Seeking Alpha

Microsoft Corporation (MSFT)

  • Jun. 28, 2012, 2:21 PM
    Announced on day 2 of Google I/O: 1) Compute Engine, a rumored cloud infrastructure platform that competes with Amazon Web Services, Microsoft Azure, and Rackspace's OpenStack. 2) The launch of Google Chrome (GOOG) on iOS devices. Unlike searches on the default Safari browser, Chrome searches won't require revenue-sharing payments to Apple. 3) Offline editing support for Google Docs, a long-requested feature. 4) Gmail now has 425M users, and Chrome 310M. (live blog)
    | 1 Comment
  • 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. 27, 2012, 2:20 PM
    Caris' Craig Ellis slashes his Q2 and 2012 estimates for Intel (INTC) after checks indicate Euro PC sales growth is "tracking 250 bps or so" below prior expectations. That, along with a "lean inventory bias" among PC vendors, leads him to think there's "300-800 bps of downside risk" to Intel's 2H revenue growth. Baird and JPMorgan on Intel earlier this month for similar reasons, and others have also made downbeat assessments about near-term PC demand.
  • Jun. 27, 2012, 1:16 PM
    Microsoft (MSFT) Office 365 cloud suite, launched last year to much fanfare, receives an upgrade that adds support for 46 new markets and 11 new languages. Office 365 represents an attempt to better compete with Google Apps and other cloud rivals, and has seen decent uptake among small businesses drawn to its low rates. However, questions remain about whether Microsoft can succeed in both thwarting Google and preventing regular Office sales from being cannibalized.
    | Comment!
  • Jun. 27, 2012, 8:14 AM
    Nokia (NOK +1.85%) CEO Stephen Elop rejects speculation that Microsoft (MSFT) is planning to make its own smartphone, telling Finish newspaper Kaleva that the U.S. company has "made a clear decision with Nokia." Perhaps more convincing is a denial from Microsoft exec. Greg Sullivan in an interview with Information Week.
  • Jun. 27, 2012, 4:06 AM
    Europe's second-highest court "essentially upholds" the 2008 antitrust ruling against Microsoft (MSFT) but reduces the fine by €39M to €860M.
    | Comment!
  • Jun. 26, 2012, 6:02 PM
    Deutsche's Chris Whitmore questions the ability of the ARM-based/Windows RT version of Microsoft Surface (MSFT) to halt the iPad's enterprise momentum. His argument: the RT version will have limited app support, no backwards-compatibility with Windows apps, and (probably) a higher price tag than the iPad, and has lingering questions about its 3G/4G support and Office implementation. He's more positive on the Intel-based Pro version, but expects it to cost $900+. (more)
    | Comment!
  • 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.
    | Comment!
  • Jun. 26, 2012, 10:43 AM
    The Verge's review of Nokia's (NOK) 808 PureView phone declares its camera, replete with a 41MP sensor, to be "astounding, breathtaking, stupefying." It adds, "this phone’s image quality is so far ahead of the competition that it really has no competition." It isn't crazy about the phone otherwise - the 808 runs Symbian, and has a mediocre display - but the camera comments could bode well for upcoming Windows Phone (MSFT) devices that are expected to contain PureView tech.
  • 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.
    | Comment!
  • Jun. 25, 2012, 2:24 PM
    Microsoft (MSFT) finally makes its widely-reported $1.2B, all-cash acquisition of Yammer official. The PR notes Yammer has over 5M corporate users (ed: not all of them are paying), and claims Yammer's enterprise social networking platform will complement SharePoint, Office 365, Dynamics, and Skype. (more)
    | 1 Comment
  • Jun. 25, 2012, 12:09 PM
    Electronic Arts (EA) has reportedly poached at least 50 developers from Microsoft's (MSFT) Shanghai office, with the goal of creating an in-app purchase platform that will underpin its "freemium" games. EA's limited position in the freemium mobile gaming market relative to Zynga and others has been a cause of concern for some. The hirings come less than a year after EA tabbed Microsoft exec Rajat Taneja to be its CTO.
    | Comment!
  • Jun. 25, 2012, 11:46 AM
    Nokia (NOK -9.7%) and Alcatel-Lucent (ALU -7.5%) are off sharply, as investors fret Europe's debt crisis will prevent the cash-burning companies from raising fresh capital. Nokia is now at levels last seen in 1996, and speculation is growing newly-minted tablet seller Microsoft (MSFT) will consider buying its Windows Phone partner. Nonetheless, a Microsoft exec asserts his company has no interest in making its own phones, shooting down prior speculation.
  • Jun. 25, 2012, 10:13 AM
    Gizmodo reports Google's (GOOG) Nexus tablet, expected to be announced this week at Google I/O, will feature an Nvidia (NVDA) Tegra 3 processor (previous) and 7" display. An 8GB version of the device, which will be called the Nexus 7 (ed: maybe that suggests a Nexus 9 or 10 with a larger display will follow), will sell for $199, and a 16B version will go for $249. Even with those prices, the tablet faces an uphill battle against the iPad, the Kindle Fire, and perhaps soon Microsoft Surface.
    | 1 Comment
  • Jun. 24, 2012, 4:51 PM
    Research In Motion (RIMM) might hawk its BlackBerry business to Amazon (AMZN) or Facebook (FB); sell or open up its messaging systems to Apple (AAPL) or Google (GOOG); or keep the company whole and sell a large stake to Microsoft (MSFT), Sunday Times says ($$). For now, keep an eye on Q1 earnings this week.
  • Jun. 22, 2012, 7:03 PM
    TechRadar provides the first meaningful review of Microsoft Surface. Its comments are mostly positive, praising Surface's design, ergonomics, and keyboard covers, as well as the performance of apps on Windows RT (MSFT). However, commentary about its software is relatively light. TechRadar's verdict: "Surface doesn't feel like an iPad (AAPL) in your hands; it feels like a well-designed Windows tablet crammed with clever touches that make it practical."  (earlier)
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