Microsoft Corp. (MSFT)

All Comments on MSFT

  • commenter
    Nov 08 03:31 PM
    First Weekend Leopard Sales on Par with Initial Vista sales [view article]
    Raw numbers tell little. Surely 2 million as part of a ~5% market is far better than 2 million as part of a ~95% market. Aren't you comparing apples to lemons?
    Just a thought.
    Reply
  • commenter
    Nov 08 03:31 PM
    First Weekend Leopard Sales on Par with Initial Vista sales [view article]
    Raw numbers tell little. Surely 2 million as part of a ~5% market is far better than 2 million as part of a ~95% market. Aren't you comparing apples to lemons?
    Just a thought.
    Reply
  • commenter
    Nov 08 03:24 PM
    First Weekend Leopard Sales on Par with Initial Vista sales [view article]
    Only problem with this blog is that Microsoft has millions more users than Apple. Thereore, to say they are both "neck and neck" is proportionally bad information. Given the amount of Apple users vs. PC users, Apple is way ahead of Microsoft in sales. Reply
  • commenter
    Nov 08 03:24 PM
    First Weekend Leopard Sales on Par with Initial Vista sales [view article]
    Only problem with this blog is that Microsoft has millions more users than Apple. Thereore, to say they are both "neck and neck" is proportionally bad information. Given the amount of Apple users vs. PC users, Apple is way ahead of Microsoft in sales. Reply
  • commenter
    Nov 08 03:24 PM
    First Weekend Leopard Sales on Par with Initial Vista sales [view article]
    Only problem with this blog is that Microsoft has millions more users than Apple. Thereore, to say they are both "neck and neck" is proportionally bad information. Given the amount of Apple users vs. PC users, Apple is way ahead of Microsoft in sales. Reply
  • commenter
    Nov 08 03:24 PM
    First Weekend Leopard Sales on Par with Initial Vista sales [view article]
    Only problem with this blog is that Microsoft has millions more users than Apple. Thereore, to say they are both "neck and neck" is proportionally bad information. Given the amount of Apple users vs. PC users, Apple is way ahead of Microsoft in sales. Reply
  • commenter
    Nov 08 01:37 PM
    Google At Much Higher P/E Ratio Than Microsoft Was After 1,175 Days Public [view article]
    This will end up being one of the most notorious falls from grace of our generation ... tech or no-tech.

    Simply put, Google does not own enough assets with sizable barriers to entry to justify this kind of valuation. The world has gone crazy ... in my opinion ... much due to the fear of losing out to some of the emerging economies in today's Internet connected world (the BRICs as they call them).

    But you don't solve that kind of problem by betting on the "old grey mare with the cool new name". Branding is obviously very important these days, but with virtually no barriers to entry or easy shifts of market share or reversal of fortunes in any of their market segments, a company like Google can fall from grace as quick as lightning.

    Look waht agreeing to censorship in China, alone can do to a high tech company these days. It's un-American.

    Combine that with the fact that a huge percentage of Google's revenues come from the advertising and distribution of digital content they do not own, and do not even have to rights to display and distribute, and this fall could be a very nasty one, indeed.

    In my view, there is no justification in the world that can explain Google's trailing 12- months' multiple at 60 when Microsoft's in its initial hayday was only 21. Who's buying this "Hype"?

    Probably the little old ladies in Omaha who depend on their brokers for "rock solid" financial advice. What a shame.

    Thanks for bringing this issue to light.

    George P. Riddick, III
    Chairman/CEO
    Imageline, Inc

    griddick@imageline2.co...
    Reply
  • commenter
    Nov 07 05:43 PM
    Leopard Judged More Productive than Vista by Computerworld [view article]
    Well, this bug certainly isn't universal.

    I installed Leopard on release day and have been using it wirelessly since then without a single hiccup...
    Reply
  • commenter
    Nov 07 01:04 PM
    Facebook Ad Platform Announced: Why I'm Skeptical [view article]
    I left facebook last night, getting rid of all my information, but leaving the profile still active so my friends can still contact me. Facebook is finished for me, it outlived its usefulness. Once I found out about how Facebook employees read private messages of its users *just for fun*, I realized that I had lost most of my privacy because of that site. Reply
  • commenter
    Nov 07 10:37 AM
    Incredible Shrinking Microsoft [view article]
    For the doomsayers out there I suggest you look at MSFT's last 4 years of revenues and earnings. Revs: $37B, $40B, $44B, $51B – Earnings: $0.75, $1.12, $1.20, $1.42. Keep in mind that this was done without any major product cycle and major losses in the gaming division. Get ready for $2.00 this fiscal year and $2.35 the next (more than 3X 2004 earnings). Seems like a growth stock to this investor. Reply
  • commenter
    Nov 07 09:36 AM
    Incredible Shrinking Microsoft [view article]
    How long can you keep selling buggy whips when people are starting to buy cars (UNIX based-OS's like OS X and LINUX)? The computer age is beginning to mature. I don't think anybody at MSFT has taken note of that.

    The laws of economics suggest that the MARGIN on buggy whips have only one direction to go.....

    Reply
  • commenter
    Nov 07 09:26 AM
    RIMM, Microsoft Offer Investors More Than Google, Apple [view article]
    Gee, two companies (RIMM,MSFT) with 100% obsolescent product lines, one of which is also CEO-ed by Capt. Ahab. Sounds like sound advice to me. Reply
  • commenter
    Nov 07 08:30 AM
    Incredible Shrinking Microsoft [view article]
    You are right on the mark Carl.

    If you want some more views on Microsoft's cash bonfire in FY2007 read this: www.roughlydrafted.com.../microsoft’s-outrageou...




    Reply
  • commenter
    Nov 07 05:51 AM
    Incredible Shrinking Microsoft [view article]
    Sorry, you are right:
    2003, 2004, 2005, 2006, 2007
    10.77, 10.86, 10.71, 10.06, 9.38

    Reply
  • commenter
    Nov 07 05:46 AM
    Incredible Shrinking Microsoft [view article]
    These are numbers for shares for the following years (in billions):
    2003 2004 2005 2006 2007
    49.2 56.4 60.4 59.0 60.6

    They seem to be issuing more than they are buying!
    Reply