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February 13, 2012
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| 06:26 EDT |  | MSFT |
| theflyonthewall.com: | Microsoft Store in India hacked, Engadget reports | | Microsoft Store India's (MSFT) landing page was briefly taken over by a hacker group called Evil Shadow Team, who revealed that user passwords were saved in plain text, Engadget reports, citing WPSauce. Reference Link :theflyonthewall.com |
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February 10, 2012
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| 15:13 EDT | | MSFT |
| theflyonthewall.com: | Microsoft's Xbox 720 controller to have Wii-like touchscreen, Xbox World reports | | Microsoft (MSFT) next generation Xbox will include a Wii U-like touchscreen controller, reports Xbox World magazine. According to unnamed sources, the controller will have a "matt-black media hub" and a "four-player, finger-tracking Kinect." Reference Link :theflyonthewall.com |
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| 08:26 EDT |  | MSFT |
| theflyonthewall.com: | Microsoft price target raised to $33 from $29 at Barclays | | Barclays raised Microsoft 2013 earnings estimates ahead of the Windows 8 launch later this year and Office 15 expected in Q1 2013. Share are Equal Weight rated. :theflyonthewall.com |
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| 07:37 EDT | | MSFT |
| theflyonthewall.com: | Tablet sales could reach 248.6M units, smartphones 1B by 2015, BGR reports | | Global tablet sales, which hit 67M in 2011, could grow to 248.6M by 2015, with smartphones projected to hit 1B during the same period, according to BGR. Reference Link :theflyonthewall.com |
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February 9, 2012
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| 16:41 EDT |  | MSFT |
| theflyonthewall.com: | comScore releases January U.S. search engine rankings | | Google Sites (GOOG) led the U.S. explicit core search market in January with 66.2% market share (up 0.3 percentage points), followed by Microsoft (MSFT) Sites with 15.2% (up 0.1 percentage points) and Yahoo! (YHOO) Sites with 14.1%. Ask Network (IACI) accounted for 3% of explicit core searches, followed by AOL (AOL) with 1.6%. :theflyonthewall.com |
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| 07:14 EDT | | MSFT |
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February 8, 2012
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| 13:50 EDT | | MSFT |
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| 08:04 EDT | | MSFT |
| theflyonthewall.com: | Microsoft Office 365 off to strong start, says Cowen | | Cowen said Microsoft Office 365 had a better than expected debut and should provide incremental revenues and earnings for the company over the next three years. The firm believes investors sentiment will ease ahead of the Windows 8 release providing good upside opportunity. Shares are Outperform rated. :theflyonthewall.com |
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| 06:39 EDT | | MSFT |
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| 05:30 EDT | | MSFT |
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February 7, 2012
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| 23:34 EDT | | MSFT |
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| 13:56 EDT | | MSFT |
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| 12:42 EDT | | MSFT |
| theflyonthewall.com: | Hsu to recommend that Barnes & Noble not infringing patents, Bloomberg reports |
 Subscribe for More Information :theflyonthewall.com |
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| 09:15 EDT | | MSFT |
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| 07:18 EDT | | MSFT |
| theflyonthewall.com: | Microsoft ups ad sales efforts to compete with big media, LA Times reports | | Microsoft (MSFT) in its latest move to better compete with traditional media has beefed up its ad sales team, adding video specialist Yoav Shahar and letting it be known that they are still on the hunt for other possible team members, according to the Los Angeles Times. Reference Link :theflyonthewall.com |
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| 06:44 EDT | | MSFT |
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February 5, 2012
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| 16:12 EDT | | MSFT |
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February 3, 2012
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| 07:29 EDT | | MSFT |
| theflyonthewall.com: | S-1 reveals Facebook acquired company day of IPO filing, Business Insider says |
Subscribe for More Information :theflyonthewall.com |
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| 07:26 EDT | | MSFT |
| theflyonthewall.com: | Microsoft could introduce next Halo title this month, Business Insider reports | | Microsoft (MSFT) may reveal Halo 4 at a Spring Showcase in San Francisco on February 29, Business Insider reports, citing rumors from IGN. Reference Link :theflyonthewall.com |
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February 2, 2012
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| 21:55 EDT | | MSFT |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said that now's the time to 'tip-toe' back into the markets, not run for the exits. Cramer said it's true that the markets have been up six weeks in a row, but that doesn't mean that investors need to worry about bubbles. Cramer said he hears the calls of a bubble in tech stocks, but with bellwethers like Intel (INTC) and Microsoft (MSFT) trading at just 10X earnings, a fraction of what they were just a few years ago, how can that be a bubble? He said that even Apple (AAPL) trades at just 7X earnings after backing out the company's nearly $100B in cash. Some have called a bubble in retail, but Walmart (WMT) still trades below where it did a decade ago. The same is true with the oil stocks, with companies like Exxon-Mobil (XOM) and Chevron (CVX) both trading at super-low valuations. Cramer recalled how he received hate mail after endorsing the Google (GOOG) IPO at $80 a share, only to see that company double and double and double again. Cramer explained that with 840M active users of Facebook, there's no denying that retail demand for this IPO will be huge. However with so few shares available, just about all of those investors will be forced to buy in the aftermarket. He said if shares double on the IPO, it's likely that the valuation would be too high and investors should sell no matter what. If shares rise only slightly however, it's possible that shares of Facebook would be worth holding onto. EXECUTIVE DECISION: Cramer once again welcomed with Jack Hartung, CFO of Chipotle Mexican Grill (CMG), a stock that dipped 2% after it reported a 2c earnings miss on a 23% rise in revenues. Shares of