Windows 8 was the revolution that wasn’t.  But don’t count Microsoft (Nasdaq:$MSFT) out just yet.  In a lot of ways, the boring, button-down software giant was just a little ahead of its time. After a storm of criticism from frustrated long-time Windows users, Microsoft announced that it would be making significant changes to its Windows...Read More

From Jeff Reeves at The Slant: It was a rough Thursday for PC stocks Microsoft (NASDAQ:MSFT), Intel(NASDAQ:INTC), Hewlett-Packard (NYSE:HPQ) and the like. That’s because late Wednesday, IDC reported PC sales slid nearly 14% in the first quarter, well below the 7.7% decline that was expected and the worst drop since the firm began tracking the sector in 1994. Ouch. To add insult to...Read More

With a little more than a week to go before BB10 hits the stores, Research in Motion (Nasdaq:$RIMM) has become a hot stock again.  The company that invented the smartphone may be reestablishing itself as a major player in mobile.  Or, we could be watching the biggest dead-cat bounce in history. As recently as this...Read More

The last few weeks have seen a rally in…well…for lack of better word, “crap.” Before Tuesday’s correction, Research in Motion (Nasdaq: $RIMM) had risen 37% since just the beginning of this month and had nearly doubled from the low hit over the summer. Facebook (Nasdaq: $FB), the company that may be remembered as the most...Read More

In recent weeks, I’ve written that Microsoft ($MSFT) will ultimately muscle-out Apple ($AAPL) as the leader in smartphones and tablets.  It will be a long war of attrition, but Apple has no durable long-term advantages—what Warren Buffett calls “moats”—to keep most of its customers loyal.  And Apple’s insistence on controlling every aspect of both its...Read More