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Gutone  

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  • Microsoft May Have Just Hurt Lumia 900 Sales [View article]
    There is no such thing as Windows Phone 8.

    There is a version of Windows 8 called Windows RT. A white horse is a horse after all. If you want to pick on an article with a different view from yours, choose something more meaningful the next time.
    Jun 20, 2012. 03:12 PM | 3 Likes Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    It's not that different. Both appear as channel conflicts. Costco is downstream channel member, and its store brands conflict with its branded suppliers. Microsoft is an upstream channel member. By offering hardware, it now conflicts with OEMs.

    The company has to be powerful to do this. Costco can do it. Microsoft can do it. Google can perhaps do it.
    Jun 20, 2012. 12:18 PM | 1 Like Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    Surface doesn't have to push iPad aside, there is enough market potential in this growing product category for both to flourish. But I do believe iPad's growth rate will take a serious hit. Its market share will shrink.

    I am an iPad ower, but if there is a comparable Windows based tablet out there in the market, it's a no brainer for me to switch, simply for better file managment, improved compatibility with other computers, and all the software support available with Windows.

    I tend to believe I am not alone.
    Jun 20, 2012. 10:47 AM | 2 Likes Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    Well, this is a bit similar to a store brand at Costco is of high quality and low price, forcing Costco's branded suppliers to yield on wholesale prices. The suppliers may not be happy, but Costco will benefit at the end of the day. In the case of Microsoft, it certainly has that power.

    IMO, PC maufacturers, in particular HP and Dell should be ashamed of themselves for not being able to even copy a decent product three years after iPad came to the market.
    Jun 19, 2012. 04:43 PM | 1 Like Like |Link to Comment
  • 7 Things That Can Hurt Apple [View article]
    How about "if it's indeed the same price as Kindle Fire, Apple will get burnt"?

    This kind of if seems largely meaningless. The implicit assumption is of course the products are at comparable price levels. Both iPad and Air are in pretty big trouble.
    Jun 19, 2012. 04:25 PM | Likes Like |Link to Comment
  • Insiders Purchased These 3 Dividend-Paying Stocks Today [View article]
    From my standpoint, having high yield and insider buying are both positive things.

    But I'm on the conservtice side as I don't hold many stocks. I usually need more positive signs prior to making a call for purchase.

    Readers however may have different risk preferences and find sufficient evidence for purchase. This list therefore may serve as a jumping board for certain readers. My personal preference is NRF > FSP > EPAX.
    Jun 19, 2012. 03:41 PM | Likes Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    Yes, leapfrogged. Apple doesn't even have time to respond with a new new iPad prior to the holiday season.
    Jun 19, 2012. 02:40 PM | Likes Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    it's a good point and it doesn't just apply to tech companies.

    by the same token, KO wasn't the first to come up with the idea of diet cola drinks. but today diet coke dominates diet drinks nevertheless.
    Jun 19, 2012. 02:38 PM | 1 Like Like |Link to Comment
  • Though analysts are impressed with Microsoft Surface (MSFT +3.7%), few see it as a huge threat to the iPad (AAPL +0.6%). Jefferies' Peter Misek thinks Microsoft will need to "significantly undercut" the iPad on pricing (something that's unlikely given its specs) to be competitive, and argues the iPad's 225K+ apps set it apart. However, Forrester's David Johnson believes Windows RT's management features, user interface, and Office support will appeal to enterprise users.  (more)  [View news story]
    You are right, it's not even a big "if".
    Jun 19, 2012. 02:36 PM | Likes Like |Link to Comment
  • Though analysts are impressed with Microsoft Surface (MSFT +3.7%), few see it as a huge threat to the iPad (AAPL +0.6%). Jefferies' Peter Misek thinks Microsoft will need to "significantly undercut" the iPad on pricing (something that's unlikely given its specs) to be competitive, and argues the iPad's 225K+ apps set it apart. However, Forrester's David Johnson believes Windows RT's management features, user interface, and Office support will appeal to enterprise users.  (more)  [View news story]
    Well, the analysts are wrong. If Surface is what Microsoft claims to be and the price level maches, iPad's growth will take a huge dent during the holidy season.
    Jun 19, 2012. 02:24 PM | 2 Likes Like |Link to Comment
  • 7 Things That Can Hurt Apple [View article]
    With the new Microsoft Surface, it appears prediction 2 is going to turn reality, a nightmare to Apple. iPad, Apple's second most important product, has been leapfrogged.

    http://seekingalpha.co...
    Jun 19, 2012. 01:42 PM | Likes Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    By releasing Surface, Microsoft has set a minimum standard for Window 8 based tablets.

    The partners may not like this. But now they have to produce something at least as good as Surface. HP and Dell finally has to make something not so ugly for cost saving sake. Of course, they can produce something much cheaper, but thicker, uglier, and heavier for a different market segment.
    Jun 19, 2012. 12:19 PM | 2 Likes Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    If Surface is everything it claims to be, it will be a serious headache for Apple. It will erode Apple's fastest growing product line, iPad. Since Apple is pretty much a 2-product company (74% of the sales from iPhone and iPad), the headache will be severe. AAPL holders should be scared, or at least, very alarmed.
    Jun 19, 2012. 10:25 AM | Likes Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    Mind you, Microsoft has been the innovator in opening up the OS for developers to write applications. Apple has just recently learned the trick -- Mac sucked partly because of lack of compatibility and applications.

    It is amazing how forgetable Apple fans are.

    Microsoft was late in creating a graphic based OS, yet it won in that market.
    Microsoft was late entering the game console market, now it's the King in that market.
    Microsoft wasn't the first to create Office software -- I believe IBM did it earlier -- yet Office is now #1.
    Microsoft isn't the first to create a new generation tablet. We shall see what happens.
    Jun 19, 2012. 10:15 AM | 3 Likes Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    Microsoft is an extremely good copycat.

    Windows based PC's kicked Mac's butt and almost killed Apple.
    Xbox 360 is now the #1 game console.
    Surface to become the #1 tablet in 2013?

    So what's wrong with being a copycat?
    Jun 19, 2012. 09:51 AM | 3 Likes Like |Link to Comment
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