IT Investor's Journal: Has Microsoft peaked?
Grok Headline matches for IT Investor's Journal: Has Microsoft peaked?
IT Investor's Journal: What Microsoft
should do with all that cash
IT Investor's Journal: What Microsoft
should do with all that cash
07/12/2004 07:00 PMMicrosoft Corp.'s monopoly of operating systems and desktop software
applications has resulted in the company throwing off around $75
billion in cash and accumulating $56 billion of cash on its balance
sheet. Despite this track record for impressive cash generation, an
investor who bought MSFT stock in early 2000 would find this
investment worth less than half its original purchase price.
IT Investor's Journal: Some long-term
concerns about Microsoft
IT Investor's Journal: Some long-term
concerns about Microsoft
04/19/2004 11:05 AMIT stock analyst Melanie Hollands has long-term concerns about
Microsoft and its growth outlook, despite overwhelming share in
several markets. Aside from slowing growth at the company and the
competitive threat of Linux, her concerns include the delay of
Longhorn and the transition leading up to its introduction. Read on at
ITMJ.
IT Investor's Journal: A close look at
Red Hat
IT Investor's Journal: A close look at
Red Hat
02/10/2004 02:48 AMRed Hat, Inc., long a sales leader in commercial Linux distributions,
has made some strategic changes in the last year and has decided to
aim squarely at the enterprise server market while deemphasizing its
relationship with small-time developers.
IT Investor's Journal: Why AMD is in
good position
IT Investor's Journal: Why AMD is in
good position
03/08/2004 11:28 PMOur stock analyst, Melanie Hollands, believes that Advanced Micro
Devices is one of the best names to own at this time in the
semiconductor group, and that the major catalyst to propel the stock
upward is continued OEM wins for its new 64-bit MPUs. Why? Read on ...
IT Investor's Journal: An analysis of
SCO Group
IT Investor's Journal: An analysis of
SCO Group
02/16/2004 09:14 AMSCO Group, Inc. has been making more legal headlines than software
news during the last year. Our business analyst, Melanie Hollands,
take a detailed look at SCO's business acumen and evaluates its
prospects in the stock market.
IT Investor's Journal : The January
Effect
IT Investor's Journal : The January
Effect
01/22/2004 09:01 AMToday the subject is the "January effect." Looking at the actual total
years' results since 1950, it appears if January is positive for the
S&P, then the next year is anywhere from +7% to +45% (54 years).
The exceptions have been 2001 and 1966, when both years were down
years, even though the January of each year was up. On the other hand,
if January has been negative, then for the most part, the entire year
has also been negative. In 20 years, there have been only two
exceptions, with 1982 and 1968 being positive years overall.
IT Investor's Journal: A close look at
Sun Microsystems
IT Investor's Journal: A close look at
Sun Microsystems
01/27/2004 09:15 AMOur IT investment expert, Melanie Hollands, takes a no-nonsense,
in-depth look at the current state of Sun Microsystems, corporate
owner of the Java franchise and ostensible leader of the Java
development community. More than a few people are concerned that after
22 years as an innovator and power player in enterprise IT, that Sun
might erode into simply a niche player, dropping out of the same
league as Microsoft and IBM in IT power and influence. What's your
take on where the house of Solaris is headed? Read on for our writer's
assessment ...
IT Investor's Journal: Is market due for
correction?
IT Investor's Journal: Is market due for
correction?
01/16/2004 11:32 AMWe could be due for a market correction. Stock newsletters in general
are very bullish, and take a look at how the stocks have run from
their 50-day moving averages -- no pullback in 10 months. News has not
been a factor, the U.S. dollar looks like toast for a while, Japan is
in our bonds -- I read some $9 billion yesterday, and the Yen still
came back to 106.60. My hairdresser is starting to tout stocks (which
is a sure sign of a top!).
IT Investor's Journal: Why Sun stock
doesn't improve in value
IT Investor's Journal: Why Sun stock
doesn't improve in value
07/23/2004 11:13 AMSun Microsystems reported earnings after the bell on Tuesday, July 20.
But overall, I'm not positive about an investment in SUNW at this
time. And here's why.
IT Investor's Journal: The big picture
heading into '04
IT Investor's Journal: The big picture
heading into '04
12/26/2003 07:44 AMI’m of the opinion that the economy/fundamentals have peaked for now
and we're headed lower, hard to say if it will be muted or something
more pronounced; at the margin I think it will be relatively muted.
