BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Option update 9-17-07; Oracle option prices Elevated into 9/20 EPS & Outlook]]>http://www.bloggingstocks.com/2007/09/17/option-update-9-17-07-oracle-option-prices-elevated-into-9-20-e/http://www.bloggingstocks.com/2007/09/17/option-update-9-17-07-oracle-option-prices-elevated-into-9-20-e/http://www.bloggingstocks.com/2007/09/17/option-update-9-17-07-oracle-option-prices-elevated-into-9-20-e/#commentsFiled under: ,

Oracle (NASDAQ: ORCL) is expected to release 1st quarter EPS of .21 after the close on 9/20. Goldman Sachs says "ORCL currently trades at a significant discount to the group on an EPS basis at 16X our CY08 EPS estimate (ex-ESOs) vs. the group median of 20X." GSCO has a $24 price target on ORCL. ORCL September 20 straddle is priced at .95 cents. ORCL October option volatility of 32 is above its 26-week average of 28 according to Track Data, suggesting larger near term fluctuations.

Business Objects (NASDAQ: BOBJ), a global provider of business intelligence software solutions, is recently up $2.52 to $44.90. BOBJ has a market cap of $4.2 billion. Bank America says "French newspaper Le Figaro has reported that BOBJ has put itself up for sale and citing interest by several companies, including SAP. BOBJ & SAP have declined to comment on the speculation." BOBJ September 45 straddle is priced at $2.65. BOBJ October option implied volatility of 48 is above its 26-week average of 34 according to Track Data, suggesting larger price risk.

Daily options Update is provided by Stock Specialist Paul Foster of theflyonthewall.com.

Option update 9-17-07; Oracle option prices Elevated into 9/20 EPS & Outlook originally appeared on BloggingStocks on Mon, 17 Sep 2007 17:07:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Bank AmericaBankAmericaBOBJbusiness intelligence softwareBusiness ObjectsBusinessIntelligenceSoftwareBusinessObjectsChatterEPSFrench newspaperFrenchNewspaperGoldman SachsGoldmanSachsLe FigaroLeFigarooption implied volatilityoption volatilityOptionImpliedVolatilityOptionVolatilityOracleORCLput itself up for salePutItselfUpForSaleSAPsoftware solutionsSoftwareSolutionsstraddleMon, 17 Sep 2007 17:07:00 EST<![CDATA[Insider Interview: Software M&A gets more intelligent]]>http://www.bloggingstocks.com/2007/05/24/insider-interview-software-manda-gets-more-intelligent/http://www.bloggingstocks.com/2007/05/24/insider-interview-software-manda-gets-more-intelligent/http://www.bloggingstocks.com/2007/05/24/insider-interview-software-manda-gets-more-intelligent/#commentsFiled under: ,

There's been quite a bit of M&A activity in the business intelligence (BI) software space lately. Oracle (Nasdaq: ORCL) bought Hyperion; SAP (NYSE: SAP) acquired OutlookSoft; and Business Objects (NASDAQ: BOBJ) snagged Cartesis.

Why all the activity? Well, I had a chance to interview Brian Farrar, who is a managing director at Innovation Advisors in Chicago.

What are some of the key trends in BI? Why the interest in M&A?

Continue reading Insider Interview: Software M&A gets more intelligent

Insider Interview: Software M&A gets more intelligent originally appeared on BloggingStocks on Thu, 24 May 2007 14:55:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Business intelligence softwareBusinessIntelligenceSoftwareInnovation AdvisorsInnovationAdvisorsThu, 24 May 2007 14:55:00 EST