Sybase Inc. (SY)

All Comments on SY

  • commenter
    Jul 25 04:28 AM
    Wall Street Breakfast: Must-Know News [view article]
    I have adjusted AMZN to reflect both opinions. Thanks for the feedback. Reply
  • commenter
    Jul 24 04:41 PM
    Wall Street Breakfast: Must-Know News [view article]
    www.ft.com/cms/s/0/8e0...

    www.bloomberg.com/apps...
    Reply
  • commenter
    Jul 24 01:07 PM
    Wall Street Breakfast: Must-Know News [view article]
    They are analyst reports (Subscription based PDF)- Both the Oppenheimer analyst report (July 24, 2008), written by Shawn C Milne (shawn.miline@opco.com... and the JMP Morgan Report (July 24, 2008) written by Imran Khan (imran.t.khan@jpmorgan... and Lev Pollinsky, CFA (lev.x.polinsky@jpmorg... the company MISSED BY $0.02 CENTS. Reply
  • commenter
    Jul 24 12:57 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Good and easy to read reports. Reply
  • commenter
    Jul 24 11:13 AM
    Wall Street Breakfast: Must-Know News [view article]
    Guys, Briefing.com has AMZN as an $0.11 beat.

    www.briefing.com/Gener...

    Could you please direct me to the "analyst reports"?

    Thanks for reading!
    Reply
  • commenter
    Jul 24 11:03 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Jail !!
    That,s where he should go!
    Reply
  • commenter
    Jul 24 10:56 AM
    Wall Street Breakfast: Must-Know News [view article]
    The company's' management should be put in jail... complete manipulation of the public... someone should really look into this. Reply
  • commenter
    Jul 24 10:37 AM
    Wall Street Breakfast: Must-Know News [view article]
    I agree, Thank you!!! Reply
  • commenter
    Jul 24 09:59 AM
    Wall Street Breakfast: Must-Know News [view article]
    AMZN DID NOT BEAT. They missed by 2 cents. Read the analyst reports... you can't give them credit for a one-time, NON CASH gain!!!

    HELLO!?
    Reply
  • commenter
    Jul 24 09:33 AM
    Wall Street Breakfast: Must-Know News [view article]
    Yes, Thank you Reply
  • commenter
    Jul 24 09:22 AM
    Wall Street Breakfast: Must-Know News [view article]
    Yes I absolutely love the summary and read each day, thanks for the above comment to remind me to say thank you! It just puts everything together in one place. Great. Reply
  • commenter
    Jul 24 09:11 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    This streamlined summary is really a joy to read. Using green/red to emphasize up/down is perfect. I am sure others have the same feeling. Keep up the good work. Thanks. Reply
  • commenter
    May 18 09:13 PM
    My Website
    The Bull Case for Sybase [view article]
    Stock looks a bit over-extended, rather own it @ $29 or less. Reply
  • commenter
    May 16 07:37 PM
    My Website
    The Bull Case for Sybase [view article]
    The uptick in Sybase IQ was the most interesting part to me. Sybase IQ is a big ticket item. It's always been a good product and it seems like some customers are finally starting to buy it. I'll go along with $2/shr for the year.

    Don't forget that they just bought back over 10% of shares outstanding. There is still another $500M in the bank and it grows continuously. Acquisition rumors are always out there.

    The $400M debt is a convertible bond. I haven't done the analysis but it might be a better play than the common.
    Reply
  • commenter
    Apr 18 11:07 AM
    Will Data Integration Break Out of the Silo? [view article]
    The point you make is correct. Data overlaps across systems but it is organized and structured differently and over time, while the overlap continues, inconsistencies pop up. It is these inconsistencies that cause business heartburn. What data do I trust from which system and when do I trust it?

    The problem is that no one knows what the rules are that relate the common data across systems. In addition, the tools that the major vendors provide do a good job of moving data... only after you know those cross-system rules. Those same vendors provide data analysis tools. But those tools only analyze one data source at a time. That means that to figure out how two systems relate to each other, a data analyst has to do that work by hand. Since data structures are different, and data formats are different and the rules that relate data across systems can be complex, this work can take a long time, is not accurate and puts integration projects at risk before they event get off the ground.

    There is a new but small vendor, Exeros, whose product my company has purchased and they are the only company so far that does cross system data analysis and automates what we have previously had to do manually. The other integration vendors need to catch up to the Exeros functionality if our industry is going to be truly efficient at data integration.

    However, the critical issue you miss is that the ETL companies d
    Reply