Microsoft's Bid for aQuantive Indicates Desperation
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| Buying Yahoo! would have been a better option. There aren't any
| comparable deals Google could have done to match a Yahoo! purchase
| by Microsoft, so that would have actually closed the gap. I don't
| think this aQuantive deal does that. And given the price they paid,
| I wouldn't be too happy if I was a Microsoft shareholder.
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http://biz.yahoo.com/seekingalpha/070521/36101_id.html?.v=1
Get in Touch with Your Private-Equity Side
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| Microsoft's net
| debt to enterprise value is negative 11%. A prolonged period of
| more-aggressive buybacks seems likely after the company fell short
| of its target in a buyback tender offer in August 2006, and the
| possibility of another large dividend cannot be dismissed. Still,
| the company's capital structure remains horrendously inefficient
| at present, in my opinion.
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http://biz.yahoo.com/ms/070521/193648.html?.v=1
Related:
RESEARCH ALERT-Microsoft off Conviction Buy List: GS
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| Goldman Sachs removed Microsoft Corp. from the America's Conviction
| Buy List, adding changing technologies and business models could
| hit Microsoft's position in desktops, and deplete its "cash cow".
|
| Investors continue to be nervous about the uncertainty over the
| software giant's spending plans in 2008 and on recent negative
| comments from Microsoft on the operating system Vista, the brokerage
| said in a research note.
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http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com:20070410:MTFH84459_2007-04-10_13-08-45_BNG222557&type=comktNews&rpc=44
http://tinyurl.com/yod563
Analyst: Salespeople Not Recommending Zune
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| A note to investors from Piper Jaffray analyst Gene Munster said some
| retail salespeople claim to have never heard of Microsoft's Zune,
| despite the fact they sell the player in their store.
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http://www.linuxinsider.com/rsstory/54461.html
http://finance.yahoo.com/q/ud?s=MSFT
An overwhelming number of downgrades before the buybacks began.
Analysts: Outlook grim for Microsoft online business
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| Despite its CEO's claims that Microsoft eventually will trump
| Google to be number one in online search revenue, the company's
| online business is "massively underperforming" against the
| competition, according to a leading financial analyst.
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http://www.computerworld.com.au/index.php/id;1393457263
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