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Microsoft Corporation (MSFT)

  • Aug. 14, 2012, 4:42 PM
    David Einhorn's Greenlight Capital bailed out of Dell (DELL) and Research In Motion (RIMM) in Q2, and pared its Apple (AAPL) position. On the flip side, the firm increased its position in Microsoft (MSFT). David Tepper's Appaloosa Management also sold Apple shares, and also lowered its stake in Nuance (NUAN) and QQQ. However, Dan Loeb's Third Point bought 63K Apple shares. (13-Fs: Greenlight, Appaloosa, Third Point)
  • Aug. 14, 2012, 1:16 PM (CRM) has released Salesforce Communities, an update to its popular Chatter enterprise social networking platform that enables workers to interact with customers and partners. The product, which integrates with Salesforce's cloud apps, will only be available as a limited pilot until 2H13. Rival Yammer isn't standing still either: the Microsoft (MSFT) unit has rolled out a major update featuring new messaging tools and integration with 8 cloud services. Jive Software (JIVE), it's your move.
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  • Aug. 14, 2012, 11:58 AM
    The Windows RT version of Microsoft Surface will sell for a mere $199, claims an Engadget source provided launch details at a Microsoft (MSFT) conference. If this rumor pans out (a big if), Microsoft would be undercutting every quality ~10" tablet on the tablet, and no doubt further alienating OEMs already upset about the company's emergence as a competitor, as well as Windows RT's license fees.
  • Aug. 14, 2012, 9:49 AM
    More on Gartner/mobile phones: Samsung's (SSNLF.PK) market share increases to 21.6% from 16.3% last year, Nokia's (NOK) falls to 19.9% from 22.8%, and Apple (AAPL) rises to 6.9% from 4.6%. Smartphone sales jump 43% to 154M. Overall Android (GOOG) share soars to 64% from 43%, iOS 18.8% vs. 18.2%, Symbian crashes to 5.9% from 22.1%, Microsoft (MSFT) 2.7% vs. 1.6%. (PR)
  • Aug. 13, 2012, 2:44 PM
    Some Microsoft (MSFT) mobile news: 1) Apple (AAPL) says its cross-licensing deal with Microsoft covers design patents, but has an "anti-cloning agreement." Apple and Microsoft have plenty of ammo to sue each other with, thus each company has an incentive to play nice. 2) Lenovo, Samsung, Dell, and Asus have been named as Windows RT tablet partners. Early tests demonstrate 8-13 hours of battery life, a useful selling point given RT's software shortcomings relative to Intel-based systems.
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  • Aug. 13, 2012, 3:27 AM
    Facebook's (FB) battered shares could come under further pressure on Thursday when the first wave of lock-us end and over 200M shares will be freed up for trading. The total for the next 9 months is 1.91B, almost quadruple the less-than 500M currently available. Investors who will be able to sell their stock this week include Microsoft (MSFT) which doesn't plan to offload its stake, Goldman Sachs (GS) and Accel.
  • Aug. 12, 2012, 3:13 AM
    The auction of Eastman Kodak's (EKDKQ.PK) 1,100 digital-camera patents has become increasingly complex but the bids so far are well below $500M, the WSJ reports. The lack of premium offers could put in doubt Kodak's ability to emerge from bankruptcy protection. The participating consortia include one that involves Apple (AAPL) and Microsoft (MSFT), and another Google (GOOG) and Samsung.
  • Aug. 10, 2012, 4:35 PM
    Microsoft (MSFT) doesn't plan to sell its 26.2M share, 1.7% stake in Facebook (FB) when their lock-up period ends next week, says Bloomberg. The stake, purchased for $240M in '07, has strategic value for Microsoft: Facebook's search engine includes Bing results, Microsoft sells Facebook ads, and Bing recently added public Facebook content to its results. (earlier)
  • Aug. 10, 2012, 9:21 AM
    Corporate cash hoards aren't as big a deal as might be expected, finds UBS. Buybacks can improve ROE, but not by a lot unless the company is very aggressive about drawing down on cash. Paying down debt? It doesn't make sense with rates so low. "The opportunity cost of hoarding cash is not high enough to change corporate attitudes toward capital structure."
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  • Aug. 9, 2012, 7:10 PM
    In spite of complaints from the online ad industry and maybe even its own employees, Microsoft (MSFT) remains committed to keeping Internet Explorer's "Do Not Track" feature a default setting in the browser's next release. Two possible saving graces for Google (GOOG) and other ad network owners: 1) A key Web standards body isn't a fan of the move, and suggests tracking firms are free to "ignore" Microsoft. 2) IE's market share is nosediving.
  • Aug. 9, 2012, 1:03 PM
    Lenovo's (LNVGY.PK) ThinkPad Tablet 2 is "the Windows tablet we've been waiting for," declares Mashable's Peter Pachal. Its thickness and weight is close to that of the ARM-based (ARMH) version of Microsoft Surface (not to mention the iPad), but unlike that product, the Tablet 2 runs Windows 8 Pro (MSFT), thanks to its use of an Intel (INTC) Clover Trail Atom CPU. That means it can run existing Windows apps in addition to new Metro apps. Pricing hasn't been disclosed. (Intel design wins)
  • Aug. 9, 2012, 1:46 AM
    In her first days as Yahoo (YHOO) CEO, Marissa Mayer is reportedly showing the product development focus many expected. In addition to expressing interest in products in hyped areas such as mobile, social, and local services, Mayer wants to revamp Yahoo Search, though it isn't clear if this means ending the troubled Microsoft (MSFT) deal. Also: Mayer is interested in providing content and ads to other sites, has killed off plans to outsource Yahoo's ad tech ops, and is trying to de-emphasize near-term profits. (previous)
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  • Aug. 8, 2012, 7:01 PM
    Infosys (INFY) is launching the Cloud Ecosystem Hub, a solution that allows businesses to mix and manage cloud services from different vendors. Infosys claims to have collaborated with over 30 cloud service providers to build the solution, including Amazon, Microsoft, VMware, and CA. The launch comes as worries mount about the impact of cloud services on Infosys and other traditional IT outsourcing firms.
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  • Aug. 8, 2012, 6:54 PM
    PC Magazine's Sascha Segan adds his name to those who aren't fans of putting Windows 8's (MSFT) touch-centric Metro UI (due for a name change) on regular PCs. "Using Metro with a mouse is just weird," he says, since it requires dealing with oversized icons and "a lot of flinging from one end of the screen to the other." Moreover, while users can switch from Metro to a regular desktop interface, it looks as if Microsoft will require PCs to boot into Metro.
  • Aug. 7, 2012, 2:25 PM
    Microsoft (MSFT) news roundup: 1) Microsoft has licensed its file system patents to Sharp for Android gear. A German court recently slapped an injunction on Motorola over its use of the patents. 2) Job postings suggest Microsoft is working on successors to its Surface tablets. New materials and battery tech could be included. 3) Office 2013 will feature an app ecosystem. But the Windows RT version will lack macros and other features - that could hurt RT's enterprise adoption. (earlier)
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  • Aug. 7, 2012, 2:00 PM
    With YouTube joining Google Maps in being removed from iOS 6 (perhaps at Google's insistence), MG Siegler wonders if Apple (AAPL) will part ways with Google (GOOG) search. Reasons for Apple not to: Google dominates mobile search, has far more user data than Microsoft (MSFT), and is paying Apple huge revenue-sharing fees. But there's no denying the animosity between the companies, and Bing does have a social media edge. Also, Microsoft is probably desperate enough to outbid Google.
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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