Microsoft Corp. (MSFT)

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All Comments on MSFT

  • commenter
    Jon T
    Oct 29 08:13 AM
    It May Be Time To Give Microsoft A Well-Deserved Break [view article]
    Give Microsoft a break? Certainly not. Prepare to laugh yourself sill with this analysis:

    www.roughlydrafted.com...
     Reply
  • commenter
    Jay
    Oct 28 07:38 PM
    It May Be Time To Give Microsoft A Well-Deserved Break [view article]
    "If you have a cash cow, you milk it to find new growth."

    Corporate history is replete with examples of companies that have failed in this endeavor, sapping shareholder value in the process. Microsoft is a textbook example of a mature company that subsidizes various struggling units at the expense of current shareholders - to use Bennett Stewart's term, the lead steers aren't blind to this, hence the fact that MSFT has gone nowhere for six years.

    What is the answer to "unlock shareholder value"? Honestly, I think MSFT management is very scared vis-a-vis the migration towards web-based platforms. Yes, this will take time, as GOOG's (and other) current options are a far cry from the robust options of Office. However, this migration is inevitable, rendering both their OS and Office platforms more and more obsolete. Thus, the subsidization of web-based initiatives at the expense of their cash cows.

    Obviously the long-term potential of their stock isn't in the OS/Office opportunities, but in MSFT's ability to create value in the web space, a proposition they've failed at thus far.     Reply
  • commenter
    Smart Look
    Oct 27 12:37 PM
    My Website
    Microsoft to Take $240M Facebook Stake, Become Exclusive Ad Platform [view article]
    You may be right, MSFT has been unkind to LookSmart. for instance their VP of Search Christopher Payne said one month before they canned LookSmart, "We will stick with LookSmart."

    Whatever their plans for self serve PPC is it was underway before they chose Gates and Co.
    As a matter of fact their Flyer Pro ad platform may just be the LookSmart AdCenter in action, disguised well.
    As for the term "spamcenter"... you sound bitter. Please explain.     Reply
  • commenter
    User 117470
    Oct 27 06:29 AM
    EA: Microsoft, Sony, We Have a Problem [view article]
    And now that is 07 and on the verge of MGS4 year. And probably a even split between Sony and Micro by than. Your ablity to add in 2008 2009 and 2010, and 2011 when you made this post. Do you still stand behind. You must develop Wii first, 360 second and PS3 last. lol. You did realize this was not a one or two year thing. They actually give guys like you diplomas and degrees to be that stupid. Let me ask this. How you think the Wii looks in 2010? The mistake you kids make "and Ill say kid." Is that you think to fiscal now. And not full spectrum. You take the world into account"not just states" via 2012. This race was one before it started. And its one by the one who started last. Because their tech is for that time and not 2006. Reply
  • commenter
    User 117413
    Oct 26 10:06 PM
    Microsoft's Impressive Quarter Fuelled By Improved Business IT Spending [view article]
    I'm sorry Thomas but you don't look to informed about the X360: Halo 3 IS putting back MSFT into the gaming business and the X360 is going to have a very strong holiday season. Moreover, even though Bungie "left the building" as you said (though they still work with MSFT as 3rd party devs, so they didin't leave the town ;) ) MSFT still fully owns Halo IP rights so saying "there will be no exclusive Halo 4" is a completely uninformed statement.

