MSFT Down With Market The markets are mixed in early trading on job data. Unemployment benefits fell last week, however, not enough to calm fears that the labor market recovery has taken a step back. Shares of MSFT fell in the negative by midday after a positive open. Upcoming catalysts include entrance in the tablet market;
Windows Phone 7 / Mango adoption with hardware partner
Nokia; strides against current market leaders in cloud computing; making money in the online business including integration of
Skype and improving the search business (retooling the
Bing /
Yahoo! partnership or just buying them outright); and continued evolution of
Kinect and the next generation
Xbox console. The stock currently trades at
8x Enterprise Value / TTM Free Cash Flow, inexpensive compared to historical trading multiples.
Rumors Circling That Microsoft Will Buy Nokia's Mobile Business
(Various via iDygest) According to sources, Microsoft has struck a deal to purchase
Nokia's mobile phone business for $19 billion. Didn't they already essentially do this? Conspiracy theorists have long pointed at the transplant of Microsoft's Stephen Elop into Nokia as part of the software giant's plan to swallow up the leading phone maker. Rumors of a Microsoft acquisition bid have helped give Nokia a bit of a lift following its brutal earnings warning on Monday, which led to two days of stock declines.
The companies say the rumor is baseless.
Read » Microsoft Still No Where In Mobile Phone Market Share (MobileCrunch) Which is probably one of the reasons why the Nokia rumor is circling. Google's
Android operating system accounted for 36% of U.S. smartphone market share through April, according to Nielsen. That's 10 percentage points higher than Apple iOS's 26% share for the iPhone.
Research In Motion's BlackBerry OS comes in third with 23%. Down at the bottom of the barrel, Windows Phones lead the losers at 9%. Well, look on the bright side; the only place that number can go is up.
Read more from Henry Blodget at Business Insider.
Read » Microsoft Finally Joining The Tablet World With Windows 8
(Various via iDygest) Microsoft has finally gone official with its confirmation of Windows 8, a week or so after CEO Steve Ballmer jumped the gun by talking about it over in Japan at the company's developers forum. The company showed the public its first glimpse of the planned user interface for its Windows 8 operating system at the AllThingsD conference. Some critics indicate that the radical makeover could give Apple's iPad a serious run for its money.
Read more at Business Insider.
Read » IE9 Growing, But Not As Much As Chrome (Net Applications) Chrome's growth continues a steady trend, up to 12.5% market share. Microsoft's IE9 made steady gains to 4.2% of users, but not strong enough to offset overall share loss for Microsoft IE down to 54.3%. Microsoft prefers to measure IE9's success on a significantly smaller market, Windows 7 machines (IE9 doesn't run on Windows XP). In that market, IE9 was used by 12.2% of people in May. IE9 is slated to arrive on the "Mango" update to Windows Phone 7 later this year. Don't expect that to move the needle anytime soon.
Read » 
No comments:
Post a Comment