Oracle Systems vor Kursausbruch (Seite 14)
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Antwort auf Beitrag Nr.: 38.910.179 von eskimo567 am 09.02.10 14:19:42Glückwunsch,
momentan kannst Du ja auch wieder relativ preiswert einkaufen.
momentan kannst Du ja auch wieder relativ preiswert einkaufen.
Antwort auf Beitrag Nr.: 38.858.983 von ValueFreak am 01.02.10 22:30:15Hallo,
Danke für deine Bemühungen. In der Zwischenzeit habe ich auch schon Post vom Banker bekommen. Meine SUN´s sind verkauft worden.
Danke für deine Bemühungen. In der Zwischenzeit habe ich auch schon Post vom Banker bekommen. Meine SUN´s sind verkauft worden.
Antwort auf Beitrag Nr.: 38.857.946 von eskimo567 am 01.02.10 20:24:26Hallo Eskimo,
auf der Oracle Homepage habe ich folgende Sun Stockholder Information gefunden:
http://www.oracle.com/corporate/investor_relations/collatera…
Normalerweise müßte eine Info über die Bank kommen. Aber die Oracle Information kann vielleicht auch der Bank vorgelegt werden.
auf der Oracle Homepage habe ich folgende Sun Stockholder Information gefunden:
http://www.oracle.com/corporate/investor_relations/collatera…
Normalerweise müßte eine Info über die Bank kommen. Aber die Oracle Information kann vielleicht auch der Bank vorgelegt werden.
Analysts Warming to Oracle More and More (ORCL, IBM, SAP)
http://247wallst.com/2010/02/01/analysts-warming-to-oracle-m…
Als Langzeitler (seit Ende 2005) ist mir das alles recht. Der Aktienkurs hat in dieser langen Zeit vielleicht manchmal enttäuscht, jedoch nicht das Unternehmen und die Führungscrew.
http://247wallst.com/2010/02/01/analysts-warming-to-oracle-m…
Als Langzeitler (seit Ende 2005) ist mir das alles recht. Der Aktienkurs hat in dieser langen Zeit vielleicht manchmal enttäuscht, jedoch nicht das Unternehmen und die Führungscrew.
Credit Suisse Analyst P. Winslow sieht Oracle als outperform mit Kursziel 30 USD:
http://www.benzinga.com/orcl-to-benefit-from-rebound-in-ente…
ORCL To Benefit From Rebound In Enterprise Applications Spending
Posted on 02/01/10 at 1:36pm by Monica Gerson
Analyst P Winslow of Credit Suisse reinitiates coverage of Oracle Corporation (NASDAQ: ORCL) with an "outperform" rating. The target price for ORCL is set to $30.
According to Credit Suisse, the rating reflects Oracle's leverage to a potential rebound in enterprise applications spending during 2010; technology synergies, financial accretion and improved competitive positioning in middleware driven by Oracle's acquisition of Sun Microsystems. “We expect ORCL to retain most of Sun's server and storage businesses focusing primarily on cost saving and technology synergies instead of divestitures,” the analyst says.
“We estimate that the acquisition will contribute $241 million and $1.46 billion in operating income, as well as $0.01 and $0.15 in EPS, in fiscal 2010 and 2011, respectively,” Credit Suisse adds
http://www.benzinga.com/orcl-to-benefit-from-rebound-in-ente…
ORCL To Benefit From Rebound In Enterprise Applications Spending
Posted on 02/01/10 at 1:36pm by Monica Gerson
Analyst P Winslow of Credit Suisse reinitiates coverage of Oracle Corporation (NASDAQ: ORCL) with an "outperform" rating. The target price for ORCL is set to $30.
According to Credit Suisse, the rating reflects Oracle's leverage to a potential rebound in enterprise applications spending during 2010; technology synergies, financial accretion and improved competitive positioning in middleware driven by Oracle's acquisition of Sun Microsystems. “We expect ORCL to retain most of Sun's server and storage businesses focusing primarily on cost saving and technology synergies instead of divestitures,” the analyst says.
“We estimate that the acquisition will contribute $241 million and $1.46 billion in operating income, as well as $0.01 and $0.15 in EPS, in fiscal 2010 and 2011, respectively,” Credit Suisse adds
Trading Spotlight
Hallo ich hab mal eine Frage.
