MSFT Flat In A Down Market Stocks are weak as the ECB expressed caution over more bond purchases and
Corzine doesn't know where the missing money is. Shares of MSFT are off but not as much as the rest of technology. Upcoming catalysts include
Windows 8 late next year; entrance into the tablet market;
Windows Phone 7 / Mango rollout and adoption with hardware partner
Nokia; strides against current market leaders in cloud computing; making money in the online business, including integration of
Skype and improving the search / display business; and continued evolution of
Kinect and next generation
Xbox. The stock currently trades at
6.9x Enterprise Value / TTM Free Cash Flow.
Microsoft May Sell 500K Windows Phone Devices In Europe This Quarter (Bloomberg) Microsoft’s Windows Phone devices may sell half a million units in western Europe in the fourth quarter, mostly
Nokia's Lumia smartphones, according to IDC. Microsoft shipped its mobile-phone software on 138,000 handsets in western Europe in the third quarter, before Nokia’s Lumia devices and new handsets from
HTC and
Samsung hit the market. The U.K. will probably lead sales with 210,000 units, followed by France with 84,000 and Germany with 80,000, he said. That's a far cry from 4 million
Apple recently did in the first weekend of the
iPhone 4S.
Read » Microsoft Will Dominate Apple When It Comes To TV (Wired) The best approach to the current TV problem, and the best approach for some time, is Microsoft's efforts with
Xbox 360. Microsoft is beating and will continue to beat Apple in this space. Xbox is winning because of content, not
Kinect. The major mistake made by most speculators is drawing too close an analogy between smartphones and smart televisions. And assuming that the next generation of televisions would have a silver-bullet user interface, as gesture-enabled touchscreens were for smartphones.
Read » Microsoft Luring Developers With Taking Less Percentage Of Profits (CNet) Microsoft will take 30% of application sales revenue from programs sold in the Windows Store, an app marketplace that will be build into Windows 8, similar to what rivals such as Apple take from app sales in their stores. But Microsoft will take only 20% once an app makes more than $25,000. "We're going to give you a bigger bite of the apple," said Antoine Leblond, a corporate vice president of Windows Web Services. Cute. The store launches in February.
Read » Microsoft Throws Some Big Stats Out To Wow Developers (Business Insider)As part of their pitch to developers, Windows Web Services VP Antoine Leblond threw out some stats to show how enormous the Windows installed base.
- 1.25 billion Windows PCs running today (including all versions of Windows)
- 500 million Windows 7 licenses sold in the last two years (it's a safe bet that more than 80% of those licenses were sold on new PCs, which means there are at least 400 million active Windows 7 users today, although some licenses might have been bought by corporations for upgrades, but not yet deployed.)
That said, the installed base of Windows 8 as of today is zero.
Read » GE And Microsoft Team Up To Take On Health Care Costs
(The New York Times) General Electric and Microsoft announced a joint venture to improve health care and curb costs.
Microsoft has been at this business for more than five years now, ever since it acquired a health care software platform called Azyxxi. Those assets will be rolled into the new company. Earlier this year,
Google canceled its health care product,
Google Health.
Read » 
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