Microsoft has increased its dividend to $.39/share or $1.56/year. That brings the yield to 2.7%. In addition, the company augment its current share buyback authorization with a new authorization $40 billion authorization that has no fixed expiration The company said it is on track to complete its 2016 buyback on schedule. The new share buyback…
Google has been a challenger to Nuance in the natural language area for years now. Nuance has done a good job in promoting its natural language capability as a factor in differentiation its set of solutions. The company that Google is acquiring for $625 million called Apigee has complementary capabilities. The ability to turn to…
Many alliances in the IT space are meaningless and the electrons ought to protest the uselessness of their efforts. After the close today, HDP and IBM announced that they had collaborated to produce an offering in which the Hortonworks Data Platform will be available for IBM Power Systems to support a range of new applications.…
What does it mean when Oracle declare on Amazon? The fact is that Oracle is suffering a consistent loss of its database market share to all of the database flavors offered by Amazon most especially including its Aurora product which has dramatic price performance advantages over the standard Oracle products. It costs something less than…
What does that mean to investors? The market for salesforce automation tools has gotten more crowded and more saturated over the past several years and the growth that Salesforce has been able to achieve has significantly decelerated. These days, regardless of the hype surrounding the capabilities of CRM tools, the fact is that there are…
The case for Purchasing ENOC shares Now 1) The company is one of the leading providers of green tech solutions to both utilities and to enterprises that minimize power consumption and improve network utilization. 2) The company is one of the world-wide leaders in Demand Response solutions. 3) The company derives a substantial proportion of…
OpenText is a holding in both our growth and our income portfolio. The shares have reacted favorably to the transaction and we think there is more good news to come. We intend to continue to maintain our positions of OpenText in both portfolios and expect to see the shares work higher in the wake of…
Amazon Web Services recently held its user summit in New York City. We attended the event which was basically typical of these kinds of gatherings. Users go to these events to share anecdotes and use cases and to hear speakers talk about trends in the community. Not much there for the typical investor-a little more…
CRM will report the earnings for its fiscal Q2 on August 31st. The company has had a succession of strong quarters with little evidence of slowing growth that might be anticipated for a company of this scale. Indeed, the last 2 quarters have featured 3 of the largest transactions this company has ever closed-perhaps 3…