Seeking Alpha

Island_Dweller

Island_Dweller
Send Message
View as an RSS Feed
View Island_Dweller's Comments BY TICKER:
Latest  |  Highest rated
  • Kill The Microsoft Surface Tablet [View article]
    Why should we listen to an author who never defends his thesis (read claims) when the comments provides valid points directly refuting the article's talking points?

    Why should we listen to the author when he's been 100% dead wrong on any recommendations regarding MSFT or even NOK, and then takes another shot at a subject expecting the readers to take him seriously?

    Mr. Bofah, you've been wrong, you're wrong now, and you will be wrong in the future. You've been wrong so many times I'm losing count. Own up to your bad calls and maybe, just maybe the community here will take you seriously.
    Apr 9 11:16 PM | 1 Like Like |Link to Comment
  • Twitter officially unveils new profile pages, adds filtering options [View news story]
    Must admit, as it continues to fall, my trading finger is getting pretty itchy to take a shot. Should it fall into the 30s, a nibble could prove to be a nice contrarian move in the wake of all this selling.

    I remember when people (traders if you will) were howling for FB to fall into the single digits when it went under 20. Some quotes I remember were quite passionate, quite often, and quite wrong. I also remember when the biggest lockup of shares for FB hit the market the stock rallied and hasn't looked back since (until recently).

    All be told the stock is going to look mighty tempting should it fall into the 30s before the lockup expires. One shred of positive news and the name will fly come earnings.
    Apr 8 09:16 PM | Likes Like |Link to Comment
  • Microsoft: Moving Beyond Windows [View article]
    MSFT bull since 11/2/2012. I nailed the CEO transition bounce, but the recent move from Nadella has me holding with a smile. So many were patting themselves on the back for how much of a has-been MSFT was, or so they thought. Dare I say, MSFT actually has some excitement attached to the stock?
    Mar 31 07:56 PM | 1 Like Like |Link to Comment
  • 4 Solid Reasons To Buy Microsoft [View article]
    Originally I bought MSFT over a year ago because I knew Ballmer had one foot out the door and Xbox was on the horizon, combined with some less than stellar hardware product launches, I figured MSFT had compelling value. Basically I bought for the transition period and planned to sell, but now that the new CEO is making positive waves I will continue to hold. If this is just the beginning of a new approach, the stock is going to be placed on people's radars, and given how much the stock has been in the doghouse in the 2000s, the interest sparked will be something to watch closely.
    Mar 29 10:49 PM | Likes Like |Link to Comment
  • Microsoft's Perfect Storm [View article]
    So it's come to this: MSFT say "Hello" to the 40s.
    Mar 20 06:31 PM | Likes Like |Link to Comment
  • Congrats Microsoft Shareholders... You Nailed It [View article]
    Not listening to opinions such as yours has given my portfolio a nice boost last year and continuing on into this year.

    You can scream (read type) until you're blue in the face, but the fact remains MSFT has been a fantastic investment for the past year +. Hating a stock doesn't mean it's incapable of making you money.
    Mar 19 10:41 PM | 3 Likes Like |Link to Comment
  • Microsoft's Future Is Cloudy And That Is A Good Thing [View article]
    Failed? That's a bit rich. Last quarter reported a healthy increase in sales, while not profitable, if the trend is confirmed again in the next quarter, failed will be the last word used to describe MSFT's tablet.
    Mar 15 09:00 AM | Likes Like |Link to Comment
  • Microsoft: A Safe Port For An Approaching Storm [View article]
    I'm also inclined to agree. MSFT won't be the cushion if and when the market decides to "take a breather," correct, or dive. While MSFT may be vulnerable imo, I have cash waiting to buy more should that happen. I love the stock anywhere in the lower 30s, and I like it in the mid 30s. Should the market muster another bull year in 2014, I think MSFT will move favorably compared to its peers.
    Mar 12 11:35 PM | Likes Like |Link to Comment
  • Take-Two Is Poised To Rise 50% [View article]
    Honestly, since we're entering the new console cycle, and any prediction that mobile gaming was going to dampen the current generation's sales have been laid to rest, you can literally go with any of the big name publishers and come out golden.

