Big tech companies such as Amazon.com and Microsoft are reporting earnings results after the bell and Rob Enderle shares his insights on how the numbers may look.
“I’m expecting some really good news in terms of outlook for [Microsoft],” Enderle told CNBC.
“They just released their Windows 7 to manufacturing—which means they are on track to release it by the fourth quarter—and R2, their second generation of their current generation of servers come out and that’s typically a big revenue generator for the firm.”
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Enderle said Microsoft has been executing well in the last several months.
“They brought out a solid advertising campaign,” he said. “Microsoft has always been under-marketing and now they’re marketing well.”
Enderle Likes:
Amazon.com
Microsoft
Disclosures:
Enderle’s firm Enderle Group provides non-financial advice to Microsoft.
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Microsoft Competes With:
IBM
Oracle
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