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Microsoft Corporation (MSFT)

  • Aug. 29, 2012, 4:01 PM
    Microsoft (MSFT) has named Stephen Schueler its retail sales/marketing chief. Schueler, formerly general manager of Procter & Gamble's global retail ops, joins Microsoft at a time when the company is looking to rapidly grow its own retail store count. (PR)
    | Aug. 29, 2012, 4:01 PM | 7 Comments
  • Aug. 29, 2012, 2:22 PM
    Samsung (SSNLF.PK) has launched a follow-up to the surprisingly popular Galaxy Note. The Galaxy Note II features a 5.5" display (its predecessor has a 5.3" display), a quad-core Exynos processor, and a stylus with 1,024 levels of sensitivity. Universal Display (PANL) benefits from Note sales, since a larger display requires more of its OLED materials. Samsung is also launching an Android-based camera and Windows 8/RT tablets sporting built-in 4G. (live blog)
    | Aug. 29, 2012, 2:22 PM | 1 Comment
  • Aug. 29, 2012, 10:50 AM
    More on Nokia: The company has also received another bearish note from Bernstein's Pierre Ferragu, a long-time critic. Ferragu joins others in taking a cautious view of the impact of the Apple-Samsung verdict; thinks Q3 results could miss estimates; notes Lumia models are being heavily discounted in the UK, and says global surveys have consistently shown a "lack of consumer interest" in Windows Phone. He views Nokia's recent rally as a good shorting opportunity.
    | Aug. 29, 2012, 10:50 AM | 23 Comments
  • Aug. 29, 2012, 10:45 AM
    Nokia (NOK -5.9%) is selling off again today. A less-than-flattering WSJ article about the early U.S. uptake seen by Windows Phone (MSFT) could be playing a role. An AT&T reseller claimed the Lumia 900 only made up 2% of its sales, even though profits on 900 sales are higher than for the iPhone or Galaxy S III, and a T-Mobile reseller claimed WP devices made up just 3% of its sales. The column also notes developer reluctance to write for WP in the absence of a large user base. (yesterday)
    | Aug. 29, 2012, 10:45 AM | 20 Comments
  • Aug. 27, 2012, 6:06 PM
    Notebook display panel prices have dropped in August due to weak demand, claims DisplaySearch. This comes on top of recent reports of falling PC DRAM prices, and is another sign PC component suppliers could be facing intense pricing pressure in 2H to go with soft unit shipments, thanks to the industry's woes. All eyes are on Windows 8's (MSFT) Oct. 26 launch. (Intel estimate cuts)
    | Aug. 27, 2012, 6:06 PM | Comment!
  • Aug. 27, 2012, 1:07 PM
    In tandem with the start of its VMworld conference, VMware (VMW -0.2%) is introducing upgrades to its vSphere virtualization platform and vCloud cloud management suite. vSphere, which has ditched a DRAM-based license fee structure that gave rivals Microsoft (MSFT) and Citrix (CTXS) an opening, now includes more advanced networking and data protection capabilities, and vCloud now promises the ability to provision "virtual data centers" featuring thousands of virtual servers.
    | Aug. 27, 2012, 1:07 PM | 1 Comment
  • Aug. 27, 2012, 11:34 AM
    Intel (INTC -0.2%) is receiving some estimate cuts after a swell of negative PC industry data arrived last week, including from top customers H-P and Dell. Davenport thinks Intel could miss Q3 and Q4 Street estimates, and Citi believes there's a "high likelihood" the chip giant will warn. JMP has cut both its 2012 and 2013 estimates, citing concerns about Windows 8 (MSFT) demand.
    | Aug. 27, 2012, 11:34 AM | Comment!