    My horse in this race is TTWO. There's more to like with the exception of ATVI, but I really like TTWO's small cap valuation as well as the possession of the most explosive franchise in entertainment history.

    Moreover, I like how the CEO has identified TTWO's weakness being uneven earnings, with more emphasis on consistency in earnings and quality above quantity. Rockstar could have easily looked at CoD, Madden, and Battlefield and said we also want to have an annual GTA, but they chose not to in order to release a superior product experience. They are choosing the best path because gamers may be fickle, but if you treat them well, they can also become fiercely loyal.
    Mar 8 05:52 AM | 1 Like Like |Link to Comment
  • Investors rush back into stocks [View news story]
    To "get long pretty much anything" reminds me of the time when a local news show did a report on how a group of people chose their stocks. They drew squares on the ground covering a decent sized areas, maybe 15' by 15' and fenced it off then put some sheep, or goats, or some animal, I forgot. Wherever the animal crapped first was the stock they bought. They were up like 30% or something.
    Feb 22 07:28 PM | 1 Like Like |Link to Comment
  • A First Interview: Microsoft's Satya Nadella [View article]
    @Author

    First, one must take into account how many interviews this man has done in a relatively short amount of time. There's only so many talking points he can give before it begins to sound repetitive and uninspired. His message has remained unchanged, innovation and creation of new industry leading products are at the forefront of his to-do list. I don't think anyone can argue this the wrong place to emphasize and energize the company's rank and file. Further what struck me as a huge quote was when he said, "When you have a $70 billion business, something that’s $1 million can feel irrelevant, but that $1 million business might be the most relevant thing we are doing."

    http://bit.ly/1e4KY4a

    Next, as far as not building any barriers or competitive advantages, one need only to point to Xbox. It went from zero to the leading console for much of the generation, with respect to Sony they caught up well in the latter half. MSFT is aggressively going after the coveted living room. The only place that has been ruled by cable companies for quite some time. The barrier they have erected in this space is evident with how many XBL subscriptions they have. The only place Google and Apple have yet to dominate is the living room. With the vision MSFT has hinted, one can begin to see where this street leads. They are in the process (they better hurry up) of linking all their devices: surface, Xbox, PC, phone into a seamless experience. This is one of the reasons I'm still invested in this company.

    I couldn't be more in disagreement with your final statement. I think an engineer is exactly what the company needs. I just hope he gets enough room on the leash to enact some changes that he sees fit. Why an engineer? They think of the product first rather than the demand it will create. MSFT needs to do things right the first time. They need to stop releasing products that are not ready for primetime because so much is expected from the company by consumers. With MSFT, as a consumer, you want your cake and eat it too, anything short of that is doomed to mediocrity.
    Feb 22 07:09 PM | 5 Likes Like |Link to Comment
  • Sony: U.S. PS4 sales nearly 2x Xbox One sales in January [View news story]
    Both consoles don't have a must have game yet. We'll see how Titanfall does with all the hype it's been receiving. If it meets that hype, it could narrow the margin of victory in which the PS4 is currently enjoying. If the game falls flat, I expect the disparity to widen or remain indefinitely into the latter half of 2014. Exclusive are what drive console sales. All this talk about some pixels and resolution falls flat when you have PCs that squash what the mighty PS4 and XO can do.

    What I don't get is how people are calling the XO a failure because it's not selling as well as the PS4. It's more expensive, less powerful, yet offers a more complete experience for those who have interests outside of just gaming. The other bit of info people like to ignore is how much better the XO has sold compared to the successful 360 in the same timeframe. SNE has raised the bar without a doubt, but the XO is far from struggling as many critics would have you believe.
    Feb 20 07:07 PM | 1 Like Like |Link to Comment
  • Take-Two closing BioShock studio. Shares up on Einhorn disclosure. [View news story]
    Infinite was a very strong, critically acclaimed release. The studio behind it being dissolved is a cause for concern, but when the information is completely understood, it's not a bad thing at all. Bioshock will still be a TTWO title and development will continue under a different studio within the parent company. Good news.

    Further, the news that while the studio will be no more the chief is not leaving the company but rather gather a crack team under his leadership to develop new story driven IP with replay value and digital content will be a focus. Also good news.

