After the Internal Restructuring?

    By Mike Thiessen - August 2, 2013 | Tickers: BV, CRM

    When Bazaarvoice (NASDAQ: BV) went public in February 2012 with a $12 IPO, investors were enthusiastic. Within a month the stock was trading at $19.89 on March 30, 2012. As a social commerce provider the company offers solutions to capture, exhibit, and scrutinize virtual word of mouth (WOM) over various social media platforms, including ratings and reviews by end-users. Its clients put end-users at the heart of their business more »

  • Is This SaaS Company a Good Bet?

    By Lalit Kumar - August 1, 2013 | Tickers: N, CRM, WDAY

    The demand for cloud-based applications has been on the rise, as it has become preferred over on-premises installations due to its cost effectiveness. Currently, about 10% of the total Enterprise Resource Planning (ERP) solutions are SaaS based, and the demand for SaaS-based ERP solutions is increasing at a rapid pace. This gives a huge market potential for the companies in this industry to expand their SaaS based solutions.

    About WorkDay more »

  • Jive Software Remains Socially Awkward to Investors

    By Mark Holder - August 1, 2013 | Tickers: JIVE, CRM, NOW

    When Jive Software (NASDAQ: JIVE) went public back at the end of 2011, it had so much promise for providing a social platform for businesses. The stock shot up to $28 due to the excitement that social media brought at the time. After a weak quarterly report, the stock plunged over 20% to end back around $13. Stocks such as Facebook plummeted as well back in early 2012, but most more »

  • Heart of Cloud Moves to Applications

    By Dana Blankenhorn - August 1, 2013 | Tickers: IBM, CRM

    The new TalkinCloud 100, released on July 31, has some important news for investors in technology stocks.The list contains cloud service providers ranked by revenue. 

    Applications have overtaken infrastructure as the heart of the cloud, and this may mean changes in your portfolio.

    Salesforce #1

    The largest Cloud Service Provider, according to the site, is no longer Amazon.Com. It's (NYSE: CRM).

    Salesforce had $3 billion more »

  • 3 Tech Companies Growing With Cloud Technology

    By Shweta Dubey - July 25, 2013 | Tickers: ADBE, ORCL, CRM

    Cloud computing delivers software and IT infrastructure services via a shared network. The global cloud market will grow at a compound annual growth rate of 26.2%, increasing from $37.8 billion in 2010 to $121.1 billion by 2015. Looking at the growth opportunities in cloud technology, software companies are combining cloud technology with existing applications as well as new ones. With the prevailing growth opportunities in this industry more »

  • Is Now a Good Time to Snatch Up Oracle?

    By Adetokunbo Abiola - July 23, 2013 | Tickers: MSFT, ORCL, CRM, SAP

    To many, Oracle (NYSE: ORCL) is a bitter rival to (NYSE: CRM). For investors, Oracle has numerous growth drivers in addition to its rivalry with

    Recently, Oracle introduced its third-generation release of Oracle Enterprise Manager 12c. According to the company, the solution enables fast-growing enterprises to scale their IT environment and reduce the cost of their cloud network.

    The product’s exadata database machine allows for more »

  • This Giant Needs To Worry About Its Profit Margin

    By Reuben Brewer - July 23, 2013 | Tickers: AMZN, NFLX, CRM

    Amazon (NASDAQ: AMZN) has been “accused” by The New York Times of raising its prices on some books to improve its anemic margins. The bookseller denies it. If that's true, investors should seriously consider jumping ship.

    A Big Business

    Amazon is a giant company. While it started out selling just books, it quickly expanded into other areas like merchandise, handling the Internet business of competitors, cloud computing, and video more »

  • Did Google Just Kill Email Marketing?

    By Jordan Wathen - July 15, 2013 | Tickers: CTCT, GOOG, CRM

    A small, mostly unnoticed update to Google’s (NASDAQ: GOOG) Gmail service may have a lasting impact on email marketing.

    Google rolled out a fresh new design that divides your mailbox into three parts. A “primary” box, a “social’ inbox, and a tab for “promotions.”

    Here's the new view:

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    Why it matters

    Online marketers know the value of an email address. Every business from retail to B2B collects customer more »

  • The Other Big Technology Shift

    By Reuben Brewer - July 10, 2013 | Tickers: ORCL, CRM, WDAY

    While increasing mobile Internet use is a very public technology shift, the other big change is the corporate swing toward cloud computing.

    It's taken the wind out of the sails at Oracle (NYSE: ORCL) as upstarts like (NYSE: CRM) and Workday (NYSE: WDAY) have been more nimble. Don't count the giant out, however.

    A Rough Quarter

    Oracle's results missed Wall Street estimates for the second more »

  • My Case Against

    By Shmulik Karpf - July 9, 2013 | Tickers: MSFT, ORCL, CRM (NYSE: CRM) is a $22 billion internet-based business. Its primary product is customer relationships management (CRM) software, which sales professionals use to keep track of customers. Salesforce is the number one customer relationship management software company. And it's an early entrant in "cloud computing." It delivers its software over the Internet. That's great for small businesses, because it eliminates the need to own a server, install more »

  • Is a Flurry of Partnerships Good for Oracle?

