Oracle Corporation (ORCL) and NetSuite Inc (N) Team Up Against International Business Machines Corp. (IBM)

The company has too many solutions. Just kidding. The point is that while Oracle Corporation (NASDAQ:ORCL) and Net Suite have been eagerly pursuing partnerships, IBM keeps adding to its stack of patents, technology, and services. You would be surprised at the sheer amount of products and ideas that International Business Machines Corp. (NYSE:IBM) has in its core area of business.

You could have IBM analyze anything for you, whether it is user statistics, shopping experience indexing, finding out when you should put your products on sale, and more. Data is essential to the world, and managing everything from procurement, human resources, and supply chains is possible over at IBM. International Business Machines Corp. (NYSE:IBM) is the handyman to any company’s problem because it provides a mix of consultation, big data gathering, and software. The company’s unique software solutions can help a company manage, collect, or analyze data to find trends that can help it improve.

The company has plans of growing its earnings per share from $14.50 to $20 per share by 2015. It plans to do this through a mix of share buybacks, cost cutting, acquisitions, and modest revenue growth.


I think that Oracle Corporation (NASDAQ:ORCL), while a decent investment opportunity, should be passed up for in favor of IBM. Of the three companies, however, NetSuite Inc (NYSE:N) will grow the fastest as it is the smallest. IBM and Oracle will remain lopsided growth vehicles for a while because of declining systems and hardware sales. The decline should be stemmed eventually, however, as IBM and Oracle Corporation (NASDAQ:ORCL) continue to emphasize software and services.

Alexander Cho has no position in any stocks mentioned. The Motley Fool recommends Netsuite. The Motley Fool owns shares of International Business Machines (NYSE:IBM). and Oracle..

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