Cloud and Big Data has made a lot of changes...
Big Data exposure with Oracle and Microsoft
The above title and the below paragraph is from the following link:
http://www.valuewalk.com/2014/07/oracle-corporation-orcl-launches-big-data-sql/
"Moerdler rates Oracle Corporation (NYSE:ORCL) as Outperform, giving it a $49 price target (currently $41) based on a 12-month adjusted EPS estimate of $3.58, a 13x PE multiple, and adding back in net cash per share discounted by 30%"
Current: $50.14 (7/2/2017)
"He also argues that Microsoft Corporation (NASDAQ:MSFT) is a good Big Data play, rating it Outperform and giving it a $56 price target (currently $43.50), because he believes management is heavily focused on mobile and cloud products and that EPS growth is going to pick up as the company moves its focus away from the slowing PC market"
Current: $68.93 (7/2/2017)
After a 3 year period of many political and economic changes Microsoft seems to have outformed Oracle which may be attributed to its all out effort and emphasis on Cloud Services not withstanding its PC and Phone performance.
Big Data exposure with Oracle and Microsoft
The above title and the below paragraph is from the following link:
http://www.valuewalk.com/2014/07/oracle-corporation-orcl-launches-big-data-sql/
"Moerdler rates Oracle Corporation (NYSE:ORCL) as Outperform, giving it a $49 price target (currently $41) based on a 12-month adjusted EPS estimate of $3.58, a 13x PE multiple, and adding back in net cash per share discounted by 30%"
Current: $50.14 (7/2/2017)
"He also argues that Microsoft Corporation (NASDAQ:MSFT) is a good Big Data play, rating it Outperform and giving it a $56 price target (currently $43.50), because he believes management is heavily focused on mobile and cloud products and that EPS growth is going to pick up as the company moves its focus away from the slowing PC market"
Current: $68.93 (7/2/2017)
After a 3 year period of many political and economic changes Microsoft seems to have outformed Oracle which may be attributed to its all out effort and emphasis on Cloud Services not withstanding its PC and Phone performance.
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