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Technically, I like EBAY more than INTC. Fundamentally, INTC is posed to really benefit higher by year-end. Both are good to own.
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Orcl
Bought 5 blocks at 14.62, and wrote the 500 July 15 calls for .20/contract.
Outstanding fourth quarter results provided Oracle with some justification for the flurry of acquisitions completed over the past 18 months. Revenue increased 25%, including a 32% rise in the new software license category. Much of the 83% increase in application license revenue was due to the Siebel acquisition, but organic growth of 56% was impressive also. Oracle generated $4.2 billion of free cash flow in fiscal 2006, nearly a 30% increase versus last year. Similar to last year, Oracle spent significant working capital in the fourth quarter. Yet because working capital was a generator of cash in the first nine months of the year, working capital usage for the full year was negligible. Since Oracle does not pay a dividend and capital expenditures are modest ($241 million), virtually all of cash from operations becomes free cash flow. Share repurchases totaled $2.1 billion in fiscal 2006. This was a substantial increase compared to the $1.3 billion in fiscal 2005. Moreover, the company intends to buy back $1 billion of stock in each quarter for fiscal 2007. While $4 billion in annual share repurchases is substantial, our concerns are mitigated by our estimate for free cash flow of nearly $5.6 billion.
Oracle is also stealing market share from SAP in applications, IBM in database, and BEA in middleware. Theyre doing that by emphasizing technological advantages.Comment
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Dave, based on MSFT's search/advertising capabilities, their concentration on mobile devices and video games gadgets, YHOO may be a better fit. As for number crunching, Justin Post of Merrill whomm I have spoken to last Friday released a very sound statistics to justify YHOO's takeover. "Based on acquisition premiums ranging from 30-47%, our analysis suggests that Microsoft can acquire Yahoo! (from $40-45/share) using cash and debt as acquisition currencies and suffer minimal EPS dilution ($0.01-0.04). We estimate the same range of dilution for an eBay acquisition, although acquisition would have less strategic benefits, in our view."Originally posted by DStecklerComment
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Hay Doc thanks
for your answer on EBAY and INTC going to buy bothRay LongComment
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Ebay
Added 1 block of EBAY at 28.48Comment
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Ebay
Sold at 28.71Originally posted by Jack HaddadComment
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Ebay
Bought 1 1/2 blocks at 28.31Comment
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Yhoo
Imran Khan, an analyst at JP Morgan, raised his earnings estimates for YHOO's second quarter, as a result of strengthening in the search market, improved monetization and stabilized U.S. market share. His checks suggest that Yahoo’s monetization is up 1% to 2% compared to the first quarter--Which is driven by incremental demand for search advertising as opposed to improvements to Yahoo’s paid search algorithm or interface. That's always a good thing. Finally, he believes Yahoo! continues to see strong momentum in graphical advertising. For 2Q, he is modeling 11% Q/Q growth, or $341.1M for graphical advertising.Comment
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Ebay
Aold at 28.61Originally posted by Jack HaddadComment
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Ebay
Bought 2 blocks at 28.30Comment
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Nice trades on EBAY Jack....
BEEF!... it's whats for dinner!Comment
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Ebay
Sold 2 blocks at 28.54Originally posted by Jack HaddadComment
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Vphm
Long shares of VPHM as of this morning at $8.81
next resistance 9.65. there is no resistence up to 11.34.Comment
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Mr. Cohen:Originally posted by jcohen918
Best wishes with VPHM. I am hoping that you put a stop loss under it because if this support drawn on the chart fails, the fall could be quick and substantial. The price rise of VPHM was so quick that there was little price support built on its way up. The chart below demos what I am trying to say.
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Tso
Could TSO challenge the 52 week high again? A close of 74.75 will be very bullish. This stock is insane in volatility... little under 2 weeks ago it touched 61.50 Anyhow, the 1-month support stands at 67.50Comment
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