IT Investor's Journal: Oracle swallowing PeopleSoft looks all but dead

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IT Investor's Journal: Behind the
infamous Oracle vs. PeopleSoft drama

IT Investor's Journal: Behind the
infamous Oracle vs. PeopleSoft drama 02/10/2004 10:47 PM
Larry Ellison is certainly determined not to give up on acquiring PeopleSoft. But with $26 per share, he may have finally hit the price. Oracle raised its bid to $26 per share, up 33% from its prior bid of $19.50 per share. Provided (stress provided) Oracle gets regulatory approval, then it's possible that the deal can get done here. Craig Conway, PeopleSoft's Chairman and CEO, has made his point and could be ready to give in. His golden parachute, coupled with the moving up of the shareholders' meeting, gives me the feel that something could be going on. Or maybe this is just more tactics in defense ... hard to say.

IT Investor's Journal: Oracle pulls
weird move in PeopleSoft bid

IT Investor's Journal: Oracle pulls
weird move in PeopleSoft bid 05/17/2004 08:44 AM
This is just so weird. On Friday, May 14, Oracle lowered its bid for PeopleSoft to $21 per share from $26 per share. Admittedly, I'm not a elder statesperson and luckily have yet to develop any gray hair, but I've never heard of such a thing. (It's probably happened before, but this doesn't happen often, in any case.)

IT Investor's Journal: A close look at
Red Hat

IT Investor's Journal: A close look at
Red Hat 02/10/2004 02:48 AM
Red Hat, Inc., long a sales leader in commercial Linux distributions, has made some strategic changes in the last year and has decided to aim squarely at the enterprise server market while deemphasizing its relationship with small-time developers.

IT Investor's Journal: A close look at
Sun Microsystems

IT Investor's Journal: A close look at
Sun Microsystems 01/27/2004 09:15 AM
Our IT investment expert, Melanie Hollands, takes a no-nonsense, in-depth look at the current state of Sun Microsystems, corporate owner of the Java franchise and ostensible leader of the Java development community. More than a few people are concerned that after 22 years as an innovator and power player in enterprise IT, that Sun might erode into simply a niche player, dropping out of the same league as Microsoft and IBM in IT power and influence. What's your take on where the house of Solaris is headed? Read on for our writer's assessment ...

IT Investor's Journal: What Microsoft
should do with all that cash

IT Investor's Journal: What Microsoft
should do with all that cash 07/12/2004 07:00 PM
Microsoft Corp.'s monopoly of operating systems and desktop software applications has resulted in the company throwing off around $75 billion in cash and accumulating $56 billion of cash on its balance sheet. Despite this track record for impressive cash generation, an investor who bought MSFT stock in early 2000 would find this investment worth less than half its original purchase price.

IT Investor's Journal: Is market due for
correction?

IT Investor's Journal: Is market due for
correction? 01/16/2004 11:32 AM
We could be due for a market correction. Stock newsletters in general are very bullish, and take a look at how the stocks have run from their 50-day moving averages -- no pullback in 10 months. News has not been a factor, the U.S. dollar looks like toast for a while, Japan is in our bonds -- I read some $9 billion yesterday, and the Yen still came back to 106.60. My hairdresser is starting to tout stocks (which is a sure sign of a top!).

IT Investor's Journal: An analysis of
SCO Group

IT Investor's Journal: An analysis of
SCO Group 02/16/2004 09:14 AM
SCO Group, Inc. has been making more legal headlines than software news during the last year. Our business analyst, Melanie Hollands, take a detailed look at SCO's business acumen and evaluates its prospects in the stock market.

IT Investor's Journal: Has Microsoft
peaked?

IT Investor's Journal: Has Microsoft
peaked? 07/06/2004 11:35 AM
Microsoft Corp.'s business ambitions have never wavered. Microsoft was founded in 1978, went public in 1987, and has since grown to become the world's largest technology company and one of the world's largest publicly traded companies. It has as an enormous cash balance of around $55 billion on its balance sheet and 93 percent share of the consumer software market. Investors typically regard MSFT stock as a no-risk investment with a stock price that will keep going up. However, that is not the case.

