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  • Cisco Earnings: Solid Quarter, Solid Outlook Tuesday, 5 Aug 2008 | 5:00 PM ET
    Cisco Earnings

    Analyst Mark McKechnie at American Technology Research tells me Cisco's results are a "good, clean, solid quarter," pointing to inline gross margins of 65.2 percent, lower expenses, a slightly lower tax rate, and tellingly, a "strong book to bill despite worries about economic weakness."

  • The Good And Bad of Microsoft Monday, 4 Aug 2008 | 11:16 PM ET

    Some hurting, poorly managed companies can turn out to be great stocks. Fast Money kicked off their special series "Bad Company, Good Stock" by first taking a look at Microsoft.

  • Sorry, Icahn: Yahoo Shareholders Back Board Friday, 1 Aug 2008 | 5:30 PM ET

    So after all the high drama, the passion, the verbal assaults, the hand-wringing, the concerns, worry and bitterness, Yahoo's shareholders have spoken. And they are resoundingly supporting the current board of directors. And I mean resoundingly...

  • Apple No Longer Intel-Inside Only? Tuesday, 29 Jul 2008 | 2:02 PM ET

    The Apple switch from IBM's spacerPowerPC microprocessors to Intel's chips made big headlines a couple of years ago, and the relationship by all accounts, has been incredibly beneficial for both.

  • Oracle Expands Espionage Charges Against SAP Monday, 28 Jul 2008 | 4:38 PM ET
    Oracle's headquarters in California.

    Oracle amended its lawsuit against SAP on Monday, saying SAP executive board members were warned that its TomorrowNow unit was engaged in corporate theft before SAP bought TomorrowNow.

  • Microsoft's Ballmer Addresses Analysts Thursday, 24 Jul 2008 | 12:58 PM ET

    Here are some thoughts on Microsoft's CEO Steve Ballmer and his comments to more than 250 Wall Street analysts this morning here in Redmon.

  • Microsoft's Johnson: What His Leaving Means For Company Thursday, 24 Jul 2008 | 11:05 AM ET
    Microsoft

    Here in Redmond, Washington, at Microsoft's global headquarters, the Johnson news is top of mind. Microsoft is preparing to meet with Wall Street at the company's Financial Analyst Meeting. Now, Microsoft will be forced to deviate--in a serious way--from its prepared agenda

  • Sue Decker Sounds Off on Yahoo, Icahn, Microsoft Wednesday, 23 Jul 2008 | 10:08 AM ET
    Sue Decker, Yahoo President

    It was a rare opportunity indeed, and a classy, stand-up decision by Yahoo President Sue Decker to sit down with me and answer some tough questions following months of wrangling, first with Microsoft, and then Carl Icahn.

  • Talk of Chief's Health Weighs on Apple's Share Price Wednesday, 23 Jul 2008 | 8:52 AM ET

    Rumors of Steven P. Jobs’s ill health have been greatly exaggerated.

  • Economic Woes Weigh on Euro Earnings Wednesday, 23 Jul 2008 | 4:16 AM ET

    Despite Tele2's forecast-beating results and Julius Baer's smaller-than-anticipated profit loss, earnings around Europe met analysts' forecasts on Wednesday.

  • Steve Jobs

    Let me start by saying we all make mistakes, but when it comes to Apple Inc., when you make a mistake it matters. In this business, you can make or lose a lot of money for a lot of people by getting a story right or wrong.

  • IPhone Will Be A Game Changer For Games Industry Tuesday, 22 Jul 2008 | 10:29 AM ET

    With enhanced graphics, faster download speeds and easier access to fee-based games, Apple’s second-generation iPhone has the potential to revitalize the mobile gaming industry, experts say.

  • TiVo and Amazon Team Up on Ads Tuesday, 22 Jul 2008 | 10:06 AM ET

    TiVo, the Silicon Valley company that introduced millions to the joy of skipping television commercials, is trying to crack a decades-old media dream. It wants to turn the television remote control into a tool for buying the products being advertised and promoted on commercials and talk shows.

  • I said it earlier, and I'll say it again: traders trade, investors invest, and those with a longer term time horizon--months instead of weeks; weeks instead of days--will reap the rewards when it comes to Apple.

  • Preview: Apple Earnings Not Just About iPhone Monday, 21 Jul 2008 | 12:34 PM ET

    The fact is, Apple has beaten the Street for the past seven straight quarters, and there's every indication that the company will do so again this time around. And yet the stock still languishes.

  • An M.D. Trades Medicine for Apple Rumors Blog Monday, 21 Jul 2008 | 10:33 AM ET

    For eight years, Arnold Kim has been trading gossip, rumor and facts about Apple, the notoriously secretive computer company, on his Web site, MacRumors.com. Dr. Kim’s Web site now attracts more than 4.4 million people and 40 million page views a month, according to Quantcast, making it one of the most popular technology Web sites.

  • India's Wipro Profit Misses Forecast, Remains Cautious Thursday, 17 Jul 2008 | 11:41 PM ET

    Wipro, India's third largest information technology outsourcer, missed forecasts with a 15 percent rise in quarterly profit, as the global economic downturn hurt demand from its major Western clients.

  • IBM Earnings Beat Street--Big Time Thursday, 17 Jul 2008 | 5:12 PM ET

    Minutes after reporting this news, the company offered up a revision to its full year earnings per share and the bump up is significant. Remember, IBM did this at the conclusion of its first quarter, taking EPS estimates up from $8.25 to $8.50.

  • Microsoft Earnings: Why They Were A Bad Surprise Thursday, 17 Jul 2008 | 5:00 PM ET

    The company missed the Street expectations by a penny, so in the big scheme of things not such a devastating issue. But the miss comes on far better than expected top line growth: $15.8 billion instead of the $15 billion analysts expected. What's the problem here?

  • Microsoft reported fourth-quarter earnings of 46 cents per share on revenue of $15.84 billion -- falling short of analyst estimates.

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  • Matt Hunter is the senior technology editor at CNBC.com.

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  • Jon Fortt is an on-air editor. He covers the companies, start-ups, and trends that are driving innovation in the industry.

  • Josh Lipton is CNBC's technology correspondent, working from CNBC's Silicon Valley bureau.

  • Mark Berniker

    Mark Berniker is CNBC's Silicon Valley/San Francisco Bureau Chief covering technology and digital media.

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Re/code

  • Co-CEO, Revere Digital; Co-Executive Editor, Re/code; and Co-Executive Producer, The Code Conference. Re/code is part of the CNBC network.

  • Co-CEO, Revere Digital; Co-Executive Editor, Re/code; and Co-Executive Producer, The Code Conference. Re/code is part of the CNBC network.