Microsoft: Financial Gauge Analysis for the December 2009 Quarter
February 15, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Neil Carvin submits:
This post provides updated Cash Management, Growth, Profitability and Value metrics and our Financial Gauge scores for Microsoft (NASDAQ: MSFT). The metrics were calculated using data in Microsoft’s financial reports, including the 10-Q for the quarter that ended 31 December 2009.Read more articles from Seeking Alpha Long Investment
Lost: If Microsofties Can’t Live Together, Microsoft May Die Alone
February 5, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
TechCrunch submits:
By MG Siegler
There’s a very interesting op-ed piece in The New York Times today entitled Microsoft’s Creative Destruction. In it, the author details what he feels are the reasons that Microsoft (MSFT) has failed to innovate at the same pace as their competitors over the years. Big deal, right? After all, a lot of people write these types of pieces all the time. The difference this time? It’s by Dick Brass, who was a vice president at Microsoft for seven years, from 1997 to 2004.
Read more articles from Seeking Alpha Editor’s Pick
Cramer’s Lightning Round – Microsoft’s Smoking Good Quarter (1/5/10)
January 6, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Jim Cramer
Miriam Metzinger submits:
Stocks discussed on the lightning round session of Jim Cramer’s Mad Money TV Program, Tuesday January 5.
Bullish Calls:
Microsoft (MSFT): "We want to buy MSFT. It has a smoking good quarter … feels like a $35 stock. It would be a gift if MSFT would come down from here."
Read more articles from Seeking Alpha Jim Cramer
How Microsoft’s Windows 7 Is Impacting Corporate Computer Market
December 24, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Paul Carton (ChangeWave Alliance) submits:
ChangeWave’s November corporate IT spending survey points to an uptick in IT spending for 1st Quarter 2010 – midst the strongest growth rate in 2 years.
Regarding PCs, the release of the Windows 7 operating system is the key factor driving growth. Nearly three-in-four (73%) of the 1,753 corporate IT buyers say their company will be buying Laptops and 69% Desktops in the 1st Quarter – the highest levels for both since February 2008.
Read more articles from Seeking Alpha Editor’s Pick
Microsoft or Google Will Buy Twitter in 2010
November 23, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Ashkan Karbasfrooshan submits:
Admittedly, that is not a major statement to make, as few companies have the firepower to make a $1 billion + purchase. But I do see this playing out in 2010.
Here’s why.
Read more articles from Seeking Alpha Editor’s Pick
Microsoft vs. Apple – Which Is Worth More?
September 9, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Close your eyes and answer this question – which company is worth more, Apple (AAPL) or Microsoft (MSFT)?
I suspect most of us would say Microsoft without any hesitation. This is also correct but probably by a much smaller margin than you’d expect. MSFT’s market cap is 219 BUSD vs AAPL 153 BUSD.
Read more articles from Seeking Alpha Long Investment
Microsoft vs. Apple – Which Is Worth More?
September 7, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Short Ideas
Close your eyes and answer this question – which company is worth more, Apple (AAPL) or Microsoft (MSFT)?
I suspect most of us would say Microsoft without any hesitation. This is also correct but probably by a much smaller margin than you’d expect. MSFT’s market cap is 219 BUSD vs AAPL 153 BUSD.
Read more articles from Seeking Alpha Short Ideas
Microsoft: A Potential Suitor for Netflix?
August 26, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Andrew Horowitz submits:
If you have been following the recent Xbox progress by Microsoft (MSFT), you may have noticed that Mr. Softy is back looking to take over your living room. Yes, the idea that a centralized media center, gaming system and communication device is back on the table. Surely you have heard of all this before and much of the idea has also been tried and failed miserably.
So, why is this time any different? Well, if for nothing else, Microsoft needs a win and a big win at that. Most know that the company that revolutionized the personal computer, internet and office technology has been playing a major game of catch up with Google (GOOG) and Apple (AAPL). That does not sit right with management, and shareholders have been less than impressed.
Read more articles from Seeking Alpha Long Investment
Yahoo to Get Margin Boost from Shifting Search Costs to Microsoft – RBC
August 23, 2009 by
Filed under News
FP Trading Desk submits:
The shift of search-related costs at Yahoo! Inc. (YHOO) to Microsoft Corp. (MSFT) as per the terms of their partnership agreement is one factor that could help Yahoo boost its EBITDA margins in the coming years.
RBC Capital Markets analyst Ross Sandler took a look at the Web search company’s cost base and concluded that it could expand EBITDA margins from current levels in the mid-30% range to 49% over the next several years. That is well above the consensus margin assumption of 37.8% in 2011.
Microsoft and Yahoo Meddling in Google’s Book Deal
August 23, 2009 by
Filed under News
Andy Beal submits:
First a quick history lesson: Google (GOOG) launches Google Print. The Authors Guild sues Google. Google reaches an agreement with the Authors Guild. The US Government takes a look, then takes another look.
Got all that?