Cognos Inc. (COGN)

All Comments on COGN

  • commenter
    Daniel
    Jacome
    Apr 16 04:10 PM
    My Website
    Cognos/IBM: When Do You Sell a Software Company? [view article]
    Very good and brief piece, we're looking at TLEO, TIBX, INFA, OTEX as plays Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on COGN
    Is this a buy or a sell? Reply
  • commenter
    Daniel
    Jacome
    Nov 24 08:24 PM
    My Website
    Is Informatica An Acquisition Target? [view article]
    we made sweet dough on COGN (see our post from May 1 2007), but now we are looking a second time @ INFA. The CFO is getting "warmer" to "compelling bids" according to the same sources we galvanized on COGN!!!

    Also, INFA was featured in Investors Business Daily today, Sat November 24 -- keep an eye on INFA, it is the last "BI play left standing..."

    www.seekingalpha.com/a...     Reply
  • commenter
    Option QB
    Nov 14 11:18 PM
    What do IBM and Microsoft Do When Oracle has a Captive Audience? [view article]
    ORCL has formed a beautiful "Dark Cloud Cover" candlestick pattern and looks poised to test resistance. Give it a few days. Reply
  • commenter
    omooc
    Nov 13 03:42 PM
    My Website
    Monday's Options Report: Citigroup, HRB, E*Trade, Cognos, DISH [view article]
    re C, apparently "traded to the bid" has significance. would appreciate a tutorial on this term. omooc Reply
  • commenter
    Daniel
    Jacome
    Nov 12 10:50 AM
    My Website
    Cognos Incorporated: Vendor Rationalization Could Spark Buyout [view article]
    well, that was fast - COGN bought out by IBM today, good for another 8% pop today, shares up over 30% since article written

    See you on the next one!!!

    DJ - Ceviche Fund LP     Reply
  • commenter
    East Coast
    Oct 18 11:10 AM
    Cognos CEO Gains Insight From New Market [view article]
    The Oracle/SAP acquisitions are beneficial for Cognos on an less foreseen front: Purchasing managers prefer single, independent B.I. providers and Cognos is the only major player left here. Not only do Hyperion and BOBJ have the hoops to jump through on their integration process, but they are now bundled with their parents in potential clients' minds, so this situation is also a win/win for Cognos, who is coming into what is traditionally their strongest two quarters, with a ramped up salesforce and strong deal pipeline Reply
  • commenter
    East Coast
    Oct 10 08:47 AM
    Analysts Downgrade Cognos On Overdone Takeover Mania [view article]
    Goldman's studies have shown that purchasing managers prefer independent BI providers, as opposed to the combine ventures that Oracle/Hyperion and SAP/BOBJ provide. Coming into their traditionally strong 3rd and 4th quarters, with a strong pipeline of deals and increasing sales force, Cognos shareholders will benefit from the consolidation on the revenue side, as well as acquisition possibility. Reply
  • commenter
    Daniel
    Jacome
    Oct 08 10:03 AM
    My Website
    Cognos Incorporated: Vendor Rationalization Could Spark Buyout [view article]
    We nailed the call --- $ pouring into the stock today, we upgraded this morning to OUTPERFORM Reply
  • commenter
    Daniel
    Jacome
    Oct 07 09:24 PM
    My Website
    Cognos Incorporated: Vendor Rationalization Could Spark Buyout [view article]
    expect COGN to pop Monday -- BOBJ just bought out by SAP....that leaves COGN and INFA as the next ones to go.

    the obvious suitors: SAP, ORCL, IBM...............     Reply
  • commenter
    Daniel
    Jacome
    Oct 07 09:19 PM
    My Website
    Is Informatica An Acquisition Target? [view article]
    INFA, COGN both targets now that BOBJ has been gobbled up.... Reply
  • commenter
    Daniel
    Jacome
    Oct 07 09:19 PM
    My Website
    Is Informatica An Acquisition Target? [view article]
    great comment, SasSy investor!!!! Reply
  • commenter
    SasSy
    investor
    Sep 26 09:39 AM
    Is Informatica An Acquisition Target? [view article]
    You say that CRM has an "an unreal P/E of 1,127.21," which makes me wonder if you understand their business model and how they recognize revenue.

    Traditional software companies sell permanent licenses which appear on the license line of the income statement. That revenue eventually drops down to the net income and EPS line of the income statement which gives you the traditional P:E. Salesforce.com and other SaaS vendors sell a term license which is recognized on the balance sheet as deferred revenue and then amortizes to the income statement ratably. The effect of this GAAP treatment appears to show lower license numbers. If you understood what I just wrote you will understand this does not mean SaaS companies sell less software.

    The misleading lower license number on the IS translates into a non-comparable EPS as the net income will be lower. A lower "E" compared to "P" will give astronomic P:E ratio's. Comparing SaaS companies to traditional companies using P:E is comparing apples and oranges. Try EV:Operating Cash Flow multiples instead.     Reply
  • commenter
    Yusuf
    Sep 11 01:17 PM
    Cognos' Missing Enterprise 3.0 Strategy [view article]
    Didn't COGN acquire Celequest for SaaS BI? I thought Celequest's marketing was a little muddied as they used the terms "hosted" and "appliance" interchangeably (which they are clearly not) but their AppExchange hosted offering is a decent enough SaaS BI play. LucidEra is unproven although an interesting company to watch. A few others are Seatab and Oco. Reply
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