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April 1, 2012
10:01 EDTSAP, MSFT, CRM, ORCLThe chatter about's "Chatter" is positive, Barron's reports's social networking offering, known as "Chatter", is catching on with enterprise customers, Barron's says. Chatter is helping to drive sales of its cloud-based sales-automation software. In addition to sales automation, Salesforce is developing cloud-based human-resource services to compete with recent acquisitions by SAP (SAP) and Oracle (ORCL). Salesforce also now sells cloud-based help-desk software and so-called social-marketing services. The company has been racing to develop the new market and get scale before incumbents, Oracle, SAP and Microsoft (MSFT), can stop it. Reference Link
News For CRM;SAP;ORCL;MSFT From The Last 14 Days
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September 28, 2015
10:08 EDTCRMTableau price target lowered to $75 at Summit Research on competition concerns
Summit Research analyst Srini Nandury said the firm's channel checks indicate that Tableau's (DATA) software competition will intensify from Salesforce (CRM), Qlik (QLIK) and PowerBI. The analyst thinks Tableau's string of large "beat and raise" quarters will come to an end since most of the "low-hanging fruit" seems to have been picked and the company will need to work harder to acquire new customers. Nandury keeps a Hold rating on Tableau and cut the firm's price target on the stock to $75 from $80.
September 25, 2015
18:13 EDTMSFTGates Foundation files lawsuit against Petrobras, auditor, WSJ says
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12:48 EDTCRMSalesforce says does not support CISA
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08:24 EDTCRMSalesforce checks positive, says Oppenheimer
After attending Salesforce's conference, Oppenheimer says that more enterprises were represented, indicating that the company's share of that market could be increasing, according to the firm. Oppenheimer adds that the company's platform strategy is becoming more popular with customers, and could enable it to monetize its large installed base. The firm reiterates an $80 price target and Outperform rating on the shares.
05:40 EDTCRMSalesforce implied volatility of 32 at lower end of index mean range
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September 24, 2015
13:31 EDTSAPAriba settles trade secrets litigation with Coupa
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12:11 EDTMSFTMicrosoft partnership a modest positive for Baidu, says Summit Research
Summit Research analyst Henry Guo said he considers Baidu's (BIDU) newly announced strategic partnership with Microsoft (MSFT) for the Edge browser in Windows 10 as a modest positive, but thinks it is likely only a headline positive in the near term. However, if Baidu were to strike a deal to become the default search engine for Internet Explorer, that would be "huge" for the Chinese company, Guo tells investors in a research note. The analyst has a Buy rating on Baidu shares.
05:29 EDTCRMSalesforce implied volatility of 32 at lower end of index mean range
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September 23, 2015
20:08 EDTMSFTChinese president visits U.S. amid cybersecurity, copyright worries
As part of his first official U.S. visit, Chinese president Xi Jinping held a meeting with American business leaders on Wednesday to address concerns of copyright infringement and cybersecurity, among numerous topics. In attendance were corporate giants from both nations, including Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), Cisco (CSCO), Alibaba (BABA), Tencent (TCEHY), and Baidu (BIDU), according to media reports. COPYRIGHT CONCERNS: Responding to oft-cited concerns of copyright infringement by Chinese companies, Xi said China will "stand firm to protect" the intellectual property rights of American companies, according to Wall Street Journal coverage of the event. Note that in late 2014, China began establishing specialized courts to deliberate on intellectual property rights cases, and Xi commented Wednesday that "the newly established IPR courts are working smoothly. This means there will be much stronger IPR protection which will serve the interests of foreign businesses as well as Chinese companies." Chinese consumer electronics company Xiaomi is perhaps the most talked-about firm when it comes to the matter, with media outlets frequently criticizing its alleged "copying" of Apple design sensibilities. In mid-July, Xiaomi VP of global operations Hugo Barra told Bloomberg that the company is preparing to enter U.S. markets, though he cautioned that the launch could be "much more" than a year away as it seeks to build up its patent portfolio. CYBERSECURITY TENSIONS: Wednesday's meeting comes in the wake of numerous high-profile "hack attacks," with Sony (SNE), American Airlines (AAL), Anthem (ANTM), United Airlines (UAL), and Target (TGT) all reporting digital security breaches in recent years. Xi has consistently denied the involvement of state-backed hackers, but tensions have nevertheless arisen as cybersecurity firms such as FireEye (FEYE) and Palo Alto Networks (PANW) backtrace connections to the country. Cybersecurity intrusions originating from China have recently slowed ahead of Xi's visit, according to Reuters, with Kevin Mandia of security firm Mandiant telling the publication, "In my gut, I feel like the Chinese and the U.S. over the next couple of years are going to figure this out."
16:13 EDTMSFTMicrosoft partners with Baidu for Windows 10 upgrade
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10:20 EDTORCLOptions with decreasing implied volatility
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10:00 EDTMSFTMicrosoft and mcaConnect form joint program offering AX4Lean
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09:18 EDTMSFTPaulson Institute and CCPIT to co-host U.S.-China Business Roundtable
The Paulson Institute and the China Council for the Promotion of International Trade (CCPIT) provide an opportunity for U.S. and Chinese business leaders to discuss issues facing the two countries in a roundtable being held in Seattle, Washington on September 23.
08:07 EDTMSFTDataStax announces strategic collaboration with Microsoft
DataStax announced a strategic collaboration with Microsoft to deliver Internet of Things, Web and mobile applications in public, private or hybrid cloud environments. With DataStax Enterprise available on Azure, Microsoft's cloud computing platform, enterprises can quickly build high-performance applications that can massively scale and remain operationally simple across public and private clouds, with ease and at lightning speed.
05:32 EDTCRMSalesforce implied volatility of 32 at lower end of index mean range
September 22, 2015
14:34 EDTCRMVerizon spins out CrunchBase, says AOL to retain significant ownership interest
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09:33 EDTMSFTActive equity options trading on open
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08:08 EDTSAPVMware expands relationship with SAP
VMware (VMW) announced the expansion of its relationship with SAP (SAP). SAP and VMware plan to integrate the ACE approach to enable secure, instant deployment and login of SuccessFactors and Concur mobile applications on iOS and Android devices. The ACE community also announced today 21 new members, growing more than seven-fold since its inception in March 2015.
07:15 EDTMSFTCloudFlare raises $110M from consortium of Google, Microsoft, others
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05:14 EDTMSFTIngram Micro to participate in Microsoft Cloud Solution program in India
Ingram Micro (IM) announced its participation in the Microsoft (MSFT) Cloud Solution Provider program in India. The program is designed to strengthen customer relationships and expand cloud sales by allowing channel partners to provision, bundle, invoice, manage and support Microsoft cloud offerings including Microsoft Office 365, Windows Intune, Enterprise Mobility Suite, Azure, and CRM online subscriptions with greater ease and efficiency.
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