http://stockmarketbeat.com/blog1/2006/10/02/mixed-microsoft-message/ Our beat: The stock market. Our job: Beat it. Tue, 07 Oct 2008 23:29:56 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2006/10/02/mixed-microsoft-message/#comment-6716 Durable goods orders slid 8.3 percent in Oct - Yahoo! News - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Tue, 28 Nov 2006 17:12:35 +0000 http://stockmarketbeat.com/blog1/2006/10/02/mixed-microsoft-message/#comment-6716 [...] Also consider computers and related products.  Both shipments adn orders are falling through the floor. The potential bullish case is that customers are holding off on equipment upgrades in anticipation of Microsoft (MSFT) Windows Vista. However, given the strong recent performance at Dell and Hewlett Packard (HPQ) this bullish case may be priced in already. That could leave investors holding a heavy bag if the Vista orders don’t come in as expected. [...] […] Also consider computers and related products.  Both shipments adn orders are falling through the floor. The potential bullish case is that customers are holding off on equipment upgrades in anticipation of Microsoft (MSFT - Annual Report) Windows Vista. However, given the strong recent performance at Dell and Hewlett Packard (HPQ - Annual Report) this bullish case may be priced in already. That could leave investors holding a heavy bag if the Vista orders don’t come in as expected. […]

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