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Nokia-Microsoft's OS Impact on Android Limited for Now

Google's (GOOG) Android smart phone operating system has seen tremendous adoption over the past year as its market share has increased from a mere 6% in 2009 to around 24% by 2010. This has come at the expense of smart phone operating systems from Nokia (NOK), Research in Motion (RIMM) and Microsoft (MSFT). The other main competitor, Apple's (AAPL) iPhone OS, saw a slight increase during this time period from 26% to 28%.

We believe that Android's success has to do with the fact that it partnered with smart phone makers like Motorola Mobility (MMI), Dell (DELL), LG and Sony Ericsson (SNE) in providing its OS. Higher Android adoption helps Google by enabling more mobile searches from Google's platform as Google is the default search engine on Android phones.

Continue reading Nokia-Microsoft's OS Impact on Android Limited for Now

Intel Fourth-Quarter Earnings Preview

Intel (INTC)Chip maker giant Intel Corp. (INTC) will be reporting its fourth-quarter results following Thursday's market close, with analysts expecting to see another strong quarter from the California-based company.

Going into tomorrow's report, analysts are expecting to see Intel report earnings of 53 cents per share on revenues of $11.37 billion. During the same period last year the company had earnings of 40 cents per share.

Continue reading Intel Fourth-Quarter Earnings Preview

Microsoft (MSFT): 'Underpriced by $10+ a Share'

"Microsoft (MSFT) recently reported net income for the quarter of $4.52 billion, or 52 cents a share, up 53% from 34 cents a share in the same period a year earlier," observes Jack Adamo, in his recent bullish review of the software company.

The editor of Insiders Plus explains, "Revenue jumped 22% to $16 billion. This is in contrast to most companies' higher earnings based on cost-cutting with only meager, if any, gains in revenue.

"The company's business division, dominated by its Office suite of applications, saw sales surge on the recent release of a new version of Office.

Continue reading Microsoft (MSFT): 'Underpriced by $10+ a Share'

Earnings Highlights: Apple, Boeing, Cisco, Ford, Kodak, Microsoft, Yahoo! ...

Here are some highlights from this past week's earnings coverage on BloggingStocks:

  • Apple Inc. (AAPL) posted its highest quarterly revenue ever, easily beating estimates, as iPhone sales doubled.
  • Boeing Co. (BA) swung to a larger-than-expected Q4 profit but guidance fell short of analysts' estimates.
  • Chevron Corp. (CVX) fell short of analysts' earnings estimates for Q4, sending shares lower.
  • Cisco Systems Inc. (CSCO) shares rose after optimistic statements by the CEO ahead of Q2 results.
  • Eastman Kodak Co. (EK) shares surged after it beat Q4 expectations by a wide margin and cash flow improved.
  • Ford Motor Co. (F) reported its first annual profit in four years due to cost-cutting and improved market share.
  • Halliburton Co. (HAL) reported lower Q4 earnings but beat estimates by a penny, and revenue also fell.

Continue reading Earnings Highlights: Apple, Boeing, Cisco, Ford, Kodak, Microsoft, Yahoo! ...

Microsoft Q2 Earnings Jump, Aided by Windows 7

Microsoft (MSFT), the tech giant behind the Windows operating system, whose colleagues include Apple (AAPL), Google (GOOG), IBM (IBM), and Yahoo! (YHOO), issued Q2 numbers after the bell on Thursday. Revenues increased 14%, and diluted earnings per share went up well over 50% to 74 cents.

In terms of expectations, Earnings.com says 59 cents was the number to beat. Obviously, the company had no problem doing that. As the news outlets have been reporting, Windows 7 was the big driver of the quarter's success.

Continue reading Microsoft Q2 Earnings Jump, Aided by Windows 7

Microsoft is not competing in the most efficient manner possible -- why?

Although Microsoft Corp. (NASDAQ: MSFT) has much of the business world wrapped around at least some of its software, the largest software company in the world is mostly known for its consumer products. Names like Windows, Zune, Windows Mobile, Sidekick, and Xbox are household terms (well, in gadget households perhaps).

Still, with all those names, why hasn't Microsoft formed some kind of overall consumer ecosystem so that all these products fit, work, and play together seamlessly?

Continue reading Microsoft is not competing in the most efficient manner possible -- why?

Microsoft's Windows 7 will help popularize the PC touchscreen

Microsoft Corp.'s (NASDAQ: MSFT) Windows 7 operating system was released last week to great reviews -- unlike the company's previous effort, Vista. But what most analysts may not realize is that this is not just another "point and click" effort for Microsoft -- the company wants computer users to get used to touchscreens instead of keyboards and mice. Windows 7 was built with this in mind, although most don't realize it.

