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Microsoft Corporation (MSFT)

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  • 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%.
    | 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.
    | 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.
    | 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.
    | 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.
    | 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.
    | 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).
    | 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)
    | 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)
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  • Aug. 18, 2012, 9:20 PM
    Is Oracle (ORCL) quietly trying to kill the open-source MySQL database? Oracle, which gained control over MySQL's distribution through the Sun acquisition, has been withholding test cases for bug fixes from developers, and has pulled MySQL's revision history. Oracle gets a large chunk of its profits from the proprietary Oracle Database, and had to provide concerned regulators with assurances MySQL would be safe to win approval for the Sun deal. Microsoft and IBM also provide databases that compete with MySQL
    | 7 Comments
  • Aug. 17, 2012, 1:57 PM
    ARM-based (ARMH) Windows RT (MSFT) tablets will cost $200-$300 less than Intel/AMD-based Windows 8 Pro tablets, predicts Lenovo's (LNVGY.PK) North American chief, while adding he expects the latter to go for $600-$700. Such a pricing edge would leave RT systems, which don't support existing Windows software, on much better competitive footing relative to the iPad and Android tablets than Pro systems. A recently-announced Lenovo Pro tablet was well-received. ($199 Surface RT rumor)
    | 1 Comment
  • Aug. 16, 2012, 6:55 PM
    "If Apple really wanted to change the way people watched TV, it would change the way people paid for TV," says Peter Kafka. But that's not happening, since "the TV industrial complex" isn't willing to play ball, and the industry's dynamics are very different from mobile. Hence the current stalemate over Apple's (AAPL) TV and set-top box ambitions. The longer it drags out, the more time the Xbox (MSFT) has to strengthen its living room lead.
    | 5 Comments
  • Aug. 14, 2012, 5:45 PM
    Toshiba (TOSBF.PK) has joined H-P in cancelling plans to sell a Windows RT (MSFT) tablet, and stating it will focus on Intel-based Windows 8 Pro systems for now. Toshiba blames component shortages, but it's hard not to speculate whether the company, like Acer, is rankled by the arrival of Microsoft Surface, or worried about software issues. Especially since systems featuring Intel (INTC) Atom chips can sport similar dimensions. Toshiba was planning to use a TXN processor for its RT system. (earlier: $199 Surface rumor)
    | 17 Comments
  • 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)
    | 8 Comments
  • Aug. 14, 2012, 1:16 PM
    Salesforce.com (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.
    | Comment!
  • 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.
    | 13 Comments
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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