GO
Loading...

Software

More

  • After a week like this one, the pressure's on the next batch of tech stars to beat the Street and keep this momentum going, with investors turning their attention to Yahoo, Microsoft, Apple and Amazon, all set to report earnings next week.

  • IBM Blows Way Past Street Expectations--Way Past Wednesday, 16 Apr 2008 | 4:44 PM ET

    Big Blue is looking more like Big Green in after-market trading following the company's blockbuster first quarter earnings report, and the surprise increase in its full year guidance. IBM blew past Wall Street expectations, reporting $1.65 a share on $24.5 billion in revenue; both categories way above consensus of $1.45 and $23.711 billion respectively.

  • If investors were steeling themselves for weak tech earnings, they got to exhale in a big way following Intel's optimistic outlook on Tuesday. And if Intel isn't seeing any domestic or global business slowdown, as the company's chief financial officer Stacy Smith told me following the earnings news, it stands to reason that IBM might be in a very good position to sound...

  • Intel's Earnings Set A Pretty Good Tone Of Optimism Tuesday, 15 Apr 2008 | 4:57 PM ET

    The pressure was on the world's largest chipmaker and judging by the company's outlook, Intel did not disappoint. The company reported 25 cents a share in EPS on $9.67 billion, essentially in line with Wall Street expectations.

  • Talk about a great couple of days last week: Wednesday into Wednesday night, I get to hang out with Bon Jovi during their Silicon Valley visit for a story on the technology the band uses in its show.

  • Intel: As Long As Numbers Add Up, Worst May Be Behind Tuesday, 15 Apr 2008 | 10:39 AM ET
    Intel's headquarters in Santa Clara, California.

    With Intel, the bad news is already baked in, and that's leading many analysts to expect good things from the company at the close today. Funny how when a company lowers its own expectations, and is now expected to at least meet them that it translates into "good news" for Wall Street.

  • Yahoo's Jerry Yang: He's Already Won Monday, 14 Apr 2008 | 2:46 PM ET
    Yahoo! co-founder Jerry Yang smiles as he watches the Stanford basketball game against Washington State, Thursday, March 3, 2005 in Stanford, Calif. Yahoo! celebrated their 10th anniversary this week. David Filo and Yang founded Yahoo! as doctoral students at Stanford. (AP Photo/Paul Sakuma)

    I knew that headline would catch your attention, and it should when you're trying to figure out the vagaries of Yahoo and its dealings with Microsoft, Time-Warner, News Corp. and any of the other suitors, or vultures, out there trying to become part of the company's future.

  • Google and Salesforce Join to Fight Microsoft Monday, 14 Apr 2008 | 11:05 AM ET

    Google and Salesforce.com are expanding a 10-month-old collaboration to accelerate their sales of customer management and office software to businesses, and in the process taking aim at competitor Microsoft.

  • Economy Has Become a Drag on Silicon Valley Wednesday, 9 Apr 2008 | 12:39 PM ET
    Map of Silicon Valley

    After recovering from the bursting of the dot-com bubble, America’s technological heartland is again facing some tough conditions.

  • AMD: How Low Can It Go? Pretty Low Tuesday, 8 Apr 2008 | 3:21 PM ET

    Just how bad can it get for Advanced Micro Devices? Seems we've been down this road often, and recently. It was only January when Banc of America issued a blistering advisory to clients that despite a 62 percent pummeling in 2007, AMD spacer was still not a good deal; that difficult times still lay ahead.

  • Apple Earnings 'Kernels' Start to Pop Monday, 7 Apr 2008 | 2:20 PM ET
    A flag showing the Apple Computer logo flies outside the Apple shop in Regent Street, London

    You ever watch popcorn pop? The oil gets hot, the kernels start moving around, and then one pops. And another. And then pretty soon, it gets so hot that everything pops all at once. Check out what's going on today on Wall Street with Apple and you gotta wonder whether these are merely the first kernels to pop before the company reports earnings.

  • Microsoft And Yahoo Turn Up The Heat On Each Other Monday, 7 Apr 2008 | 10:08 AM ET

    Microsoft's deadline ditty late Friday that Yahoo has three weeks left to get a deal done before the deal gets hostile spurred a lengthy, and at some times personal, retort from Yahoo. And the rhetoric is getting interesting, but only to a point.

  • Microsoft's Gates Sees Windows Update in Next Year Friday, 4 Apr 2008 | 2:26 PM ET
    Microsoft

    Microsoft co-founder Bill Gates said on Friday he expected the new version of Windows operating software, code-named Windows 7, to be released "sometime in the next year or so."

  • Yahoo's Foot Dragging On Deal Could Cost Them Plenty Friday, 4 Apr 2008 | 12:09 PM ET

    What is the problem? I mean, seriously. Yahoo! has been sitting on a $42 billion unsolicited offer on the table from Microsoft for two months, and other than a bunch of caterwauling since, Yahoo hasn't done much one way or the other.

  • Apple Becomes Top U.S. Music Retailer Thursday, 3 Apr 2008 | 4:26 PM ET

    Some of us knew it was going to happen; it was just a matter of when. Over the last few Apple events, it seemed as if Steve Jobs would always throw a graphic up on the big screen behind him to show the progress iTunes had been making against the traditional music retailers. Today, Apple finally lays claim to the industry's top spot: No. 1 music retailer -- surpassing Wal-Mart.

  • Dell's Cuts--And Problems--Go Deep And Deeper Thursday, 3 Apr 2008 | 2:11 PM ET

    Is Dell running the risk of becoming the Yahoo! of the PC sector? Seems that way. The company has been spiraling, locked in fits and starts of recovery and morass for the better part of four years, and now there's word that already aggressive cuts and reorganization scenarios apparently weren't aggressive enough.

  • RIM Beats Street And Then Some Wednesday, 2 Apr 2008 | 4:48 PM ET

    Research in Motion investors were betting on a big quarter, and the Blackberry maker delivers. And delivers big time. The company reported 72 cents a share on $1.88 billion, with both categories well ahead of Street expectations.

  • Apple's iPhone Shortage? Just Clearing The Decks For 3G Wednesday, 2 Apr 2008 | 3:21 PM ET
    Apple iPhone

    Here we go again: rumors swirling of iPhone shortages, supply constraints, manufacturing issues, and other sky-is-falling doomsday scenarios swirling around Apple and the product that should guide revenue and growth for the next generation.

  • Research In Motion: Optimism Rules The Day (So Far) Wednesday, 2 Apr 2008 | 12:04 PM ET

    Today could be a watershed day for Research in Motion after a raucous quarter that saw shares dip into the low $80s before launching their recent recovery over the past week or so. And that's the quirkiness comes in: never during the quarter was there an indication that fundamentals hit any snags, and yet shares suffered a precipitous decline.

  • We've spent a lot of time at CTIA talking about Research in Motion, Apple, Nokia and other major players from the wireless world. But it was the surprising comments from Microsoft's spacer entertainment and devices division president during my interview with him that began to drive Microsoft's shares.

Contact Software

  • CNBC NEWSLETTERS

    Get the best of CNBC in your inbox

    › Learn More

 

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

  • Cadie Thompson is a tech reporter for the Enterprise Team for CNBC.com.

  • Working from Los Angeles, Boorstin is CNBC's media and entertainment reporter and editor of CNBC.com's Media Money section.

  • 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.

Squawk Alley

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.