Forecast for Microsoft: Shareholder activism

Nomura Group analyst Rick Sherlund sees rising shareholder activism — led by Value Act — ahead for the software giant, which continues to struggle in its new device business.

VMware shares get slammed

VMware shares took it on the chin Tuesday, a day after the company talked down its projected earnings for the next quarter.

Is Leo Apotheker launching a comeback?

Leo Apotheker, the Hewlett-Packard CEO ousted so publicly last September, pretty much disappeared from view. Until recently. Now he’s been spotted in Menlo Park and was featured on a conference call with Wall Street analyst Rick Sherlund. Could he be plotting a comeback?

Oracle learns the dark side of hardware

Oracle is finally learning that the hardware business is not the software business. Revenue for the company’s Sun Microsystems-rooted servers fell 14 percent in the second quarter compared to the year-ago period. And gross margin on those hardware sales is returning to earth.