SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The New Economy and its Winners
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lizzie Tudor who wrote (28853)4/28/2006 12:44:39 AM
From: Bill Harmond  Read Replies (1) of 57684
 
18:38 MSFT Microsoft Conference Call Summary (27.25 +0.15) -Update-

Revenue per search fell from the prior year period; saw growth in search volumes, search revs were down... Says IT spending environment was in line with expectations... Co says that according to NPD, attachment rate for Xbox 360 is Higher than any other console at this point in its life cycle... Faster than expected transition to next generation gaming, Xbox 1 revs softer than expected... raising Xbox sales guidance positive for ERTS, TTWO, ATVI : Most estimates had MSFT coming in at the low end of prior guidance of 4.5-5.5 mln because of supply problems... Continue to see strong demand in XBox 360... co says will have high product costs to deliver XBox; looking to sell as many as they can to increase market share of Sony; states additional costs will cost them margin, but does not expect these to last past Q4... Co says they are not giving a lot of details about the shape of next year with regards to Vista margins... co notes that they are doing hiring for future product development... one analysts states that they are very nervous about the expense costs in 2007; asks if it is due to ramp up to battle GOOG and YHOO: co disagrees with the analyst; says it is a broad based approach in costs rising across multiple fronts; says there is not a 'Trojan Horse' that the co is not mentioning; agrees that there are some big numbers and big potential spending but not building into their guidance things that they are not talking about... stock is trading at $25.50 in after hours.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News