Seeking Alpha
  • Dennis Baker
    $MSFT finally gets some decent messaging in their advertising, much more compelling than cartwheeling and clicking: http://tnw.to/c0SJi
    11/27/12
    Reply (52)
    • Dennis Baker: Oops, then they release this train wreck for Surface. *sigh* http://tnw.to/m0Xnx
      11/27/12
    • Ronin.: I didn't see those as ad disasters....did you see Samsung's "over-attached girlfriend" ads? Yikes! It's the product and software itself...
      11/28/12
    • Ronin.: They failed with tablets before iPad came along, and this may be a repeat...although a more publicized one....
      11/28/12
    • Dennis Baker: When you watch an Apple advertisement for the iPhone/ iPad, you see it and you think "Hey, that's something cool I'd love to be able to do".
      11/28/12
    • Dennis Baker: The Surface adverts don't tell you what problems the Surface solves or what needs it might address. The WinPho advert does.
      11/28/12
    • Ronin.: At least people are made aware of the product and what it looks like, without getting creeped out like the Samsung ad..check it out, painful
      11/28/12
    • Ronin.: Different issue, but what do u think of Eddy Cue firing Williamson?
      11/28/12
    • Dennis Baker: The Samsung advert was speaking to a subculture... the question is whether its a subculture that is going to buy the product.
      11/28/12
    • Dennis Baker: Its hard to say on the maps thing without knowing a whole lot about what happened. Did Forstall know what was going on? Did someone hide it?
      11/28/12
    • Dennis Baker: Someone knew there were a lot of ugly wrinkles in the maps. It was an unforced screw up, someone should have put up a red flag.
      11/28/12
    • Ronin.: True, and perhaps the red flags were put up, but weee suppressed....
      11/28/12
    • Ronin.: I'm thinking that they would want this issue to fade, not stir it up, but there may have been more serious things that couldn't be ignored.
      11/28/12
    • KIA Investment Research: Great video Dennis. I think Apple & Google need to worry about live tiles, it's just such a better user experience.
      11/28/12
    • KIA Investment Research: I was watching Big Bang Theory and saw a Lumia commercial followed by a Windows 8 tablet commercial.. felt good to be seeing these primetime
      11/28/12
    • Dennis Baker: Not entirely sold on the WinPho features, but at least they are giving people reason to think. The Surface Videos.. just meh.
      11/28/12
    • KIA Investment Research: Well, I watched all 14 videos (did you?) and was quite impressed. One of the 'problems they solve' is one of connectivity; very cool as well
      11/28/12
    • Dennis Baker: IMO its just another sign Microsoft doesn't get tablets. Why do users want to plug things into a tablet when you can do it wirelessly?
      11/28/12
    • Dennis Baker: I 'get' SD expansion. That makes a lot of sense. plugging in cables is like clamping on a shackle.
      11/28/12
    • KIA Investment Research: My 50' plasma display doesn't have bluetooth. I like to watch Netflix and like to pump the bits to my TV. Also plugging in via USB charges.
      11/28/12
    • Ronin.: I like options, so I want both capabilities...when other things are not working quite right, physical connect works...like with Ethernet
      11/28/12
    • Ronin.: But one has to admit, the news coming out for surface have not been encouraging for supporters of the win8....
      11/28/12
    • Dennis Baker: It's one of Apple's trademarks, don't let the past get in the way of the future. Cables are definitely the past.
      11/28/12
    • Dennis Baker: My work-around: Raspberry Pi with XMBC as an Airplay target http://bit.ly/V2mFYJ It's a $45 computer with lots of other uses.
      11/28/12
    • Dennis Baker: You can also run XMBC on an xBox or there's a $.99 app for Goog TV... or in a pinch... Apple TV is a great solution too ;)
      11/28/12
    • Ronin.: I like the mobile products and Apple as a company, and I may appear to some to always say favorable things, but I do have some dislikes...
      11/28/12
    • Dennis Baker: Well my big gripe is the SD card and related pricing structure for upgrading memory. Seems like the industry mimicked this though :(
      11/28/12
    • Ronin.: Lack of ports is one, one that is part of simplifacation of design and function...but this is overdone sometimes, to where it compromises...
      11/28/12
    • Dennis Baker: I get the frustration. But if Apple didn't cut the cord, there would be no demand for wireless accessories which make the formfactor shine.
      11/29/12
    • Ronin.: I like the reliable option, and believe that the form would not be harmed substantially. I agree that I really would like the SD card...
      11/29/12
    • Ronin.: Frankly, i think it is a profit issue; a lot is made by charging the extra $100-$200 for memory...
      11/29/12
    • Dennis Baker: Yeah, it's a pretty big step up for $10 in parts.
      11/29/12
    • KIA Investment Research: "But if Apple didn't cut the cord, there would be no demand for wireless accessories which make the formfactor shine." <== I hate this :\
      11/29/12
    • KIA Investment Research: I mean this has always been Apple's downfall ... thinking they know better
      11/29/12
    • scott trader: down fall /// or fall upwards...
      11/29/12
    • Ronin.: Apple goes against the grain, and it often works; they knew better about tablets when most doubted the utility...but sometimes usability is
      11/29/12
    • Ronin.: sacrificed for simplicity. Consumer experience should be primary (we should be able to play video to a projector and still supply power).
      11/29/12
    • Ronin.: I love their products, but I think they would be even better if they did a few things differently...
      11/29/12
    • Dennis Baker: It's rough on early adopters until new tech goes mainstream. Thunderbolt is a good example. "Early Adopters" is a lot of people now...
      11/29/12
    • scott trader: thinking about a short position in msft and a long in nokia....weird huh...
      11/29/12
    • Dennis Baker: I can't imagine shorting MSFT. There is a lot of disappointment priced into their share price. I won't buy it. But no chance I'd short it.
      11/29/12
    • Ronin.: Innovation is great, but there needs to be a good painless transition...notice there are thunderbolt and USB ports on the Mac Pros...good!
      11/29/12
    • Dennis Baker: but there hasn't been a VGA port or HDMI port on the Air for years. They also ditched wired ethernet on the Air long before anyone else.
      11/29/12
    • Ronin.: Lightning to 30-pin adaptors should be sold at cost during transition. MSFT short, NOK long might make sense. NOK trending up, volatile tho
      11/29/12
    • KIA Investment Research: MSFT short, NOK long is bad play. If Nokia rockets up it proves WP and Microsoft is a beneficiary.
      11/29/12
    • scott trader: let the trend be a friend...... perception moves price...
      11/29/12
    • Ronin.: Although related, it takes only some success to move NOK...to move the needle for MSFT, a lot has to happen. Companies are quite asymmetric
      11/29/12
    • Ronin.: In the short term, 920 seems to be doing better than Surface. Not saying I would trade that, but it could make sense to me...
      11/29/12
    • Ronin.: RIMM has moved up far far past what BB10 prospects have taken it....that one is a no go to me...
      11/29/12
    • Ronin.: Dennis, main reasons I don't have an Air right now is 1) no Retina yet, 2) no Ethernet port....if things get funky with WiFi, I can plug in.
      11/29/12
    • Dennis Baker: @scott - Ah, I always think in longer terms. I've been poking around technical investing to pick entry points but thats about it.
      11/29/12
    • KIA Investment Research: "let the trend be a friend...... perception moves price... "Mares eat oats and does eat oats and little lambs eat ivy."
      11/29/12
    • scott trader: @899 pro wo keyboard struggle .nok bounce off bottom potential don't really care for either/ a trade long aapl dis and nflx
      11/29/12