MSFT Down In A Bloody Market Stocks are down about 3% today as weak labor data was the latest indicator that the economy has stalled. Shares of MSFT are off, albeit not as bad as the rest of the market. Upcoming catalysts include the company's Analyst Day at its new developer conference (BUILD) on September 14;
Windows Phone 7 / Mango rollout and adoption with hardware partner
Nokia; strides against current market leaders in cloud computing; any entrance in the tablet market; making money in the online business, including integration of
Skype and improving the search / display business; and continued evolution of
Kinect and next generation
Xbox console. The stock currently trades at
7.7x Enterprise Value / TTM Free Cash Flow.
Google Fires At Microsoft And Apple Regarding Android Patent Lawsuits (VentureBeat) A few weeks ago,
Google was involved in bidding for 6,000 patents being offered by Nortel. Instead, they lost to a consortium lead by
Apple and Microsoft for $4.5 billion. Basically everyone won except Google. The search giant shot back calling the recent patent lawsuits targeting
Android "bogus." The success has produced “a hostile, organized campaign against Android." It might be bogus, but Microsoft is currently earning more on patent royalties than it is for
Windows Phone. Besides,
Microsoft says it tried to work with Google on buying patents.
Read » If Zune Is Dead Then Why The New Apps? (PCWorld) Microsoft's
Zune HD is supposed to be on its way out, but that's not stopping the portable media player from getting a small batch of new apps in the Zune Marketplace. Microsoft has been wishy-washy about the future of Zune. In March,
Bloomberg reported that Microsoft would stop releasing new versions of the Zune hardware, citing anonymous sources. The company wouldn't confirm the rumors, but in response only pointed to software on Windows Phones and the
Xbox 360 as evidence that Zune was alive and well.
Read » Why Chrome Is Kicking Internet Explorer's Butt (Conceivably Tech) Microsoft’s issues of identifying tools to move users away from a 10-year-old browser IE6 to newer versions is far more complicated and the company has somewhat screwed itself by limiting IE9 to
Windows 7 (and Windows Vista SP2) users, but there may be a very different reason that keeps users from upgrading from IE8 to IE9, while
Chrome is almost effortlessly collecting market share at this time: The accelerated browser release cycle. Users don't like change, so a rapid update cycle is gradual enough where drastic changes become muted.
Read » Microsoft Plans Its Assault On Google (Internet Search Engine Database) After almost a decade of decline in web presence, Microsoft search has at last been able to reverse the trend during the current year.
Bing that has grown steadily to notch up almost 14% market share in the U.S. By tying up with
Skype and
Nokia, Microsoft has created the unique value added proposition that has the corporate world investing millions of dollars. It is here that the software giant will score over Google despite the losses that it makes in developing the search engine business.
Read » Wanna See How Bill Gates Gives Away His Billions? (GeekWire) Microsoft co-founder
Bill Gates has pledged to give away the vast majority of his money. The Bill &
Melinda Gates Foundation released a breakdown of funds in its
2010 annual report. Interestingly, the $2.4 billion that Gates gave away in grants last year, is about $575 million less than in 2009. Global health still carries a majority of the allocation at $1.5 billion followed by global development at a distant ~$500 million.
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