IT Investor's Journal: The big picture
heading into '04

IT Investor's Journal: The big picture
heading into '04 12/26/2003 07:44 AM
I’m of the opinion that the economy/fundamentals have peaked for now and we're headed lower, hard to say if it will be muted or something more pronounced; at the margin I think it will be relatively muted. Overall market valuation looks to me to be on the high side of "OK". Going forward, I think deep cyclicals like steel will continue to perform well (in particular I love the Australian giant, BHP) but some sectors are already fading, such as retail.

IT Investor's Journal: A close look at
WebMethods

IT Investor's Journal: A close look at
WebMethods 06/14/2004 08:34 AM
WebMethods. Man, what a fun time that was during the bubble! Great people, great technology, the gorillas were a million miles behind them. These days the company is holding its own, but my expectation is that Microsoft and IBM will continue their work on the standards committees that govern Web services and will eventually leapfrog WebMethods in terms of functionality. Once that happens, WebMethods will probably get squeezed out of the market place by existing WebMethods/IBM customers who are looking for a single-vendor solution to reduce complexity.

IT Investor's Journal : The January
Effect

IT Investor's Journal : The January
Effect 01/22/2004 09:01 AM
Today the subject is the "January effect." Looking at the actual total years' results since 1950, it appears if January is positive for the S&P, then the next year is anywhere from +7% to +45% (54 years). The exceptions have been 2001 and 1966, when both years were down years, even though the January of each year was up. On the other hand, if January has been negative, then for the most part, the entire year has also been negative. In 20 years, there have been only two exceptions, with 1982 and 1968 being positive years overall.

IT Investor's Journal: Why AMD is in
good position

IT Investor's Journal: Why AMD is in
good position 03/08/2004 11:28 PM
Our stock analyst, Melanie Hollands, believes that Advanced Micro Devices is one of the best names to own at this time in the semiconductor group, and that the major catalyst to propel the stock upward is continued OEM wins for its new 64-bit MPUs. Why? Read on ...

IT Investor's Journal: Why Sun stock
doesn't improve in value

IT Investor's Journal: Why Sun stock
doesn't improve in value 07/23/2004 11:13 AM
Sun Microsystems reported earnings after the bell on Tuesday, July 20. But overall, I'm not positive about an investment in SUNW at this time. And here's why.

IT Investor's Journal: Can Openwave
crest in market?

IT Investor's Journal: Can Openwave
crest in market? 12/30/2003 07:19 AM
Openwave is currently a turnaround story with takeout potential, but the company still has a tough road ahead. At present, Openwave is operating in the wrong network space. Most wireless deployment is low-cost Wi-Fi, whereas Openwave wants to be the 2G/3G application, provision, and infrastructure provider. However, few can afford to deploy the 2G/3G licenses they've got. Read on ...

IT Investor's Journal: Why Openwave is
getting deep into Linux

IT Investor's Journal: Why Openwave is
getting deep into Linux 04/12/2004 02:16 PM
Melanie Hollands contends in a story about mobile-device middleware maker Openwave that over the next few years the WindowsCE mobile development folks might be surprised how quickly they are losing projects to Linux. Read on at ITMJ.

IT Investor's Journal: How to benchmark
semiconductor stocks

IT Investor's Journal: How to benchmark
semiconductor stocks 06/18/2004 04:15 PM
Investing in IT stocks of all kinds is not a business for the feint of heart. This holds especially true in the semiconductor stock world. Risks can be great, but so can the financial rewards. ITMJ stock analyst Melanie Hollands, who has been following this for more than a decade, offers some valuable inside information on this topic in an article you might want to bookmark if you hold investments in this sector. Read on at ITMJ ...

IT Investor's Journal: Jockeying behind
the scenes at SCO Group

IT Investor's Journal: Jockeying behind
the scenes at SCO Group 05/10/2004 11:53 AM
Very interesting developments at SCO/Royal Bank of Canada. On Friday, May 7, SCO Group announced that Royal Bank of Canada (RBC), one of SCO's primary investors, is cashing out. RBC currently holds 30,000 Series A-1 shares of SCO Group. It is converting one-third of that holding -- 10,000 Series A-1 shares -- to common stock and selling the balance (20,000 Series A-1 shares) to BayStar Capital.

