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  • Apple Rumor Mills "Abuzz" But I'm Not Buying Them Thursday, 7 Feb 2008 | 12:58 PM ET
    Apple

    Apple investors have to be scratching their heads wondering when the great story of 2007 will return to 2008. Or if it will at all. The latest grenade lobbed into the Apple tent comes from Friedman Billings Ramsey, purporting to show that Apple has reduced production of its iPod, iPhone and Mac.

  • Cisco Stuns Street with Lousy Forecast Wednesday, 6 Feb 2008 | 6:26 PM ET

    The news from Cisco was a kind of Goldilocks earnings report...a small upside surprise on the topline to the tune of $30 million: $9.83 billion instead of the consensus of $9.8 billion the Street was looking for. Until the guidance. Ouch.

  • Cisco's Earnings: A Case Of High Anxiety For The Street Wednesday, 6 Feb 2008 | 12:39 PM ET

    Just a few hours to go now before Cisco reports and to say there's a nervous tension on Wall Street right now anticipating the news is a deep understatement. It's palpable. I've spent a chunk of the morning calling investors and culling reaction: "nervous" comes up a lot.

  • Cisco's Outlook Ready To Set Tech Stage Tuesday, 5 Feb 2008 | 12:35 PM ET

    If guidance and outlook have been the Achilles' heels of so many great-earnings-reports-gone-bad this earnings season, then the grand-daddy of them all could come at the close Wednesday when Cisco Systems reports its earnings.

  • Silicon Valley & The Election: Big $$$ Endorsements Tuesday, 5 Feb 2008 | 11:34 AM ET
    Apple

    Maybe it's because the industry is maturing; maybe it's because the executives themselves are maturing; but make no mistake: Silicon Valley is putting its money where its mouth is when it comes to the presidential campaign...

  • With all the attention we lavish on Google as it breaks through one stock-price plateau or another, it seems only fair to cover the company's stock as it retreats as well. Retreat might be an understatement.

  • Search: Arrogance +: Google Monday, 4 Feb 2008 | 12:00 PM ET

    I read and re-read the blogpost from Google Chief Legal Officer David Drummond yesterday -- distracted from the Super Bowl by the words on the screen because I couldn't believe what I was seeing. The real clash of the titans was unfolding -- not on the gridiron, but online.

  • Microsoft Releases First Windows Vista Update Monday, 4 Feb 2008 | 8:41 AM ET

    Microsoft said Monday its first update to the Windows Vista operating system has been released for manufacturing.

  • Justice 'Interested' in Microsoft-Yahoo Bid Review Friday, 1 Feb 2008 | 1:03 PM ET
    Microsoft

    The Justice Department on Friday said it is "interested" in reviewing antitrust issues associated with Microsoft nearly $45 billion unsolicited bid for Yahoo.

  • Microsoft CEO Ballmer: His Memo On Plans For Yahoo Friday, 1 Feb 2008 | 11:02 AM ET

    I've gotten ahold of Microsoft CEO Steve Ballmer's internal memo he emailed to the troops this morning about his plans to spend $45 billion in a hostile bid for struggling search stalwart Yahoo. (Thanks for sending. You know who you are!)

  • Microsoft Making Its Case For Yahoo Friday, 1 Feb 2008 | 10:29 AM ET

    Let the campaigning begin: Microsoft hosted a conference call with the Street and media this morning to talk over its $45 billion dollar hostile bid for Yahoo, making its case not just to Microsoft and Yahoo investors, but to Yahoo employees who might feel tempted to make a bee-line for the exits.

  • Microsoft Goes "Hostile" In Search For Yahoo Friday, 1 Feb 2008 | 8:52 AM ET

    Microsoft's take-out play for Yahoo is a stunning move by the world's largest software maker, even though rumors of a deal have been swirling for the better part of a year. The 62 percent premium Microsoft is willing to pay for Yahoo, valuing the deal at a shade under $45 billion, shows just how serious--and just how frustrated--Microsoft has become with Yahoo.

  • Motorola Hangs Up on Handsets Thursday, 31 Jan 2008 | 6:22 PM ET
    Motorola, Inc.

    It is a stunning move by the pioneering name in mobile phones and the best data yet about just how deep the company's problems run: Motorola announced late Thursday that it is seeking alternatives for its handset business that likely will mean a sell-off of the division.

  • Apple Mac Market Is On The Move Thursday, 31 Jan 2008 | 4:02 PM ET

    Sure we keep hearing about the iPhone and the iPod, oh, and the Mac as well, but while we're fixated on where Apple's products have been, a new study suggests where Apple's spacer products are going, and it can be summed up in one word: Mac.

  • Palm CEO Colligan Gets A Vote Of Confidence Thursday, 31 Jan 2008 | 11:05 AM ET

    Even as Apple Inc. tries to fend off rumors that iPhone sales are slowing, and Nokia generates a flood of positive media because of better than expected sales this past quarter, struggling Palm continues to raise its hand, trying to get noticed amid all the action in the wireless sector.

  • If you think your portfolio has taken a hit since the beginning of the year, consider Steve Jobs and his stake in Apple: He's down $377 million and change since Jan. 1, so if anyone knows the magnitude of Apple's steep--and some say overdone--decline since then, it's the mercurial Apple chief.

  • Microsoft Recession Proof? Could Be! Friday, 25 Jan 2008 | 7:22 PM ET
    Microsoft

    If you believe the media -- and you should, every word ;)  -- you'd think this nation was spiraling toward recession. But it's not necessarily so. Take Microsoft as an example...

  • Microsoft Ready To Challenge Google? Yahoo? Both? Friday, 25 Jan 2008 | 11:32 AM ET

    If the entertainment and device division performance by Microsoft in its second quarter was a surprise, the company's online business growth is a stunner, especially as the company tries to chip away at Google's near total dominance.

  • When Microsoft's earnings came out yesterday, I had to do a double-take because it was hard for me to process just how strong these numbers truly were. I knew the company was poised for a strong quarter, but it was the breadth of its success, and optimistic guidance that took me, and so many investors, by surprise.

  • Microsoft Tops Sales, Profit Forecasts; Shares Jump Friday, 25 Jan 2008 | 7:14 AM ET

    Microsoft beat estimates with both its earnings and sales numbers, and the company's shares jumped 8 percent in extended trading.

 

  • 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.