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Microsoft Corporation (MSFT)

  • Oct. 15, 2012, 11:21 AM
    Pandora (P -2.7%) falls as details arrive about the long-rumored Xbox Music (MSFT) a day ahead of its launch. The service bears a strong resemblance to Spotify: an ad-supported version that works on PCs and tablets will be free (it'll be Windows 8's default music service), while an ad-free version that supports the Xbox and smartphones will go for $10/month. However, iOS and Android apps won't arrive until next year. Pandora's Internet radio share thus far hasn't been hurt badly by growing competition. (more)
    | Oct. 15, 2012, 11:21 AM | 1 Comment
  • Oct. 9, 2012, 11:19 AM
    VMware (VMW -4.7%) sells off after OTR Global claims Microsoft's (MSFT) new virtualization and management software products are hurting VMware's sales. The latest version of Microsoft's Hyper-V virtualization platform, recently launched as a part of Windows Server 2012, has received favorable reviews, and so has an update to Microsoft's System Center management software. But the huge enterprise investments made in VMware's vSphere platform make it hard to dislodge.
    | Oct. 9, 2012, 11:19 AM | 5 Comments
  • Sep. 21, 2012, 2:25 PM
    Though Seagate (STX +2.6%) and Western Digital (WDC +2.8%) are up following the former's analyst day guidance, hard drive controller chip suppliers LSI (LSI -1.1%) and Marvell (MRVL -1.8%) have ticked lower. That's a sign the Street is less pleased with Seagate's unit shipment guidance than it is with its pricing and margin commentary. The shipment guidance arguably has negative implications for PC sales.
    | Sep. 21, 2012, 2:25 PM | 1 Comment
  • Sep. 14, 2012, 1:00 PM
    Sony (SNE +7.5%), which is more than taking part in today's big Asian rally, says it has "no current plans" to support Windows Phone 8 (MSFT), though it doesn't rule out supporting an OS other than Android. The company's Xperia Android phones have seen modest success internationally, but its market share has fallen thanks to a high-end/low-end pincer movement from Samsung and Chinese OEMs. Big job cuts for Sony's mobile unit are on the way.
    | Sep. 14, 2012, 1:00 PM | Comment!
  • Sep. 11, 2012, 5:49 PM
    More from Mark Zuckerberg: He once more claimed a Facebook phone doesn't make sense, in spite of rumors (I, II) that it's building one. He also mentioned Facebook is handling 1B queries/day, and suggests Facebook will eventually build a search engine. Many have called on Facebook to enter the search market, and Microsoft (MSFT) execs reportedly once floated the idea of selling Bing to Facebook, only to have Zuckerberg turn them down. Should Google (GOOG) be worried? FB +3.2% AH. ZNGA +2.9%.
    | Sep. 11, 2012, 5:49 PM | 12 Comments
  • Sep. 7, 2012, 10:12 AM
    Intel's (INTC -2.8%) warning is hurting other chip stocks with strong PC exposure: AMD -3.4%. NVDA -4.5%. MU -4.6%. H-P (HPQ -1.4%), Microsoft (MSFT -1.3%), Seagate (STX -1.6%), and Western Digital (WDC -1.4%) are off moderately, though Dell (DELL +0.9%) is higher after declaring its first dividend. Analysts had been slashing estimates (I, II, III) for Intel ahead of the warning thanks to a torrent of negative PC data - that seems to be limiting the damage.
    | Sep. 7, 2012, 10:12 AM | 4 Comments
  • Sep. 5, 2012, 10:38 AM
    Nokia (NOK -8.1%) dives as it unveils the Lumia 920 at an NYC event. As expected, the Windows Phone 8-based 920 has a 4.5" display, supports wireless charging, and (perhaps critically) contains a PureView camera less impressive than the one in the Symbian-based 808. Also included is an augmented reality app called City Lens. Will this be enough for Nokia to gain significant ground against the iPhone 5 and Samsung's high-end lineup? (live blog)
    | Sep. 5, 2012, 10:38 AM | 48 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, 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. 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
  • Jul. 17, 2012, 11:10 AM
    VMware (VMW -4.5%) tanks on a report Paul Maritz, who has overseen the company's emergence as an IT giant, will be replaced by EMC's (EMC -1.3%) Pat Gelsinger. Ahead of the scoop, GigaOm noted VMware has seen many execs depart. One theory: EMC is upset VMware has lost ground in virtualization to Microsoft (MSFT) and others as the company pays more attention to complementary software. But The Register's sources think the move is all about growing the other businesses. (cloud spinoff)
    | Jul. 17, 2012, 11:10 AM | 2 Comments
  • Jul. 12, 2012, 1:32 PM
    PC-related names underperform a bit following weak Q2 data from Gartner and IDC. MSFT -1.6%. INTC -1.8%. DELL -1.4%. HPQ -1.8%. NVDA -1.5%. Dell and H-P's share losses are raising eyebrows: the companies are struggling to deal with competition from Apple, and from a slew of Asian manufacturers (headlined by Lenovo) competing aggressively on price. Intel has seen several estimate cuts in recent weeks, and Microsoft received one from Morgan Stanley yesterday.
    | Jul. 12, 2012, 1:32 PM | 2 Comments
  • Jul. 9, 2012, 4:41 PM
    AMD -5.7% AH after warning it expects Q2 revenue to fall 11% Q/Q, well below a guidance range of +/- 3%. AMD blames weaker-than-expected distributor sales in China and Europe, and the impact of poor consumer spending on sales to OEMs. Archrival Intel (INTC) has already seen a raft of estimate cuts, and downbeat commentary about PC demand has been easy to find.
    | Jul. 9, 2012, 4:41 PM | 2 Comments
  • Jun. 28, 2012, 9:25 AM
    Seagate (STX) -5.4% and Western Digital (WDC) -3.7% following downgrades to Hold from ThinkEquity. The firm says checks indicate emerging markets PC demand is weakening, and what's bad from the PC market is bad for the hard drive market. While commentary about soft U.S./Euro PC demand has been widespread, an emerging markets slowdown seems to be a wrinkle the market hasn't yet priced in.
    | Jun. 28, 2012, 9:25 AM | 7 Comments
  • Jun. 26, 2012, 4:12 PM
    Glu Mobile (GLUU +5.2%) closed with a healthy gain thanks to a new round of M&A chatter. The latest rumors appear to involve Microsoft (MSFT). Zynga (ZNGA) has been named as a prospective suitor for the mobile game developer in prior speculation.
    | Jun. 26, 2012, 4:12 PM | Comment!
  • Jun. 26, 2012, 10:07 AM
    Jive Software (JIVE +4.1%) CEO Tony Zingale boasts he has been receiving calls from customers of rival Yammer who are worried about its sale to Microsoft (MSFT). However, he admits the deal could cause prospective Jive customers to hold off on buying, as they wait to see how Microsoft integrates Yammer with SharePoint. Separately, Capstone predicts LinkedIn (LNKD +1.9%) will offer its own private social networking platform, and notes the company is testing a solution internally.
    | Jun. 26, 2012, 10:07 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