Microsoft posts
FeedPosted Nov 19th 2009 2:50PM by Steven Mallas (RSS feed)
Filed under: Earnings reports, Microsoft (MSFT), Sony Corp ADR (SNE), Activision Inc (ATVI), Nintendo (NTDOY)

GameStop (
GME) posted what I thought was a mediocre
third quarter. Total sales went up about 8%, and earnings per share increased a few pennies to 31 cents. When you think video games, you think growth. That doesn't feel like growth, does it? Not the kind that sends a stock to the moon, certainly. Furthermore,
same-store sales saw a decrease of 7.8%, driven by lackluster hardware transactions. Indeed, we may be hitting a point in the console cycle where the demand for systems from Sony (
SNE), Microsoft (
MSFT), and Nintendo (
NTDOY) has essentially been satiated.
Here's the big question on the mind of traders: unimpressive Q3 or not, should GameStop be bought now?
Continue reading GameStop: Not the greatest quarter, but a buy nonetheless?
Posted Nov 18th 2009 10:20AM by Tom Johansmeyer (RSS feed)
Filed under: Internet, Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO), Apple Inc (AAPL), Technology
Once upon a time, Mac users could brag they were much safer from malicious electronic attacks. After all, in the days before Google (GOOG), when Microsoft (MSFT) was the only uber-player in town, Windows was the perpetual malware target. Phishers, however, aren't discriminating; they're just looking for an account to plunge. So, both Apple (AAPL) and Microsoft users are threatened. Virus writers do tend to focus on the Windows operating system, which owns 90% of the OS market, but phishers are platform independent.
Phishing involves attempts to get a user to reveal information about their accounts. Once the soon-to-be victim clicks that link or fills out a form, the "transaction" is complete -- no operating system interaction necessary. As a result, there really isn't any advantage to using a Mac over a PC.
Continue reading Apple's Macs aren't safe from phishing attacks
Posted Nov 17th 2009 4:40PM by Tom Johansmeyer (RSS feed)
Filed under: Internet, Google (GOOG), Microsoft (MSFT), Cisco Systems (CSCO), Amazon.com (AMZN), EMC Corp (EMC), Technology
Amazon, Inc. (AMZN) is in the clouds. So are Google, Inc. (GOOG), EMC (EMC) and Cisco (CSCO). Now, Microsoft Corporation (MSFT) is joining them, having announced on Tuesday its new Windows Azure cloud computing system. The new product will be released on January 1, 2010 -- a new solution for a new year.
Azure will deliver an online platform for the software development set to build their own mousetraps and provide plenty of storage space for users. Testing began a year ago, and full live version will be celebrated next year. For the first month, Azure will be free. The charges start in February.
Continue reading Microsoft latest to head into the sky: New cloud solution announced
Posted Nov 12th 2009 3:40PM by Tom Johansmeyer (RSS feed)
Filed under: Competitive strategy, Microsoft (MSFT), Financial Crisis
It's easy to save the world when you've already taken care of yourself. But, we rely on these mavericks -- the wealthy who realize they can make a difference -- to do what we cannot on our own. So, it comes as a relief that Bill Gates, founder of Microsoft (MSFT) believes executive compensation is still too high.
It's a murky topic, and some forms of regulation, Gates believes, won't help. In a discussion on philanthropy at the 92nd Street Y in Manhattan, where many of the people Gates criticized send their kids for early education, the former CEO and still rich guy cites the $1 million executive salary cap required by law in 1993 as a big mistake. While compensation has to be controlled, he believes this measure backfired and thinks that other, similar efforts are doomed to fail now.
Continue reading Rich still too richly compensated according to richest of them all
Posted Nov 10th 2009 5:30PM by Tom Johansmeyer (RSS feed)
Filed under: Google (GOOG), Microsoft (MSFT), Apple Inc (AAPL), Technology
Even the thought is hard to believe for anyone who's been watching Apple Inc. (AAPL) over the long run. Once upon a time, the company was presumed dead, while Microsoft Corporation (MSFT) continued its march to market dominance. Today, Apple's $180 billion market value is evidence of a new era. Though it's still behind Microsoft's $250 billion, the company's rapid ascent and substantial market presence make at least speculation of catching up to the Redmond giant worth a few minutes of thought.
Microsoft is currently the most valuable technology company in the world, according to a Reuters report. Even Google, Inc (GOOG), with its astounding brand recognition and position as gateway to the internet, is worth "only" $136 billion. Apple, which was once considered a computer company that sold into education and appealed to some graphics geeks, has reasserted itself as a major global presence.
