Thursday, February 7, 2013

MSFT: Unlocking Value In Microsoft The Einhorn Way

Unlocking Value In Microsoft The Einhorn Way
by SL Advisors

This morning David Einhorn on CNBC elegantly highlighted the inconsistency in pricing of different asset classes, specifically in the case of Apple (AAPL), which he owns. Einhorn believes AAPL should exploit the low yields/high prices of preferred equity to the advantage of stockholders. read more »

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Vringo Versus Microsoft, What Is The Prognosis? by Ed Liston

Microsoft And The Infinite Monkey Theorem Of R&D Spending by Bill Shamblin

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AAPL: Cirrus Logic (CRUS -2.4%) slumps after fellow...

2:48 PM Cirrus Logic (CRUS -2.4%) slumps after fellow Apple (AAPL +0.6%) suppliers TriQuint and Multi-Fineline issue light guidance. Multi-Fineline (MFLX +0.9%), which apparently received 84% of its FQ1 (calendar Q4) sales from Apple, expects FQ2 revenue of $180M-$200M, below a $218.2M consensus. Moreover, gross margin is expected to be "slightly negative," as the circuit board maker works to pare inventory - shares have already priced in a lot of bad news. Apple continues to outperform with some help from David Einhorn. Read comments

AAPL price at time of publication: $457.14. Check AAPL price now »

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