Overall market valuation looks to me to be on the high side of "OK".
Going forward, I think deep cyclicals like steel will continue to
perform well (in particular I love the Australian giant, BHP) but some
sectors are already fading, such as retail.
IT Investor's Journal: A close look at
WebMethods
IT Investor's Journal: A close look at
WebMethods
06/14/2004 08:34 AMWebMethods. Man, what a fun time that was during the bubble! Great
people, great technology, the gorillas were a million miles behind
them. These days the company is holding its own, but my expectation is
that Microsoft and IBM will continue their work on the standards
committees that govern Web services and will eventually leapfrog
WebMethods in terms of functionality. Once that happens, WebMethods
will probably get squeezed out of the market place by existing
WebMethods/IBM customers who are looking for a single-vendor solution
to reduce complexity.
IT Investor's Journal: All about thinly
traded stocks
IT Investor's Journal: All about thinly
traded stocks
06/21/2004 05:22 PMThinly traded stocks are quite common in the IT sector. Know how and
when to trade them, and you can ride a stock that triples, quadruples
or more in a relatively short period of time. However, these stocks
are deceptively difficult to trade and the downside of a mistraded
position can be considerable. Read on at ITMJ ...
IT Investor's Journal: Jockeying behind
the scenes at SCO Group
IT Investor's Journal: Jockeying behind
the scenes at SCO Group
05/10/2004 11:53 AM Very interesting developments at SCO/Royal Bank of Canada. On Friday,
May 7, SCO Group announced that Royal Bank of Canada (RBC), one of
SCO's primary investors, is cashing out. RBC currently holds 30,000
Series A-1 shares of SCO Group. It is converting one-third of that
holding -- 10,000 Series A-1 shares -- to common stock and selling the
balance (20,000 Series A-1 shares) to BayStar Capital.
IT Investor's Journal: Can Openwave
crest in market?
IT Investor's Journal: Can Openwave
crest in market?
12/30/2003 07:19 AMOpenwave is currently a turnaround story with takeout potential, but
the company still has a tough road ahead. At present, Openwave is
operating in the wrong network space. Most wireless deployment is
low-cost Wi-Fi, whereas Openwave wants to be the 2G/3G application,
provision, and infrastructure provider. However, few can afford to
deploy the 2G/3G licenses they've got. Read on ...
IT Investor's Journal: Micron, Westaim
-- and Saddam
IT Investor's Journal: Micron, Westaim
-- and Saddam
12/22/2003 03:13 AMLast Monday, we gapped up nicely in reaction to the news of Saddam
Hussein's capture over the weekend, but then the market faded and we
closed lower that day than we opened. There was some euphoria in the
morning, but the smart trade was to sell the gap up. The thing is,
Saddam wasn't leading the resistance over there. That said, the market
recognized that he is strategically useful as a captive. He surely has
information that might be embarrassing to the French, Russians, and
others. So, there's some horse-trading to be done there, for sure.
However, the equity and currency markets, in particular the U.S.
dollar, indicated to me that the event was a non-starter. After the
initial excitement, the market resumed selling equities and the U.S.
dollar.
IT Investor's Journal: Signs indicate
strong Q3 for Intel, AMD
IT Investor's Journal: Signs indicate
strong Q3 for Intel, AMD
06/03/2004 03:34 PMFundamentally, I like Intel Corp. (INTC) for a "buy and hold" for the
next three months or so. Intel has strong product cycles ramping up
that should hit inflection points in the third calendar quarter, right
when the company's strongest quarter is. Consequently, I think the
magnitude of upside could be substantial.
IT Investor's Journal: Why Openwave is
getting deep into Linux
IT Investor's Journal: Why Openwave is
getting deep into Linux
04/12/2004 02:16 PMMelanie Hollands contends in a story about mobile-device middleware
maker Openwave that over the next few years the WindowsCE mobile
development folks might be surprised how quickly they are losing
projects to Linux. Read on at ITMJ.
IT Investor's Journal: How to benchmark
semiconductor stocks
IT Investor's Journal: How to benchmark
semiconductor stocks
06/18/2004 04:15 PMInvesting in IT stocks of all kinds is not a business for the feint of
heart. This holds especially true in the semiconductor stock world.
Risks can be great, but so can the financial rewards. ITMJ stock
analyst Melanie Hollands, who has been following this for more than a
decade, offers some valuable inside information on this topic in an
article you might want to bookmark if you hold investments in this
sector. Read on at ITMJ ...
