Tibco Software (TIBX) : Will TIBX be acquired?

I have always been impressed with Tibco; not with its stock price but at its portfolio of products and services. Competitors that I can think of includes Oracle, IBM, and Progress Software. TIBX is in a very nice position where there exists very few players and they are among the pack of leaders…..which makes them a… Continue reading Tibco Software (TIBX) : Will TIBX be acquired?

3PAR (PAR) : Will Oracle join in the bidding game?

I am not vested in 3PAR. But, here’s a little musings. Will Oracle join in the bidding for 3PAR? 1. Founders of 3PAR, Jeff Price and Ashok Singhai, both hail from SUN (now Oracle) 2. Is Oracle’s storage technology stack covering the entire industry’s needs? 3. 3PAR, with their thin provisioning, will it provides an… Continue reading 3PAR (PAR) : Will Oracle join in the bidding game?

Oracle to buy SUN (JAVA) …and I was so wrong!

I make a wrong bet, believing that no one else will buy SUN including Oracle. My bet was so wrong and this is despite the fact, the chart was telling me otherwise. I break my own trading rule, and the consequences is I lose money. The saving grace is I know it is a bet… Continue reading Oracle to buy SUN (JAVA) …and I was so wrong!