I finally have some numbers (they have been strategically hiding divisions
[see refs] to mitigate the damage in reports).
MS cuts 360 estimates, Xbox division posts $289m loss
,----[ Quote ]
| Microsoft's Entertainment and Devices division has posted a US $289 million
| (EUR 223.6m) loss for the second quarter - and cut fiscal year estimates
| for Xbox 360 hardware.
`----
http://www.gamesindustry.biz/content_page.php?aid=22385
Some relevant references appended below.
Related:
Microsoft's 2Q profit falls 28%
http://ctv.globetechnology.com/servlet/story/RTGAM.20070125.wmicrosoft0125/tech/Technology/techBN/ctv-technology
Game stocks down after Xbox 360 target cut
,----[ Quote ]
| Microsoft executives said Thursday that due to unsold inventories
| in stores, they expect to ship a total of 12 million Xbox 360s by
| the end of the fiscal year in June, down from their previous target
| of 13 million to 15 million.
`----
http://news.zdnet.com/2100-1040_22-6153799.html
Microsoft's Xbox 360 US sales-NPD story withdrawn
,----[ Quote ]
| The Los Angeles story headlined "Microsoft's Xbox 360 US sales
| top first Xbox--NPD" is withdrawn because the data supporting the
|
| story may be inaccurate. Reuters is waiting for an update from the
| company. A new story may be issued.
`----
http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com:20061208:MTFH45656_2006-12-08_01-12-52_N07221320&type=comktNews&rpc=44
Microsoft Xbox to Join the Battle for Video Downloading
,----[ Quote ]
| Editors' Note: November 10, 2006, Friday An article in Business Day
| on Tuesday described a decision by Microsoft to offer movies and
| episodes of television shows for downloading through its Xbox Live
| online service in the United States.
|
| The article quoted Rob Enderle, principal analyst at the Enderle
| Group, discussing the features that set Xbox Live service apart
| and its position in the market.
|
| But the article did not note that Mr. Enderle had Microsoft as a client,
| a fact later pointed out by a reader. Mr. Enderle does consulting work
| for several of Microsoft's product groups, though not for the one
| developing the Xbox; still, had The Times known of Mr. Enderle's work
| for Microsoft, it would not have sought out his opinion on the product.
`----
http://select.nytimes.com/gst/abstract.html?res=F50713F83A5B0C748CDDA80994DE404482
http://tinyurl.com/y3avsv
NY Times bans Microsoft analysts from Microsoft stories
,----[ Quote ]
| Just days after banning Enderle from discussing Microsoft because
| he has Microsoft as a client, the Times quoted Gartner analyst
| Michael Silver and AMR Research analyst Jim Murphy in a story
| about Microsoft's Windows and Office software.
|
| If the paper would prefer not to quote an analyst who has
| experience with a client, it did a poor job. Silver is Gartner's
| vice president in charge of client computing. Microsoft happens to
| do lots of business with Gartner and also happens to have a
| client-software monopoly. We're guessing that Silver knows
| Microsoft's products well and has direct involvement with the
| company.
|
| And, sure enough, he appears a number of times on Microsoft's
| own site and thousands of times in stories about Microsoft.
|
| Jim Murphy - wait for it - covers Microsoft too and is even more
| prolific than Silver.
|
| [...]
|
| Part of the problem stems from the reticence of companies such as
| IDC and Gartner to reveal their clients. That should make everyone
| nervous, but it doesn't. So called objective technology publications
| keep publishing material bought by vendors without telling you this.
| They're also too lazy or scared to ignore the likes of Gartner and
| IDC until the firms change their disclosure rules.
|
| As it turns out, there's a cottage industry devoted to Rob
| Enderle, where Linux zealots fire off this form letter to editors
| whenever Enderle appears talking about Microsoft. Perhaps the Linux
| crowd could put its fabled collective mind toward creating letters
| for all the major analysts. Lord knows, the Times could use
| some help.
`----
http://www.theregister.co.uk/2006/12/15/nytimes_ms_ban/
How Much is Too Much?
,----[ Summary ]
| Microsoft says it will stick with Xbox. But with years of heavy losses
| behind it, the pressure's on for the gaming division to make good
`----
http://www.businessweek.com/innovate/content/oct2006/id20061013_283856.htm?campaign_id=rss_topStories
http://tinyurl.com/yxdr4j
Microsoft stoic despite massive losses
,----[ Quote ]
| If you were to judge by the PR rhetoric, you'd think the 360 was
| an unstoppable commercial juggernaut. As usual though, PR lies.
`----
http://www.gamerscan.com/articles/06/10/09/microsofts.massive.losses/
Microsoft profit on slide
,----[ Quote ]
| Some analysts are looking for any signs of improvement from
| Microsoft's internet division, which continues to lose market
| share in web search to Google.
|
| Microsoft's online services group saw revenue fall for the last
| four quarters and posted a loss in the past three quarters while
| it shifted to a new internet advertising platform and overhauled
| the company's web properties.
`----
http://australianit.news.com.au/articles/0,7204,21109542%5E15306%5E%5Enbv%5E,00.html
A Dozen Stocks For '07
,----[ Quote ]
| Millen also thinks $36 billion in planned share buybacks
| will help the stock.
`----
http://www.forbes.com/2006/12/05/stocks-markets-investing-pf-ii-cz_ag_1205stockpicks.html?partner=yahootix
http://tinyurl.com/yjzfbo
Microsoft counts on Vista to recharge stagnant stock
,----[ Quote ]
| There was a time in the 1990s when shares of Microsoft stock seemed to
| double every couple of years. 1996: college for the kids. 1998: a place
| on Whidbey. 1999: early retirement.
|
| Times have changed.
`----
http://seattletimes.nwsource.com/html/businesstechnology/2003437957_vista19.html
Commentary: Microsoft needs more than just buybacks to lift its shares
,----[ Quote ]
| Microsoft shares, which have been dormant for the last few years,
| have been looking up over the last couple months. The Dow industrials
| component has gained about 20% since hitting a 4-year low of $21.46 o
| June 13.
|
| To help move things along, Microsoft not only launched a $40 billion
| stock repurchase program that lasts through 2011, the company also said
| its previously announced 4-year, $30 billion stock buyback program was
| completed in just 2 years.
`----
http://www.marketwatch.com/News/Story/Story.aspx?guid=%7B685EFB89%2D5791%2D4E8B%2DAD6A%2D9688F5B6012A%7D&source=blq%2Fyhoo&dist=yhoo&siteid=yhoo
Microsoft Hides Its Mobile and Business Apps Divisions
,----[ Quote ]
| The company is folding its two worst-performing divisions -- Microsoft
| Business Solutions (its business applications unit) and its Mobile and
| Embedded units -- into the Microsoft Business Division and Microsoft Home
| and Entertainment units, respectively.
`----
http://www.microsoft-watch.com/article2/0,1995,1990243,00.asp?kc=MWRSS02129TX1K0000535
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