Katherine Egbert , Jefferies
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batchsize=20; event_count=3; year=2010; month=7; day=30; hour=12; minute=20; second=19;
event_date=2010-07-30 10:21:28; sort_date=40389.431574;
Microsoft Corporation
(MSFT)
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
Share:
<span class="sent">Steve Ballmer Soothes Wall Street's Worries. 10 Reasons You Should Love </span><span class="company">Microsoft</span>.. Coming out of <span class="company">Microsoft</span>'s analyst day, Jefferies analyst <span class="analyst">Katherine Egbert</span> offers up this take on the company this morning in a note: If you stop thinking of <span class="company">Microsoft</span> 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 <span class="company">Microsoft</span> has a history of missing new technologies, but it hasn't hurt the company....<span class="sent">Steve Ballmer Soothes Wall Street's Worries. 10 Reasons You Should Love </span><span class="company">Microsoft</span>.. Coming out of <span class="company">Microsoft</span>'s analyst day, Jefferies analyst <span class="analyst">Katherine Egbert</span> offers up this take on the company this morning in a note: If you stop thinking of <span class="company">Microsoft</span> 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 <span class="company">Microsoft</span> 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)
event_date=2010-07-25 11:15:34; sort_date=40384.469144;
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. "<span class="company">Microsoft</span>'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 <span class="company">Microsoft</span> could need to rely on those traditional businesses, and the revenues they generate, for some time to come.<span class="sent"> "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," <span class="analyst">Katherine Egbert</span>, an analyst with Jefferies & Co., wrote in a July 19 research note.</span>...At the same time, however, its much touted cloud initiatives have not begun to generate equivalent cash flow. "<span class="company">Microsoft</span>'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 <span class="company">Microsoft</span> could need to rely on those traditional businesses, and the revenues they generate, for some time to come.<span class="sent"> "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," <span class="analyst">Katherine Egbert</span>, an analyst with Jefferies & Co., wrote in a July 19 research note.</span>..."Windows 7 and Office 2010 have generated significant growth despite the ongoing economic uncertainty.". Other analysts suggested that <span class="company">Microsoft</span> could need to rely on those traditional businesses, and the revenues they generate, for some time to come.<span class="sent"> "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," <span class="analyst">Katherine Egbert</span>, an analyst with Jefferies & Co., wrote in a July 19 research note.</span> "We don't see Bing search or Azure cloud services add meaningfully, despite recent market share gains and customer wins.". In other words, <span class="company">Microsoft</span> 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....<span class="sent">"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," <span class="analyst">Katherine Egbert</span>, an analyst with Jefferies & Co., wrote in a July 19 research note.</span> "We don't see <span class="company">Bing</span> 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
event_date=2010-07-23 11:46:57; sort_date=40382.490937;
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 <span class="company">Microsoft</span> is ahead of the market at this early stage.". Other analysts suggested that <span class="company">Microsoft</span> 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.<span class="sent"> "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," <span class="analyst">Katherine Egbert</span>, an analyst with Jefferies & Co., wrote in a July 19 research note.</span> "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 <span class="company">Microsoft</span> is ahead of the market at this early stage.". Other analysts suggested that <span class="company">Microsoft</span> 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.<span class="sent"> "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," <span class="analyst">Katherine Egbert</span>, an analyst with Jefferies & Co., wrote in a July 19 research note.</span> "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 <span class="company">Microsoft</span> is ahead of the market at this early stage.". Other analysts suggested that <span class="company">Microsoft</span> 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.<span class="sent"> "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," <span class="analyst">Katherine Egbert</span>, an analyst with Jefferies & Co., wrote in a July 19 research note.</span> "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."....<span class="sent">"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," <span class="analyst">Katherine Egbert</span>, an analyst with Jefferies & Co., wrote in a July 19 research note.</span> "We don't see <span class="company">Bing</span> 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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eWeek Windows:
Microsoft Needs Its Traditional Business, Revenues Suggest
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