http://stockmarketbeat.com/blog1/2006/07/21/microsoft-kicks-it-up-a-notch/ Our beat: The stock market. Our job: Beat it. Sun, 20 Jul 2008 22:33:20 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2006/07/21/microsoft-kicks-it-up-a-notch/#comment-1814 Stock Market Beat » Blog Archive » Tech Beat Fri, 25 Aug 2006 15:36:04 +0000 http://stockmarketbeat.com/blog1/2006/07/21/microsoft-kicks-it-up-a-notch/#comment-1814 [...] When averaged against a slowdown in communications equipment, this could be good news for the likes of Dell and acts as some confirmation of our theory that the strength in Microsoft’s deferred revenue could lead to better-than-expected growth in computer sales next year. The fact that Dell rallied from its preannouncement lows and stayed above them despite the battery recall and a disappointing conference call indicates that the bottom may be in place. [...] […] When averaged against a slowdown in communications equipment, this could be good news for the likes of Dell and acts as some confirmation of our theory that the strength in Microsoft’s deferred revenue could lead to better-than-expected growth in computer sales next year. The fact that Dell rallied from its preannouncement lows and stayed above them despite the battery recall and a disappointing conference call indicates that the bottom may be in place. […]

]]>