Wednesday, May 6, 2009
What to expect from Windows 7
It feels odd to be writing a review of Windows 7 this early.
It feels odd to be writing a review of Windows 7 this early.
There has been speculation for months now that Dell at some point will make a big acquisition. Most of the thinking has been about diversification moves. But Bernstein Research analyst Toni Sacconaghi proposes an idea that would boost Dell’s stake in the PC business: consider buying Acer.
Apple’s iTunes makes saving music from CDs onto one’s personal computer a simple process, but doing the same with a DVD is much more complicated endeavor. Most DVDs are encoded with digital rights management technology to prevent copying.
Intel this afternoon posted Q1 revenue of $7.1 billion, a bit ahead of both the Street consensus of $6.98 billion and the company’s unofficial guidance of $7 billion. Profits of 11 cents a share were well ahead of the Street consensus of 3 cents.
“We believe PC sales bottomed out during the first quarter and that the industry is returning to normal seasonal patterns,” Intel CEO Paul Otellini said in a statement.
The number of consumers signing up to access the Internet via PC data cards has come nearly to a screeching halt, according to new data from comScore.
The research firm reports today that the number of U.S. subscribers signing up for mobile broadband services using data cards grew just five percent sequentially in the fourth quarter, after a long string of double-digit gains.
Microsoft’s “Laptop Hunters” commercials have generated lots of Mac vs. Windows PC debate. Surely there can’t be enough, so I’d like to generate even more. Quite unexpectedly, I’m a PC.
There’s something about comparing the prices of Windows PCs and Macs that makes otherwise cool and collected people–Windows and Mac users alike–become profoundly emotional and partisan, until steam shoots out of their ears and their eyeballs turn bright red.
While much of the tech sector has fallen on hard times during the recession, the videogame industry has thrived, as penny-pinching consumers look for lower-cost entertainment. Why go out when a family of four can buy a videogame and get 50 hours of entertainment out of it?
For months, Microsoft has jabbed at Apple with an, at times, baffling advertising campaign for Windows PCs. Now Microsoft may finally land a solid blow against its rival.
In a new chapter to its ad campaign that will begin airing during the NCAA basketball playoffs on CBS Thursday evening, Microsoft will begin hammering on a theme that could resonate in these times of economic hardship: how much less expensive Windows PCs are than Macs.
So, did you buy a PC this week? How about a cellphone? A printer? A switch?
Probably not. And that could be a problem.
The higher the current rally takes the semiconductor stocks–the SMH, the Semiconductor HOLDRS, is up 18.5 percent over the last seven sessions–the more you can expect the Street to dig into the question of whether there has been any real change in demand beyond inventory restocking.
Microsoft and its partners are reaping big rewards from the $300 million Windows marketing campaign.
It’s been clear for a couple of months now that few people are buying PCs–and that those who are buying are extremely cheap. On Monday, a report from Morgan Stanley gave the latest estimate of how declining prices and frugal consumers will affect the industry over the next couple of years. The findings aren’t encouraging.
The cellphone is the world’s most ubiquitous computer. With the dominance of the cellphone, a new metaphor is emerging for how we organize, find and use information. That metaphor is the map.
Microsoft executives have long spun visions of a world where computer users can seamlessly share information between a PC, the Web, and a cellphone. But the company has made little progress in making that vision a reality–at least until now.
J.P. Morgan analyst Mark Moskowitz has a grim outlook for 2009 PC sales: He expects world-wide shipments to drop 13.5 percent this year, down from his previous forecast for a decline of 3.7 percent. Accordingly, this morning he cut his rating on Dell to Underweight from Neutral, chopping his price target to $8.50 from $12.
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