IT Investor's Journal: Why Novell needs
a breakout event
IT Investor's Journal: Why Novell needs
a breakout event
07/19/2004 01:24 PMThis column last discussed Novell in detail on Feb. 23, 2004. At the
time, I thought the stock price could increase long term but wanted to
hold off buying the stock in the intermediate term (a few months),
since I thought it would languish for a while. My intermediate-term
caution was largely due to three factors.
IT Investor's Journal: Some insight into
the behavior of tech stocks
IT Investor's Journal: Some insight into
the behavior of tech stocks
05/24/2004 05:28 PMITMJ columnist Melanie Hollands presents a candid overview of a
detailed topic: analyzing IT stocks. In it, she introduces some
thoughts about the factors that characterize investing and trading in
the sector -- including the single most important factor of all: the
psychology of buying and selling tech stocks. Read on at ITMJ ...
IT Investor's Journal: Openwave embraces
Linux, Part 2
IT Investor's Journal: Openwave embraces
Linux, Part 2
04/26/2004 01:05 PMIT stock analyst Melanie Hollands explains why Openwave, the 800-pound
gorilla of the mobile services market, is investing substantial time
and money in its Linux program with business partner MontaVista. Read
on in ITMJ.
IT Investor's Journal: Behind the
infamous Oracle vs. PeopleSoft drama
IT Investor's Journal: Behind the
infamous Oracle vs. PeopleSoft drama
02/10/2004 10:47 PMLarry Ellison is certainly determined not to give up on acquiring
PeopleSoft. But with $26 per share, he may have finally hit the price.
Oracle raised its bid to $26 per share, up 33% from its prior bid of
$19.50 per share. Provided (stress provided) Oracle gets regulatory
approval, then it's possible that the deal can get done here. Craig
Conway, PeopleSoft's Chairman and CEO, has made his point and could be
ready to give in. His golden parachute, coupled with the moving up of
the shareholders' meeting, gives me the feel that something could be
going on. Or maybe this is just more tactics in defense ... hard to
say.
IT Investor's Journal: What latest
earnings results signify
IT Investor's Journal: What latest
earnings results signify
01/16/2004 11:32 AMIs the weak dollar the real reason why Wall Street hasn't been
impressed with improved IT earnings reports? The dollar has
depreciated 25% or so against the Euro year-over-year. Analysts
forecasting the fourth quarter already knew the dollar had fallen
about 18% to 20% going into the fourth quarter. Read on for more
details ...
IT Investor's Journal: Oracle swallowing
PeopleSoft looks all but dead
IT Investor's Journal: Oracle swallowing
PeopleSoft looks all but dead
05/03/2004 12:13 PMIn February, antitrust lawyers at the U.S. Department of Justice (DoJ)
came out against Oracle's acquisition of PeopleSoft. Antitrust
division staff lawyers at the DoJ recommended that the Department file
suit to block Oracle's acquisition of PeopleSoft. This indicated that
Oracle would face a serious setback in its embattled bid for its
rival. Staff recommendations on antitrust cases usually provide an
early indication as to the direction in which the department is likely
to lean in its final decision. My view continues to be that the
Oracle/PeopleSoft deal gets squashed.
IT Investor's Journal: Oracle pulls
weird move in PeopleSoft bid
IT Investor's Journal: Oracle pulls
weird move in PeopleSoft bid
05/17/2004 08:44 AMThis is just so weird. On Friday, May 14, Oracle lowered its bid for
PeopleSoft to $21 per share from $26 per share. Admittedly, I'm not a
elder statesperson and luckily have yet to develop any gray hair, but
I've never heard of such a thing. (It's probably happened before, but
this doesn't happen often, in any case.)
IT Investor's Journal: The impact of
having both simple and super voting
shares
IT Investor's Journal: The impact of
having both simple and super voting
shares
06/28/2004 11:39 AMThe two-part equity structure, with simple and super voting shares
such as Google is planning with its forthcoming initial public
offering, is quite common in technology companies, and particularly in
media companies. Typically, the Class A shares are super voting and
Class B shares are regular, or simple, voting shares. However, to make
things more confusing, some companies reverse these classifications
and refer to their non-voting stock as Class A and their super voting
stock as Class B.
Has Microsoft peaked?
Has Microsoft peaked?
