Longtime Microsoft analyst reduces estimates, cites ‘awkward’ Windows 8 launch

win8

Rick Sherlund, the veteran Wall Street analyst who has covered Microsoft since it went public, this morning reduced his earnings estimates for the company by 4 percent for the upcoming calendar year, saying Windows 8 isn’t getting as much support as it needs from computer makers. The report comes as Microsoft prepares for its annual… Read More…

Analyst: Microsoft wrestling with ARM as Windows 8 nears

windows8

Veteran Wall Street analyst Rick Sherlund of Nomura Research has issued a report following a series of investor meetings last week with Windows marketing chief Tami Reller, providing a glimpse into the status of Microsoft’s Windows 8 as the company gears up for its launch, expected later this year. One of the more interesting tidbits… Read More…

Office on the iPad: A litmus test for the modern Microsoft

office

We know now that Microsoft is working on a touch-friendly version of Microsoft Office for Windows 8. But here comes that age-old question, resurfacing once again: What about Microsoft Office on the iPad? Veteran analyst Rick Sherlund, now with Nomura Research, threw some cold water on the possibility in a note to clients this morning. Wrote… Read More…