  • Aug. 27, 2012, 7:35 AM
    Investors continue to bid up Apple following its big court victory over Samsung. AAPL +2.4% to a record $679 premarket. GOOG -1.4%, MSFT +1%, NOK +11.7%.
    | Aug. 27, 2012, 7:35 AM | 32 Comments
  • Aug. 24, 2012, 8:55 PM
    Google (GOOG) -0.8% AH in response to Apple's (AAPL) huge patent win over Samsung (SSNLF.PK). The software patents Google acquired via Motorola Mobility, some of which recently became the subject of an ITC suit, are now more important than ever in defending Android. Microsoft (MSFT) has to be pleased with the verdict, given it could boost OEM interest in Windows Phone.
    | Aug. 24, 2012, 8:55 PM | 20 Comments
  • Aug. 24, 2012, 1:59 PM
    After looking at Dell (DELL) and H-P's (HPQ) awful July quarter PC sales data (I, II), IDC now predicts PC shipments will be up only 0.9% in 2012. Even that forecast could prove optimistic, given the decline seen in Q2. U.S. shipments are expected to fall 3.7%, after having already fallen in 2011. IDC continues to expect double-digit notebook shipment growth in later years due to emerging markets demand, but the tablet market's rapid growth makes that far from a sure thing.
    | Aug. 24, 2012, 1:59 PM | 1 Comment
  • Aug. 23, 2012, 9:54 AM
    Dell (DELL -2.3%) is making new multi-year lows in response to HP's FQ3 report, adding to the bludgeoning the company saw yesterday due to its own earnings report. Other PC-related names are also lower: INTC -1.7%. MSFT -1.3%. AMD -2.2%.  The consumer and enterprise receptions to Windows 8, which has received very mixed (I, II) initial reviews, are now more important than ever.
    | Aug. 23, 2012, 9:54 AM | 31 Comments
  • Aug. 22, 2012, 1:09 PM
    Microsoft (MSFT) has slashed the price of the Xbox 360's hit Kinect motion sensor to $110 from $150. The company has also introduced an $80 Xbox 360 Essentials Pack to help stoke sales of the console, which have slumped ahead of an expected refresh next year. In January, Microsoft announced it had shipped 18M Kinects since the sensor's Nov. 2010 release.
    | Aug. 22, 2012, 1:09 PM | 17 Comments
  • Aug. 21, 2012, 11:21 AM
    As Android OEMs deal with a barrage of Apple and Microsoft suits related to software patents, Google's (GOOG) public policy director has joined a chorus of names asking whether the patents are doing more to harm innovation than protect it. Judge Richard Posner has raised the issue after throwing out a pair of Apple and Motorola suits, and Henry Blodget and Mark Cuban have voiced similar opinions. Google (via Motorola) just counter-sued Apple using 7 software patents.
    | Aug. 21, 2012, 11:21 AM | 3 Comments
  • Aug. 21, 2012, 11:02 AM
    Nokia (NOK) now has a 59% share of the global Windows Phone (MSFT) user base, per app analytics firm Localytics. This compares with 21% for HTC, and 13% for Android giant Samsung. However, IDC recently estimated WP only had a 3.5% share of global smartphone sales in Q2. comScore just pegged WP's share of the Japanese smartphone base at 3%, compared with 64% for Android (GOOG) and (impressively, given top carrier DCM still doesn't sell it) 32% for the iPhone (AAPL).
    | Aug. 21, 2012, 11:02 AM | 6 Comments
  • Aug. 20, 2012, 2:27 PM
    Google (GOOG) is definitely taking mobile search seriously: Search Engine Land notes 16 ways in which Google has tailored mobile results relative to PC results. Among them: local results appear more often; app download links show up; and interactive content quickly appears for topics such as weather and sports. NetMarketShare estimates Google has a 91% share of mobile search, leaving Yahoo and Bing to pick up scraps. But monetization has been hurt by lower ad rates and revenue-sharing deals. (Google Now)
    | Aug. 20, 2012, 2:27 PM | 1 Comment
  • Aug. 20, 2012, 12:21 AM
    After laying off the majority of its staff, cloud gaming service OnLive announces it has been sold to investment firm Lauder Partners in a deal that will wipe out existing equity (and perhaps trigger lawsuits). It's a major blow for a service many saw as a threat to Microsoft, Sony, and Nintendo's consoles, due to its ability to stream games to a variety of platforms. OnLive has struggled with high operating costs and competition from the Steam distribution service, which offers more titles. (Sony/Gaikai)
    | Aug. 20, 2012, 12:21 AM | Comment!
Company Description
Microsoft Corp is engaged in designing, manufacturing, selling devices, and online advertising. Its products include operating systems for computing devices, servers, phones and other devices.
Sector: Technology
Country: United States