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Software Software

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    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

    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...

  • 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.

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    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.

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

  • Over 30 years this Indian software engineer has helped pioneer outsourcing from the West.  The company he co-founded now receives one and a half million job applications each year. By building Infosys he has contributed to a transformation of India's reputation, stoked controversy and built a personal fortune worth in excess of one billion US dollars.

  • Struggling smart phone maker Palm Inc. will shutter all 34 of its retail stores as the company continues to try to find a financial foothold in a sector of technology seeing unprecedented competition.

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    Microsoft--the world's largest software maker--got a whole lot larger at the end of 2007; the company blowing past Wall Street expectations, and offering up optimistic guidance that could go a long way toward buoying beleaguered equity markets around the world.

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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.

  • apple_conference_call1.jpg

    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.

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    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.