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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (3148)	10/5/2012 11:50:48 AM
From: richardred	Read Replies (2) \| Respond to of 7239

How about cloud storage Larry? One thing, you would have to sell off unwanted pieces. Oracle CFO: no acquisitions needed to compete in cloud. SAN FRANCISCO (Reuters) - Oracle Corp has all the pieces it needs to compete in cloud computing but is always interested in looking at compelling M&A opportunities, Chief Financial Officer Safra Catz told investors. Speaking at Oracle's annual investor day on Thursday, co-founder and Chief Executive Larry Ellison also said the company is near to turning around its struggling hardware division, talking up Oracle's high-end, proprietary computer hardware. Catz said Oracle is now a one-stop shop for companies moving to cloud computing, while rivals like Amazon.com and Salesforce.com each offer some but not all of the necessary components. Echoing comments by Ellison to CNBC television earlier this week, Catz said Oracle has no need for any big acquisitions, but left the door open. "You know us, I'm a personal shopper for our CEO. When we find something that's really compelling that we think we can make a lot of money for all of you with, we're going to buy it," she said. "We don't feel pressed to buy anything. We've got all the most incredible parts right now," she added. Ellison was slow to embrace cloud computing, which is a broad term referring to the delivery of computer services via the Internet from remote data centers. But his company is now rushing to promote its own offerings in the rapidly growing area and has also acquired several firms selling Internet-based software as its corporate customers embraced younger cloud rivals including Salesforce, Amazon.com and Google Inc. Oracle's strategy is to offer its customers complete cloud-computing packages, including operating systems, databases and software, as well as the hardware infrastructure needed to run them. HARDWARE STRUGGLES While high-end computers are key to Ellison's vision, Oracle has been struggling to turn around its hardware division since it acquired that business with its 2010 purchase of troubled Sun Microsystems for $5.6 billion. Sales have fallen every quarter since Ellison bought Sun, frequently by a larger margin than the company has forecast. Oracle blames the unit's troubles on plunging sales of low-end computer services running other companies' technology, including Intel's "x86" processors, similar to the chips that power most PCs. Ellison, who missed last year's Oracle investor event due to the death of Apple co-founder and friend Steve Jobs, told analysts that sales of high-end, higher-margin servers and storage gear based on Oracle's own technology are about to overtake sales of those less profitable machines. This would clear the way for future growth in Oracle's hardware business. While Oracle is focusing its proprietary hardware efforts for now on cutting-edge customers, Ellison said he will eventually market his proprietary machines more widely. "We're not just going after the high-end of the computer market. We're going after the entire computer market, including rooms full of x86s," he said. Oracle unveiled a raft of new cloud-oriented products at its annual users conference this week in San Francisco. They included an updated version of its top-selling corporate database along with computers.

To: richardred who wrote (3148)	10/14/2012 11:19:49 AM
From: richardred	Respond to of 7239

RE:XRTX- NetApp's biggest customer. NetApp less likely to be acquired after Kissane hiring, says Wells Fargo Theflyonthewall.com – Fri, Oct 12, 2012 6:46 AM EDT Wells Fargo said yesterday morning that the hiring of Jonathan Kissane as chief strategy officer makes it less likely NetApp (NTAP) will be acquired. Wells believes the hiring indicates NetApp is looking to grow bigger, and pointed out recent industry trends have moved in the direction of owning more of the entire stack. The firm said shares of Quantum (QTM) and Commvault (CVLT) are likely to rise given their potential as acquisition targets. Wells reiterated a Market Perform rating on NetApp, and continues to prefer its competitor EMC (EMC). finance.yahoo.com

To: richardred who wrote (3148)	10/26/2012 12:38:39 AM
From: richardred	Read Replies (1) \| Respond to of 7239

13d filed for XRTX 14.1% buy BAKER STREET CAPITAL MANAGEMENT, LLC . IMO it Doesn't sound to serious though right now, considering the letter they sent to Warren Buffet on April 1.<g> Message 28500464 An Investor Sent A Hilarious Letter Ripping Warren Buffett To Berkshire Hathaway's Board For April Fool's Day Linette Lopez\|April 02, 2012\| When we stumbled on this letter to Berkshire Hathaway's board of directors from Vadim Perelman, a managing member of Baker Street Capital, we were shocked... Perelman's letter sounds like something an activist investor like Dan Loeb would write to Yahoo! — it's a long tirade about all the things that absolutely must change at Berkshire. The letter touches on everything from Warren Buffett's compensation (too high), to succession issues (tell us now!) and the company's share price (we want dividends). Continue Below Finally, at the end of the letter, Perelman recommends that Charlie Munger take the helm of Berkshire and that Warren Buffett step down. Then we noticed that the letter was date April 1st. Oh... got it. Business Insider got in touch with Perelman and he told us that he and his partner planned this letter months ago. They told Buffett about their idea, and he said he would be happy to run it on Business Wire, which he owns. "We have nothing but respect for Warren," said Perelman. "It should be fairly obvious to an informed reader that it's satire." Well, we had our suspicions... We've embedded the letter below. Tell us whether or not you'd be taken in. Read more: articles.businessinsider.com

To: richardred who wrote (3148)	12/23/2013 9:34:48 AM
From: richardred	Respond to of 7239

Bullseye today in XRTX-Christmas Gift If completed. This makes 5 successful takeout picks this year. IMO a good chance for a higher bid. Seagate to buy Xyratex for $374 mln Dec 23 (Reuters) - Hard-disk drive maker Seagate Technology Plc said it would buy network and storage equipment maker Xyratex Ltd for about $374 million in cash. Seagate's offer of $13.25 per share is at a premium of 27 percent to Xyratex's closing price on Friday. finance.yahoo.com