Motorola Solutions (NYSE:MSI), going from $2 billion to $3 billion, increased its stock repurchase program. After accounting for purchases made through the end of last year, the company will have close to $1.9 billion left in its buyback program in 2012.

SAP (NYSE:SAP) is open to licensing its HANA analytics software to arch-rival Oracle (NASDAQ:ORCL). Co-CEO Bill McDermott says, “The question is whether Oracle can imagine it.” McDermott notes that the likes of Cisco Systems, Inc. (NASDAQ:CSCO), Dell, Inc. (NASDAQ:DELL), Fujitsu and Hewlett-Packard Company (NYSE:HPQ) already work with HANA.

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Amazon’s (NASDAQ:AMZN) fourth quarter Kindle Fire sales, as estimated by Stifel Nicolaus, are expected to increase to 6 million units from 5 million. He also raised financial estimates for the company, which reports earnings tomorrow. “Kindle Fire has staked out an important market position due to its loyal Amazon customer base and attractive (NYSE:LOW) device pricing,” Stifel says, which “will correlate with high e-book and video content attach rates.”

Research In Motion’s (NASDAQ:RIMM) iPhone has been eating away at the North American corporate base, and Google’s (NASDAQ:GOOG) Android may be poised to have the same impact in Europe, where RIM’s sales have held up relatively well. The International Data Corporation claims many Chief Information Officers are set to officially support Android, whose European sales are booming.

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Zynga (NASDAQ:ZNGA) is accused again for the second time in two weeks of copying a smaller rival’s game. Six days after startup NimbleBit made note of the resemblance between its Tiny Tower iPhone game and Zynga’s Dream Heights. Buffalo Studios is doing the same over the similarities between its Bingo Blitz Facebook game and Zynga’s just-announced Bingo game.

Renren (NYSE:RENN), nicknamed “the Facebook of China,” continues to fly higher following reports that the actual Facebook will soon be filing an S-1. Some of the other names such as Quepasa Corporation (QPSA), Linkedin Corporation (NYSE:LNKD), and GSV Capital Corporation (GSVC), that rallied on the news are selling off.

Microsoft (NASDAQ:MSFT) rolls out a “technical preview” for the next-generation version of Office. The new version is codenamed Office 15. Microsoft says its release will coincide with updates for many other enterprise products, including Exchange, Lync, and SharePoint. However, Matt Rosoff thinks the late timing of the preview suggests Office 15 won’t be ready in time for Windows 8′s fall arrival.

Apple’s (NASDAQ:AAPL) iPhone has huge subsidies it requires which makes it terrible for carriers, laments Nomura. Verizon’s (NYSE:VZ) (NASDAQ:VOD) incremental service margin easily outpaced AT&T’s (NYSE:T) until it began selling the iPhone. AT&T’s incremental service margin actually turned negative in fourth quarter, and Sprint’s (NYSE:S) upcoming fourth quarter report is expected to show “over 800 basis points of margin contraction.”

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To contact the reporter on this story: at staff.writers@wallstcheatsheet.com

To contact the editor responsible for this story: Damien Hoffman at editors@wallstcheatsheet.com

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