Vista’s Tail
Microsoft (MSFT) Vista may not single handedly save the flagging US PC business, but at least it is off to a good start. According to Current Analysis research, sales of PCs rose 173% the…
Apps & Software
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Newest first · Page 65EMC Announced VMWare IPO Spin-Off News
EMC Corporation (EMC-NYSE) announced its intent to sell approximately 10% of VMware via an IPO of newly issued VMware stock. EMC will retain ownership of the remaining shares of VMware, and has no intention…
More Tools In Google’s Microsoft Assault
There has been a good deal of speculation that Google (GOOG) is in the process of building desktop software to compete with portions of Microsoft’s (MSFT) operating system functions. Google already has its own…
Does Websense Make Sense?
Websense Inc. (WBSN-NASDAQ): Despite the items in questions and despite the fact that on a net-net basis you could argue in favor of the results at or ahead of estimates, this just doesn’t usually…
Microsoft Will Play The Eunuch No Longer
From 1987 to 2002, Microsoft was THE American company. As its growth accelerated, it was able to get huge percentage gains in revenue, even off already large numbers. Revenue in 1997 was over $11.4…
Microsoft Screws AT&T
AT&T (T) is trying to roll out its internet TV platform. Verizon (VZ) has already made a commitment of $18 billion for fiber-to-the-home to compete with cable companies like Cablevision (CVC) and Comcast (CMCSA)…
Microsoft Pleases the Nay-sayers
Microsoft (MSFT): $0.26 EPS vs $0.23 estimates; Revenues $12.54 Billion versus $12.1 Billion estimate. The deferred revenues were $1.64 Billion above the higher-end of estimates. The company is making Windows Vista available next week.…
IBM Beats Expectations, Initial Reaction Led By Sellers
IBM (IBM) posted earnings of $2.26 EPS on revenues of $26.3 Billion, above both estimates of $2.19 EPS and $25.65 Billion revenues. Revenues from the Software segment were $5.6 billion, an increase of 14…
Sorting Symantec’s Mess
By William Trent, CFA of Stock Market Beat Symantec (SYMC) this morning paid investors the joint disservice of issuing disappointing guidance and doing so in a difficult to understand press release. Symantec Reports Preliminary…
Analyzing SAP
By Yaser Anwar, CSC of Equity Investment Ideas On Jan. 13th, SAP pre-released 4Q 06 results yesterday afternoon, posting lighter than expected license and total revenue. Investors expected a solid 4th Q and given…
Symantec’s Bad News, And Then There’s Microsoft
Symantec, the security software company, said that it was lowering its expectation for the quarter ending December 29. The estimate for the current quarter was not so hot either. The news took down Symantec’s…
Enterprise Software Companies Get Thrashed
SAP missed Q4 numbers. It stock fell 10%. Revenue was below Wall St. estimates and software license revenue was up only 11%. The firm had earlier guided to 15% to 17%. Oracle, SAP’s top…
Vista Sales: Victory Of Hope Over Reason
Much of Microsoft’s gain to a multiyear hight was placed at the feet of a survey by NPD Group that stated sales of the new OS were doing better than expected. Oddly enough, the…
Intuit Founder Selling Into Seasonal Weakness
By William Trent, CFA of Stock Market Beat Intuit Founder Sells Shares – Forbes.com The founder and chairman of the executive committee of software maker Intuit Inc. sold 316,734 shares of common stock, according…
24/7 Wall St. 2007 Price Targets: Oracle, $16
Over the next week 24/7 Wall St. will set mid-year price targets (June, 30, 2007) for the sixty most widely traded stocks. These targets will be based on past price performance, industry activity, forward…