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November 30, 2012
06:04 EDTMSFT, CEO, GOOG, DF, AAPL, NXYOn the Fly: Periodicals Wrap-Up
WALL STREET JOURNAL: The U.S. economy expanded at its fastest pace since late 2011, but those gains could be reversed as Sandy and the fiscal cliff create a drag during the final three months of 2012. The GDP advanced at an annual rate of 2.7% between July through September, the Commerce Department said, the Wall Street Journal reports...Low interest rates have attracted companies to borrow record amounts in the bond market this year. But a year-end increase of bond sales has been tied to a different incentive: minimizing taxes, the Wall Street Journal reports...REUTERS: The Canadian government said pending U.S. approvals for CNOOC’s (CEO) $15.1B bid for Nexen (NXY) will not affect its review of the transaction, Reuters reports...Canada’s Saputo Inc. and Michael Foods are competing to buy Dean Foods’s (DF) Morningstar dairy division, sources say, in a deal valued at $1B to $1.5B, Reuters reports...BLOOMBERG: Microsoft (MSFT) plans to overhaul how it develops the flagship Windows operating system in a strategic shift aimed at keeping pace with nimbler rivals Apple (AAPL) and Google (GOOG), sources say. The company aims to upgrade the software more frequently, about once a year, with the first updates in 2013, Bloomberg reports...Oil headed for its first monthly gain in New York since August amid signs of economic growth in the U.S. and China, the two largest crude consumers, Bloomberg reports.
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April 10, 2014
06:29 EDTGOOGAT&T in talks to bring ultrafast internet to North Carolina, WSJ reports
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06:23 EDTMSFTIDC says worldwide PC shipments totaled 73.4M units in Q1, down 4.4% y/y
Worldwide PC shipments totaled 73.4 million units in 1Q14, a decline of -4.4% year on year, according to the International Data Corporation Worldwide Quarterly PC Tracker. Although still in decline and with continuing weakness in consumer and emerging market segments, the preliminary results are slightly better than a projected decline of -5.3%. The U.S. market continued to stabilize with growth near zero – in line with forecasts. With shipments totaling 14.3 million PCs in 1Q14, the U.S. market contracted by -0.6% from the same quarter a year ago. Desktop shipments were slightly stronger, posting 3.5% growth, while portables remained in negative territory. Lenovo (LNVGY) preserved its lead in total worldwide PC shipments despite a seasonal drop due to the Chinese New Year. Growth in other regions continued at a solid pace although Latin America slowed after a dramatic expansion over the past year. HP (HPQ) remained in the number 2 position, with growth rising nicely to nearly 5% year on year. Dell grew over 9% in the first quarter.
06:14 EDTMSFTMicrosoft may release server orders to Taiwan ODMs, DigiTimes reports
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April 9, 2014
17:26 EDTAAPL, MSFTGartner says worldwide PC shipments in Q1 fell 1.7%
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16:00 EDTAAPLOptions Update; April 9, 2014
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15:56 EDTAAPLApple interface head rumored to be exiting, AppleInsider says
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15:21 EDTAAPLApple weighing 'dramatic' overhaul of iTunes store, Billboard says
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13:23 EDTMSFTEnd of Windows XP support could spur adoption of Chinese OS, WantChinaTimes says
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13:01 EDTMSFTMicrosoft continues Windows XP support for select customers, Re/code reports
For most customers, support for Windows XP ended yesterday. However, for select customers and governments, Microsoft is providing paid custom support, Re/code reports. Reference Link
12:19 EDTMSFTMicrosoft volatility increases into Q3 and outlook
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10:39 EDTAAPLJudge says certain WiLAN patent claims are valid in litigation vs. Apple
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10:39 EDTAAPLLogitech has risk of increasing competition from Apple, says UBS
UBS notes that Apple (AAPL) filed a patent with the USPTO for an electronic device/tablet cover that seems to include a keyboard. UBS believes Apple could introduce its own branded keyboard cover, and other branded peripherals, in order to grab market share from its highly loyal consumer base. The analyst believes competition for Neutral rated Logitech (LOGI) will accelerate, significantly impacting growth prospects.
09:36 EDTAAPLActive equity options trading on open
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08:58 EDTGOOGGoogle Q1 results should beat expectations, says Susquehanna
Susquehanna is bullish on Google heading into Q1 results on expectations of continued website growth from mobile share gains, PLAs, early benefits from Enhanced Campaigns, and YouTube. The firm sees the company beating Street revenue estimates by 1% and earnings by 5%. Shares are Positive rated with a $700 price target
08:24 EDTGOOG, AAPLGoogle, Apple have considered acquiring Square, Re/code reports
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07:54 EDTAAPLSamsung, Apple pushed to make high-end phones less costly, Reuters says
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07:28 EDTAAPL, GOOGAmazon looking to court game developers for Fire TV, NY Post reports
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06:20 EDTGOOGGoogle adds more photos, reviews to hotel business, WSJ says
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06:18 EDTAAPLApple seeks $2.2B in damages from Samsung in patent infringement, WSJ says
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06:15 EDTAAPLFlexible PCB samples delivered for Apple iWatch validation, DigiTimes says
Flexible PCB suppliers have reportedly delivered FPCB samples for use in Apple's iWatch devices for validation, reports DigiTimes. According to industry sources, Apple is expected to unveil the iWatch wearable devices in September. Reference Link
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