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Seppo Sahrakorpi

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  • Microsoft-Nokia deal closing on Friday; terms slightly adjusted [View news story]
    @NYCT Nice! :)
    Apr 22 09:13 AM | Likes Like |Link to Comment
  • Microsoft-Nokia deal closing on Friday; terms slightly adjusted [View news story]
    Info on Korea facility here:
    http://seekingalpha.co...
    Apr 21 11:24 AM | Likes Like |Link to Comment
  • Microsoft-Nokia deal closing on Friday; terms slightly adjusted [View news story]
    Oh, that could be it. Korean approval was still pending, and Samsung==Korean Gov was demanding too much from MSFT as concessions, so they left it to Nokia...to be shutdown like the India one :)
    Apr 21 11:03 AM | 2 Likes Like |Link to Comment
  • Microsoft-Nokia deal closing on Friday; terms slightly adjusted [View news story]
    And what is this Korea factory. I got this confused with Vietnam one, which is the other big one besides India.

    I am thinking this must be typo and the MSFT legal counsel means India instead of Korea. I really hope so...
    Apr 21 11:01 AM | 1 Like Like |Link to Comment
  • Microsoft-Nokia deal closing on Friday; terms slightly adjusted [View news story]
    MSFT not acquiring the Korean facility??? This does not seem to be a type since the original MSFT has it too...I would have expected Indian facility. So it sounds like that Nokia is now stuck with two biggest dumb phone factories, India and Korea. Very smart from MSFT to leave Korea to Nokia, but I am not happy as a Nokia long...
    Apr 21 10:56 AM | Likes Like |Link to Comment
  • Coca-Cola Or Microsoft? [View article]
    Good read, thanks.

    I have liked and accumulated MSFT since below <$30, betting on W8 tablets and hybrids gaining market share, XP support expiration related updates, WP becoming phone of choice for enterprises, and XBox One becoming the home entertainment center for many people, all tied together by the MSFT ecosystem of services (Live, OneDrive etc). Now while all of the above can provide nice upside in the long term, we have all the good stuff you mention and enterprise side juggernaut creating profits left and right.

    So MSFT is an excellent value for me, while at the same time it provides excellent 'safe haven' in these turbulent times, being less likely to drop drastically if we have any major stock market crashes...can not get better than that does it :)
    Apr 20 11:28 AM | 3 Likes Like |Link to Comment
  • Why Nokia Is Fairly Valued [View article]
    Wow, thanks, great info/rumor. Would love to see this thing close finally, so we can collect the premium and move on to discuss the New Nokia... :)
    Apr 17 12:44 PM | 2 Likes Like |Link to Comment
  • Intel: My Take On The Earnings Report [View article]
    @William Correct.

    But then these increased efficiency/utilization and decreasing margins are on the other hand countered by the constantly increasing need for more computational data, modelling (big data, engineering, etc) and thus compute cycles. The net outcome being the answer to the holy grail question we are debating here are investors...
    Apr 17 12:17 PM | Likes Like |Link to Comment
  • Ford to bring Lincoln brand to China [View news story]
    Thanks!

    PS: I can not write simply "Thanks" above since SA's hash based algorithm knows that I have already written such a comment earlier, and gives me a pop-up 'Something went wrong'. Well I do not think I have written "Thanks" with this particular addendum yet...so here we go...
    Apr 17 10:08 AM | 2 Likes Like |Link to Comment
  • Intel: My Take On The Earnings Report [View article]
    I think the point with cloud is that in cloud based services the underlying HW resource is used more effectively. For example Amazon oversubscribes clients on its servers, since most of them are not likely to run at 100% tilt all the time. And they have the capacity to balance the load if needed.

    In other words, since relatively few businesses in reality run their machines at full tilt 24/7/365, centralized cloud services allow the idle time to be used by other clients which is not the case if everyone has their own datacenter.

    That is, at macro scale we all need less chips and HW as a whole to achieve the same output when using centralized (cloud or say other virtual, VM) services.
    Apr 17 09:42 AM | 3 Likes Like |Link to Comment
  • Ford to bring Lincoln brand to China [View news story]
    For me both Buick and Lincoln brands are stale :)

    I am not an expert on Chinese market so I have to take your word on Buick brand vs. Lincoln brand in China...
    Apr 17 09:33 AM | Likes Like |Link to Comment
  • Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares [View article]
    The comments editor mangles my comment above: "work..." means "workstation".
    Apr 17 09:31 AM | Likes Like |Link to Comment
  • Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares [View article]
    @MIchael Agreed.

    Additionally, Win XP was a great success. Vista was a flop (in consumers' minds), so when Win 7 came out people moved to that in flocks. People happy w/ Win7 do not have similar incentive to move Win8 than people moving from Vista earlier. So the direct comparisons between Win7 and Win8 adoption rates are a bit more difficult to analyze...

    PS I am one happy user of Win8/8.1 Lenovo Twist all in one hybrid [tablet/ultrabook/work... in Metro [Netflix and browsing in the evenings] and Desktop [w/ free Classic Shell not a bit different UI from Win7 for work during the day] modes...
    Apr 17 09:28 AM | 1 Like Like |Link to Comment
  • Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares [View article]
    This spectacular flop of OS has triple the market share of OSX and growing...
    Apr 17 09:20 AM | 1 Like Like |Link to Comment
  • Ford to bring Lincoln brand to China [View news story]
    Well, the Chinese love Buick of all things for whatever reason, so this might work for Lincoln too. Assuming that both brands have similar brand recognition and value in China...
    Apr 17 09:17 AM | Likes Like |Link to Comment
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