Craig Mundie of Microsoft (MSFT-NASDAQ) gave an interview discussing the software and products giant’s future on a post-Gates basis this week at the Windows Hardware and Engineering Conference in Los Angeles. CNET news has…
Investors have to wonder about BEA Systems Inc. (BEAS) after yesterday’s earnings announcement. The company slightly exceeded revenue targets with $345.8 million, but its ongoing options review has yet again prevented it from wanting…
Hewlett-Packard (HPQ-NYSE) posted $0.70 EPS versus $0.68 EPS estimates and posted Revenues of $25.5 billion. Since the company had already raised guidance, alll that matters here is the forward guidance and the details in…
Larry Ellison Inc., I mean Oracle Corp. (ORCL-NASDAQ), is paying $495 million to acquire a small niche software player Agile Software (AGIL-NASDAQ). The buyout price is $8.10 per share and that will make most…
Sun (SUNW) had had the Java programming language around for years. It has giving the code away to try to drive adoption but even on internet websites it is not used often because it…
BEA Systems (BEAS-NASDAQ) is a name that just came back under fire yesterday after lowering its quarterly revenue projections. The drop in the stock was not massive as estimates were $348+ million and the…
Microsoft (MSFT) had spectacular earnings driven by sales of its new Vista OS and its server software. The world’s largest software company did recognize some revenue from coupons sold for Vista upgrades in 2006,…
Microsoft (MSFT) earnings came out: $0.49 EPS (adjusted) & $14.4 Billion revenues vs. $0.46 and $13.89 Billion estimates. Guidance next quarter: $0.37-0.39 EPS & R$13.1-13.4 Billion vs. $0.40 & $13.3B estimates; Guidance for Fiscal…
Microsoft (MSFT-NASDAQ) reports after the close today. Street estimates for the software beast are $0.46 EPS & $13.89 Billion in revenues. The truth is that we can talk about guidance, we can talk about…
There may be only marginally good news out of Sun Microsystems (SUNW-NASDAQ) since there was at least some growth, but the street is giving this a negative focus. It is also hard to blame…
Stock Tickers: CRM, ORCL, MSFT, SAP Salesforce.com (CRM-NYSE) is trying an interesting strategy: it is splitting the need to buy its core product to use the company’s online market for business software. This is…
From William Trent, CFA of Stock Market Beat
Oracle (ORCL) has grown so quickly recently, that there has been some cause for alarm that its European rival, SAP (SAP) might buckle under the pressure. No such luck for Oracle. SAP announced that…
Google (GOOG-NASDAQ) reports earnings after the close today, but even the remaining few unwired monks in Tibet probably know that by now. Google is expected to post $3.30 EPS & $2.495 Billion in revenues;…
The offer sounds very generous. Microsoft (MSFT) will sharply cut its prices to developing countries that offer free PCs to children. It may be a way to avoid some piracy of Windows. If consumers…