Seeking Alpha

Microsoft Corporation (MSFT)

  • Jul. 29, 2009, 6:26 PM
    Bing! The Opinionator collects the reviews rolling in on MSFT-YHOO, and they're a bit one-sided. As one says: "Q. What do you get when you cross Yahoo with Microsoft? A. Microsoft."
    | Comment!
  • Jul. 29, 2009, 3:46 PM
    Barron's weighs in on the Microhoo deal's impact on Google (GOOG -1%): Little effect, and the search leader might even benefit from a bigger competitor that helps push advertisers to move budgets online. MSFT +1.3%; YHOO -12.6%.
    | Comment!
  • Jul. 29, 2009, 3:09 PM
    Dow leaders: T +1.2%. VZ +1.1%. UTX +1%. BAC +0.8%. MSFT +0.8%.
    Dow laggards: CAT -3.2%. GE -2.8%. DD -2.6%. CVX -2.5%. AA -2.3%.
    | 1 Comment
  • Jul. 29, 2009, 9:26 AM
    On the Yahoo (YHOO) / Microsoft (MSFT) search deal call, someone pops the question: "You moved from a deal that would generate a boatload of cash to a deal with a boatload of value. Why no upfront fee?" Bartz: "What was really important to Yahoo was that we had a deal that flowed successfully through our P&L. What we really wanted was a significant TAC rate. As far as we are concerned the boatload of cash is preserving our revenue line."
    | Comment!
  • Jul. 29, 2009, 7:57 AM
    Yahoo (YHOO) expects an annual earnings boost of $500M and capex savings of $200M upon full implementation. In a nod to her previous promise not to join hands with Microsoft (MSFT) unless "boatloads of money" changed hands, Yahoo chief Carol Bartz said today's deal brings "boatloads of value for Yahoo!, our users, and the industry." Premarket: YHOO -7.5%. MSFT flat.
    | Comment!
  • Jul. 29, 2009, 7:52 AM
    The Microsoft (MSFT) / Yahoo (YHOO) search deal is official (PR). Details of the 10-year deal: Microsoft's Bing will power Yahoo search, while Yahoo takes over global sales for both companies’ premium search advertisers. No tie up on display ads. MSFT to pay YHOO traffic acquisition costs (TAC) of 88% of search revenue for first five years.
    | Comment!
  • Jul. 29, 2009, 3:43 AM
    The proposed Microsoft (MSFT) / Yahoo (YHOO) revenue split appears to be a three-year deal, with Yahoo taking 110% during the first two years, and 90% in the third. That's a lot of money, considering Yahoo will be selling ads for both companies. In return, Microsoft hopes to emerge as the de-facto No. 2 global search engine.
    | Comment!
  • Jul. 29, 2009, 3:11 AM
    WSJ has more details of the 'imminent' Microsoft (MSFT) / Yahoo (YHOO) search partnership. Sources say Yahoo will use Microsoft's Bing search-engine technology on its own sites, including the Bing brand. Yahoo will continue to serve search text ads on its sites, and some of Microsoft's. Their thinking is that united, customers will be more open to defect from Google (GOOG).
    | Comment!
  • Jul. 27, 2009, 2:44 PM
    Deutsche Bank and other analysts say the Oct. 22 release of Windows 7 (MSFT -1.8%) could be the event that unleashes pent-up technology purchase demand. The bank's recent survey suggests 34% of CIOs plan to upgrade, and 75% of those plan related hardware revamping.
    | Comment!
  • Jul. 24, 2009, 4:49 PM
    John Dvorak thinks CADD (Corporate Attention Deficit Disorder) may mark Microsoft (MSFT -8.3%) as a company finally on the decline, with too little focus on its core competency of software. "What's shocking is that the cash cows, specifically the Windows operating system and the Office suite, have managed to finance all these idiotic efforts for so many years."
  • Jul. 24, 2009, 2:38 PM
    Microsoft (MSFT) backs down from its EU antitrust fight, offering to include rival Web browsers in Windows, rather than no browser, as it had proposed a month ago. A "ballot screen" will let users pick a browser at setup.
  • Jul. 24, 2009, 1:55 PM
    The Dow becomes the first index to break into positive territory for the day; now +0.1% at 9079.
    Dow leaders: AA +2.2%. MRK +2%. PFE +1.8%. JNJ +1.5%.
    Dow laggards: MSFT -8.9%. UTX -2.6%. KFT -1.1%. DV -0.9%. INTC -0.9%. BAC -0.9%. DIS -0.9%.
  • Jul. 24, 2009, 12:01 PM
    Bill Gates reminisces about Microsoft (MSFT -8.2%) in 1979, staff size: 13.
    | Comment!
  • Jul. 24, 2009, 9:17 AM
    Futures have traded in a tight range, and are now flat. That likely means a lower open, due to the gap down after Microsoft's (MSFT) weak earnings last night. S&P is carrying a 3.8% gain into the week's final session. Dow futures flat at 8988. S&P -0.1% to 968. Nasdaq -0.4%.
    | Comment!
  • Jul. 24, 2009, 9:00 AM
    Premarket gainers: CIT +26%. CNW +8%. RSH +5%. STP +5%. IR +5%. SOL +5%. LDK +4%.
    Losers: MSFT -8%. WFR -7%. AXP -5%. COF -4%.
    | Comment!
  • Jul. 23, 2009, 5:40 PM
    Clusterstock is calling it: With Amazon (AMZN -6.8% AH) and Microsoft (MSFT -7.6% AH) tanking in late trading, no way that Nasdaq runs its streak to 13 tomorrow.
    | 1 Comment
Visit Seeking Alpha's
MSFT vs. ETF Alternatives
Company Description
Microsoft Corp is engaged in designing, manufacturing, selling devices, and online advertising to a global customer audience. Its products include operating systems for computing devices, servers, phones, and other intelligent devices.
Sector: Technology
Country: United States