I am gonna tell it to you straight here people, this one feels like a full-on disaster in the making, the stock has barely had an uptick since I wrote the original post (below) on …
Continue readingMSFT
RIMM ($37.50) reports earnings June 16th after the close, the implied move in the options market is about 10%, vs the avg 8 qtr move of about 8% (not including the April gap lower of …
Continue readingThe Boy Genius Report is reporting rumors this morning that MSFT has reached a deal to Buy NOKIA‘s phone unit for $19billion….This would put RIMM in a very tight spot and leave them with one …
Continue readingDavid Einhorn, hedge fund manager and President of Greenlight Capital laid out his dislike for Steve Ballmer’s management of MSFT at the Ira Sohn Investment Conference yesterday…..This is likely to set up as an epic …
Continue readingYesterday TECD, a wholesale technology distributor, disappointed investors with an earnings and revenue shortfall that was largely blamed on weak consumer demand in Europe. The stocks 12% sell-off following the news and the generally mediocre commentary …
Continue readingReaders of this space know that I have a particular focus on technology stocks and often can be charged with placing a little too much importance on their performance (or in yesterday’s case, lack there …
Continue readingThe Nasdaq is seriously under-performing the broader market today, down ~1% vs the SPX which is only down ~.25bps…..Tech is getting it both ways from high-fliers like AMZN, PCLN and NFLX and then by the …
Continue readingNews hitting the wires as I write. Microsoft is paying $8.5 billion in cash for Skype. My first impression/question is how the heck did MSFT pass on Skype back in 2005 when EBAY, who seemingly …
Continue readingMSFT reports tonight after the close. Expectations heading into it are low as many analysts have lowered numbers based on weak consumer PC data released by market researchers. INTC‘s commentary throws a bit of a …
Continue reading