Archive: May, 2006

Symantec 360, Microsoft One.

MarketWatch reports: Microsoft Corp. (MSFT - Annual Report) on Wednesday officially rolled out its OneCare product designed to guard consumers using its Windows operating system against the growing number of Internet threats, while helping their computers run properly. More »

Topics: Microsoft (MSFT), Software and Programming, Stock Market, Symantec (SYMC) | 3 Comments

Three’s a Crowd

This won’t be the first time, but somebody is getting confused about similarly named stocks, and is confusing us in the process. In an AP story this morning, we get this following quote about today’s big move in L-3 Communications (LLL):

L-3 Communications Holdings Inc., down $5.65 at $72.22

CIBC World Markets cut the fiber-optic network operator to “sector performer,” citing uncertainty over option grant timing, pricey acquisitions and a lack of visibility with succession planning. More »

Topics: L-3 Communications (LLL), Level 3 Communications (LVLT), Stock Market | 2 Comments

DELL’s Idea of Stylin’

DELL (DELL) has made its name by being the low-cost provider in a commoditized market, which is certainly a strategy that has served it well. Apple (AAPL) has made its name by designing cool products. Recently Apple has been the more successful company, so it is probably no surprise that DELL wants to see if it can capture some of that mojo. More »

Topics: Apple (AAPL), Dell (DELL), Stock Market, Technology | No Comments

Too Much Foam at Starbucks?

Probably our most popular article to date has been Starbucks vs. McDonalds, in which we look at McDonalds’ current market cap to get an idea of what Starbucks may achieve over the next 10 years. At the time, we noted that the return potential implied by that comparison was mediocre: More »

Disclosure: Author is long Starbucks (SBUX) at time of publication.

Topics: McDonalds (MCD), Restaurants, Starbucks (SBUX), Stock Market | No Comments

Late Products, Half-Baked Products, and Towel Service

Jeff Matthews says watching Microsoft hand out perks such as towel service and gourmet food in its canteen reminds him of a Monty Python routine.

If we learned anything from Microsoft’s bombshell announcement that spending was going to go up a lot more than Wall Street’s Finest ever dreamed, it’s that Microsoft’s business model is not what it used to be. The operating system monopoly that allowed 30 cents of every sales dollar to flow to net income is, in my view, no more. More »

Topics: Google (GOOG), Microsoft (MSFT), Software and Programming, Stock Market, Technology | 1 Comment

DELL or No DELL?

Eddy Elfenbein alerts us this morning that “last week, Michael Dell bought nearly three million shares of Dell (DELL) at 23.99 a piece. He’s already made a nice profit. The stock is over $25 this morning.”

Bill Cara, meanwhile, criticizes today’s First Albany downgrade. More »

Topics: Dell (DELL), Investing 101, Stock Market, Technology | 1 Comment

Plantronics Offers Green Headsets

The Santa Cruz Sentinal reported on Plantronics recently completed solar project:

The largest solar power system in Santa Cruz County sits atop the roof of Plantronics Inc., the headset company based in Santa Cruz.

The 262 kilowatt system is four and a half times larger than the previous largest, a 57 kilowatt system installed by West Marine in 2003. Construction finished last week on the massive Plantronics project and the system will start capturing the sun’s rays June 5…. More »

Topics: Energy, Plantronics (PLT), Stock Market, Technology | No Comments

SAP Only Imitates Oracle’s Bad Moves

In a recent article titled SAP Chief: We Won’t Imitate Oracle, SAP (SAP - Annual Report) management said there was no reason to follow Oracle (ORCL - Annual Report) down the acquisition trail. More »

Topics: Oracle (ORCL), SAP (SAP), Software and Programming, Stock Market, Technology | No Comments

Texas Instruments Says Inventory Levels OK

In a recent DigiTimes article, Texas Instruments (TXN - Annual Report) expressed their opinion that semiconductor inventory levels are not too high:

Despite some industry players expressing concern about escalating inventory levels in the semiconductor industry, Texas Instruments (TI) stresses that inventory is currently at a reasonable level and substantial demand is being observed, according to Gregg A Lowe, senior vice president of TI’s analog unit. More »

Disclosure: William Trent has a long position in SMH.

Topics: Economy, Semiconductors, Stock Market, Technology, Texas Instruments (TXN) | No Comments

This Week’s Finance Blog Carnivals

Journey to Financial Freedom hosts this week’s Carnival of Investing, which includes our comments on the durable goods report.

My Open Wallet is in charge of the silver anniversary edition of the Carnival of Personal Finance.  We submitted our case study on earnings manipulation through the allowance for doubtful accounts.

Working Solo hosted the Carnival of the Capitalists, where our post on Microsoft’s need to get Vista right was considered a post about branding rather than investing. We hadn’t thought of it that way, but it is exactly right. Make no doubt about it: brand management affects investment value.

A big thanks to the hosts, and welcome to any readers who may have found us through the blog carnivals!

Topics: Stock Market | No Comments