Sean O'Shaughnessey on May 26th, 2016
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A federal jury here ruled that Google’s use of Oracle Corp.’s Java software didn’t violate copyright law, the latest twist in a six-year legal battle between the two Silicon Valley titans. Oracle sued Google, a unit of Alphabet Inc ., in 2010 for using parts of Java without permission in its Android smartphone software. A […]

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Sean O'Shaughnessey on October 4th, 2015
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Criticisms that Carly Fiorina is the worst technology CEO of all time fall extremely short of reality. Was she the best CEO? Absolutely not. But accusations that Ms. Fiorina was terrible simply do not hold water for any reasonable analysis of the market HP was in, the state of HP at the time, and the board that she worked with at the time.

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Sean O'Shaughnessey on July 20th, 2013
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I recently came across this list on Forbes on the largest 25 tax payers. Forbes does a bit of analysis on each of them. It is probably worth your time to jump over, but I thought I would give the highlights here:   Rank of tax expense Company Symbol Effective Tax Rate 1 ExxonMobil XOM […]

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Sean O'Shaughnessey on February 14th, 2013
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Company name Oracle Corporation Stock ticker ORCL Live stock price P/E compared to competitors Good MANAGEMENT EXECUTION Employee productivity Good Sales growth Poor EPS growth Poor P/E growth Poor EBIT growth Poor ANALYSIS Confident Investor Rating Poor Target stock price (TWCA growth scenario) $12.72 Target stock price (averages with growth) $20.2 Target stock price (averages […]

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Sean O'Shaughnessey on August 17th, 2011
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The financial and technical news is buzzing this week about Google’s acquisition of Motorola Mobility Inc. My general rule is that when a company acquires another company that is bigger than 10% of the parent then a Confident Investor needs to get cautious. Google’s revenue is $33.3B and Motorola Mobility’s revenue is $12.7B. Too many […]

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Continue reading about Can Google beat Apple at its own game?