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Johnny Ruger
83 Comments
Microsoft's Cashback: Changing the Internet Industry Forever
While Microsoft and Yahoo Fiddle, Google Burns
Microsoft's Supreme Search Screw-Up
Ballmer's Facebook Lust: Just Like High School?
Temporarily Bullish on Microsoft
Temporarily Bullish on Microsoft
You disavowed the efficient market theory and then espoused its workings. The market is efficient because of the mis-pricing like the one you described. Mis-pricing is a prerequisite to the efficient market. If no mis-pricing ever occurred, there would be no opportunity and investors would not be interested. You described the efficient market working flawlessly.
I enjoyed your article. Many articles about MSFT are almost humorously biased. Every adjective and adverb used to describe MSFT is negative, and every adjective and adverb used to described MSFT’s competition is flattering. Your article has none of this foolishness that I have read in many previous article by other authors.
Temporarily Bullish on Microsoft
I wish it were that simple.
Temporarily Bullish on Microsoft
7 Reasons You Can't Kill Microsoft
The Gathering Clouds: Reconceptualizing Data
The Gathering Clouds: Reconceptualizing Data
Google and Salesforce: Why Don't They Just Merge?
This might be of concern if MSFT mgmt sat around the office, drank beer, and watched ESPN all day. Since this is not the likely scenario, MSFT has little to worry about. GOOG has won one battle, but MSFT never gives up and is currently focusing on the next battlefield. SeekingAlpha enjoys writing that MSFT is under attack. The question is with 90%+ marketshare, who else should everyone be attacking? AOL? Netscape? Oops, MSFT did away with them years ago.
Does Microsoft Need Yahoo More Than It Lets On?
Google Gearing Up for Microhoo Scrum?
Is Microsoft Drinking Google's Maps Milkshake?
MSFT makes its software compatible with other formats, and it's called a thief; when MSFT's files are not compatible it's called a monopoly. MSFT cannot win with some audiences.