    By Vladimir Zernov - July 9, 2013 | Tickers: MSFT, N, ORCL, CRM

    Oracle (NYSE: ORCL) delivered a poor quarterly report, missing both on earnings and on revenue. The stock was punished. One of the main reasons for the miss was soft cloud subscription growth. Right after the earnings announcement, the company announced cloud partnerships with Microsoft (NASDAQ: MSFT), Salesforce (NYSE: CRM) and NetSuite (NYSE: N).

    Would these deals help the stock?

    The essence of the deals

    Oracle’s database software will now more »

  • There's Always Potential in the Software Industry

    By Awais Iqbal - July 8, 2013 | Tickers: ADBE, IBM, ORCL, CRM

    For investors with secure jobs and a stable working environment, devoting savings to invest in high-growth stocks can be a perfect way to achieve diversification of their current capital.

    Application software industry

    The software industry has been changing so rapidly that a company needs to be on the move to keep ahead of its competitors. The U.S. software industry accounts for 42.6% of the global software market's more »

  • Beware of the Practices of This Company

    By Shmulik Karpf - July 8, 2013 | Tickers: BRCM, JNPR, CRM

    Stocks options are a wonderful instrument. The underlying rationale behind stock option grants is to align the interests of employees with the interests of shareholders, thereby turning employees into "mini owners." But this wonderful instrument, although born good, can very quickly turn into a weapon for mass dilution of current shareholders, disguised in the form of option grants. 

    The wild west of the Dot-Com bubble

    In the jolly years before more »

  • What Technology Business Is Good for Us to Buy Now?

    By Anh HOANG - July 2, 2013 | Tickers: HPQ, ORCL, CRM

    Recently, Barron’s featured six stocks which could experience a 100% increase in their share prices in the next five years. Indeed, a 100% return in five years would give investors quite a decent annualized return of 15% per year. In the list of six stocks, there are two technology giants: Oracle (NYSE: ORCL) and Hewlett-Packard (NYSE: HPQ). While Hewlett-Packard has enjoyed a whopping gain of 74% since the beginning more »

  • Oracle Is Fighting Back

    By Nick Chiu - July 1, 2013 | Tickers: MSFT, ORCL, CRM

    Right before Oracle (NASDAQ: ORCL)'s strategic alliance with NetSuite to deliver integrated HCM and ERP cloud services for mid-size customers, Oracle has made two significant partnership movements. Oracle unveiled a “strategic partnership” with (NYSE: CRM) right after its deal with Microsoft (NASDAQ: MSFT) announced a day earlier on June 24. As promised by management, Oracle is making a series of partnership movements to enhance its cloud more »

  • Is Oracle Just Another Cash Cow?

    By Sarfaraz Khan - June 30, 2013 | Tickers: MSFT, ORCL, CRM

    A week ago, Oracle (NYSE: ORCL) reported quarterly results that missed analysts’ estimates by a small margin. The shareholders reacted negatively, and the company's shares dropped by 9.3% the following day. To help, the company has announced cloud computing deals with some of its biggest rivals. 


    The computer hardware and software company’s sales remained largely flat, showing an increase of just 0.3% from the same more »

  • Can Oracle Make Its Own Luck?

    By Mihir Mehta - June 27, 2013 | Tickers: ORCL, CRM, SAP

    Shares of Oracle (NYSE: ORCL) fell nearly 9% after earnings as total revenue grew a meagre 1% year-over-year amid concerns about its hardware business. In 2008, Oracle’s CEO, Lawrence Ellison, remarked cloud computing to be a “nonsensical “concept with absolutely no strategy on maneuvering the company in that direction. Five years hence, cloud computing has become an indispensable tool for huge companies seeking a sophisticated IT support system.

    As more »

  • Azure Could Save Microsoft From the Death of Windows

    By Sam Mattera - June 27, 2013 | Tickers: MSFT, ORCL, CRM

    Shares of Microsoft (NASDAQ: MSFT) jumped over 1% earlier in the week -- a notable move for such a monstrous company, especially given the selloff in the broader market. The gain was prompted by the company’s deal with long-time rival Oracle (NYSE: ORCL).

    Going forward, Microsoft will be a major cloud services supplier for Oracle’s enterprise software. Ultimately, that push into the cloud could be enough to offset the more »

  • Oracle Closes a Door and Opens a Window on Cloud

    By Dana Blankenhorn - June 27, 2013 | Tickers: MSFT, ORCL, CRM

    Oracle (NYSE: ORCL) made two big deals this week.

    First, and most important, it agreed to let its database software and Java language run on Microsoft (NASDAQ: MSFT) Azure cloud. It had already been running on Windows server. 

    Second, it made peace with rival (NYSE: CRM), with the Software as a Service vendor agreeing to buy both Oracle hardware and software going forward. 

    What does this mean for more »

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