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.    Read More

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   Read More

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.   Read More

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.    Read More

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.    Read More

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.    Read More

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.    Read More

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?    Read More

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...   Read More

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.    Read More