http://www.inveslogic.com/latest Software Sector - Latest Blog Articles at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/247-wall-street/1105222?rsstype=latest&cid=50 If at first you don't succeed, try, try again. Microsoft (MSFT) is lining up partners to buy Yahoo! (YHOO) and this time it is very likely to get what it...[[ This is a content summary only. Visit my website for full links, other content, and more! ]... http://www.inveslogic.com/sectors/directory/247-wall-street/1105222?rsstype=latest&cid=50 Wed, 02 Jul 2008 04:08:13 -0400 http://www.inveslogic.com/sectors/directory/alec-saunders-log/1105218?rsstype=latest&cid=50 On today s Squawk Box we had a fascinating discussion with noted academic Jonathan Zittrain about his new book, The Future of The Internet And How To Stop It . Zittrain s central thesis is that we ve gone from proprietary mainframes an... http://www.inveslogic.com/sectors/directory/alec-saunders-log/1105218?rsstype=latest&cid=50 Tue, 01 Jul 2008 23:12:14 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104488?rsstype=latest&cid=50 Housing optimists have systematically misjudged themarket. Some became convinced that the huge runup was justified byfundamentals such as population growth, rising incomes, and landscarcity. And because sharp national housing price declines are so r... http://www.inveslogic.com/sectors/directory/big-picture/1104488?rsstype=latest&cid=50 Tue, 01 Jul 2008 20:30:00 -0400 http://www.inveslogic.com/sectors/directory/alec-saunders-log/1104441?rsstype=latest&cid=50 On today s SquawkBox (June 30), we talked a lot about the changes at Microsoft and what may be next for the company.With Bill Gates formally departing Microsoft (see his farewell speech), much of the conversation has been about what comes next ... http://www.inveslogic.com/sectors/directory/alec-saunders-log/1104441?rsstype=latest&cid=50 Tue, 01 Jul 2008 19:52:09 -0400 http://www.inveslogic.com/sectors/directory/fc-now-the-fast-company-blog/1104764?rsstype=latest&cid=50 This morning Microsoft [NASDAQ:MSFT] confirmed rumors that it will be acquring Powerset, a Bay Area-based company specializing in natural language Web search. According to press materials, Redmond's strategy is to incorporate Powerset's proprietary t... http://www.inveslogic.com/sectors/directory/fc-now-the-fast-company-blog/1104764?rsstype=latest&cid=50 Tue, 01 Jul 2008 19:03:07 -0400 http://www.inveslogic.com/sectors/directory/internet-stock-blog/1104935?rsstype=latest&cid=50 Microsoft s (MSFT) search plan apparently revolves around semantics. The software giant picked up Powerset, a natural language search provider for an undisclosed sum. Will it be enough to close its yawning Google (GOOG) (and even Yahoo) (YHOO) sear... http://www.inveslogic.com/sectors/directory/internet-stock-blog/1104935?rsstype=latest&cid=50 Tue, 01 Jul 2008 17:31:41 -0400 http://www.inveslogic.com/sectors/directory/feld-thoughts/1104773?rsstype=latest&cid=50 Microsoft is trying to. It's up on PeerToPatent and you can comment on this patent application (and the USPTO will presumably listen to you) if you'd like to help keep the world free of really silly software patents. Following is the abstract. ... http://www.inveslogic.com/sectors/directory/feld-thoughts/1104773?rsstype=latest&cid=50 Tue, 01 Jul 2008 16:06:59 -0400 http://www.inveslogic.com/sectors/directory/deal-breaker/1104658?rsstype=latest&cid=50 Yesterday, we broke down Yahoo's proxy presentation to shareholders in their attempt at setting the record straight. MarketWatch, Henry Blodget, and Portfolio have additional takes on the presentation. All seem to be in agreement that Yahoo blew t... http://www.inveslogic.com/sectors/directory/deal-breaker/1104658?rsstype=latest&cid=50 Tue, 01 Jul 2008 15:31:03 -0400 http://www.inveslogic.com/sectors/directory/internet-stock-blog/1104948?rsstype=latest&cid=50 Solar stocks are again feeling the heat from a report that Spain plans sharp reductions in subsidies for solar power. On Friday, a number of solar stocks dropped sharply after Lehman s Vishal Shah asserted in a research note that the country was co... http://www.inveslogic.com/sectors/directory/internet-stock-blog/1104948?rsstype=latest&cid=50 Tue, 01 Jul 2008 15:25:51 -0400 http://www.inveslogic.com/sectors/directory/john-mugurian/1104983?rsstype=latest&cid=50 You know what the news is-- in a minute, you're going to hear the rest of the story - Paul HarveyOil prices spiked this morning (and probably over the past few months as well) on rumors that Israel was planning an attack on Iran. How much of this is... http://www.inveslogic.com/sectors/directory/john-mugurian/1104983?rsstype=latest&cid=50 