Continue reading Is Apple closing in on Microsoft?
Posted Nov 8th 2009 10:10AM by Tom Johansmeyer (RSS feed)
Filed under: Internet, Google (GOOG), Microsoft (MSFT), Apple Inc (AAPL), Media World, Technology
The Twitter ecosystem may be changing constantly, but most of that comes on the back of individual developers and outside companies. They beat on Twitter APIs to create new products that may win them glory, recognition or cash. Over the past month, though, Twitter itself has gotten into the game, releasing or announcing a handful of new features.
A new function for "retweeting" (echoing another's tweet to your own followers), changes to how trending topics are managed, and the ability to create lists are new tools intended to engage users ... on the Twitter.com website. Considered within the context of Twitter's changed terms of service this year, the upgrades may be part of a broader ad-based revenue plan.
Continue reading New Twitter features suggest ad-based financial future
Posted Oct 29th 2009 2:50PM by Tom Johansmeyer (RSS feed)
Filed under: Microsoft (MSFT), Apple Inc (AAPL), Sony Corp ADR (SNE), Nintendo (NTDOY)
If the Wii were still cool, Nintendo (OTC: NTDOY) wouldn't have had to take a heavy hand to its full-year earnings forecast. The company's profit fell 52% year-over-year for the past quarter, due in large part to a decline in the game's popularity. Demand has slipped, with Sony (NYSE: SNE) and Microsoft (NASDAQ: MSFT) gaining ground with the core market of zealous gamers. Also, it's seen its position eroded by Apple's (NASDAQ: AAPL) iPhone, which is picking up some momentum as a gaming platform.
Nintendo's Q3 operating profit dropped to JPY64 billion ($709 million), falling far short of the analyst estimate of JPY90 billion. For the year ending March 2010, the company has chopped its forecast to JPY370 billion, far lower than the analyst expectation of JPY442.8 billion.
After dominating the gaming industry for the past three years, Nintendo's Wii gave up its position in the top spot to Sony's PlayStation 3 last month. The company has also been hurt by an increase in the value of the yen, which has hurt all Japanese exporters. Yet, even by local standards, Nintendo isn't measuring up. Its stock price is down 28% this year, compared to a 14% increase in the Nikkei 225.
Posted Oct 28th 2009 3:30PM by Tom Johansmeyer (RSS feed)
Filed under: Deals, Rumors, Internet, Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO), IAC/InterActiveCorp (IACI), Technology
Unless you already have a major foothold in the search engine market – or an amazing, disruptive technology that can make the world take notice – there isn't much point in staying. Competing with Google (NASDAQ: GOOG) is hard enough, even when you're Yahoo (NASDAQ: YHOO) or Microsoft (NASDAQ: MSFT) ... and, apparently, when you're IAC/InterActive Corp (NASDAQ: IACI). Barry Diller is ready to give up Jeeves, but only if asked nicely.
Diller's presence in the search space is Ask.com, ranked #4 behind Google, Yahoo and Microsoft's Bing. With a substantial gap between first and second, fourth barely registers at all. Ask.com has only a 2% U.S. market share, according to Hitwise, more than 60 percentage points behind the industry leader.
Continue reading Would anybody buy Jeeves? Ask might go on block
Posted Oct 28th 2009 1:50PM by Tom Johansmeyer (RSS feed)
Filed under: Bad news, Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO), Time Warner (TWX), International Business Machines (IBM)
Your e-mail account is a goldmine. Technology companies push hard to keep your data secure, but there are plenty of scumbags out there who always seem to find a new way to gain an edge over the guys in white hats. Phishers, in particular, are eager to find new ways to profit from your identity and information, and they're getting some new tricks.
Phishing scam activity was quiet at the beginning of this year, according to a report in USA Today, but these attacks surged 200% from May through September, says the X-Force team at IBM (NYSE: IBM). Webmail, social media and gaming accounts are their primary targets. E-mail access, in particular, is highly sought after, since they can be use to push out spam ... while bypassing filters.
These "virgin" e-mail accounts command top dollar: a digital criminal can pick up as much as $2 for a clean account from Microsoft (NASDAQ: MSFT) Windows Live, Google (NASDAQ: GOOG) Gmail, Yahoo (NASDAQ: YHOO) YahooMail or AOL (NYSE: TWX). This is more than twice the amount typically paid for a stolen credit card account, according to Fred Rica, principal in the security practice at PricewaterhouseCoopers. Many webmail users actually do half the criminals' job for them, with 33% using just one password online and 48% using only a handful.
Continue reading Phishers using new lures
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