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MSFT Recovering With Market
Markets opened lower today on continued Euro Zone fears as well as initial unemployment claims slightly missing expectations, but are currently recovering with the help of natural-resource companies. Shares of MSFT are also climbing up in the positive. Upcoming events include calendar first quarter earnings to be announced on Thursday, April 19 at 5:30pm ET. Catalysts for the stock include Windows 8, Windows Server 8, Office 15 and Windows Phone 8; expansion in the smartphone market with primary hardware partner Nokia; strides in cloud computing; profitability in the online business, including integration of Skype; and continued evolution of Kinect and next generation Xbox. The stock currently trades at 8.4x Enterprise Value / TTM Free Cash Flow.Nokia After The Burning Platform (ReadWriteWeb)
Interesting article on Nokia’s choice to go with Microsoft. By tying itself to Windows Phone, Nokia’s oil rig worker clinging to the buoy in the cold, dark ocean automatically limited the amount of people that could come to the rescue. That does not mean that Nokia cannot perform well in the rest of the world. But the worker is now stuck on that ship, traversing dangerous waters populated by many other large ships. The worker may never again prosper, but for the time being we know that he will not drown, burn or freeze to death.
The Reviews Are In For The Nokia Lumia 900 (Business Insider)
And they aren’t that great.
- Mediocre At Best: From a design standpoint, the Lumia 900 is easily the most unique-looking smartphone out there. Unfortunately for Nokia, a pretty face can’t solve everything. The most notable problem is the poor app selection.
- How Long Til We Can Write The Obituary: Another year? Two? Five? Microsoft has been at this game for way too long, with way too many do-overs and false starts.
- Reiterating Cautious Optimism: BI Intelligence says that the Nokia Lumia 900 leads them to reiterate their cautiously optimistic case for Windows Phone. The reviews are tepid, but most are missing the point.
- Nokia Used Crappy Hardware: One reason the phone is a dud is Nokia used “mediocre hardware” to save money. When you’re willing to burn billions to try and get back in the smartphone race, skimping on your flagship phone seems foolish.
And there you have it. Not great. Not a complete disaster.
Meet Microsoft And Nokia, The Underdogs (MarketWatch)
Neither Microsoft nor Nokia are not accustomed to playing the role of underdog. Yet, despite the fact that the two companies sat atop their respective industries for many years, underdog is exactly the role they find themselves in as they work together to launch the Lumia 900 Windows-based smartphone this weekend. For Microsoft, the launch of the Lumia 900 will be a key indicator of public interest for its Windows Phone mobile operating system, which has been on the market for 18 months but has barely made a dent against competing platforms from Apple and Google.