MSFT Mixed As Market Rises Stocks are shaking off early losses as
consumer confidence shatters expectations. Shares of MSFT are wavering versus a positive tech tape. Upcoming catalysts include Windows 8 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 (see below); 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
7x Enterprise Value / TTM Free Cash Flow.
Microsoft Will Be A Leader in Cloud Services In 2012 (The Street) In its outlook for next year, IDC believes that 2012 will be a battleground for cloud services. "The key to investing in long-term winners in the big-data space is identifying companies that will have 'escape velocity,'" In other words, "companies that reach a certain critical size ahead of their competitors will likely continue to command a dominant share of the market." Leaders include IBM, Microsoft and Oracle. But they will be challenged by Amazon, Google (see below), Salesforce and VMware.
Read » Windows Phone Is Still Failing... (Charlie Kindel Blog) A former general manager who used to work on Windows Phone 7 for Microsoft, Charlie Kindel says it boils down to carriers, manufacturers, and companies like
Apple,
Google, and Microsoft locked in a three-way pissing contest. According to Kindel, Android is crushing iOS and Windows Phone 7 when it comes to marketshare simply because its open platform allows manufacturers and carriers to get away with whatever they want. That said,
Steve Kovach at Business Insider believes that think next year will make or break Windows Phone with the
Nokia Lumia 800 finally arriving in the U.S.
Read » ...And It's Because Of The Apps And Lack Of Ecosystem (Scobleizer) Robert Scoble thinks Microsoft's phone strategy is failing because Windows Phone still doesn't have the vibrant app ecosystem that you find on iOS and Android. Look at ads on TV right now. There’s all sorts of people saying to download their app on Android or iOS, but there's no mention of Windows Phone. And there’s only one thing people really care about when it comes to buying things: not looking stupid. That means that any product not based on iOS or Android isn’t “safe.” End of discussion.
Read » UC Berkeley Decides To Go With Google Apps Over Microsoft Office (Business Insider) The University of California at Berkeley (Go Bears!) just decided to move off its old email system and chose Gmail over Microsoft's Office 365. The school decided it could get Google Apps up and running faster and for less money. Particularly interesting was that to move to Office 365, the university would have had to do a double migration. First to an on-premise version of Exchange, then to the online version in Google Apps. This pokes a hole in Microsoft's claim that Office 365 is a true cloud-based competitor to Google. It goes to show why Gmail increasingly has an advantage among highly cost-conscious organizations.
Read » Where Is The Next Big Smartphone Boom? (VentureBeat) The U.S. and China currently have the world’s largest potential smartphone and tablet markets, but many other countries are ripe for wider smart-device adoption in 2012 according to market research firm Flurry. With 109 million users, the U.S. makes up 41% of the current global iOS and Android install base, followed by China with 13%, the U.K with 6.5% and South Korea with 6%. China has the biggest pool of potential smart-device owners, with 122 million people who can afford a smartphone or tablet followed by the U.S. with 91 million. India has 75 million possible smart-device users, followed by 65 million in Japan, and 34 million in Brazil and in Germany.
Read » 
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