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Microsoft: A Below Surface View

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Tuesday, 19 June 2012
in Mobile Computing

The announcement of Microsoft long-awaited Surface tablet focused everyone's immediate attention on a few of its hardware features such as the keyboard cover and a USB port. In terms of both opportunity and risk for Microsoft and members of its ecosystem, this announcement represents a seminal event. If Microsoft is successful in gaining market share for Surface and can then extend that initial success to other product initiatives, it can dramatically alter the shape of the PC and mobile computing industry. If it fails, then major changes are likely at Microsoft. Market reaction has been positive as MSFT shares finally moved up today by over 3%.

© (c) 2012 MGI Research, LLC
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ORACLE: Break-on Through to the Other Side?

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Tuesday, 19 June 2012
in Tech Giants

The overall tenor of Oracle management comments post its latest earnings announcement was very upbeat. While multiple headwinds persists, i.e. EU, stronger US dollar, launch of multiple new product initiatives such as Public Cloud, - the stock looks ready to try to attempt a break to the other side of the downward trend line.

 

Oracle: Scaling back the negative trendline

© (c) 2012 MGI Research, LLC
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Did SAP Overpay for Ariba?

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Thursday, 24 May 2012
in Cloud Computing

In a research note published last night - SAP Buys Ariba – A Fallen Angel Finds an Exit, we analyze the merits and metrics of this transaction and the impact on SAP customers, investors and competitors.

© (c) 2012 MGI Research, LLC
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Mobile Apps Study Aims at Budgets, Practices, Strategies

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Wednesday, 16 May 2012
in Mobile Computing

We just launched a new mobile apps survey aimed at helping enterprises identify best practices, strategies, budget approaches and organizational methods for developing mobile apps.

© (c) 2012 MGI Research, LLC
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Article on Salesforce.com in Seeking Alpha Parallels our Concerns but Falls Short

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Tuesday, 08 May 2012
in SaaS

There is a very decent, albeit not foolproof treatment of Salesforce.com (CRM) on SeekingAlpha.com. The article looks at number of relevant accounting red flags but sometimes fails to interpret those correctly or put them into context. Some of commentary following the article highlight the discrepancies.

© (c) 2012 MGI Research, LLC
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