IT Investor's Journal: Signs indicate
strong Q3 for Intel, AMD

IT Investor's Journal: Signs indicate
strong Q3 for Intel, AMD 06/03/2004 03:34 PM
Fundamentally, I like Intel Corp. (INTC) for a "buy and hold" for the next three months or so. Intel has strong product cycles ramping up that should hit inflection points in the third calendar quarter, right when the company's strongest quarter is. Consequently, I think the magnitude of upside could be substantial.

IT Investor's Journal: Why Novell needs
a breakout event

IT Investor's Journal: Why Novell needs
a breakout event 07/19/2004 01:24 PM
This column last discussed Novell in detail on Feb. 23, 2004. At the time, I thought the stock price could increase long term but wanted to hold off buying the stock in the intermediate term (a few months), since I thought it would languish for a while. My intermediate-term caution was largely due to three factors.

IT Investor's Journal: Micron, Westaim
-- and Saddam

IT Investor's Journal: Micron, Westaim
-- and Saddam 12/22/2003 03:13 AM
Last Monday, we gapped up nicely in reaction to the news of Saddam Hussein's capture over the weekend, but then the market faded and we closed lower that day than we opened. There was some euphoria in the morning, but the smart trade was to sell the gap up. The thing is, Saddam wasn't leading the resistance over there. That said, the market recognized that he is strategically useful as a captive. He surely has information that might be embarrassing to the French, Russians, and others. So, there's some horse-trading to be done there, for sure. However, the equity and currency markets, in particular the U.S. dollar, indicated to me that the event was a non-starter. After the initial excitement, the market resumed selling equities and the U.S. dollar.

IT Investor's Journal: All about thinly
traded stocks

IT Investor's Journal: All about thinly
traded stocks 06/21/2004 05:22 PM
Thinly traded stocks are quite common in the IT sector. Know how and when to trade them, and you can ride a stock that triples, quadruples or more in a relatively short period of time. However, these stocks are deceptively difficult to trade and the downside of a mistraded position can be considerable. Read on at ITMJ ...

IT Investor's Journal: Some insight into
the behavior of tech stocks

IT Investor's Journal: Some insight into
the behavior of tech stocks 05/24/2004 05:28 PM
ITMJ columnist Melanie Hollands presents a candid overview of a detailed topic: analyzing IT stocks. In it, she introduces some thoughts about the factors that characterize investing and trading in the sector -- including the single most important factor of all: the psychology of buying and selling tech stocks. Read on at ITMJ ...

IT Investor's Journal: Openwave embraces
Linux, Part 2

IT Investor's Journal: Openwave embraces
Linux, Part 2 04/26/2004 01:05 PM
IT stock analyst Melanie Hollands explains why Openwave, the 800-pound gorilla of the mobile services market, is investing substantial time and money in its Linux program with business partner MontaVista. Read on in ITMJ.

IT Investor's Journal: What latest
earnings results signify

IT Investor's Journal: What latest
earnings results signify 01/16/2004 11:32 AM
Is the weak dollar the real reason why Wall Street hasn't been impressed with improved IT earnings reports? The dollar has depreciated 25% or so against the Euro year-over-year. Analysts forecasting the fourth quarter already knew the dollar had fallen about 18% to 20% going into the fourth quarter. Read on for more details ...

IT Investor's Journal: Some long-term
concerns about Microsoft

IT Investor's Journal: Some long-term
concerns about Microsoft 04/19/2004 11:05 AM
IT stock analyst Melanie Hollands has long-term concerns about Microsoft and its growth outlook, despite overwhelming share in several markets. Aside from slowing growth at the company and the competitive threat of Linux, her concerns include the delay of Longhorn and the transition leading up to its introduction. Read on at ITMJ.

