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  • Icahn Is In, Microsoft Is Not Monday, 21 Jul 2008 | 11:17 AM ET

    The analysts I'm talking to this morning seem to indicate that Yang really had no choice but to get this ugliness with Icahn settled prior to the shareholder meeting. If there's frustration out there, it's that Yahoo's board couldn't come up with a way to get this settled earlier than two weeks before the meeting.

  • Earnings reports from Google and Microsoft are casting doubts on the assumption that these tech giants are immune to the recent economic downturn.

  • IBM Profit Rises 22%, Topping Expectations Thursday, 17 Jul 2008 | 6:09 PM ET

    International Business Machines's profit leaped 22 percent, blowing past Wall Street's estimates as its bread-and-butter services division continued to thrive despite economic malaise in the United States.

  • 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.

  • Google Disappointing But Long Term Investors Take Heart Thursday, 17 Jul 2008 | 4:47 PM ET

    Looking a little deeper, the company's web site gross revenue failed to meet expectations: $3.53 billion versus the range of $3.54 billion to $3.57 billion. Networks site revenue was in line at $1.66 billion.

  • IBM's Earnings Need To Beat--And Probably Will Thursday, 17 Jul 2008 | 2:07 PM ET

    Here's the classic multi-national tech company, the bellwether for so many different reasons, and at a time when just about everyone is worried about domestic recession, a global economic slowdown...

  • Microsoft will report its fourth fiscal earnings quarter after the bell today, and investors will be keenly watching guidance to make sure the company wasn't too aggressive in its forecasts the last time around.

  • In Sync to Pierce the Cloud Thursday, 17 Jul 2008 | 10:49 AM ET

    Apple is the latest company to find a silver lining in cloud computing. Its new MobileMe service ($100 a year) is an overhaul of a suite of Internet features that used to be called .Mac.

  • Intel Blows Past Earnings Again--So Why..? Tuesday, 15 Jul 2008 | 5:46 PM ET
    Intel

    This was a big quarter for Intel, no matter how you slice. But while shares soared the moment this earnings news crossed the wires, as they did last quarter, they quickly settled back. Again. As Wall Street worries about computer industry sluggishness. Again. Even though Intel isn't seeing that. Again.

  • At the Uneasy Intersection of Bloggers and the Law Tuesday, 15 Jul 2008 | 1:29 PM ET

    A grand jury subpoena sent by prosecutors in the Bronx earlier this year sought information to help identify people blogging anonymously on a Web site about New York politics called Room 8. The subpoena carried a warning in capital letters that disclosing its very existence “could impede the investigation being conducted and thereby interfere with law enforcement” — implying that if the bloggers blabbed, they could be prosecuted.

  • Intel On Earnings Deck: It's Laptops, Laptops, Laptops Tuesday, 15 Jul 2008 | 11:49 AM ET
    Intel

    Dow component Intel reports earnings after the bell later today, and while I touched on expectations yesterday, I want to go a little deeper today, especially with a market like this one.

  • Google Reaches Privacy Deal in YouTube Lawsuit Tuesday, 15 Jul 2008 | 3:16 AM ET

    Defendants and plaintiffs in two related copyright infringement lawsuits against YouTube have reached a deal to protect the privacy of millions of YouTube watchers during evidence discovery, a spokesman for Google said on Monday.

  • It's that time again: the Electronics Entertainment Expo here in Los Angeles, at the LA Convention Center. Still a far more subdued expo than its heyday years, but bigger than last year's airplane hangar event in nearby Santa Monica.

  • Microsoft/Yahoo: Why Can't This Deal Get Done? Monday, 14 Jul 2008 | 3:19 PM ET

    It's getting nasty now. And all indications are this is going to come down to a nasty fight and long day at the Yahoo shareholders meeting Aug. 1. By now, you've seen the coverage of last week's last minute wrangling between Carl Icahn, negotiating apparently as a kind of proxy for Microsoft's Steve Ballmer.

  • Preview: This Week's Tech Earnings Bonanza Monday, 14 Jul 2008 | 9:54 AM ET

    Alcoa may have kicked off earnings season last week, but this week, the biggest names in the tech sector take center stage: Intel and IBM tomorrow: eBay Wednesday; Microsoft and Google on Thursday.

  • Apple's iPhone Sales: Good But Is That Good Enough? Monday, 14 Jul 2008 | 8:57 AM ET
    Apple iPhone

    Iphone's first weekend is in the books and while three days of sales hardly determines the entire story, it is an important "split time" that Apple investors should consider. Piper Jaffray concluded its channel checks late Sunday and determined that Apple and AT&T spacersold 425,000 iPhones this weekend:

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  • Yahoo Again Spurns a Microsoft Offer Sunday, 13 Jul 2008 | 10:39 AM ET

    Yahoo said Saturday night that it had rejected a renewed proposal by Microsoft, together with the activist investor Carl C. Icahn, to buy the Internet company’s search business.