September 24, 2010
ARM Holdings (ARMH), which I called The Momentum Play of the Year on Minyanville backon September 10th, is surging nearly 8% to $19.85 today on takeover rumors. According to Bloomberg, Oracle (ORCL) CEO Larry Ellison told analysts yesterday that “You’re going to see us buying chip companies.” Here’s the key excerpt from Bloomberg: “Ellison said [...]
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September 22, 2010
Is free and cheap software ruling the world? I think so. Look at what’s been going on in software this week: 1) Adobe (ADBE) stock is down 20% today after disappointing investors with its fourth-quarte guidance. The problem? Customers can’t afford its expensive Creative Suite products like Photoshop. 2) The day before, Google (GOOG) announced [...]
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