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 »
Archive: May, 2006
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 »
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 »
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.
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 »
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.”
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 »
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.
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!