It's premature to be able to gauge what's really happening with corporate demand. Long-term investors need to wait and get more data before making any decisions about these stocks. |
Lawyers involved in NTP and other patent cases think a deal will come before year-end, or even pre-Christmas, and be valued between $750 million and $1.25 billion. The stock could rally sharply on a deal. |
Microsoft has a long-term e-business goal that involves MSN. They've got to keep MSN alive and relevant enough within the marketplace until they have their e-business web channel ready. |
Microsoft has realized that PCs are not the center of the world. E-business or online services to enterprises could become the next big area of growth for the company. |
Microsoft is the dominant player if it chooses to be which would mean there would be significant market share losses for Symantec. |
My father was a doctor and I was born in our home, where he had his practice, |
My only expectation of him is that he will prove that everyone who had great confidence in him was right. |
Normally, big viruses are good news for the anti-virus companies. The scarier, the better, since that's what motivates people to buy patches in the first place. |
Novell and Red Hat are very expensive stocks, even with their strong growth, |
Novell and Red Hat are very expensive stocks, even with their strong growth. |
Now the question is 'What is the right price for the shares?'. |
On the whole this is modestly positive news. |
People power saves PeopleSoft. Customer loyalty is such a powerful force and it was underestimated, |
People power saves PeopleSoft. Customer loyalty is such a powerful force and it was underestimated. |
Pricing pressures are definitely an issue for software companies. This strikes me as a clear sign that things are still not getting better, |