Continue reading Microsoft's Windows 7 will help popularize the PC touchscreen

Stars aligned for increase in IT spending

Windows 7, the latest operating system from Microsoft (NASDAQ: MSFT), is expected to help jumpstart some IT spending. Intel (NASDAQ: INTC) also sees this happening. A new operating system often means a chance to upgrade from dated equipment that isn't worth upgrading, especially with favorable pricing for technology right now. Everything's coming together for a strong 2010 for the high-tech sector, so it's also worth watching Hewlett Packard (NYSE: HPQ), Dell (NASDAQ: DELL) and EMC (NYSE: EMC).

Continue reading Stars aligned for increase in IT spending

Microsoft breaks out on Q1 release

This definitely caught me by surprise. Microsoft (NASDAQ: MSFT), up over 6% (as of this writing) on first-quarter results, with huge volume backing the surge. On a Friday. Really?

Believe it, because it's true. Net sales may have declined 14%, and diluted earnings per share, which came in at 40 cents, may have also dipped 17%, but it didn't matter. According to Reuters, the bottom line beat the estimate of 32 cents by a wide margin. Also, it was reported that the top line went beyond the expected number. This was probably even more important than the profit performance. In addition, cash from operations experienced a super boost.

Continue reading Microsoft breaks out on Q1 release

Microsoft looks to juice the Office brand

Microsoft (NASDAQ: MSFT), as we all know, is looking to get the biggest bang out of its software products. After the challenges encountered with Vista, and the slowdown in PC sales, Microsoft needs to look at its portfolio and see where unique marketing initiatives will impact sales in a positive manner.

As an example, Ina Fried over at CNET.com discussed a version of Office that will be available on new computers in 2010. It's being dubbed a "Starter" edition, and it apparently will use an advertising model to generate money. Users will also be able to get fuller versions by purchasing upgrade cards.

Continue reading Microsoft looks to juice the Office brand

Microsoft's Ballmer: Windows 7 software won't increase PC sales

Microsoft Corp. (NASDAQ: MSFT) CEO Steve Ballmer has indicated that the October 22 release of the Windows 7 operating system won't increase PC sales significantly. That's quite a statement from the CEO of the world's most influential software company on a new flagship piece of software that is said to be a truly shining product.

Why would the release of Windows 7 and its inclusion on millions of new PCs not increase sales? Ballmer's stated that "There will be a surge of PCs but it will probably not be huge," but it isn't really telling. Microsoft's bottom line will rely heavily on sales of its upcoming Windows 7 software -- and if PC sales don't pick up, how will Windows 7 sales fare? Microsoft licenses its software to PC makers, so it's not directly tied to retail and wholesale PC sales. Still, indirectly they're joined at the hip.

Continue reading Microsoft's Ballmer: Windows 7 software won't increase PC sales

Windows 7 presales strong

Windows 7This morning Microsoft (NASDAQ:MSFT) coerced me into finally upgrading to Internet Explorer 8, and now my Google Mail is scrambled. So forgive me if I feel ambivalent about the strong response the company is experiencing to the 50% -off-retail deal it is currently offering on the next great OS, Windows 7.

According to InformationWeek, retailers such as Amazon (NASDAQ:AMZN) are experiencing brisk business for the new software, which is due for official release on October 22nd . The special deal, which began today and ends on July 11th, will drop the price of Windows 7 Professional to under $100, while the Home Premium Upgrade will run $49. Amazon is offering free release-date delivery, as well.

Continue reading Windows 7 presales strong

The return of Windows XP

Netbook with XPIt's only a stopgap measure, everyone knows. It's a temporary reprieve for XP. Just the same, netbooks are allowing XP, the operating system Microsoft tore from its loyal public last year, to make a comeback.

Last year I tried to get a new computer but was so badly abused by Vista I took it back and reformatted my old computer so I could avoid the demanding operating system.

Continue reading The return of Windows XP

Microsoft's Windows 7 coming this summer

Microsoft Corporation (NASDAQ: MSFT) took many of the chin when it released Windows Vista over two years ago when it received as many panning reviews as possible for the world's largest software company. Since then, the software behemoth has been planning a Vista successor that is leaner, safer, and doesn't require the latest PC to provide optimum performance.

That being said, the rumor is that the new Windows 7 will be available for sale and on new PCs sometime at the beginning of 2010. According to one of Microsoft's chief Windows engineering leads, the world could see Windows 7 sometime this summer.

Continue reading Microsoft's Windows 7 coming this summer

Microsoft (MSFT): A store, just like Apple's (AAPL)

If imitation is the sincerest form of flattery, Microsoft (NASDAQ: MSFT) must love Apple's (NASDAQ: AAPL) chain of retail stores. But, will it help Redmond to have stores of its own?

Setting up a Microsoft store is probably going to be difficult. Apple has a fairly limited number of products. Will Microsoft have its Xbox in the stores? How about its Zune of PCs running the new Windows 7 OS? Will it display business software for servers?

According to Reuters "Microsoft Corp announced plans Thursday to open its own chain of branded stores as it looks to catch up with rival Apple Inc's successful move into retailing."

Continue reading Microsoft (MSFT): A store, just like Apple's (AAPL)

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Last updated: February 11, 2012: 10:46 AM

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