Samsung's Chip Business: What Happened?
,----[ Quote ]
| Slower-than-expected sales of PCs using the Microsoft Windows Vista operating
| system have also added to the oversupply problem, particularly as few
| manufacturers—that includes Samsung—are willing to cut back on
| output. "Samsung is no different from its competitors in selling chips below
| manufacturing costs..."
`----
http://www.businessweek.com/globalbiz/content/jun2007/gb20070615_566044.htm?campaign_id=yhoo
Once again, only Microsoft thrives in large margins, leaving mere 'peanuts' to
others. And nevertheless:
Home Depot to buyback stock
,----[ Quote ]
| Home Depot's buyback, if completed, would rank as the fifth-largest
| share repurchase by a U.S. company, according to research firm
| Dealogic. Microsoft Corp. established a $30 billion stock
| ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
| repurchase plan in 2004, Dealogic said.
| ^^^^^^^^^^^^^^^^^^^^^^^
`----
http://biz.yahoo.com/rb/070619/homedepot_supply.html?.v=9
No wonder the stock does not sink anymore. Microsoft is its own biggest and
most loyal investor. It believes in /its own/ long-term success.
Related:
,----[ Quote ]
| At the Consumer Electronics Show in Las Vegas, Richard, at a
| breakfast meeting, did his duty again. He said the Intel Inside
| program and other marketing promotions Intel has used over the
| years have killed profitability for PC makers.
`----
http://news.com.com/2061-13053_3-6148717.html?part=rss&tag=2547-1_3-0-20&subj=news
http://tinyurl.com/yf475k
Memory chipmakers brace for tough quarter
,----[ Quote ]
| Industry headed for loss; DRAM suppliers overshot Vista demand: analyst
|
| Personal computer sales cannot take off fast enough for the makers
| of computer-memory chips known as DRAM, an industry on pace to suffer
| one of its worst business quarters this decade.
`----
http://www.marketwatch.com/news/story/dram-chipmakers-suffer-worst-quarter/story.aspx?guid=%7BB15928E6-7034-4FAB-86C0-45CBA08AAD68%7D
http://tinyurl.com/2vhe99
Microsoft Partner Points to Soft Vista Demand
,----[ Quote ]
| Overall, it's difficult to say how well Vista is doing. Yes, Microsoft
| has sold more than 20 million Vista licenses. But how many customers
| actually requested the operating system? And how many more would send
| it back to Redmond, if only they knew how? Based on all the negative
| Vista buzz, Apple is actually suggesting that the Vista party is over
| before it starts.
|
| In reality, PC vendors are selling boatloads of Vista systems to
| consumers. But perhaps not as many as expected. How else can you
| explain Dell's decision to re-introduce Windows XP on some systems while
| at the same time launching consumer PCs with Ubuntu Linux preinstalled.
`----
http://techiqmag.com/2007/05/10/microsoft-partner-points-to-soft-vista-demand/
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
|
|
