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Seeking Alpha Articles

June 23, 2016 Summary Open Text has announced several acquisitions of some significance in the past few weeks. These acquisitions,...
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Symantec – Has The Alarm Clock Finally Rung Loudly Enough?

June 21, 2016 Summary About a week ago, Symantec announced its plans to acquire privately held Blue Coat for $4.65...
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Interview With Hortonworks Exec Suggests The Company And Shares Will Rebound

June 21, 2019 Summary Hortonworks shares have lost almost half their value thus far in 2016. Management believes most of...
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Oracle – Lots Of Clouds And A Few Showers, Outlook Is Stormy In Spots

June 17, 2019 Summary Oracle reported financial results for the final quarter of FY-17 yesterday. The results could best be...
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Zendesk: Will Optimizing Customer Engagement Lead To Optimizing Shareholder Pleasure

June 16, 2016 Summary Zendesk is the leading independent vendor in what is described as the customer engagement space, a...
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Microsoft – Wide Awake In Seattle

June 14, 2016 Summary Microsoft has announced a deal to acquire LinkedIn for $26 billion. The transaction is forecast to...
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HubSpot: A Spot To Watch In A Consolidating Marketing Automation Business

June 13, 2016   Summary HubSpot is the market share leader in the marketing automation space. The marketing automation space...
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Dassault Systemes – The Largest And Most Profitable PLM Vendor

June 12, 2016 Summary Dassault Systemes is actually the market share leader in the PLM space and has achieved a...
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Oracle’s New Legal Challenge: Of Companies And Culture

June 9, 2016 Summary Recently, Oracle has been sued by a whistleblower, Svetlana Blackburn for violations of the Sarbanes-Oxley law....
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Ultimate Software: A Company People Love To Hate

June 7, 2016 Summary Ultimate Software looks as though it has a stratospheric valuation. But the company is quite unique...
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Cornerstone OnDemand: How Many Talent Management Solutions Does The Market Need?

June 6, 2016   Summary CSOD is one of the leaders in the talent management space. The talent management space...
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Google: What Happens When The Ad Business Faces Challenges?

June 3, 2016   Summary Google is one of the most widely respected and admired tech companies in the world....
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