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Oracle Seeks A Lower-Cost Cloud http://seekingalpha.com/article/3780686-oracle-seeks-a-lower-cost-cloud?source=feed_tag_long_ideas Dec 29, 2015 - Oracle bit the cloud bullet in 2015.Oracle is now building a public cloud facility in Austin, Texas for its enterprise customers.Can it keep them happy until it's finished? And what happens as databas
Can Big Data Fix Healthcare? http://seekingalpha.com/article/3779846-can-big-data-fix-healthcare?source=feed_all_articles Dec 29, 2015 - Users, Usage and Sources of Healthcare Big Data (HCBD) are rapidly multiplying and driving a feedback loop we call the Healthcare Big Data imperative.As with many new and evolving technologies, the un
Tax Reform Should Be A Priority In 2017: Beware Of Ultra-Low Tax Rates http://seekingalpha.com/article/3779506-tax-reform-should-be-a-priority-in-2017-beware-of-ultra-low-tax-rates?source=feed_all_articles Dec 28, 2015 - Tim Cook's Blowup on 60 Minutes was widely covered, but the need for tax reform is NOT total political crap.Tax reform can help grow the economy by encouraging capital formation and domestic reinvestm
Weekly Insider Sales Highlight: SIX, DAL, FDX, ORCL http://www.gurufocus.com/news/379658/weekly-insider-sales-highlight-six-dal-fdx-orcl Dec 28, 2015 - Weekly Insider Sales Highlight: SIX, DAL, FDX, ORCL, Stocks: SIX,DAL,FDX,ORCL, release date:Dec 28, 2015
Caxton Associates Adds to Holdings in Monster Beverage http://www.gurufocus.com/news/378879/caxton-associates-adds-to-holdings-in-monster-beverage Dec 21, 2015 - Caxton Associates Adds to Holdings in Monster Beverage, Stocks: MNST,LEN,DHI,PHM,C,XLF,ORCL,M, Caxton Associates, release date:Dec 21, 2015
IBM's Opportunity In The Telecom Industry And Rivalry With Intel http://seekingalpha.com/article/3768996-ibms-opportunity-in-the-telecom-industry-and-rivalry-with-intel?source=feed_tag_long_ideas Dec 21, 2015 - IBM has a bright future in cloud and big data, especially in the telecommunications sector.Recently IBM announced that it is taking the charge of AT&T’s cloud business.IBM has built a robust cloud and
It Seems The Market's Mistaking Manhattan Associates For A SaaS Company http://seekingalpha.com/article/3763086-it-seems-the-markets-mistaking-manhattan-associates-for-a-saas-company?source=feed_tag_editors_picks Dec 18, 2015 - Manhattan Associates has great products, great economics, and superb execution, but at the end of the day it's still a traditional license-maintenance model deriving >50% of revenues from professional
Oracle: A Chimera Or The Real Deal http://seekingalpha.com/article/3763596-oracle-a-chimera-or-the-real-deal?source=feed_tag_short_ideas Dec 17, 2015 - Can Oracle ever be a real cloud company or is management rhetoric masking fundamental issues.Oracle's results within anticipated ranges.Oracle's guidance far less ebullient than management commentary.
Stocks Continue Post-Fed Climb Even As Oil Tests $35 http://seekingalpha.com/article/3762516-stocks-continue-post-fed-climb-even-as-oil-tests-35?source=feed_all_articles Dec 17, 2015 - The much-debated move to nudge the Fed funds rate up from essentially zero to a range of 0.25% to 0.5% has implications for most personal and corporate lending.Outside of energy-related sectors, stock
Fed Finally Made The Move - Cramer's Mad Money (12/16/15) http://seekingalpha.com/article/3762096-fed-finally-made-the-move-cramers-mad-money-12-16-15?source=feed_tag_cramers_picks Dec 17, 2015 - Junk bonds are not cheap.There is no E.coli in Chipotle.Salesforce vs. Microsoft.
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