Chipotle are up 650% since Cramer first got behind the company six years ago. Cramer told viewers that the dip in Chipotle's stock price is the perfect buying opportunity and they should stick with the company. Cramer also sat down with Irvin Simon, chairman, president and CEO of Hain Celestial (HAIN), which delivered a 3c earnings beat on a 33% gain in revenues form last year. Shares of Hain have returned 129% since Cramer first recommended it in April 2010. Cramer remained bullish on Hain. Then, Cramer spoke with David Pyott, chairman, president and CEO of Allergan (AGN), a stock that got hammered down 3% after the company reported only in-line sales and earnings. Pyott was bullish on his company's flagship product, Botox, and on the outlook for some of their drugs in the pipeline -- including ones for overactive bladder. Cramer remained bullish on Allergan and said Thursday's price dip makes for an excellent entry point for investors. LIGHTNING ROUND: (Bullish) HUN; CBOU; SBUX. (Bearish) ARMH; BTU; MWW. Reference Link :theflyonthewall.com |
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| 15:05 EDT | | MSFT |
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| 08:22 EDT | | MSFT |
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| 07:15 EDT | | MSFT |
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February 1, 2012
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| 17:24 EDT | | MSFT |
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| 13:21 EDT | | MSFT |
| theflyonthewall.com: | Microsoft says cutting small percentage of marketing jobs, Bloomberg reports | | The cuts are part of a marketing reorganization, Microsoft told Bloomberg, following reports that the company is going to announce significant layoffs. :theflyonthewall.com |
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| 12:22 EDT | | MSFT |
| theflyonthewall.com: | Microsoft to announce significant layoffs amid division reduction, ABC reports |
Subscribe for More Information :theflyonthewall.com |
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| 08:54 EDT | | MSFT |
| theflyonthewall.com: | Timing of Facebook IPO will help holders avoid jump in gains tax, NY Post says |
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| 08:27 EDT | | MSFT |
| theflyonthewall.com: | AOL says can compete with Google, Facebook for ad campaigns | | :theflyonthewall.com |
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| 06:15 EDT | | MSFT |
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| 05:58 EDT | | MSFT |
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January 31, 2012
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| 12:08 EDT | | MSFT |
| theflyonthewall.com: | Firm: Search ad spending to jump 27% in 2012, search engine land says | | Search ad spending is expected to increase 27% in 2012, compared with 2011, e-Marketer predicted, according to search engine land. Google's (GOOG) share of search ad spending will rise to 77.9% this year, up from 74.4% last year, the firm added. Reference Link :theflyonthewall.com |
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| 10:01 EDT | | MSFT |
| theflyonthewall.com: | Yahoo! social, search patents could be hurdle for Facebook IPO, The Street says | | Yahoo! (YHOO) holds over a thousand patents related to social and search, some of which Facebook could be violating, according to a senior contributor to The Street. Reference Link :theflyonthewall.com |
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| 09:36 EDT | | MSFT |
| theflyonthewall.com: | Steve Ballmer would pay $230 per phone to take on competition, Forbes reports |
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| 07:42 EDT | | MSFT |
| theflyonthewall.com: | Twitter CEO defends board changes, declines to comment on IPO, All Things D says |
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| 07:10 EDT | | MSFT |
| theflyonthewall.com: | Facebook increases share of online display ads, WSJ reports | | Facebook widened its lead in the online display advertising market as its share of the U.S. grew to 27.9% in 2011, up from 21% in 2010, according to research firm comScore Inc. (SCOR), reports the Wall Street Journal. Facebook's nearest competitor, Yahoo (YHOO), had 11% of the display ad market, up from 10.9% in 2010. Reference Link :theflyonthewall.com |
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| 06:31 EDT | | MSFT |
| theflyonthewall.com: | Rapid growth, emerging markets drive tablet demand, Digitimes reports | | Tablet PC shipments are expected to grow from 72.7M units in 2011 to 383.3M by 2017, with growth driven by emerging markets as well as steady demand in mature markets, according to DisplaySearch and reported in Digitimes. Reference Link :theflyonthewall.com |
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| 06:20 EDT | | MSFT |
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| 06:06 EDT | | MSFT |
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January 30, 2012
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| 12:01 EDT | | MSFT |
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| 10:29 EDT |  | MSFT |
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| 10:10 EDT | | MSFT |
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| 09:50 EDT | | MSFT |
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| 09:05 EDT | | MSFT |
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| 08:55 EDT | | MSFT |
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| 08:21 EDT | | MSFT |
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| 07:45 EDT | | MSFT |
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| 07:04 EDT |  | MSFT |
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| 06:39 EDT | | MSFT |
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| 06:28 EDT | | MSFT |
| theflyonthewall.com: | Companies act to avoid trick e-mails, WSJ reports | | Google (GOOG), Yahoo (YHOO), Microsoft (MSFT) and AOL (AOL) are supporting a move to reduce "phishing" emails which attempt to trick recipients into believing they come from a legitimate source, reports the Wall Street Journal. Other firms, including Bank of America (BAC), FMR LLC's Fidelity Investments and eBay's (EBAY) PayPal, want to avoid an environment of uncertainty. Reference Link :theflyonthewall.com |
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| 06:03 EDT | | MSFT |
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| 05:39 EDT | | MSFT |
| theflyonthewall.com: | Facebook may file for IPO as early as next week, Bloomberg reports | | According to two people with knowledge of the matter, Facebook is said to be planning its IPO filing for as early as next week, Bloomberg reports. The sources say the company is discussing a valuation of $75B-$100B. Reference Link :theflyonthewall.com |
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