    Had the studio chief left the company would be another matter entirely.
    Feb 18 09:22 PM | Likes Like |Link to Comment
  • Microsoft's Perfect Storm [View article]
    So the perfect storm, squalls and all, is targeted to MSFT's consumer division, but the other parts of the company missed the boat ride and are back at the beach sipping daiquiris and piña coladas. Ok, let's do this.

    3.3% market share seems paltry, no doubt, however shipment totals nearly doubled from 2012 to 2013 from 17.5 million to 33.4. As long as shipments continue to increase, market share will come. I'm looking at the raw number first to support my bull thesis. Should overall shipments fall or growth to slow significantly, there's the signal I don't want to see.

    Despite what the media keeps feeding the public, I myself would have lost money listening to bias articles published on front pages, Windows 8 is not a lemon nor is it a savior. It's funny to me actually, when I consider how much MSFT can pack into an O/S and jaded consumers immediately points to its shortcoming, rather than it's ambitious undertakings to move tech forward.

    http://bit.ly/1eOsL6k

    This is my understanding according to hyper-techie journalists foaming at the mouth to see MSFT trip and fall into obscurity: MSFT, "Hey so we made an OS that can be both a desktop and a mobile OS, your choice. It's fast, fluid, and improvements will be made every so--- jaded consumers interject, "I HAVE TO LEARN STUFF?! WHAT THE HELL? I HATE YOU! DIAF!" MSFT says, "oh you didn't like that, ok well we've listened, so here's something you wanted." Jaded consumer, "ABOUT TIME, WHAT TOOK YOU SO LONG?! BE FASTER AND LESS INNOVATIVE NEXT TIME - GEEZ."

    It's like the other 2 company's that shall remain nameless get a free pass even when their offerings make sacrifices or are limited in certain areas. Chromebook for example, the ONLY thing they have going for them is its price. That's it, but because it's something anti-establishment, something different, it gets a free pass for being a completely limited approach to personal computing. Almost flies in the face of what technology is supposed to be. It's like if the other guys release a device missing something, whether it be functionality or just more of the same with a few tweaks, the tech media gushes. When MSFT tries something different it's lauded and quickly the shortcomings take center stage.

    Consumers make demands from anything of MSFT (everything better be there that we've come to expect) and make batted-eyelash concessions from the other guys simply saying, "oh you," in a cutesy dovish voice when their products release a buggy OS or processor hungry phone OS that still lags.

    MSFT doesn't have a consumer products problem, it has a consumer products perception problem.

    Ok, so given all that, MSFT has still done what many didn't expect. The share price has increased, it has a wild ambition of purchasing Nokia, and it wants to form a single experience across all platforms seamlessly tethered by Onedrive. You can't say the company isn't trying, all being said here comes the 40s.
    Feb 18 08:13 PM | 1 Like Like |Link to Comment
  • Microsoft's Future Is Cloudy And That Is A Good Thing [View article]
    It's important to get a well-rounded view of a company you invest your money in, which is why I tend to go over comments after digesting the articles arguments. A different perspective is valuable, on the flip side bias hyperbole is not.

    Window's PCs are not selling? Don't you mean growing? IDC estimates 300 million PCs will be sold in 2017. Last I checked 300 million is greater than 0.

    "Please refute my statement that people don't want Windows."

    One needs only to look at the company's most recent quarter. Surface sales doubled. Bears point to the segment still unable to post a profit, however the fact remains and the question not turn to whether it's a trend or simply discounts powering those sales. If your statement was true, Surface sales would be shrinking or flat.

    Total Windows revenue falling 3%. Shrinking, yes, collapsing, no. If your statement had any merit, Windows revenue would be abysmal.

    Windows Phone hit a speed bump. This is the one area where there is some concern warranted. Revenue fell 6% Y/Y, this wasn't unexpected as Nokia's shipment numbers were lower than expected. Concern, yes, panic, no. Nokia continues to support WP with some nice software, while the much anticipated WP update will hit in April with enough features that many are calling it WP 9. I will be watching how this plays out.

    Please refute my statement that people want Windows based on the company's previous two quarters crushing estimates.
    Feb 17 08:00 PM | 1 Like Like |Link to Comment
COMMENTS STATS
275 Comments
410 Likes