Tue, 01 Jul 2008 15:12:10 -0400 http://www.inveslogic.com/sectors/directory/mathew-ingram/1105012?rsstype=latest&cid=50 Update:The much-rumoured Microsoft acquisition of natural-language search startup Powerset is now official, with a statement from MSFT and one from Powerset. Mike Arrington says that sources close to the deal tell him the rumoured $100-million ... http://www.inveslogic.com/sectors/directory/mathew-ingram/1105012?rsstype=latest&cid=50 Tue, 01 Jul 2008 15:04:17 -0400 http://www.inveslogic.com/sectors/directory/schaeffers-research/1105169?rsstype=latest&cid=50 Northrop Grumman Corp. (NOC: sentiment, chart, options) announced that it has secured a software-defined radio development contract from Lockheed Martin (LMT) for the airborne and maritime/fixed-station joint tactical radio system...(Read More)... http://www.inveslogic.com/sectors/directory/schaeffers-research/1105169?rsstype=latest&cid=50 Tue, 01 Jul 2008 14:52:00 -0400 http://www.inveslogic.com/sectors/directory/deal-book/1104648?rsstype=latest&cid=50 Nearly two months have passed since Microsoft pulled the plug on its bid for Yahoo. It now looks as if the deal has little hope of being resurrected, even with Carl Icahn threatening to oust Yahoo s board. But analysts at Citigroup say they see ano... http://www.inveslogic.com/sectors/directory/deal-book/1104648?rsstype=latest&cid=50 Tue, 01 Jul 2008 14:24:45 -0400 http://www.inveslogic.com/sectors/directory/internet-stock-blog/1104952?rsstype=latest&cid=50 On the heels of a follow-up report by the Security Industry Association (which very conservatively projects Chinese security industry spending by 30% to $11 billion in 2008), we have contacted three independent sources just back from viewing Chinese ... http://www.inveslogic.com/sectors/directory/internet-stock-blog/1104952?rsstype=latest&cid=50 Tue, 01 Jul 2008 14:01:00 -0400 http://www.inveslogic.com/sectors/directory/internet-stock-blog/1104963?rsstype=latest&cid=50 The fact that Microsoft (MSFT) stock has been a bollinger band traders dream for the last six years is no fluke. People have been waiting for the XP Killer Windows Vista to come out for some time. Now it is out and Microsoft is still trading in the... http://www.inveslogic.com/sectors/directory/internet-stock-blog/1104963?rsstype=latest&cid=50 Tue, 01 Jul 2008 11:19:39 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104493?rsstype=latest&cid=50 Welcome to the second half of 2008. We begin the second half pretty much the same way we finished the first half: Equities under pressure in Asia, Europe, and judging by the futures in the US, domestically as well.One of the things that us foolish ... http://www.inveslogic.com/sectors/directory/big-picture/1104493?rsstype=latest&cid=50 Tue, 01 Jul 2008 07:47:18 -0400 http://www.inveslogic.com/sectors/directory/247-wall-street/1104389?rsstype=latest&cid=50 Starbucks (SBUX) hoped one of the ingredients of getting turned around was its new Pike Place Roast coffee. The java chain brought the new product to market...[[ This is a content summary only. Visit my website for full links, other content, and more... http://www.inveslogic.com/sectors/directory/247-wall-street/1104389?rsstype=latest&cid=50 Tue, 01 Jul 2008 05:55:33 -0400 http://www.inveslogic.com/sectors/directory/john-batelles-search-blog/1104971?rsstype=latest&cid=50 This is a Big Deal. Now, I want to know: how will Flash files be ranked? Any ideas? Adobe is a major competitor to Microsoft in this front. How will Microsoft make Silverlight searchable? And will Google index all both equally? (My take: Oh yes it wi... http://www.inveslogic.com/sectors/directory/john-batelles-search-blog/1104971?rsstype=latest&cid=50 Tue, 01 Jul 2008 01:18:35 -0400 http://www.inveslogic.com/sectors/directory/gala-time/1104800?rsstype=latest&cid=50 Investors Insight: The End of the Inflation Scare?. . . two sets of players can create money ex- nihilo in our system: central banks and commercial banks. So if the excess liquidity creation has not been the central banks, then the explanation must l... http://www.inveslogic.com/sectors/directory/gala-time/1104800?rsstype=latest&cid=50 Mon, 30 Jun 2008 23:19:57 -0400 http://www.inveslogic.com/sectors/directory/infectious-greed/1104927?rsstype=latest&cid=50 I call bullshit on naive contrarianism. There are too many people looking to take the rhetorical other side of every short-term blip in market sentiment. Every amateur contrarian -- many of whom admittedly talk a good game, but never trade that way, ... http://www.inveslogic.com/sectors/directory/infectious-greed/1104927?rsstype=latest&cid=50 Mon, 30 Jun 2008 22:27:03 -0400