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- NetApp Reluctant to Give Guidance
- Ockham Research submits: NetApp Inc. NTAP reported results for the fiscal first quarter that were pretty decent, but after hours trading has seen the stock down about 4%. The reason for the sell-off in the stock is that the company neglected to give second quarter revenue or earnings...
- External links 2009-08-19
- Salesforce.com: Booming Despite the Economy
- Ockham Research submits: Shares of Salesforce.com CRM have gotten a major boost on Friday after the customer relationship systems company reported excellent results. Net income was $21.2 million which was more than double the $10 million of net income from the quarter a year ago. On a...
- External links 2009-08-21
- Electronic Arts: Job Cuts for a Troubled Industry
- Ockham Research submits: “Electronic Arts ERTS slashing jobs and closing down several studios. It is reporting its 11th straight quarterly loss. Second quarter loss of $391 million. It expects to turn a profit in both the third and fourth quarters.” — Fox Business Network Imus in the Morning...
- External links 2009-11-10
- Great Quarter, But Salesforce.com Stock Getting Punished
- Ockham Research submits: Not exactly sure what is not to like about Salesforce.com’s CRM performance in the last quarter, but the stock is getting hammered down more than 7% in post market activity. Earnings per share doubled from a year ago to 16 cents, which equaled the consensus...
- External links 2009-11-18
- Microsoft Squashes Rumors of EA Bid
- Ockham Research submits: “An interesting story we’re following, Electronic Arts shares selling off by 4% after an executive for Microsoft said there’s not a possibility of any deal here. There was options activity surrounding that. And shares of Electronic Arts actually over the past couple of days had risen...
- External links 2009-09-24
- Pay Attention to Salesforce and On-Demand Applications
- Ockham Research submits: On Monday’s Mad Money, Cramer interviewed the CEO of Salesforce.com CRM. In his introduction to the interview, Cramer attempted to explain what it is that Salesforce actually does. The world of cloud computing and Software as a Service (SAAS) applications is still very new...
- External links 2009-10-06
- Is Electronic Arts a Clear Case of Institutional Manipulation?
- Ockham Research submits: It came as no huge surprise that Electronic Arts ERTS reported a very rough third quarter, as they had warned of a tough holiday season and analysts have lowered estimates 4 times in the last month according to Yahoo! finance. However, the actual results were worse...
- External links 2009-02-03
- IBM: Lone Wolf of the Dow
- Ockham Research submits: IBM IBM is reporting some good news, on a day when the same cannot be said about fellow Dow components Citi C with persistent nationalization rumors and General Motors GM losing nearly $10 billion more in the last quarter. The contrast between IBM and the...
- External links 2009-02-26
- NBTY May Keep Investors Healthy
- Ockham Research submits: With the debate continuing to rage around how the government will “fix” our healthcare system, one potential bright spot is in the supplements arena. NBTY, Inc. NTY, formerly known as Nature’s Bounty, reported a 21 percent rise in 4Q net sales as reported on October 13th. ...
- External links 2008-10-17
- CA: Great Value Play
- Ockham Research submits: CA, Inc CA reported its fiscal fourth quarterly results that beat analysts estimates coming in at $.31 EPS compared to analyst estimates of $.29. The company earned a total of $1.55 in fiscal 2009 and exceeded analysts estimates each quarter. The stock is getting...
- External links 2009-05-14
- What's Cramer Got Against Microsoft?
- Ockham Research submits: As watchers and fans of CNBC’s Jim Cramer, we often agree with his fundamental perspective, but we understand that he is more infotainment than financial advisor. But we have to wonder from a fundamental perspective what his rationale was on two specific calls. ...
- External links 2009-03-18
- Oracle: Giving Something Back
- Ockham Research submits: Oracle ORCL shares are trading up more than 6% in after hours, as the company reported fiscal 3Q results. Overall the results were quite good with earnings and revenue coming in slightly ahead of the street’s estimates. The big surprise was that Oracle will...
- External links 2009-03-18
- Has Oracle Finally Bitten Off More than It Can Chew?
- Ockham Research submits: Oracle ORCL has been very active in the mergers and acquisitions market for some time now. However, most of Oracle’s recent acquisitions have been smaller, often private, tech companies that they can buy at very distressed prices, as we wrote about back in February (Oracle...
- External links 2009-04-20
Additional Resources
- Intel's Buy Into the Device Software Business: Did They Overpay?
- Ockham Research submits: “One of the biggest names Intel, the world’s largest chip maker in the news going on a shopping spree, spending about $880 million to buy a mobile device software company, Wind River Systems. This company, as I mentioned, develops software, Intel making a stance and at...
- External links 2009-06-05
- Money for Breakfast Recap: Microsoft and Google at Each Other's Throats
- Ockham Research submits: Thursday’s Money for Breakfast on Fox Business Network gives viewers insights into what stories are going to dominate the headlines. One of the biggest stories Thursday morning is the dispute going on right now between Microsoft MSFT and Google GOOG who seem to be increasingly...
- External links 2009-06-18
- Microsoft and Google at Each Other?s Throats
- Ockham Research submits: Thursday’s Money for Breakfast on Fox Business Network gives viewers insights into what stories are going to dominate the headlines. One of the biggest stories this morning was the dispute going on right now between Microsoft MSFT and Google GOOG who seem to be increasingly...
- External links 2009-06-18
- Oracle: Prescient Purchases
- Ockham Research submits: We hear all the time from the business media and pundits that the world is currently enduring one of the worst economies since the Great Depression. This recession, which started in December of 2007, will likely become the longest since World War II. However,...
- External links 2009-02-17
- Quality Systems' Management Is Clearly Confident
- Ockham Research submits: It was the summer of 2007 when President Bush proclaimed his goal that every American have an electronic medical record [EMR] within 10 years. At that time only an estimated 25% of all practices had implemented such a system. The benefits of these systems are easy...
- External links 2008-09-23
- Cramer: Flat Wrong on GameStop
- Ockham Research submits: “The problem with Gamestop is you need to be able to have both good hardware and software sales. Not until later next year do I expect Grand Theft Auto. We had Rock Band, Guitar Hero. Those are all played out. I can’t get behind GameStop not...
- External links 2009-11-18
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