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


To: richardred who wrote (3831)4/29/2015 9:24:59 AM
From: richardred  Read Replies (1) | Respond to of 6147
 
$TDC speculation - Teradata earnings out soon. If the regular earnings release pattern is any indication. The company will report in line, but guide down moving forward. The stock usually takes a 3-4 dollar downward hit, then recovers quickly in the coming days due to takeout speculation. The company is still a leader in it's field and a prime takeout speculation IMO.

P.S. IBM IMO is due for a large acquisition? One also has to remember the Mr Hurd CEO of Oracle once ran Teradata.

Oracle CEO Mark Hurd cuts loose at Boston College executive event

bizjournals.com



To: richardred who wrote (3831)6/1/2015 1:42:23 PM
From: richardred  Read Replies (1) | Respond to of 6147
 
RE-TDC speculation -The cheaper alternative than Salesforce.

>Microsoft’s position in cloud space In its earnings release, Microsoft notes that cloud computing will remain the focal point of its strategy going forward. The company points out that Microsoft Azure and Microsoft Office 365 revenues almost doubled. And this can be considered a positive sign for the company’s ongoing transition from hardware to the cloud space.

According to a report from Synergy Research Group, and as the above chart shows, Amazon (AMZN) remains the unrivaled leader in the cloud space, followed by Microsoft, which registered 96% YoY (year-over-year) growth. This growth is more than any of the top five players in the cloud space. IBM (IBM), Google (GOOG), and Salesforce (CRM) round out the top five in this space.

finance.yahoo.com