Oracle Corporation (ORCL)

Oracle Corporation (ORCL) - Between the Lines

IBM launches Power7 systems; Wages YouTube, Facebook war on Oracle's Sun IBM on Monday rolled out its latest Power7 systems, which are designed to power everything from smart grids to analytics, but the real story may be Big Blue's attempt to punch Oracle and its Sun Microsystems powered hardware systems in the mouth via Facebook and YouTube Simply put, here's a tale of two messages The first message— delivered in IBM's official statement —goes like this ( Techmeme ): 

Oracle Corporation (ORCL) - Bradley Day at Forrester Research

But as Oracle ( ORCL , news , people ) completes its integration of Sun Microsystems ( JAVA , news , people ) and aims Sun's high end servers at IBM customers, Forrester Research analyst Brad Day says a more important factor may be Power7's ability to compete with a wide range of other servers, both low end x86 machines and high end Unix hardware 

Oracle Corporation (ORCL) - Guy Creese at Burton Group

The trouble with a lightweight offering, says Guy Creese, an analyst with the Burton Group, is that it will limit its attractiveness to corporate customers — the ones Screven said Oracle wants to win 

Oracle Corporation (ORCL) - Gordon Haff at Illuminata

As the market turned toward cheaper x86 servers and free software, Sun tried to keep up but was never able to regain its footing, said Gordon Haff, an analyst with Illuminata, a market research firm "A challenge that many companies have had when you're doing so well selling old stuff (such as expensive Sparc servers) is it makes it hard to go into Solaris (operating system) and x86, which Sun did eventually," Haff said The company's fortune took a further hit during the great recession and suffered through the long regulatory review process, which concluded with approval from the European Union last month Cook said Sun's spirit will live on among former employees 

Oracle Corporation (ORCL) - Chris Preimesberger at Storage Station

The Station reported on Jan. 26 that Sun Microsystems Chairman and co founder Scott McNealy and CEO Jonathan Schwartz would not be moving to the newly combined Oracle Sun organization, which plans to become an important player in the next generation storage market. McNealy sent an email that day to all current and many former Sun employees saying goodbye and good luck, while rambling a bit about his 28 years in leadership at the company 

Oracle Corporation (ORCL) - Erica Driver at ThinkBalm

Wonderland has "so much great momentum," with three companies selling products tied to the project and eight others pushing services for building worlds, the blog adds Oracle's move dovetails with Monday's announcement that virtual world provider Forterra Systems had sold its product line to Sciences Applications International Corporation (SAIC), said Erica Driver, principal of the analyst firm ThinkBalm Combined, the events represent evidence of "the necessary churn that has to take place" in the space, she said There's no telling whether Project Wonderland will gain another corporate sponsor, although the fact that it is based on a language as pervasive as Java doesn't hurt, Driver said Alternatively, there's already a precedent for a successful open source virtual world platform, in the form of OpenSim, she said 

Oracle Corporation (ORCL) - 24/7 Wall Street

Oracle Corp (NASDAQ: ORCL) has just completed its acquisition of Sun Microsystems, and so far we are seeing analysts overwhelmingly in favor of the stock based on the most recent calls or on recent price changes. More importantly, the price targets are being raised along with the earnings expectations for beyond 2010 There are some caveats and some side bar issues here, but the pointed direction or bias continues to be a favorable  one 

Oracle Corporation (ORCL) - Rob Karel at Forrester Research

Forrester principal analyst Rob Karel says he did back in 2008, adding in Thursday's blog post that the " impact this acquisition will have on the MDM market should be extraordinary to say the least" The deal will allow Informatica to "chip away" at major MDM players IBM, SAP and Oracle, but he adds, Oracle may be the most vulnerable in the long term Too bad for Oracle, but good for you, the end user, writes Karel: This is only goodness for all MDM professionals Now they have a truly application and database agnostic MDM giant they can consider as a viable alternative to the big three His complete analysis is long and thorough, with a look at how this will affect Siperian's existing customers 

Oracle Corporation (ORCL) - Thomas Otter at Gartner Research

The new service puts SAP in the fray with companies that have similar offers for businesses The competition in this market isn't Oracle Corp, it's the likes of NetSuite, Salesforcecom and SuccessFactors, said Thomas Otter, a director at Gartner Research, in Frankfurt Apotheker said SAP had taken into account costs related to ByDesign when setting its operating profit margin guidance SAP, based in Walldorf, Germany, said it's targeting an operating margin of between 30 percent and 31 percent at constant currencies in 2010 from 274 percent in 2009 

Oracle Corporation (ORCL) - Jean Bozman at IDC

"It's definitely doable," said server industry analyst Jean Bozman of the IDC research firm, referring to Oracle's plan for streamlining a Sun manufacturing and distribution chain that had become unwieldy over the years Epstein said Oracle will reap considerable savings by building systems as they are ordered and shipping them directly to customers, instead of building them in advance and keeping a sizable inventory in warehouses