    Cheers and enjoy MSFT for the (few) good things it does
    Roberto     Reply
  • commenter
    Creative
    Investor
    Oct 26 07:16 PM
    My Website
    Microsoft's Impressive Quarter Fuelled By Improved Business IT Spending [view article]
    I do think that Apple will slowly take away a larger share of the PC marketplace, but only in the individual consumer market though and largely due to huge brand recognition thanks to iPod and iPhone. Business customers are not likely to switch any time soon, everything revolves around MSFT-design business systems for many businesses. That's where Linux comes in, but it's been trying to pressure MSFT for years and yet MSFT is still the most profitable software company in the world. I see Google as a more formidable opponent that MSFT should fear since if they succeed with Google Apps, they can eat away MS Office market share relatively quickly - that is just how viral their business model is.
    I've actually analyzed MSFT just a few days ago: www.creativeinvestor10...     Reply
  • commenter
    teckel
    Oct 26 04:44 PM
    Facebook Can't Save The Decline of Microsoft [view article]
    There was no abusive language here! This is censorship simply because someone doesn't like getting his face rubbed in the 10%+ gain in MSFT's stock price in only a day and a half since this uninsightful "The Decline of Microsoft" article was posted. Seeking Alpha should be ashamed that they would censor a simple challenge to an article that obviously has gross inaccuracies and is nothing more than a fanboy trying to pump up stocks that he and his "high net worth individuals" own.

    Scott Rothbort is a stock guru. Remember, he used to work for Merrill Lynch, and we all know how good they are at valuation! I'm sure "high net worth individuals" are lined up outside LakeView Asset Management's doors right now demanding he use his God-like valuation stills he learned while at Merrill Lynch and his insightful business and stock market skills to invest their money. Scott Rothbort's ignorance of MSFT, the stock market, and business in general is only out shadowed by his fanboyism of GOOG and AAPL. And, "ignorance" is not abusive. It simply means that Scott Rothbort lacks knowledge of MSFT (which is obvious). Scott Rothbort should remember that ignorance can be resolved, stupid is forever. It's up to him to choose which path he wants to take.

    Go ahead, delete this as well for "abusive language", as we both know there isn't abusive language here. Maybe abrasive, but not abusive. I have my own web servers, domains, can create an unlimited number of email addresses, and have a proxy server list a mile long so I can post here forever if I choose to. Seeking Alpha needs to consider if they want to tolerate a calm debate on an inaccurate article like this or they want to start an all-out posting and censorship war which will consume an immeasurable amount of time to manage. I'm retired, have unlimited time, and always looking for a cause, your choice!     Reply
  • commenter
    teckel
    Oct 26 04:43 PM
    Facebook Can't Save The Decline of Microsoft [view article]
    There was no abusive language here! This is censorship simply because someone doesn't like getting his face rubbed in the 10%+ gain in MSFT's stock price in only a day and a half since this uninsightful "The Decline of Microsoft" article was posted. Seeking Alpha should be ashamed that they would censor a simple challenge to an article that obviously has gross inaccuracies and is nothing more than a fanboy trying to pump up stocks that he and his "high net worth individuals" own.

    Scott Rothbort is a stock guru. Remember, he used to work for Merrill Lynch, and we all know how good they are at valuation! I'm sure "high net worth individuals" are lined up outside LakeView Asset Management's doors right now demanding he use his God-like valuation stills he learned while at Merrill Lynch and his insightful business and stock market skills to invest their money. Scott Rothbort's ignorance of MSFT, the stock market, and business in general is only out shadowed by his fanboyism of GOOG and AAPL. And, "ignorance" is not abusive. It simply means that Scott Rothbort lacks knowledge of MSFT (which is obvious). Scott Rothbort should remember that ignorance can be resolved, stupid is forever. It's up to him to choose which path he wants to take.

    Go ahead, delete this as well for "abusive language", as we both know there isn't abusive language here. Maybe abrasive, but not abusive. I have my own web servers, domains, can create an unlimited number of email addresses, and have a proxy server list a mile long so I can post here forever if I choose to. Seeking Alpha needs to consider if they want to tolerate a calm debate on an inaccurate article like this or they want to start an all-out posting and censorship war which will consume an immeasurable amount of time to manage. I'm retired, have unlimited time, and always looking for a cause, your choice!     Reply
  • commenter
    teckel
    Oct 26 04:42 PM
    Facebook Can't Save The Decline of Microsoft [view article]
    There was no abusive language here! This is censorship simply because someone doesn't like getting his face rubbed in the 10%+ gain in MSFT's stock price in only a day and a half since this uninsightful "The Decline of Microsoft" article was posted. Seeking Alpha should be ashamed that they would censor a simple challenge to an article that obviously has gross inaccuracies and is nothing more than a fanboy trying to pump up stocks that he and his "high net worth individuals" own.

