Oracle

The "Always a Bridesmaid" List of Software Companies

Here’s a cliché I’ve heard just about enough of: So-and-so analyst/commentator “expects a wave of software consolidation to begin.“ Barron’s Eric Savitz discussed Citigroup analyst Brent Thill‘s latest consolidation prediction this week and I was really embarrassed for all involved.  It’s almost amazing how many times this list has been regurgitated over the years. Here…

Will Visa Replace Citi in the Dow Jones?

I did a piece recently, New Candidates for the Dow Jones, and since then, things have gotten even worse for Bank of America (BAC), Citigroup (C) and a handful of other DJIA names. While the Index Editor who oversees the Dow, John Prestbo, has gone on record saying there won’t be any changes right now,…