Big Moving Stock: Advice to MSFT - Continue to work on BING - it's good, but still not as good as google
Fri, Oct 23, 2009
Hedged In: Advice to MSFT - Focus on the enterprise, but move faster into the cloud via acquisitions such as Tableau Software (http://bit.ly/4lBsKf).
Wed, Sep 09, 2009
Boaz Berkowitz: Advice to MSFT - Make sure Bing's cashback has enough employees to support it. Been waiting 3 weeks for a response from customer service!
Thursday 14:52 pm Yahoo ([[YHOO]] -2.3%) is dubbed a "value trap," as it continues to lose market share in search, and online content and display ad sectors look increasingly fragmented. “Scale and momentum increasingly reside with Bing (MSFT).”
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Wednesday 17:44 pmSearch market share reports from comScore and Hitwise show more of the same: Yahoo (YHOO) slipping, Microsoft (MSFT) gaining, Google (GOOG) leading with a commanding share. But with their deal in place, Microsoft gains little by taking Yahoo's share.
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LongShortTech: Video game industry revenue fell 15% y/y in February. Hardware -20%, software -15%, accessories -1%. MSFTSNEERTSGMEBBY
about 7 hours ago
Holly Thompson: S&P Tech Index trading higher today - up +0.8%. MSFT up +0.7%.
1 day ago
Nathan W Martin: C hits $4 & continues to have very active calls at $4 in Mar, Apr, June and including a Jan '11 $5/$12.50 spread. Also MSFT Jan 11 $35 calls