Microsoft

Bing and Blackberry: Friends Forever!

May 4, 2011

How does it go? The enemy of my enemy is my friend? Two drunks trying to hold each other up? I don’t know. But Microsoft (MSFT) CEO Steve Ballmer announced at the BlackberryWorld conference that Bing would become the default search engine on Research In Motion’s (RIMM) Blackberry devices. This isn’t terribly exciting news for either [...]

Read the full article →

Why the Wall Street Journal is Wrong About Microsoft

May 2, 2011

Hi y’all, I published a new article over at SeekingAlpha discussing why the Wall Street Journal is wrong about Microsoft. Check it out.

Read the full article →

Microsoft Raises Kinect Forecast to 5 Million Units

November 4, 2010

Now I wasn’t expecting this! Microsoft (MSFT) just raised its December-quarter forecast for its new Kinect motion-control video-game system to 5 million units from 3 million. That’s pretty impressive. I can’t deny it – I thought Kinect was far too expensive, and far too behind the Nintendo Wii, to succeed. That was wrong – Kinect [...]

Read the full article →

Motorola Tops Estimates – Will It Last?

October 28, 2010

Motorola (MOT) delivered much better-than-expected Q3 earnings numbers this morning, sending the stock up 5% to $8.4o in pre-market trading. Motorola is riding high on its wave of its successful Droid brand of smartphones, all of whom run Google’s (GOOG) red-hot Android operating system. However, I’m not wondering how long its success can last. Samsung, [...]

Read the full article →

Apple Still Killing PC Industry Despite ‘Disappointing’ iPad Sales

October 19, 2010

(image courtesy of Apple) So Apple (AAPL) didn’t sell as many iPads in the fourth quarter as the street expected. Shocker, right? Well, don’t start thinking the old-school PC industry is safe. First of all, look at the Mac numbers. Mac sales grew by 27% in a quarter when the broader PC industry grew by [...]

Read the full article →

Catch My Interview on Frank Curzio’s Podcast

October 15, 2010

Hey folks, I just wanted to let you know that I recently appeared on the S&A Investor Radio podcast, which is hosted by my good buddy and former colleague Frank Curzio of Stansberry & Associates. Frank and I worked together for years at TheStreet.com and he runs the best investing podcast in the business. I [...]

Read the full article →

Why Intel is Down After An Earnings “Beat”

October 13, 2010

Intel (INTC) is trading down today after delivering what looked like an earnings beat for the third quarter and upside guidance for the fourth quarter. Here’s an excerpt from my latest Minyanville article explaining the market’s reaction: On August 27, Intel lowered its third-quarter revenue and gross-margin guidance, sufficiently lowering investor expectations as to how [...]

Read the full article →

Microsoft to Buy Adobe? Photoshop Users Running Scared!

October 7, 2010

Could there one day be a Microsoft logo on these boxes? ————————— Shares of Adobe (ADBE) shot up 11.5% today on rumors Microsoft (MSFT) could make a bid for the guys behind Photoshop. The New York Times reported that Microsoft’s Steve Ballmer met in ‘secret’ with Shantanu Narayen: The meeting, which lasted over an hour, [...]

Read the full article →

Microsoft: All Quiet on the Tablet Front

October 6, 2010

(image courtesy of Microsoft) The Apple (AAPL) iPad is hands-down the most important consumer-electronics device released in 2010. Overcoming mass skepticism towards its usefulness, the iPad’s brilliant design, engineering, and user experience have captured the hearts of hordes of consumers – 4.5 million a quarter, according to Bernstein Research. The iPad has gotten big enough, [...]

Read the full article →

IDC: iPad to Hurt Hard-Drive Shipments

October 4, 2010

I can’t and I won’t and I don’t hide my bearishness on the entire PC industry with the exception of Apple (AAPL). Now here’s an interesting piece of analysis out of market-research firm IDC. Those good folks see tablets, which use flash memory rather than traditional hard-disk drives, puttting a 2-3% drag on hard-drive shipments [...]

Read the full article →

← Previous Entries