Archive for March, 2007

AMD vs. Intel (INTC) - Semiconductor War

Monday, March 5th, 2007

For many years AMD was more of a nuisance than competition for Intel (INTC), but in recent years AMD has provided some pretty good competition for Intel.
AMD recently warned it would not meet its projected revenue for the first quarter of 2007, mostly a result of Intel putting significant pressure on AMD’s profit margins.
AMD recently […]

Oracle (ORCL) Acquires Hyperion (HYSL) in Competitive Move Against SAP AG

Friday, March 2nd, 2007

In a move widely seen as an attempt to aggressively weaken rival SAP AG’s market position, Oracle announced today it would by Hyperion (HYSL) for $3.3 billion in cash.
Audio Podcast:
An audio podcast of this article is available at: poweropt.com/podcasts/2007_03_02_Oracle.mp3
Hyperion has a suite of financial management applications used for financial reporting and analysis. Company’s can use […]

Merck Raises Earnings - Drug Companies - Merck (MRK) & Bristol-Myers Squibb (BMY)

Friday, March 2nd, 2007

On the heels of an announcement the company would no longer actively lobby for Cervical Cancer Vaccine Laws, Merck (MRK) announced it is raising its first quarter earnings estimates.
Audio Podcast:
An audio podcast of this article is available at: poweropt.com/podcasts/2007_03_01_Drugmakers.mp3
Conservative groups opposed the campaign to promote the cervical cancer vaccine Gardasil because, in their view, it […]

Dow Stumbles - Concerned Investors - ACH

Friday, March 2nd, 2007

Tuesday was a rough day on Wall Street. The Dow Jones Industrial Average took a nearly instantaneous 200-point hit at 3 pm yesterday amid news of uncertainty in Shanghai, Iran, and Afghanistan.
Audio Podcast:
An audio podcast of this article is available at: poweropt.com/podcasts/2007_02_28_Dow_Falls.mp3
The Nikkei tumbled nearly 700 points on Wednesday’s opening bell while Shanghai was licking […]

El Paso (EP) - Natural Gas - Covered Calls

Thursday, March 1st, 2007

In a previous article, “Texas Utilities (TXU) Merger & Jim Cramer: Opportunity in Coal”, we analyzed the private equity acquisition of Texas Utilities and some of the potential ramifications of the deal. As part of the deal, Texas Utilities (TXU) will forgo building 11 new coal fired electric power plants.
Another potential fallout from this deal […]