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Software Software

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    Microsoft's earnings may be the most anticipated report from the tech sector, and possibly the most anticipated report during the earnings season, and here's why: The company is just as big a deal in this country as it is in Europe, Asia, emerging markets.

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    I'm skeptical, to say the least, of a report originally in the Chinese language Economic Daily News, and now re-printed by Digitimes detailing an iPhone shipment slowdown by Apple. The story says Apple has lowered its projected shipments of iPhones from 2 million units to around 1 million or 1.2 million for its fiscal second quarter ending march 2008.

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    This is the LIVE blog from Tuesday's Apple earnings conference call. Read it for the first time or re-read again. I had fun doing it and I hope you enjoy reading it.

  • eBay is one of the net's four horsemen, ushering in a spate of online earnings after the bell today, and coming a week ahead of Yahoo (next Tuesday); Amazon (next Wednesday); and Google (next Thursday.) So eBay's earnings will put the entire sector under the spotlight.

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    Texas Instruments reports after the bell, and the company will be forced into Apple Inc.'s shadow, which might be a shame. That's because this company could offer up some surprisingly good news, both in wireless and in flat TV's.

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    Just some quick thoughts on what started out as a brutal morning, but is "coming back" a little thanks to the Fed's must-do move minutes ago: I heard from many of you over the weekend, and the tone was a little surprising.

  • Satyam Computer Services, India's fourth-largest software services exporter, on Monday posted a 29 percent rise in quarterly profit, meeting estimates, as it won large outsourcing deals.

  • Apple Inc.'s earnings are always a big-time financial event, but this time, the company's numbers will be followed more closely than ever before. Why? Worries about a recession, concerns over a lackluster holiday shopping season, insecurity about how the company's products are selling.

  • AMD_art.jpg

    It's not often that I'm thrown for a loop when a company reports earnings. But when the headline number from Advanced Micro Devices crossed the wires as a loss of $3.06 a share, my eyes nearly popped. Where's the charge coming from? What's the problem here? What did we all miss?

  • IBM on Thursday forecast 2008 earnings well ahead of Wall Street expectations after results showing a strong international performance, and its shares jumped 5 percent.

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    I heard a new term the other day. You're probably familiar with it, but it was new to me: Hot Money. It's a reflection of the new kind of market dynamics we're all seeing lately, and the best, fresh example of "hot money" is Advanced Micro Devices.

  • Oracle's headquarters in Redwood City, California.

    Oracle Wednesday won a three-month-long campaign to buy BEA Systems by raising its bid for the business software maker by 14 percent to $8.5 billion.

  • Seems I struck a nerve with some Intel investors reading this morning's post on the company's steep decline following yesterday's earnings. Here's a taste: Bill Jameson writes, "Felt the same way. Nice report."

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    Ouch. There's really no other way to summarize Intel's earnings, and there's little question that Intel's softness took Wall Street by surprise. Just look at the shellacking these shares are taking today. But is the selloff warranted, or -- like so many other moves to the downside in recent weeks among the top names in tech -- is the Intel drubbing overdone?

  • What a crazy day for Apple Inc., Macworld attendees, and me.  Still trying to get the feeling back in my thumbs after live-blogging, via Blackberry, during the keynote.  I really hope you found that useful.

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    This is the text of my live blog from the Steve Jobs speech at Macworld. It was fun to do and I hope you enjoy reading it for the first time, or re-reading it again.

  • Steve Jobs

    It's either an incredibly elaborate hoax or Apple Inc.'s CEO Steve Jobs is one unhappy camper this morning: It appears notes for his highly anticipated Macworld keynote address may have been leaked onto the internet last night, posting on the popular online encyclopedia web site Wikipedia.

  • techcheck_apple_fundamentals.jpg

    When it comes to Apple Inc. and Wall Street, I don't get it. These last few weeks have seen a precipitous decline in Apple shares, from a high right near $203 to a low of $171. The fall in Apple shares follows a general downdraft in all kinds of tech, yet many experts both in and outside the company I'm talking to have continued to harp on the "fundamentals" that got Apple to those lofty heights to begin with.

  • German software giant SAP posted solid preliminary fourth-quarter results in line with market expectations on Monday, sending its shares up as much as 6 percent.

  • You knew it was coming simply because we all know that stocks, particularly tech stocks, don't move in only one direction despite what we've seen since Jan. 1. It took a stunning IBM pre-announcement to get the ball rolling, and that ball is rolling, fast.