Ich besitze selber Aktie von Sun Micro, und kann niergends etwas drüber finden, wie die Modalitäten sind, sprich, Was zahlt oracle an die Sun-Aktionäre. Könnt ihr mir das sagen, oder noch besser, wo ich Informationen darüber finden kann.
Vielen Dank
Ich besitze selber Aktie von Sun Micro, und kann niergends etwas drüber finden, wie die Modalitäten sind, sprich, Was zahlt oracle an die Sun-Aktionäre. Könnt ihr mir das sagen, oder noch besser, wo ich Informationen darüber finden kann.
Vielen Dank
Credit Suisse Analyst P. Winslow sieht Oracle als outperform mit Kursziel 30 USD:
http://www.benzinga.com/orcl-to-benefit-from-rebound-in-ente…
ORCL To Benefit From Rebound In Enterprise Applications Spending
Posted on 02/01/10 at 1:36pm by Monica Gerson
Analyst P Winslow of Credit Suisse reinitiates coverage of Oracle Corporation (NASDAQ: ORCL) with an "outperform" rating. The target price for ORCL is set to $30.
According to Credit Suisse, the rating reflects Oracle's leverage to a potential rebound in enterprise applications spending during 2010; technology synergies, financial accretion and improved competitive positioning in middleware driven by Oracle's acquisition of Sun Microsystems. “We expect ORCL to retain most of Sun's server and storage businesses focusing primarily on cost saving and technology synergies instead of divestitures,” the analyst says.
“We estimate that the acquisition will contribute $241 million and $1.46 billion in operating income, as well as $0.01 and $0.15 in EPS, in fiscal 2010 and 2011, respectively,” Credit Suisse adds
http://www.benzinga.com/orcl-to-benefit-from-rebound-in-ente…
ORCL To Benefit From Rebound In Enterprise Applications Spending
Posted on 02/01/10 at 1:36pm by Monica Gerson
Analyst P Winslow of Credit Suisse reinitiates coverage of Oracle Corporation (NASDAQ: ORCL) with an "outperform" rating. The target price for ORCL is set to $30.
According to Credit Suisse, the rating reflects Oracle's leverage to a potential rebound in enterprise applications spending during 2010; technology synergies, financial accretion and improved competitive positioning in middleware driven by Oracle's acquisition of Sun Microsystems. “We expect ORCL to retain most of Sun's server and storage businesses focusing primarily on cost saving and technology synergies instead of divestitures,” the analyst says.
“We estimate that the acquisition will contribute $241 million and $1.46 billion in operating income, as well as $0.01 and $0.15 in EPS, in fiscal 2010 and 2011, respectively,” Credit Suisse adds
Im folgenden Artikel werden die kurzfristigen Maßnahmen zur Optimierung des SUN Hardwaregeschäftes beschrieben. Die Logistik Einsparungen sind für Oracle relativ leicht zu holen, da gutes Supply Chain Management zum Geschäft gehört. Ich habe mal einen schnellen Blick in die Edgar Datenbank geworfen, um den letzten Quartalsbericht von SUN (September 2009) mit dem von Dell (Oktober 2009) zu vergleichen:
Dell: 10.746 Mill. USD Produktumsatz bei 952 Mill. USD Inventar
SUN: 1.187 Mill. USD Produktumsatz bei 559 Mill. USD Inventar
Die Daten sind sicher nicht direkt vergleichbar, jedoch wird das im Artikel genannte Potential plausibel gemacht.
Artikel von http://www.purchasing.com/article/446576-Supply_chain_strate…
Oracle's plans emphasize sourcing, supplier management
Dave Hannon -- Purchasing, 1/29/2010 11:02:48 AM
Despite the fact that it's not known as a manufacturer, software giant Oracle certainly has experience in streamlining other companies' supply chains. So it should be no surprise that with its acquisition of Sun Microsystems complete, Oracle has a very clear strategy to streamline the manufacturing supply chain and reduce costs. And strategic sourcing sits is at the heart of the strategy.