IT Investor's Journal: The impact of
having both simple and super voting
shares

IT Investor's Journal: The impact of
having both simple and super voting
shares 06/28/2004 11:39 AM
The two-part equity structure, with simple and super voting shares such as Google is planning with its forthcoming initial public offering, is quite common in technology companies, and particularly in media companies. Typically, the Class A shares are super voting and Class B shares are regular, or simple, voting shares. However, to make things more confusing, some companies reverse these classifications and refer to their non-voting stock as Class A and their super voting stock as Class B.

PeopleSoft, SAP, Oracle Rush to Certify
Apps for Oracle 10g

PeopleSoft, SAP, Oracle Rush to Certify
Apps for Oracle 10g 04/21/2004 05:10 PM
One of the biggest stumbling blocks to adopting Oracle's major new release—Oracle Database 10g—will soon be overcome, as PeopleSoft, Oracle itself and SAP ready 10g-certified applications that will be out in the fastest certification release cycle ever for a major Oracle database release.

Oracle Big Win Reopens Door For A Big
Deal (Investor's Business Daily)

Oracle Big Win Reopens Door For A Big
Deal (Investor's Business Daily) 09/10/2004 08:46 PM
Investor's Business Daily - A long-awaited ruling Thursday by U.S. District Judge Vaughn Walker has cleared the way for Oracle to proceed with its $7.7 billion hostile bid to buy rival PeopleSoft .

PeopleSoft's Chief Executive Rallies His
Troops Vs. Oracle (Investor's Business
Daily)

PeopleSoft's Chief Executive Rallies His
Troops Vs. Oracle (Investor's Business
Daily) 09/21/2004 08:36 PM
Investor's Business Daily - PeopleSoft Chief Executive Craig Conway rallied 13,000 company faithful during his keynote speech Tuesday at the company's annual users' conference in San Francisco.

Oracle v. DOJ: PeopleSoft put pressure
on Oracle

Oracle v. DOJ: PeopleSoft put pressure
on Oracle 06/25/2004 04:58 PM
special coverage Justice Dept. shows Oracle e-mail, says innovations were driven by PeopleSoft rivalry.

Oracle Still Set on PeopleSoft Bid

Oracle Still Set on PeopleSoft Bid 12/19/2003 11:07 PM
Boston Globe Dec 19 2003 9:53PM ET

PeopleSoft 1, Oracle 0

PeopleSoft 1, Oracle 0 08/06/2004 06:30 AM
USA Today Aug 6 2004 10:41AM GMT

Oracle Needs to See Beyond PeopleSoft

Oracle Needs to See Beyond PeopleSoft 11/19/2003 11:40 AM
TheStreet.com Nov 19 2003 10:37AM ET

Oracle looks beyond PeopleSoft

Oracle looks beyond PeopleSoft 01/27/2004 08:41 PM
The database giant promises that developing business applications will remain one of its top priorities--with our without its acquisition of PeopleSoft.

PeopleSoft tells Oracle no again

PeopleSoft tells Oracle no again 05/27/2004 06:29 AM
USA Today May 27 2004 10:30AM GMT

Oracle bid for PeopleSoft on the ropes,
not yet out (AFP)

Oracle bid for PeopleSoft on the ropes,
not yet out (AFP) 02/11/2004 05:42 PM
AFP - Business software giant Oracle's beefed-up 9.4-billion-dollar hostile bid for PeopleSoft was reeling after US antitrust staff recommended blocking any merger.

Oracle: PeopleSoft Review May End in Jan

Oracle: PeopleSoft Review May End in Jan 11/13/2003 02:52 PM
San Jose Mercury News Nov 13 2003 2:43PM ET

Oracle is still trying to sew up
PeopleSoft deal

Oracle is still trying to sew up
PeopleSoft deal 01/05/2005 08:40 AM
Oracle said late Tuesday that it has extended its tender offer for PeopleSoft's outstanding shares by two days, after narrowly missing the volume of shares it requires to bring the merger to a speedy close.

Oracle Raises Its Bid for PeopleSoft
Again

Oracle Raises Its Bid for PeopleSoft
Again 02/10/2004 02:55 AM
The surprise increase in the offer price signals a new stage in the hostile takeover fight for PeopleSoft.
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IT Investor's Journal: Oracle swallowing PeopleSoft looks all but dead

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