Improving MGI scores
MGI Research Score Snapshot - Microsoft Corp
For all the power of the Microsoft franchise, there has been little doubt that the company has been struggling during the past several years as is well reflected in the surprisingly modest MGI-X scores. Importantly, though, our predictions of improvement in MSFT economics and business cycle are generating confirmation indicators and beginning to bear fruit for investors. Although the shares have broken out above the $28-$29 price range we discussed in our note of September 17th, we continue to view the shares as attractive. MSFT is announcing Dec 2009 earnings on Jan 28th 2010. ... Full story
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$246 million Jury Verdict Against i2 and JDA Software Highlights Hidden Risks
Today's announcement of the $246 million jury verdict against i2/JDA Software highlights the hidden legal risks that are often poorly understood by technology investors and management. The size of this jury award is unprecedented in the software industry and will likely have broad ramifications beyond the scope of JDA Software as a mid-size provider of enterprise applications. ... Full story