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Microsoft (MSFT) -3.8% premarket after the departure of Windows chief and putative heir apparent...

Microsoft (MSFT) -3.8% premarket after the departure of Windows chief and putative heir apparent Steven Sinofsky. As to the reason for his exit, the spin room is open. One source tells Owen Thomas, Sinofsky threatened to quit if not given the CEO nod, and Ballmer called his bluff. Maybe not helping are tepid sales of Surface, which reportedly may only reach 60% of company forecasts by year end.
Comments (15)
  • Windsun33
    , contributor
    Comments (4254) | Send Message
     
    This makes no sense to me - according to some sources, he was the main impediment in new products development, so you would think that the stock would be up instead of down.
    13 Nov 2012, 10:33 AM Reply Like
  • TangoOscar
    , contributor
    Comments (377) | Send Message
     
    Look at it as a good opportunity to buy in at 27.00 or sell puts.
    13 Nov 2012, 10:48 AM Reply Like
  • mitrado
    , contributor
    Comments (1949) | Send Message
     
    Since when do markets make sense, Windsun? I'm a newbie but it seems to me that in these markets every investment is a gamble.
    13 Nov 2012, 10:57 AM Reply Like
  • Greenspanblows
    , contributor
    Comments (148) | Send Message
     
    Every investment is a gamble in any market unless of course you are part of the 1% with access to inside information by sitting on a few board of directors. Why do you think Warren Buffett has been so successful? He works off of information which the other 99% are not privy to.

     

    For the 99% it would be considered insider trading and is frowned upon (ask Martha Stewart). For the 1%, it is just standard operating procedure.

     

    I would bet my left arm that Buffet knows exactly why Sinofsky quit or could find out with one phone call.
    13 Nov 2012, 11:08 AM Reply Like
  • Skippy09
    , contributor
    Comments (1439) | Send Message
     
    Or load up the truck on AAPL.
    13 Nov 2012, 02:25 PM Reply Like
  • Tack
    , contributor
    Comments (12808) | Send Message
     
    The mobile game is long over for latecomer Microsoft. Android ate their lunch.

     

    They are slow and late, as usual, and completely misunderstanding the segments, as they still believe attachment to Windows is some desired and critical element. Not only is their mobile penetration strategy misguided, their original franchise may soon be on its last legs, too.
    13 Nov 2012, 01:14 PM Reply Like
  • GaltMachine
    , contributor
    Comments (1135) | Send Message
     
    Tack,

     

    The sad thing about this scenario with MS is that they were actually ahead of their time with the touchscreen based phone technology in the early 2000's.

     

    I used one of their PocketPC/Windows CE phones in 2002. At the time it was quite revolutionary but had one major, major drawback. The touchscreen only worked alongside the pen. It wasn't standalone so it was generally annoying to use when you wanted to switch screens or make phone calls. The second big problem was it was boring to use - no apps, no camera, no music, no fun. Like the original Newton it may have been too far ahead of its time to recover from the brand damage.

     

    In hindsight, this was a huge missed opportunity for them and I suspect Jobs saw it and ran with it. They gave up on it prematurely probably because they feared a cannibalization of their revenue stream. Like most companies with monopoly revenue streams they fear change that threatens that revenue stream.
    13 Nov 2012, 01:43 PM Reply Like
  • Tack
    , contributor
    Comments (12808) | Send Message
     
    Galt:

     

    Like the old verity goes, if you don't cannabalize your own business, somebody else will.
    13 Nov 2012, 02:03 PM Reply Like
  • jjmc2001
    , contributor
    Comments (1272) | Send Message
     
    I am not long MSFT but I just purchased a Nokia Lumia 920 using WP8 and it is very nice. If I never used it with Office I would still prefer it over an Iphone. We have two other Iphones on our account so I am familiar with ios and have no complaints. MSFT was late to the party and Android grabbed the middle of the market but if WP8 can get a toe hold in the smart phone market they can grow some market share.
    13 Nov 2012, 03:36 PM Reply Like
  • bronchiti
    , contributor
    Comments (51) | Send Message
     
    They were also slow and late with the Xbox 360 and look were that got them....
    14 Nov 2012, 06:27 AM Reply Like
  • galaxy travels inc.
    , contributor
    Comments (302) | Send Message
     
    modest and tepid not good key words for techno introductions....very interesting thecorrelation between aapl and msft with keys leaving.....google next?
    13 Nov 2012, 01:48 PM Reply Like
  • bronchiti
    , contributor
    Comments (51) | Send Message
     
    "Modest" was in reference to distribution. Not sales
    14 Nov 2012, 06:27 AM Reply Like
  • Sal Marvasti
    , contributor
    Comments (1364) | Send Message
     
    http://seekingalpha.co...

     

    Surface needs a price cut :).
    Not impossible given the larger margin Microsoft has.
    13 Nov 2012, 02:14 PM Reply Like
  • tawse57
    , contributor
    Comments (718) | Send Message
     
    Yes, Surface is too expensive - more so in the UK than in the US from the prices I have seen.
    13 Nov 2012, 02:27 PM Reply Like
  • pman6
    , contributor
    Comments (270) | Send Message
     
    Tepid sales of Surface......... good for Ipad, right????
    14 Nov 2012, 12:11 AM Reply Like
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