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MSFT Is Recovering With Market
Stocks were off as Italy continues to be a disaster and the Euro dives, but are recovering by midday on solid U.S. data. Shares of MSFT were all over the place, and are currently regaining footing. 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; 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 7.5x Enterprise Value / TTM Free Cash Flow.Talk Of Microsoft’s Acquisition Of Nokia’s Smartphone Division Swirling Again (TechCrunch)
Mobile industry watcher Eldar Murtazin took to Twitter and claimed that Microsoft and Nokia executives will be meeting to discuss the possibility and terms of a deal involving the sale of the Nokia’s smartphone division (including a few manufacturing plants). While he isn’t always right, some of his predictions about everything related to Nokia’s business have been pretty spot on. Nokia has vehemently denied such a sale. That said, rumour today could very well be reality tomorrow.
Microsoft And Nokia (And AT&T) Are Dropping $200 Million On Marketing (WindowsITPro)
Turns out, Microsoft and Nokia are spending double that of the rumoured $100 million to market Nokia’s Windows Phone-based smartphones. And that’s just in the U.S. In this most crucial of markets, Microsoft has one goal and one goal only: convince consumers to purchase millions of Windows Phone handsets in the first half of 2012. Apparently Microsoft is making this big announcement at CES this coming week.
Forget The Lumia 800, The Ace Is What The U.S. Will Get (VentureBeat)
Nokia is preparing an LTE-powered Windows Phone for AT&T, dubbed the Ace, and it now appears to be much more than just a 4G version of the Lumia 800. Nokia will likely announce the device next week at CES. In addition to LTE 4G capabilities, the Lumia 900 will also sport a larger 4.3-inch display (the 800 has a 3.7-inch screen), and a front-facing camera, according to leaked images. That’s a competitive phone. Now it makes sense why Nokia has been so coy about announcing the Lumia 800 for the US market: It’ll likely never get here.
Your Next Xbox Might Be A DVR Player As Well (Kotaku)
The US Patent and Trademark organisation recently gave Microsoft a patent that would function as both a home gaming system and a digital video recorder. The immediate (but speculative) thought is that of an Xbox that also works as a TiVo. rumours of such a device go back many years, and just because it’s recently patented doesn’t mean we’ll see it anytime soon either.
Tablets Accounted For Approximately One Quarter Of Mobile PC Shipments (NPD DisplaySearch)
Tablets accounted for approximately 25.5%, or 72.7 million units, of all mobile PC shipments worldwide in 2011, according to NPD DisplaySearch. The divide between tablet and laptop shipments will likely close significantly over the next few years. The research firm predicts that by 2017, laptop shipments are expected to reach 432 million units, while tablets will follow close behind at 383 million units shipped.