RefBan

Referral Banners

Yashi

Thursday, June 9, 2011

Microsoft Should Buy Netflix For Hastings To Co-CEO With Ballmer


View this email online | Add newsletter@businessinsider.com to your address book
Business Insider Share this Email
Tech Media Wall Street Markets Strategy Sports Lifestyle Travel Politics Latest Video

Thursday, June 9, 2011
Find Us on Facebook Follow US on Twitter
  Click To See The Interactive Model



Courtesy of Yahoo! Finance

Advertisement

MSFT Flat In Mixed Market Stocks are opening mixed after two economic reports suggested a sluggish recovery. The U.S. trade deficit narrowed in April and slightly more people applied for unemployment benefits last week. Shares of MSFT are flat versus a positive tech tape. 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 / display 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.

Microsoft Should Buy Netflix For Their CEO Alone (Fortune)
Microsoft has $50 billion in cash lying around. Meaning, the company could buy Netflix and still have plenty enough left to buy Nokia if it wanted. Buying Netflix and installing Hastings as co-CEO would position Microsoft to return to the center of the tech industry. Netflix could speed the Xbox' transition from a gaming console to a mainstream device connecting TVs to the Internet. And Hastings, who has a deep understanding about the opportunities and obstacles facing cloud-based content, could focus on pushing Microsoft into the future while Ballmer oversees the traditional PC-software businesses.  Read »

Microsoft May Go The Tablet Route The Apple Way (DigiTimes)
Microsoft may be tearing a page out of Apple's book. The company is reportedly in talks with manufacturers to launch a Windows 8 tablet with its own branding, effectively creating an official Microsoft tablet in a move to challenge Apple's iPad and the growing field of tablets using Google's Android operating system. The company is possibly planning to rope in Texas Instruments to supply the processor and some Taiwanese or Chinese OEM to build the rest of the hardware. Matt Rosoff at Business Insider thinks Microsoft making it's own tablets is a terrible idea on multiple levels.  Read »

Microsoft Acquires ERM Vendor In Preparation For New Versions Of Office (ZDNet)
Microsoft acquired enterprise risk management (ERM) software vendor Prodiance "to bring more compliance functionality within Microsoft Office."  Microsoft is in the midst of launching Office 365 later this month and is developing Office 15, the version of Office expected to come to market by 2013. Deal terms were not disclosed, however it probably didn't put the slightest of dents in their cash balance.  Read »

eMarketer Ups Online Advertising Estimates On Strong Display Search (eMarketer)
eMarketer's new US online advertising estimates for 2011 predict 20% growth of the industry to $31.3 billion --  significantly higher than the previous forecast of 10.5% growth to $28.5 billion. The increase is largely fueled by higher-than-expected spending on display advertisements, which continue to grow at a faster pace than search. For the first time, display is within striking distance to search and will surpass search spending within the next five years. Good news on the display front for Yahoo and Bing, if they can find a way to fight off Facebook.  Read »

Daily Trader: Microsoft Too Cheap To Pass Up (Seeking Alpha)
The stock price of Microsoft has slipped to $24 per share, once again bringing the shares well into value investor territory. How can a growing, highly profitable company with a near-monopolistic market position trade at a trailing FCF yield in the mid teens (~12%-15%)? A sum-of-the-parts valuation analysis suggests an intrinsic value range of $28-$42 per share. This range implies considerable upside from Microsoft’s recent stock price.  Read »



Get complete Microsoft overage on Business Insider. Read »

Heather Leonard is a former tech research associate at Goldman Sachs and co-host of Business Insider's daily video show.
Share this: Buzz Buzz Facebook Facebook Twitter Twitter Digg Digg Reddit Reddit StumbleUpon StumbleUpon StumbleUpon LinkedIn
Follow us on Facebook Follow us on Twitter
The email address for your subscription is: dwyld.kwu.careers@blogger.com

Change Your Email Address | Unsubscribe | Subscribe | Subscribe to Microsoft RSS feed

Business Insider. 257 Park Avenue South, New York, NY 10010

Terms of Service | Privacy Policy


If you believe this has been sent to you in error, please safely unsubscribe.

No comments:

Yashi

Chitika