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Andrew Kradjel

 
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  • Google Still Attractive Using Price Multiples [View article]
    I think that the problem with Google is that 96% of its revenue is from a business, search, that has a poor outlook. Over the past few years CPC has decreased tremendously, and since Google's revenue is almost all from search, I do not see how it will grow.
    Oct 31 04:05 PM | Likes Like |Link to Comment
  • Google: This Tech Giant Could Surge By 2014 [View article]
    I am not very optimistic about Google because as you said "96% of Google's revenue came from advertising last year," and over the past few years CPC has decreased tremendously. With the emergence of FB, advertisers have over platforms, so I expect Google's search revenue to decrease even further. Since search is Google's one profitable business, their future is gloomy.
    Oct 31 04:01 PM | Likes Like |Link to Comment
  • Microsoft Launches Windows 8 And Surface; Stock Has 30% Upside Potential [View article]
    I think that Microsoft's cross platform integration of services could drive adoption of the Microsoft platform.
    Oct 31 03:58 PM | Likes Like |Link to Comment
  • Mobile Commerce And Why You Need To Own eBay [View article]
    David- Great article,

    I think that Ebay now could one day evolve into a critical revenue driver for ebay.
    Oct 31 03:54 PM | Likes Like |Link to Comment
  • Why Xbox Music Is A Nice Addition To The Surface Product Suite [View article]
    Xbox music is designed to make Microsoft products more appealing, which would in-turn drive revenue.
    Oct 31 03:47 PM | Likes Like |Link to Comment
  • Why Xbox Music Is A Nice Addition To The Surface Product Suite [View article]
    The common core for Microsoft devices and cross-platform services integration, like Xbox music, will entice consumers to only buy devices on the Microsoft platform.
    Oct 31 03:46 PM | Likes Like |Link to Comment
  • 4 Reasons To Buy Microsoft On The Recent Dip [View article]
    I do not understand how Microsoft is so cheap. There is an upgrade cycle on all of its products, which will drive revenue, and it is releasing a number of new innovative growth drivers.
    Oct 31 03:39 PM | Likes Like |Link to Comment
  • It's Time To Take A Look At Microsoft [View article]
    Over the past few years, Microsoft has become a very innovative company. With WP8, Microsoft was able to create a new innovative mobile UI. With the Kinect, Microsoft created a UI technology that will redefine industries. Most impressively, it found a way to design a productivity centered tablet. It is about time they receive recognition.
    Oct 31 03:35 PM | Likes Like |Link to Comment
  • What Microsoft Is Missing [View article]
    Microsoft is a prime example on the importance of brand-name.
    Oct 29 04:42 PM | Likes Like |Link to Comment
  • Microsoft Share Valuation: How Much Upside Is Left? [View article]
    Microsoft's Kinect and WP8 ventures leave significant upside for Microsoft.
    Oct 29 04:40 PM | Likes Like |Link to Comment
  • Was Yammer A $1.2 Billion Mistake For Microsoft? [View article]
    Even though Yammer will not drive revenue directly for Microsoft, its integration with the new Office will drive upgrade cycles which will be very beneficial for Microsoft.
    Oct 29 04:40 PM | Likes Like |Link to Comment
  • Will Bing Sink Nokia And Windows Phone? [View article]
    Although Bing is no Google, in no way will it impact the performance of Microsoft's other ventures.
    Oct 29 04:38 PM | Likes Like |Link to Comment
  • Office 2013 Shows Strong Potential For Microsoft [View article]
    Office will not only drive revenue for Microsoft, but it will also drive adoption of the Surface and WP8.
    Oct 29 04:37 PM | Likes Like |Link to Comment
  • Office 2013 Will Solidify Microsoft's Top Position [View article]
    Microsoft must decide whether it will create office applications for IOS and Android to drive revenue or keep it exclusive on WP8 and the Surface to drive the adoption of its platform.
    Oct 29 04:29 PM | Likes Like |Link to Comment
  • Microsoft's Surface Can Leverage Education Market [View article]
    Microsoft will utilize its partnership with Barnes and Noble to make inroads into the education market.
    Oct 29 04:23 PM | Likes Like |Link to Comment
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