Oracle
Lessons From Oracle's GSA Contracting Whistleblower Case
In a case involving a former employee turned whistleblower, Oracle was yesterday sued by the US Department of Justice for alleged violations of GSA software contracts. Given the current economic climate and the budget challenges facing governments at all levels, we would not be surprised to see more cases like the one in question to be brought forward by other jurisdictions and involving other vendors. ... Full story
MGI Research Score Snapshot - Microsoft Corp
For all the power of the Microsoft franchise, there has been little doubt that the company has been struggling during the past several years as is well reflected in the surprisingly modest MGI-X scores. Importantly, though, our predictions of improvement in MSFT economics and business cycle are generating confirmation indicators and beginning to bear fruit for investors. Although the shares have broken out above the $28-$29 price range we discussed in our note of September 17th, we continue to view the shares as attractive. MSFT is announcing Dec 2009 earnings on Jan 28th 2010. ... Full story
i2 - All Dressed Up
After a tumultuous year, i2 Technologies is primed for a significant event. For all the drama of the past 24 months of i2 Technologies’ history, the next 12 months may prove even more exciting. While its MGI Index (MGI-X) and MGI Change Vector (MGI-CV) scores remain unimpressive and the first quarter results failed to stop the erosion of the business, the path to selling the business has never been so clear, and the list of potential suitors says as much about the supply chain and logistics software sector as it does about i2. In spite of its broken deal with JDA Software (NASDAQ: JDAS; MGI-X: 918), we see an increasing probability of an exit transaction for ITWO in the 2009 to early 2010 timeframe. ... Full story
Oracle Acquires Sun Microsystems: Strategic Impact at a Tactical Price
Oracle's acquisition of Sun (Nasdaq: JAVA) comes at a tactical price but carries with it major strategic benefits to Oracle as it stands to reap benefits of a more vertically integrated stack. The accretive nature of Oracle's bid for Sun is underscored by the efficiency of Oracle's business model. When Oracle completes this deal, it will be strategically positioned vis a vis both IBM and HP, and will be able to compete more effectively for centrally controlled IT budgets. This transaction puts significant distance between Oracle and SAP, as Oracle will no longer be just a software company.
Applications Software Vendors Benchmark - The Strong Get Stronger and the Weak Get Weaker
This report is a comprehensive look at 75 publicly held applications software companies that range in size from micro-cap firms to the leading large capitalization software companies such as Microsoft, Oracle and SAP. Using the MGI scores the study highlights key trends in financial performance of the sector – and whether the overall sector is strengthening or weakening, and which companies are improving or deteriorating. As the title of the report states generally the poor economic backdrop accentuated the already sharp differences between the winners and losers. The report also highlights the exceptions to the trend, as well as discussing the outlook for the sector overall. ... Full story
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$246 million Jury Verdict Against i2 and JDA Software Highlights Hidden Risks
Today's announcement of the $246 million jury verdict against i2/JDA Software highlights the hidden legal risks that are often poorly understood by technology investors and management. The size of this jury award is unprecedented in the software industry and will likely have broad ramifications beyond the scope of JDA Software as a mid-size provider of enterprise applications. ... Full story