07/07/2004 01:17 AMMicrosoft Corp.'s business ambitions have never wavered. Microsoft was
founded in 1978, went public in 1987, and has since grown to become
the world's largest technology company and one of the world's largest
publicly traded companies. It has as an enormous cash balance of
around $55 billion on its balance sheet and 93 percent share of the
consumer software market. Investors typically regard MSFT stock as a
no-risk investment with a stock price that will keep going up.
However, that is not the case.
Yes, Microsoft has a ton of cash on the balance sheet. But it's not
balance sheet cash or market share that propels a stock price upward.
It's growth. And growth leveled off at Microsoft about 18 months ago,
when the company went ex-growth and ex-cash.
Microsoft To Launch Entertaining Thrust
Vs. Apple And Others (Investor's
Business Daily)
Microsoft To Launch Entertaining Thrust
Vs. Apple And Others (Investor's
Business Daily)
09/02/2004 08:08 AMInvestor's Business Daily - Microsoft is expected to raise the ante in
the high-stakes game to control the future of digital media with
announcements Thursday aimed at Apple Computer, RealNetworks and other
rivals.
Microsoft Architects JOURNAL Comes to
MSDN
Microsoft Architects JOURNAL Comes to
MSDN
04/15/2004 11:48 AMJOURNAL - Microsoft Architect's Journal - a platform where
authoritative software architects from all corners of Microsoft's
architect community will discuss the connection between opportunities
once out of reach and the solutions that now make them possible.
Has IM Innovation Peaked?
Has IM Innovation Peaked?
05/07/2004 05:39 PMInternet News May 7 2004 10:03PM GMT
Microsoft Windows Journal Reader
Supplemental Component
Microsoft Windows Journal Reader
Supplemental Component
12/22/2004 01:48 AMThe Microsoft Windows Journal Reader Supplemental Component provides
programmatic read access to files in the Journal format. This simple
component takes a stream containing a Journal file and returns a
stream containing the file’s content in XML format. The XML returned
by the component conforms to the Journal Reader schema. This schema is
documented in Journal Reader Schema Reference.
Journal of Webology: An International
Electronic Journal
Journal of Webology: An International
Electronic Journal
08/31/2004 06:26 AMJournal of Webology: An International Electronic
Journalhttp://www.webology.itgo.com/
Webology is a scholarly journal in English devoted to the
various fields of Library and Information Science and serves as a
forum for discussion and experimentation. It serves as a forum for new
research in information dissemination and communication processes in
general, and in the context of the World Wide Web in particular.
Concerns include the production, gathering, recording, processing,
storing, representing, sharing, transmitting, retrieving,
distribution, and dissemination of information, as well as its social
and cultural impacts. There is a strong emphasis on new information
technologies and methodologies. The orientation is toward quantitative
experimental work, but significant qualitative and historical research
is also welcome.
Flu Epidemic Likely Has Peaked in Most
of U.S., CDC Says (Reuters)
Flu Epidemic Likely Has Peaked in Most
of U.S., CDC Says (Reuters)
01/23/2004 03:57 AMReuters - This year's influenza epidemic appears
to have peaked in most parts of the nation, but people who have
not yet been vaccinated should still get a flu shot, U.S.
health officials said on Thursday.
Has the Exchange Rate Peaked for IBM?
Has the Exchange Rate Peaked for IBM?
07/16/2004 11:48 AMThe balance of currency rates and the economy signals a prime time to
invest for the long term.
has the thong meme peaked?
has the thong meme peaked?
09/13/2004 05:06 AMthe NY Times, always at the cutting edge of a trend's demise
Voice has peaked, the future is data
Voice has peaked, the future is data
06/17/2004 06:50 AMThat's entertainment
Has Mass-Mailed Malware Peaked?
Has Mass-Mailed Malware Peaked?
03/27/2005 12:28 PMWhy the Friendster bubble 'has peaked -
will pop'
Why the Friendster bubble 'has peaked -
will pop'
11/04/2003 10:31 PMBuilt-in obsolescence
Six Years After Melissa, Mass-Mailed
Malware Has Peaked
Six Years After Melissa, Mass-Mailed
Malware Has Peaked
03/25/2005 11:42 PMGrok Description matches for IT Investor's Journal: Has Microsoft peaked?
GrokA matches for IT Investor's Journal: Has Microsoft peaked?
IT Investor's Journal: Has Microsoft peaked?