    Scott Rothbort is a stock guru. Remember, he used to work for Merrill Lynch, and we all know how good they are at valuation! I'm sure "high net worth individuals" are lined up outside LakeView Asset Management's doors right now demanding he use his God-like valuation stills he learned while at Merrill Lynch and his insightful business and stock market skills to invest their money. Scott Rothbort's ignorance of MSFT, the stock market, and business in general is only out shadowed by his fanboyism of GOOG and AAPL. And, "ignorance" is not abusive. It simply means that Scott Rothbort lacks knowledge of MSFT (which is obvious). Scott Rothbort should remember that ignorance can be resolved, stupid is forever. It's up to him to choose which path he wants to take.

    Go ahead, delete this as well for "abusive language", as we both know there isn't abusive language here. Maybe abrasive, but not abusive. I have my own web servers, domains, can create an unlimited number of email addresses, and have a proxy server list a mile long so I can post here forever if I choose to. Seeking Alpha needs to consider if they want to tolerate a calm debate on an inaccurate article like this or they want to start an all-out posting and censorship war which will consume an immeasurable amount of time to manage. I'm retired, have unlimited time, and always looking for a cause, your choice!     Reply
  • commenter
    teckel
    Oct 26 04:10 PM
    Facebook Can't Save The Decline of Microsoft [view article]
    Hahaha! He's taken notice of our replies as a crop of "[Comment edited for abusive language. Commenter put on watch.]" have come up! There was no abusive language, unless you call being honest about Scott Rothbort's armature-style stock bashing as abusive.

    Actually, considering MSFT is up over 10% since the stock guru Scott Rothbort posted on "The Decline of Microsoft", I would hope he would spew more of this uninsightful MSFT hate rants.     Reply
  • commenter
    teckel
    Oct 26 04:10 PM
    Facebook Can't Save The Decline of Microsoft [view article]
    Hahaha! He's taken notice of our replies as a crop of "[Comment edited for abusive language. Commenter put on watch.]" have come up! There was no abusive language, unless you call being honest about Scott Rothbort's armature-style stock bashing as abusive.

    Actually, considering MSFT is up over 10% since the stock guru Scott Rothbort posted on "The Decline of Microsoft", I would hope he would spew more of this uninsightful MSFT hate rants.     Reply
  • commenter
    schwaw
    Oct 26 01:46 PM
    Microsoft to Take $240M Facebook Stake, Become Exclusive Ad Platform [view article]
    Yeah right, Microsoft quashed looksmart once again just like the good old days, Facebook will quietly shun the looksmart spamcenter. Reply
  • commenter
    Tom B
    Oct 26 01:14 PM
    Can Microsoft Handle Facebook? [view article]
    I'm confused. What MSFT expertise are you referring to? The willingness to break the law to attack rivals (Netscape)? The ability to frighten (all those frivolous "threats" against LINUX based on unspecified [and imaginary] Microsoft "intellectual property")? This is a company that has always relied 1% on their software engineers; 99% on their legal department. Reply
  • commenter
    miguel
    Oct 26 12:48 PM
    Can Microsoft Handle Facebook? [view article]
    Really....ur not just bashing MS? I read ur article and was confused. Because Google didn't outbid MS, then MS made a poor acquisition. But if Google had won the bid, then MS missed the boat and should have outbid Google. Explain exactly what MS could have done with the Facebook deal that would have made you happy? From ur argument, I can't see anything they could have done that would have made you write a positive article. Ur a hack. Reply
  • commenter
    Homer
    Oct 26 11:25 AM
    Can Microsoft Handle Facebook? [view article]
    Microsoft went deep into the details of their expertise. Microsoft demonstrated to Facebook they had more expertise to offer. If it were only a matter of writing a check, Microsoft would win every time. Your argument doesn't hold up. If all it took to successfully compete was a big checking account than inherited wealth would never be lost. Reply

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