MSTR (NA, Technology)

bull - blizu 52w low, caps.fool
bear - Sun Trust DG, Fundamental Problems

Press Release Source: MicroStrategy Incorporated
Lund Food Holdings Selects MicroStrategy for Sales and Financial Reporting
Thursday February 14, 8:00 am ET

Press Release Source: MicroStrategy
MicroStrategy Positioned in 'Leaders' Quadrant of Analyst's 2008 Magic Quadrant for Business Intelligence Platforms Report
Thursday February 7, 4:00 pm ET

SAP preuzeo konkurenta (BOBJ)
** Germany's SAP AG (SAPG.DE: Quote, Profile, Research) said it had acquired 95.35 percent of Franco-American software maker Business Objects (BOBJ.PA: Quote, Profile, Research)(BOBJ.O: Quote, Profile, Research) by the end of a second offer period.

Felix
Microstrategy lider u bi softwareu unatoč lošim earningsima,predstavio je novi program...sap i ibm?Možda bude i preuzimanja od većih firmi?Drastično povećanje i.v. za feb callove..pazi sad tek od strikea 80 na više,a trenutna cijena je cca 67!!!I.V. Strike 115 je čak na 120%(pogledaj samo ad 3mj se vrti baš oko 110-115...slučajnost?),dok su callovi za mart(svi strikeovi) ispod razine 60%.Sve to prejudicira porast cijene i preko 50%.Možda je YAHOO bio samo slabi primjer u usporedbi s ovim?Izraziti i neuobičajeni porast implicirane volatilnosti na vrlo visokim strikeovima..tek od 80 na više!!!
Mislim, a čak sam i 100% siguran da se ovdje definitivno nekaj veliko kuha i to do uskoro,možda čak preuzimanje od strane IBMa ili SAPa!Po opcijskim volumenima se ništa ne može zaključiti.Još samo treba pričekati "okidač" i ova dionica leti u nebo.

BLUSTATER (48.76 - caps.fool) Submitted: 3/19/07 4:39 PM
As the BI tool of choice at almost every big data company, including Google, Yahoo, and eBay, MicroStrategy will have strong growth for the next two years, during which time they will sell themselves to the newly independent Teradata.