Shares in large software companies including Microsoft (MSFT) and Oracle (ORCL) have been selling off quickly over the last two quarters. The general forecasts for the firms is that a slowdown in…
Yahoo! (YHOO) announced earnings yesterday. The company’s forecast for the current quarter was weak. Many investors wanted to hear what new CEO Carol Bartz would say. She did not say anything, at…
According to Reuters, the confidence of CEOs at Davos is low as the recession and credit crisis deepen. Reuters reports that Yahoo! (YHOO) slightly beat earnings but posted a weak forecast. Reuters…
Short sellers placed large bets against the stock of tech companies for the period ending on January 15, taking a series of positions to gamble that firms like Microsoft (MSFT) and Cisco…
There is a new trend that has emerged in this earnings season that will have an impact in 2009 and maybe beyond: a lack of earnings and/or revenue guidance. This unravels roughly…
Yahoo!’s (YHOO) new CEO, Carol Bartz, gets to run the company’s earnings cal this week. The results from the fourth quarter will probably be bad. It is hard to imagine how the…
Many PC analysts thought that the "netbook" would be a toy. Sitting someplace between regular laptops and smartphones, the little PCs would not have the processing power and screen sizes to be…
According to MINOnline, advertising pages in major monthly magazines are down 20% for issues from the first two months of this year. One of the most popular weeklies, The Economist, suffered ad…
In a relatively stable economy, quarterly earnings releases and public company forecasts can be useful guides to Wall St. Corporations can actually look out a three to six months and forecast how…
According to Reuters, Samsung had its first ever quarterly loss. Reuters reports that Pfizer (PFE) is in takeover talks with Wyeth (WYE), a deal that would be worth $60 billion. Reuters reports…
By now, even the pygmies have figured out that Microsoft Corp. (NASDAQ: MSFT) had an awful quarter. We already signaled the top-line and bottom-line miss this morning, and a warning that was…
Douglas A. McIntyre This should be put in the "rumor" file immediately because it is based on one anonymous source inside Yahoo!. Yahoo!’s (YHOO) new CEO, Carol Bartz, has told her board that she does…
Douglas A. McIntyre A look at the numbers for Microsoft’s last quarter would make most investors shudder. Revenue barely moved, up 2% to $16.6 billion. Net income was of 11% to $4.2 billion. The world’s…
Microsoft Corp. (NASDAQ: MSFT) was not supposed to report earnings until after the close of trading. But something happened for the first time we have ever seen. The company unexpectedly released earnings…
Douglas A. McIntyre John Rockefeller of Standard Oil, Alfred Sloan of GM (GM), and Gerald Swope of GE (GE)created the structure of the modern conglomerate. Diversification was meant to cushion economic blows. Being in five,…
