Technology Sector 6th Nov
AMD
Oct 30th - 21.32
Nov 3rd - 20.88
News:
- NVidia snapped up PortalPlayer, a specialty chip maker that gains 92% of its revenue from the Ipod. This move is being regarded as a defensive measure in response to AMD's purchase of ATI.
- Merrill Lynch downgraded Intel to "neutral" from "buy" last Thursday. Merrill estimates that AMD's production will increase by 35% next year while Intel's will only grow by about 13%. Looks good for AMD's future!
MSFT
Oct 30th - 28.53
Nov 3rd - 28.73
News:
- Microsoft just released a new mapping software designed to go head-to-head with Google Earth. Interestingly they are mapping cities in full 3d versus the flat overhead satellite views seen in Google Earth.
- MSFT just announced that they will be entering the competitive VOIP market next year. Due to the fact that Microsoft absolutely dominates the workplace with Office and Windows, I think they could quickly establish themselves as contenders in this market. Obviously the VOIP technology is going to be incorporated across MSFT's entire software line.
- Office 2007 is completed and is ready to be shipped to businesses on November 30th. I've seen and played with the suite, and unlike previous small updates, this new package is a beast. Perhaps the best part of the new edition is that many of the advanced features have been made much more easier to use and find. This is going to open up all of the features that many of us know and love to even the most computer illiterate.
- Keep an eye out for the PS3 and Wii -- both are going to be released next week.
DELL
Oct 30th - 23.37
Nov 3rd - 24.24
News:
- It doesn't look like the holiday season is going to be as joyous for Dell or HP this year. Everyone is predicting that holiday sales are going to be rather bleak, mainly due to Microsoft's putting off of Vista's release until next year (for consumers -- for businesses it will be released on Nov 30th). Dell is offering a coupon system where any pc purchased with XP Pro or Media Center Edition will be get free Vista next year, however, most analysts do not think this is going to stop people from waiting.
Oct 30th - 21.32
Nov 3rd - 20.88
News:
- NVidia snapped up PortalPlayer, a specialty chip maker that gains 92% of its revenue from the Ipod. This move is being regarded as a defensive measure in response to AMD's purchase of ATI.
- Merrill Lynch downgraded Intel to "neutral" from "buy" last Thursday. Merrill estimates that AMD's production will increase by 35% next year while Intel's will only grow by about 13%. Looks good for AMD's future!
MSFT
Oct 30th - 28.53
Nov 3rd - 28.73
News:
- Microsoft just released a new mapping software designed to go head-to-head with Google Earth. Interestingly they are mapping cities in full 3d versus the flat overhead satellite views seen in Google Earth.
- MSFT just announced that they will be entering the competitive VOIP market next year. Due to the fact that Microsoft absolutely dominates the workplace with Office and Windows, I think they could quickly establish themselves as contenders in this market. Obviously the VOIP technology is going to be incorporated across MSFT's entire software line.
- Office 2007 is completed and is ready to be shipped to businesses on November 30th. I've seen and played with the suite, and unlike previous small updates, this new package is a beast. Perhaps the best part of the new edition is that many of the advanced features have been made much more easier to use and find. This is going to open up all of the features that many of us know and love to even the most computer illiterate.
- Keep an eye out for the PS3 and Wii -- both are going to be released next week.
DELL
Oct 30th - 23.37
Nov 3rd - 24.24
News:
- It doesn't look like the holiday season is going to be as joyous for Dell or HP this year. Everyone is predicting that holiday sales are going to be rather bleak, mainly due to Microsoft's putting off of Vista's release until next year (for consumers -- for businesses it will be released on Nov 30th). Dell is offering a coupon system where any pc purchased with XP Pro or Media Center Edition will be get free Vista next year, however, most analysts do not think this is going to stop people from waiting.
posted by Rob at
7:42 PM
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