News Breaks |
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| September 9, 2012 |
| 12:53 EDT |  | LNVGY, SSNLF, INTC, HPQ, AAPL, DELL, MSFT | Intel's Big Show brings uncertainty about PCs vs tablets, Barron's reports
As Intel's (INTC) convention nears, challenges from smartphones, tablets continue to grow vs the PC. Intel had already warned that its revenue this quarter would be about $1B less than it had been expecting, as demand for PCs is weakening, even among corporate users. Intel vaguely cited issues of global macroeconomic distress, but most Wall Street observers say there are two other reasons affecting the industry. One is uncertainty about demand for the next version of Microsoft's (MSFT) Windows, which ships on Oct. 26. The question is, if the more normal, predictable Windows 7 has failed to promote sustained growth for the PC industry, will the more complicated Windows 8 fare any better? The other problem is the advent of tablet computers, in particular Apple's (AAPL) iPad, and smartphones, both of which seem to be siphoning dollars away from PCs, though it's unclear how much. Intel's next family of PC microprocessors, code-named Haswell, is designed on consuming half the power of it's current laptop chips. When Haswell arrives next year, it should help system makers such as Samsung Electronics (SSNLF), Dell (DELL), Hewlett-Packard (HPQ) and Lenovo (LNVGY) to build more appealing mobile computers. But the challenge still rests with those companies to build a complete system that really makes people take notice of Windows 8 and buy new PCs vs. tablets. While there is a lot to worry about heading into the show, Ray contends that Intel is a value stock that requires some patience. Reference Link |
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News For INTC;MSFT;AAPL;SSNLF;DELL;HPQ;LNVGY From The Last 14 Days Check below for free stories on INTC;MSFT;AAPL;SSNLF;DELL;HPQ;LNVGY the last two weeks. |
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| May 24, 2013 |
| 07:49 EDT | | AAPL | Rumors of Google interest in Waze unfounded, TechCrunch says
After Bloomberg, citing "people familiar with the matter," said Google (GOOG) is considering a bid for map and traffic app maker Waze, TechCrunch countered that multiple credible sources it contacted "have poured cold water on the Google rumor." Facebook (FB) and Apple (AAPL) have previously been suggested as expressing interest in Waze, but the Bloomberg report said Apple was not among the "large tech companies” that have recently approached Waze, TechCrunch noted. Reference Link |
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| 07:12 EDT | | LNVGY | Lenovo to use $3B war chest for acquisitions, Bloomberg reports
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| 07:11 EDT | | AAPL | Apple nearly tax free in Ireland since 1980, Reuters reports
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| 06:22 EDT | | DELL | Icahn hired Jefferies to help fund Dell deal, NY Post reports
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| 06:10 EDT | | AAPL, LNVGY | On the Fly: Periodicals Wrap-Up
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| 06:05 EDT | | AAPL | FDA targets IPhone urinalysis app, Bloomberg reports
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| May 23, 2013 |
| 19:50 EDT | | AAPL | Apple faces potential setback in e-books case, WSJ reports
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| 19:33 EDT | | DELL | Icahn, Southeastern engage banks on financing for Dell deal, Reuters says
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| 17:54 EDT | | MSFT | Google loses bid to block imports of Xbox One, Bloomberg says
The ITC ruled that Microsoft's (MSFT) new Xbox One does not infringe patents held by Google's (GOOG) Motorola Mobility unit, preventing Google from getting imports of Xbox One to the U.S. blocked, reports Bloomberg. Reference Link |
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| 17:11 EDT |  | MSFT | Google loses bid to block U.S. imports of Microsoft's Xbox, Bloomberg reports
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| 16:23 EDT |  | HPQ | On The Fly: Closing Wrap
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| 16:00 EDT |  | AAPL, HPQ | Options Update; May 23, 2013
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| 14:46 EDT |  | MSFT | GameStop reported solid Q1 results but uncertainty remains, says Piper Jaffray
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| 12:38 EDT | | HPQ | On The Fly: Midday Wrap
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| 11:51 EDT | | MSFT | GameStop says 'lots of rumors' out there about Microsoft Xbox One
GameStop says company, customers excited about Xbox One. |
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| 11:38 EDT | | MSFT | GameStop sees being able to leverage buy/sell/trade model with new consoles
GameStop (GME) says in communication with Microsoft (MSFT) about how used games and resale will be handled in respect to upcoming Xbox One. |
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| 11:22 EDT | | MSFT | GameStop believes next-gen consoles will have lower price points than last cycle
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| 11:09 EDT | | MSFT | GameStop says 'right in the middle' of opportunity presented by new consoles
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| 10:17 EDT | | INTC | Nokia Siemens Networks, Intel sign collaboration MoU
Nokia Siemens Networks (NOK, SI) and Intel (INTC) announced they signed a Memorandum of Understanding to collaborate around the development of Liquid Applications, an approach to accelerate the delivery of media-rich services and content directly from the base station. The intent of the collaboration is to accelerate development of an enhanced mobile broadband experience that gives operators new revenue and differentiation opportunities. Nokia Siemens Networks and Intel will collaborate in the creation of a mobile edge computing ecosystem, focusing on over-the-top content providers, independent software vendors and application service providers. The parties will also explore new business models between mobile operators and other ecosystem players, they said. |
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| 10:11 EDT |  | HPQ | Hewlett-Packard gaps up and rises sharply after results
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