On a conference call this week Oracle CFO Jeff Epstein outlined the company's strategy for Sun, starting with costs. And Epstein was quick to emphasize that "the largest cost at Sun is cost of goods sold, the product cost and so the way to save money is by figuring out a better way to produce products at lower costs."
Two major components of Oracle's cost reduction plans for Sun are SKU rationalization and consolidating its manufacturing operations, both of which will require some high-level sourcing strategy. First, Oracle feels Sun has been building far too many different customized products for customers, a strategy which brings far too part numbers and suppliers. So by "saying no" to many customer requests and focusing only on the more popular products in the Sun lineup, Oracle plans to leverage more economies of scale and reduce it component and supplier lists.
"If the cost of supplying tens of thousands of combinations means we can't make money, why should we be in that business?" Epstein said.
At the same time, if you're a contract manufacturer or EMS firm building for Sun, you should get ready for some tough talk from your new contacts at Oracle. According to Epstein's presentation, Oracle will build Sun products in fewer facilities and emphasize a build-to-order supply chain and not a build-to-inventory supply chain.
"We will have many fewer producers in terms of outsourced manufacturing than Sun currently has," he said. "And we'll get volume discounts, lower costs, higher volumes with more focused purchasing. So we'll have fewer vendors with lower cost. Fewer parts and less supply chain fragmentation means that we'll have lower cost in the distribution chain and then implement 100% direct ship for all products."
And the changes have the support of Oracle's highest-level executives. "Sun's supply chain was very complicated," Oracle President Charles Phillips said. "We are going to make it a lot more efficient."
Dell: 10.746 Mill. USD Produktumsatz bei 952 Mill. USD Inventar
SUN: 1.187 Mill. USD Produktumsatz bei 559 Mill. USD Inventar
Die Daten sind sicher nicht direkt vergleichbar, jedoch wird das im Artikel genannte Potential plausibel gemacht.
Artikel von http://www.purchasing.com/article/446576-Supply_chain_strate…
Oracle's plans emphasize sourcing, supplier management
Dave Hannon -- Purchasing, 1/29/2010 11:02:48 AM
Despite the fact that it's not known as a manufacturer, software giant Oracle certainly has experience in streamlining other companies' supply chains. So it should be no surprise that with its acquisition of Sun Microsystems complete, Oracle has a very clear strategy to streamline the manufacturing supply chain and reduce costs. And strategic sourcing sits is at the heart of the strategy.
On a conference call this week Oracle CFO Jeff Epstein outlined the company's strategy for Sun, starting with costs. And Epstein was quick to emphasize that "the largest cost at Sun is cost of goods sold, the product cost and so the way to save money is by figuring out a better way to produce products at lower costs."
Two major components of Oracle's cost reduction plans for Sun are SKU rationalization and consolidating its manufacturing operations, both of which will require some high-level sourcing strategy. First, Oracle feels Sun has been building far too many different customized products for customers, a strategy which brings far too part numbers and suppliers. So by "saying no" to many customer requests and focusing only on the more popular products in the Sun lineup, Oracle plans to leverage more economies of scale and reduce it component and supplier lists.
"If the cost of supplying tens of thousands of combinations means we can't make money, why should we be in that business?" Epstein said.
At the same time, if you're a contract manufacturer or EMS firm building for Sun, you should get ready for some tough talk from your new contacts at Oracle. According to Epstein's presentation, Oracle will build Sun products in fewer facilities and emphasize a build-to-order supply chain and not a build-to-inventory supply chain.
"We will have many fewer producers in terms of outsourced manufacturing than Sun currently has," he said. "And we'll get volume discounts, lower costs, higher volumes with more focused purchasing. So we'll have fewer vendors with lower cost. Fewer parts and less supply chain fragmentation means that we'll have lower cost in the distribution chain and then implement 100% direct ship for all products."
And the changes have the support of Oracle's highest-level executives. "Sun's supply chain was very complicated," Oracle President Charles Phillips said. "We are going to make it a lot more efficient."
Antwort auf Beitrag Nr.: 38.835.489 von ValueFreak am 28.01.10 21:05:25Danke. 
Die Präsentationen zum Life Event vom 27.1. sind unter der folgenden Seite abgelegt:
http://www.oracle.com/us/sun/044498.html
http://www.oracle.com/us/sun/044498.html
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