Tag

Microsoft
While Microsoft seems to be making some solid progress, the regime of Steve Ballmer has been further tarnished by today’s announcement that the company is writing off $6.2 billion in their online services division.  This loss is the result of Ballmer’s $6.3 billion acquisition of AQuantive which was an internet-advertising software provider.  Ballmer was given...
Read More
Yesterday Microsoft (MSFT) unveiled its own table to compete with the IPad.  This marks a huge change in strategy as Microsoft will be increasing the size of its bets on making hardware, which is a much lower margin business than their core software business.  I think technology has changed in a way where software companies...
Read More
There is no doubt that RIMM has really dug a hole for itself with the huge lag between new products.  Blackberry 10 must hit it big or the company will likely be sold.  I still believe the company makes a lot of sense for a buyer such as a Microsoft who could expand their mobile...
Read More
Barnes & Noble Inc. (BKS) and its Nook product became a lot more viable this morning, after Microsoft invested $300 MM into a subsidiary holding the Nook college books business.  The implied valuation of the entity is $2 billion.  I don’t think that the Nook would have lasted without a company with more clout and...
Read More
Research in Motion (RIMM) is in talks to hire a financial advisor to evaluate the best way to monetize their assets.  I think that this is a very positive development and that the company should be very proactive in reevaluating their options.  Patent sales and operating system licensing seem to be quite attractive options, and...
Read More
AOL is up big this morning off of the news that they sold about 800 patents to Microsoft for over $1 billion.  This is a tremendous monetization of assets for AOL and will likely lead towards a special dividend for shareholders.  While you may have missed the opportunity in AOL I think the best investment...
Read More
RIMM came out with lackluster earnings today as expected.  This is going to be a rough year for the company as we await their new phone which won’t be out until later this year.  I think the WSJ did a great job outlining a few of the likely suitors for RIMM.  I think Microsoft and...
Read More
1 2

Recent Comments

    Archives

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]

    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]