
Rory Maher, CFA is Director of TBI Research.
For six years, Rory was an equity analyst at Prudential, Robertson Stephens and SG Cowen covering media and entertainment. Since then, he has founded two music companies—Rothko Presents, a concert-promotion business, and more recently, Baeble Media, a site that streams full-length concerts, offers live-music downloads, and distributes/licenses that content to third parties. Currently, Rory is Director of TBI Research.
Steve Jobs thinks mobile devices will take the lead and PCs will be left to do the heavylifting. If this comes true it would not be good for Microsoft.
Read »Analysts can't resist the cheap valuation and the stock jumps this morning.
Read »There is a lot of hype around Apple and its iAd application strategy, but checks made with industry executives indicate Google is much better positioned to win the mobile advertising battle.
Read »That's one way of looking at it.
Read »CIOs are moving more agressively into the cloud, but Microsoft is not the best positioned company according to Morgan Stanley.
Read »If this is the case, Microsoft needs to ensure it is a big player in the space before Windows loses share.
Read »A nice try, but the company needs to do a lot more than it affirmed it is doing yesterday in order to be a leader in cloud computing (luckily it has some time).
Read »Wall Street is concerned the ugly picture in Europe could lead to a pullback in tech spending by businesses. Bad news for Microsoft.
Read »This is not the answer to Microsoft's weak hand in the mobile space.
Read »The recovery gains a little steam.
Read »Not quite nipping at Google's heels yet.
Read »Unlikely,
Read »Get inside Coca-Cola's online advertising strategy.
Read »The "courier" is no iPad killer.
Read »Wall Street is looking for modest upside to earnings this evening, but it's going to take a blowout to really move the stock.
Read »After a week of strong industry data, the bullish earnings previews continue.
Read »Bad news for the Xbox.
Read »Several analysts reiterate excitement about upcoming quarterly results.
Read »Advertisers are slowly becoming convinced. Portals beware.
Read »