Latest Analyst Comments by Katherine Egbert of Jefferies

10:21 ET Jul 30, 2010

Analyst Comment by Katherine Egbert at Jefferies

Steve Ballmer Soothes Wall Street's Worries. 10 Reasons You Should Love more

Steve Ballmer Soothes Wall Street's Worries. 10 Reasons You Should Love Microsoft.. Coming out of Microsoft's analyst day, Jefferies analyst Katherine Egbert offers up this take on the company this morning in a note: If you stop thinking of Microsoft as an innovator and start thinking of them as a fast, low cost, mass market follower, you'll stop being disappointed in their inability to divine new markets and realize they are staring at some of their largest growth opportunities ever. Her point is that Microsoft has a history of missing new technologies, but it hasn't hurt the company
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Silicon Alley Insider: "Stop Thinking Of Microsoft As An Innovator And Start Thinking Of Them As A Fast, Low Cost, Mass Market Follower" (MSFT)

Microsoft Corporation (MSFT)

Jul 25, 2010

Analyst Comment by Katherine Egbert at Jefferies

At the same time, however, its much touted cloud initiatives have not begun to generate equivalent cash flow. "Microsoft's messaging around cloud is becoming increasingly aggressive, but its execution in traditional businesses had revenue pouring in during [the quarter]," Allan Krans, an analyst with Technology Business Research, wrote in a July 22 research note. "Windows 7 and Office 2010 have generated significant growth despite the ongoing economic uncertainty.". Other analysts suggested that Microsoft could need to rely on those traditional businesses, and the revenues they generate, for some time to come. "We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note. more

At the same time, however, its much touted cloud initiatives have not begun to generate equivalent cash flow. "Microsoft's messaging around cloud is becoming increasingly aggressive, but its execution in traditional businesses had revenue pouring in during [the quarter]," Allan Krans, an analyst with Technology Business Research, wrote in a July 22 research note. "Windows 7 and Office 2010 have generated significant growth despite the ongoing economic uncertainty.". Other analysts suggested that Microsoft could need to rely on those traditional businesses, and the revenues they generate, for some time to come. "We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note.
Share: At the same time, however, its much touted cloud initiatives have not begun to generate equivalent cash flow. "Microsoft's messaging around cloud is becoming increasingly aggressive, but its execution in traditional businesses had revenue pouring in during [the quarter]," Allan Krans, an analyst with Technology Business Research, wrote in a July 22 research note. "Windows 7 and Office 2010 have generated significant growth despite the ongoing economic uncertainty.". Other analysts suggested that Microsoft could need to rely on those traditional businesses, and the revenues they generate, for some time to come. "We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note....At the same time, however, its much touted cloud initiatives have not begun to generate equivalent cash flow. "Microsoft's messaging around cloud is becoming increasingly aggressive, but its execution in traditional businesses had revenue pouring in during [the quarter]," Allan Krans, an analyst with Technology Business Research, wrote in a July 22 research note. "Windows 7 and Office 2010 have generated significant growth despite the ongoing economic uncertainty.". Other analysts suggested that Microsoft could need to rely on those traditional businesses, and the revenues they generate, for some time to come. "We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note...."Windows 7 and Office 2010 have generated significant growth despite the ongoing economic uncertainty.". Other analysts suggested that Microsoft could need to rely on those traditional businesses, and the revenues they generate, for some time to come. "We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note. "We don't see Bing search or Azure cloud services add meaningfully, despite recent market share gains and customer wins.". In other words, Microsoft seems to find itself in something of a transition period; on one hand, it seems to have handily survived the economic devastation that gripped much of the tech industry in 2009...."We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note. "We don't see Bing search or Azure cloud services add meaningfully, despite recent market share gains and customer wins.". In other words, Microsoft seems to find itself in something of a transition period; on one hand, it seems to have handily survived the economic devastation that gripped much of the

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eWeek Technology News: Windows Phone 7 News, Strong Revenues Marked Microsoft Week

Microsoft Corporation (MSFT)

Jul 23, 2010

Analyst Comment by Katherine Egbert at Jefferies

"Few IT vendors have cloud specific designations, so Microsoft is ahead of the market at this early stage.". Other analysts suggested that Microsoft will likely need to rely on its flagship products and traditional channels for some time to come, as many of its newer, non cloud initiatives have not had time to bear financial fruit. "We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note. "We don't see Bing search or Azure cloud services add meaningfully, despite recent market share gains and customer wins." more

"Few IT vendors have cloud specific designations, so Microsoft is ahead of the market at this early stage.". Other analysts suggested that Microsoft will likely need to rely on its flagship products and traditional channels for some time to come, as many of its newer, non cloud initiatives have not had time to bear financial fruit. "We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note. "We don't see Bing search or Azure cloud services add meaningfully, despite recent market share gains and customer wins."
Share: "Few IT vendors have cloud specific designations, so Microsoft is ahead of the market at this early stage.". Other analysts suggested that Microsoft will likely need to rely on its flagship products and traditional channels for some time to come, as many of its newer, non cloud initiatives have not had time to bear financial fruit. "We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note. "We don't see Bing search or Azure cloud services add meaningfully, despite recent market share gains and customer wins."..."Few IT vendors have cloud specific designations, so Microsoft is ahead of the market at this early stage.". Other analysts suggested that Microsoft will likely need to rely on its flagship products and traditional channels for some time to come, as many of its newer, non cloud initiatives have not had time to bear financial fruit. "We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note. "We don't see Bing search or Azure cloud services add meaningfully, despite recent market share gains and customer wins."..."Few IT vendors have cloud specific designations, so Microsoft is ahead of the market at this early stage.". Other analysts suggested that Microsoft will likely need to rely on its flagship products and traditional channels for some time to come, as many of its newer, non cloud initiatives have not had time to bear financial fruit. "We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note. "We don't see Bing search or Azure cloud services add meaningfully, despite recent market share gains and customer wins." Even Office 2010 will need some time to ramp, Egbert added, "although a [fiscal year end] wave of volume license agreements that include Office 2010 could benefit unearned revenue."...."We think it's too early to see a boost from Kinect (formerly Project Natal) units, which are slated to start shipping in early November," Katherine Egbert, an analyst with Jefferies & Co., wrote in a July 19 research note. "We don't see Bing search or Azure cloud services add meaningfully, despite recent market share gains and customer wins." Even Office 2010 will need some time to ramp, Egbert added, "although a [fiscal year end] wave of volume license agreements that include Office 2010 could benefit unearned revenue.". In other words, Microsoft's head may be in the cloud, but it still remains tied to its desktop.

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