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MSFT Up As Tech Falls
Markets are off on the brutal ISM non-manufacturing number. Shares of MSFT are up marginally despite a red tech tape. 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 8.1x Enterprise Value / TTM Free Cash Flow.Motorola Wins Patent Case Against Microsoft In Germany (Bloomberg)
Motorola won a patent ruling allowing it to ban Microsoft from selling its Windows 7, Internet Explorer and Media Player software and Xbox gaming systems in Germany. In a case that prompted Microsoft to move its European logistics centre to the Netherlands from Germany, the Mannheim Regional Court found the company violated patents related to industry standards for video compression. Last month, a U.S. court ordered Motorola Mobility not to enforce a ban if it won the ruling while a related dispute in Seattle is pending.
Microsoft Killing Windows Live, A Brand It Introduced 6 Years Ago (PC World)
Microsoft will retire the Windows Live brand as it gets ready to release a more connected set of online consumer services with the launch of its Windows 8. Its vision for a set of tightly woven services and desktop applications that Microsoft outlined when it unveiled Windows Live in 2005, hasn’t been fully realised. Even if Windows 8 tablets don’t take off, the PC market is still doing alright, and Microsoft will probably ship hundreds of millions of copies of Windows 8 over the next five years. That ought to scare Dropbox a lot more than Google Drive or Amazon’s new Cloud Drive app.
While Its Windows Phones Gain Steam, Nokia Will Sue For Licenses (All Things Digital)
A new front in World Patent War I; several, actually. Nokia filed patent infringement lawsuits against HTC, Research In Motion and ViewSonic in the U.S. and Germany. All told, there are 45 patents at issue, covering everything from dual-function antennas and multi-mode radios to application stores and data encryption. Presumably, the company would be quite happy to tolerate authorised ones for licensing fees that would boost its flagging quarterly numbers. Which, for Nokia, is really what this is all about: establishing a new revenue stream while awaiting broader adoption of its new Lumia Windows Phones.
LG Takes Back Ditching Windows Phone, Sort Of (WP Central)
LG recently said they would “continue research and development efforts” on Microsoft’s OS but had no immediate plans for any new devices. LG has reached out to Pocket-lint to clarify: “None of it is true. Korea Herald is showing its speculative side again. We are still on board with Windows Phone, but right now, we’re focusing on Android because that’s where the demand is. Regardless of which OS, LG is committed to offering consumers as wide a choice as possible.” Call me crazy, but how’s that different?
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