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Andrew Kradjel

 
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  • Amazon.com, One Year Later [View article]
    With new e-commerce solutions available, Amazon stands to lose business. Wal-Mart will match Amazon's prices, and since it has more locations than Amazon's warehouses, it can offer faster and cheaper delivery. Ebay Now, one of Ebay's new services, connects buyers with local stores and couriers. Ebays local partners outnumber Amazon warehouses, so it can also offer faster and cheaper delivery. Now that Amazon is no longer exempt to sales tax, it now longer has an advantage over these services, so it stands to lose business.
    Oct 28, 2012. 04:47 PM | Likes Like |Link to Comment
  • Don't Buy Amazon: Low Margins And Expensive Valuations [View article]
    I think it is also important to consider new e-commerce solutions from Wal-Mart, Ebay. Wal-Mart will match Amazon's prices, and since it has more locations than Amazon's warehouses, it can offer faster and cheaper delivery. Ebay Now, one of Ebay's new services, connects buyers with local stores and couriers. Ebays local partners outnumber Amazon warehouses, so it can also offer faster and cheaper delivery. Now that Amazon is no longer exempt to sales tax, it now longer has an advantage over these services, so it stands to lose business.
    Oct 28, 2012. 04:46 PM | Likes Like |Link to Comment
  • The Madness Of The Amazon Crowd [View article]
    I think it is also important to consider new e-commerce solutions from Wal-Mart, Ebay and others. Wal-Mart will match Amazon's prices, and since it has more locations than Amazon's warehouses, it can offer faster and cheaper delivery. Ebay Now, one of Ebay's new services, connects buyers with local stores and couriers. Ebays local partners outnumber Amazon warehouses, so it can also offer faster and cheaper delivery. Now that Amazon is no longer exempt to sales tax, it now longer has an advantage over these services, so it stands to lose business.
    Oct 28, 2012. 04:44 PM | Likes Like |Link to Comment
  • Search: Will It Deliver For Microsoft? [View article]
    Microsoft should stop focusing on lost causes like search. Microsoft will never be able to overcome Google's brand recognition. Instead, Microsoft must focus on its truly transformative technologies, namely the Kinect. The Microsoft Kinect is easily Microsoft's most transformative product. It is a UI that can revolutionize numerous industries from commerce to gaming. Unlike other Microsoft products, the Kinect is not just a knockoff, it is a new platform so it will be the go-to platform for app makers. For that reason, Microsoft should focus on the Kinect.
    Oct 28, 2012. 04:36 PM | Likes Like |Link to Comment
  • Microsoft: Windows 8 Shows Why Steve Ballmer Must Go, And Why That Is A Buying Opportunity [View article]
    The Microsoft Kinect is easily Microsoft's most transformative product. It is a UI that can revolutionize numerous industries from commerce to gaming. Unlike other Microsoft products, the Kinect is not just a knockoff, it is a new platform so it will be the go-to platform for app makers. For that reason, Microsoft needs to stop focusing on lost causes, like Bing, and on Kinect, its true potential.
    Oct 28, 2012. 04:31 PM | Likes Like |Link to Comment
  • Microsoft's New Releases: Reason To Buy? [View article]
    The Microsoft Kinect is easily Microsoft's most transformative product. It is a UI that can revolutionize numerous industries from commerce to gaming. Unlike other Microsoft products, the Kinect is not just a knockoff, it is a new platform. For that reason, the Kinect will be the go-to platform for app makers. Soon enough, it will be the Kinect, not Windows, driving Microsoft .
    Oct 28, 2012. 04:30 PM | Likes Like |Link to Comment
  • Microsoft: A Strong Buy [View article]
    It may be extreme to say it will be the future of search, however it is not unreasonable to say it will be a leader in the mobile and TV fields.

    Think about how hard it will be for any "Smart TV" product including Apple's to succeed when Microsoft implements the same features in a product that already is millions of homes and is priced at around 1/5th of a TV. It is fair to say Microsoft will have a future monopoly on the Smart TV industry .

    In the mobile field, it is hard to see android existing in a few years and the IPhone, due to pricing will be a niche product. Yes Microsoft will fill those gaps, and those gaps will be the majority market share. Google licenses Android out for free and ultimately loses money with all these patent litigation lawsuits. Why would they continue to devote recourses into a black hole while their other businesses begin to fail? As Microsoft has done with the Xbox, they will invest more recourses than other companies can afford until it is the market leader.
    Nov 27, 2011. 10:21 AM | Likes Like |Link to Comment
  • Microsoft: A Strong Buy [View article]
    I think it is very ignorant to say that being that Windows Mango was released two months ago. Just wait a year or two and see what happens.
    Nov 27, 2011. 09:58 AM | Likes Like |Link to Comment
  • Microsoft: A Strong Buy [View article]
    Actually Microsoft has not only been working on their smart TV alternative, but already has it implemented it in millions of homes around the country. That puts them significantly ahead of Google, Apple and Sony, whom for the most part must sell consumers a new device. The Xbox is not a new device, it is a mainstay in most homes. As I said in the article, Microsoft is not making a TV, but instead are implementing the features within each XBox. They have unmatched subscriptions services and on demand programming linked to the Xbox and the new Bing and Kinect interface. If you don't believe me, look into it.
    Nov 27, 2011. 09:52 AM | Likes Like |Link to Comment
  • Microsoft: A Strong Buy [View article]
    Thank you. I completely agree about Apple! That is the topic for my next piece. With the IPod and IPad beginning to fail they can only last so long. However I disagree with your thoughts on the mobile industry. Apart of Microsoft's business strategy is to invest in their product through R+D until it is the best on the market. They have been extremely successful doing this because they possess so much cash. That is what they did with XBox which worked well.

    For Google, Android is a hindrance. It is an open software platform which they license out for free and is beginning to cost them dearly in different patent litigation lawsuits. I do not see them continuing to devote recourses to Android as it is a black hole for the company and are at risk of losing search monopoly business. Ultimately, Microsoft will oust Android. Once Microsoft releases their inexpensive phone OS Tango, they will see a surge in use from developing countries. I believe in a few years, it will be Microsoft, not Android who will be the lead mobile OS.
    Nov 27, 2011. 09:43 AM | Likes Like |Link to Comment
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