Oracle Doubles Down on Its Systems Business
Jessica Breen submits:Oracle is in the systems businessFollowing the announcement of the Sun acquisition a year ago, many pundits believed that Oracle (ORCL) would spin off the hardware business. TBR believed that Oracle would reshape the Sun hardware business and focus on data center appliances that would integrate the new hardware and existing software portfolios into purpose-built devices. At Oracle OpenWorld a year ago, CEO Larry Ellison unveiled the Exadata 2 integrated appliance, and the company has focused on the high margin segment ever since. With its new President Mark Hurd, Oracle is doubling down on its strategy, setting Hurd to drive rapid growth and continuing efficiencies in the hardware business. The company will unveil two new integrated data center devices at the 2010 Oracle OpenWorld next week, expanding on the rapid adoption and success of the Exadata 2 appliance.Complete Story » seekingalpha.com |
Beats by Dr Dre Launches Five New Audio Products
Just in time for the holiday season, Monster has released five new products under its popular Beats by Dr. Dre audio line. These new products continue the line's... feeds.pcworld.com |
Google TV Reality Check: Rerun or Innovation?
Google is teaming up with hardware and content partners to deliver Google TV. Will you be tuning in? feeds.pcworld.com |
Study: Macs to Increase Enterprise Market Share 57 Percent
Though the iPad is getting its fair and growing share of business adoption buzz right now, it may be time to also shine the IT spotlight on Apple's core computer... feeds.pcworld.com |
Microsoft: The Big Short
Akram's Razor submits:“An idea that is not dangerous is unworthy of being called an idea at all”- Oscar Wilde I believe the trade of trades, well actually it’s more like an investment, (if you have a 6 to 15 month horizon) will be to take the other side of the Google (GOOG) Trade I just did. When I first contemplated buying Google calls five weeks ago the thing that jumped out at me was the visual representation of its position in the world of publicly traded technology companies. Forget the fact that there was a "cloud" mania going on, and that in my mind Google was the definition of “cloud"; its position in the global market cap rankings made no sense. Going into earnings, which was after a solid rally of 8% over 4-5 weeks (I have used these numbers as I don't remember what they were the first day I looked at it and opened the position), the company had a market cap of 171 billion. That put them a full 103bln behind Apple (AAPL), 50 billion behind Microsoft (MSFT), and 6 billion behind IBM. This was shocking, and that was before I had even taken a close look at the last three quarterly reports and what the sell-side was expecting and obsessing about with respect to Google.Complete Story » seekingalpha.com |