Wednesday, February 27, 2013

AAPL: Apple (AAPL) is due to hold its annual...

4:18 AM Apple (AAPL) is due to hold its annual investor meeting today, when Tim Cook is expected to discuss what the company might do with its $137.1B cash mountain as pressure increases to return more money to shareholders. There have even been whispers that Apple will announce a stock split. However, the company doesn't usually use these events to announce new products or changes in strategy. Read comments

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AAPL price at time of publication: $448.97. Check AAPL price now »

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AAPL: Apple: Why Not All Stock Splits Are Created Equal

Apple: Why Not All Stock Splits Are Created Equal
by Efficient Alpha

Shares of Apple (AAPL) jumped after a rumor spread on the Twitterverse about a possible stock split and special dividend. While the short answer is that a split should not matter to a company's intrinsic value, there is a strong case for an increase in the shares and the options market could allow for more flexibility. read more »

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Why Apple Is A Short-Term Sell Based On David Einhorn's Plan by George Kesarios

Apple Investors Continue To Face Significant Downside Exposure by Teenie Cap Research

Apple: When Negatives Can Be Positives by Tradevestor

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Gemalto Offers Growth With Security by Stephen Simpson

VIX - Options Volatility And Market Sonar: Tuesday Recap by Erick McKitterick

Clearwire Competition May Intensify As Crest And Dish Continue To Oppose Sprint's Bid by Zvi Bar


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Tuesday, February 26, 2013

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MSFT: Microsoft Windows Phone 8: The Elixir Of Delight

Microsoft Windows Phone 8: The Elixir Of Delight
by Lee Meyer

The market, including me, has dramatically underestimated Microsoft's (MSFT) Windows Phone 8 (WP8). The operating system (OS) is fresh, fun, stable, well thought-out, innovative, and falls short of Android and iOS in very few areas, while surpassing them in many. Beyond the requisite smartphone abilities of apps, email, internet, and camera, WP8 has some unique and surprisingly useful new features like Live Tiles, Kid's Corner, Rooms, and Office Hub. To say that WP8 meets the requirements of a modern smartphone OS is an understatement; it surpasses them. Whereas many products seek to satisfy, WP8 goes a step further, it delights. read more »

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Monetization (Part II) Of Tablets - Do Not Write Off Microsoft's Windows RT by Sal Marvasti

How Microsoft's OS Update 'Windows Blue' Will Impact Investors This Summer by Onuora Amobi

Microsoft And The Raiders Of The Lost App by Maltzberger

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Comparison Of Valuation And Expectations For Apple, Microsoft And Google by Richard Shaw

Highest Yielding Technology Stocks by Bespoke Investment Group

Cisco's Attack On Microsoft's Lync Platform Validates AudioCodes' Upside by Josh Franklin


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FB,AOL: Instagram's (FB) registered user base has...

6:32 PM Instagram's (FB) registered user base has topped 100M just a month after passing 90M. The growth comes even as Twitter, Yahoo and others launch apps with photo filters - Instagram's mindshare and network effects are proving hard to overcome, even as monetization remains a question mark. Separately, AOL's Advertising.com unit says it will buy ads for clients via Facebook's FBX Exchange, which delivers ads based on browsing activity on 3rd-party sites. AOL: "We know that advertisers want to include Facebook inventory in their buys — we’re seeing it on RFPs," Read comments

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Apple Has No Choice

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MSFT: Monetization (Part II) Of Tablets - Do Not Write Off Microsoft's Windows RT

Monetization (Part II) Of Tablets - Do Not Write Off Microsoft's Windows RT
by Sal Marvasti

A recent Forrester research report on tablets caught our interest, as it pertains to show how the tablet market could explode for Microsoft (MSFT). The actual article remains limited to paid subscribers. The summary is in the public domain; the data in the report is detailed and large enough to produce a good revenue model. To my surprise, it was not the mobile phone market, but rather, it was demand for Window's tablets that appears to be the biggest market for Microsoft. We decided to check our portfolio, and update clients on how they can invest to benefit from this trend. In this article, we look into the possible revenue implications of the Forrester research. This provides a follow-up to the previous article we wrote dealing with the mobile OS market and Google (GOOG) in particular. read more »

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How Microsoft's OS Update 'Windows Blue' Will Impact Investors This Summer by Onuora Amobi

Microsoft And The Raiders Of The Lost App by Maltzberger

If You Think Microsoft Is Dying, You Need A Reality Check by Gregory Vousvounis

Other articles that mention MSFT

Comparison Of Valuation And Expectations For Apple, Microsoft And Google by Richard Shaw

Highest Yielding Technology Stocks by Bespoke Investment Group

Cisco's Attack On Microsoft's Lync Platform Validates Audiocodes' Upside by Josh Franklin


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AAPL: Apple (AAPL +1.4%) roundup: 1) Thanks to...

4:03 PM Apple (AAPL +1.4%) roundup: 1) Thanks to improving iMac supplies, U.S. Mac sales rose 31% Y/Y in January, estimates NPD. The sales jump follows a 22% Y/Y drop in Q4 global Mac shipments. 2) LG Display (LPL) reportedly cut panel output for the 9.7" iPad by 90% in January, thanks to iPad Mini sales and seasonality. It expects output to pick up in Q2 ahead of a Q3 refresh. 3) Good Technology reports iOS hardware made up 77% of its Q4 enterprise device activations, up from 71% a year earlier. 4) European carriers are crying poor over iPhone/Android subsidies, and want changes. Obtaining them might be easier said than done. (Firefox OS) Read comments

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