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  • The Nokia X2 Will Keep Microsoft Devices Alive For Now [View article]
    Excellent inside and analysis. Thank you.
    Jul 1, 2014. 06:01 PM | Likes Like |Link to Comment
  • Microsoft: Judgment Day Is Almost Here [View article]
    @omnimoeish "Or taking 35 minutes to shut down."
    This never happened to me. Do you compare 10 year old low-price windows laptop with a new MacBook Pro? Working as an IT consultant for mainly large and mid-sized enterprises a Macbook Pro is not practical for me. For the very few people working professionally on a MacBook Pro the most important application is the Windows Virtual Machine.
    Mar 13, 2014. 06:25 AM | 6 Likes Like |Link to Comment
  • 2014 Prediction #5: Microsoft Tops $40 A Share [View article]
    Microsoft does not only have Office365 and Azure in the Cloud. Yammer too is a cloud application. There are Cloud Versions of CRM, Exchange, Sharepoint on the market. A Cloud Version of Dynamics ERP will be on the market this year. Microsoft is very close to providing their entire portfolio with cloud and on-premise versions, also supporting hybrid and private cloud solutions. No other enterprise software company is anywhere close to this.
    Jan 9, 2014. 05:11 PM | 6 Likes Like |Link to Comment
  • Yahoo's video chief leaves; evaluation system reportedly leads to 600+ firings [View news story]
    Right, its the 600 underperformers (who just got fired) responsibility, that yahoos mail and portal systems are messed up. Don't blame Mayer - she is just brilliant. She is even from Google.
    Nov 12, 2013. 04:47 PM | Likes Like |Link to Comment
  • Microsoft axes criticized employee ranking system [View news story]
    I think investors greatly undervalue happy employees. Maybe there is somehow this idea that employees most lose for the investor to win.

    Funny enough companies like Google, Apple, Facebook seem to be doing quite well despite their employees being happy ;-)
    Nov 12, 2013. 04:40 PM | 2 Likes Like |Link to Comment
  • What Impact Will Nokia's Devices And Services Unit Have On Microsoft? [View article]
    Are Kindles profitable? Is Android profitable for Google? Keeping in mind, that Google does not charge smartphone producers for using it, but instead has endless legal battles for patent infringements.
    The primary goal of Mobile Device and Mobile OS producers is rather to pull consumers into their ecosystems then to cash in on device sales.
    This also explains, why Nokia had problems with their smart- and feature phone divisions: Nokia never managed to create a meaningful ecosystem. Obviously their Lumia sales only helped to bind consumers into MSFTs ecosystems. So selling their phone divisions to MSFT was just the last logical step.

    I believe people also underestimate the potential that Nokias feature phones (Ashas) will have for Microsoft. Asha owners may find very soon XBOX music and Bing on their phones. Obviously they'll need a Microsoft live id for many features, so their contacts will be synchronized e.g. with and quick notes will be written to a OneNote-section on their Skydrive ... and since all of this works so nicely together they finally understand, that their next tablet just has to be a Surface 2.
    Nov 5, 2013. 03:24 AM | 7 Likes Like |Link to Comment
  • Are You Also Wrong On Microsoft? [View article]
    Well yes, they failed at everything, with exception of Office, Windows, Exchange, Sharepoint, Lync, Windows Server, SQL Server, Azure, Dynamics, Yammer ...
    Also seems to be the only enterprise software company that has all its products as on-premise and as cloud solution.
    Oct 30, 2013. 11:14 AM | 10 Likes Like |Link to Comment
  • Why Smartphones Will Be A Big Win For Microsoft [View article]
    I believe people immensely overestimate the significance of the Nokia-brand for Smartphones. People look at price, quality, technical features, coolness-factor ...

    The recent success of the Lumia line in Europe was owed to a high quality-low price segment (L520 & L620) and even to L920 being sold at much lower prices. Even the Samsung Ativ S was quite a big success in Germany when prices came down to EUR 200,- and below. People buy WP8 (despite the lack of apps) when prices are low enough.

    In some European countries the public opinion of Nokia is not so much influenced by the fact that it was once the biggest cell phone producer, but rather that it received government subsidies and then closed down production facilities at the earliest possible date.
    Oct 15, 2013. 10:25 AM | Likes Like |Link to Comment
  • Why Smartphones Will Be A Big Win For Microsoft [View article]
    @Andreas Hopf: "If a commenter asks, I answer. Bonus: I need only 5hr sleep/rest : )"

    Try to sleep longer. I'd like your posts to be less repetitive and have more substance :-)
    Oct 14, 2013. 01:20 PM | 1 Like Like |Link to Comment
  • Dear Microsoft, Please Stop Trying To Be Apple [View article]
    There is a difference between Microsofts approach and Apple: Apple is providing all the hardware for its ecosystem. Microsoft provides some reference designs for new strategic product groups (basically smartphones - via Nokia acquisition - and tablets).

    Of course if Microsoft offers hardware, there is the risk of alienating OEMs. If Microsoft does not offer hardware at all, they have the problem, that they are a 100% dependent on the design-capabilities of their OEMs and this did not work so well in the past. Just think about long it took them to come up with a laptop-/ultrabook-design, that can compete with Apple-Hardware. For years they failed to even come up with a reasonable copy of Apples design.
    Sep 25, 2013. 10:17 AM | 2 Likes Like |Link to Comment
  • Microsoft Is Quietly Becoming A Major Player In The 'Cloud' [View article]
    ... and Yammer seems to be well on its way to become another of Microsoft blockbuster products. Recently rated as leader in Gartners Magic Quadrant for Social Software at the Workplace.
    Sep 23, 2013. 04:07 AM | Likes Like |Link to Comment
  • Microsoft's Nokia Acquisition: Does It Make Sense? [View article]
    I believe MSFT had no choices but to buy Nokia's phone division. There was a constant risk of Nokia starting to produce Androids - despite the arrangement with MSFT - and that would have been the end for Windows Phone.
    Sep 11, 2013. 07:01 AM | 4 Likes Like |Link to Comment
  • Nokia Set To Make Investors Very Happy [View article]
    If there will be a third ecosystem then this will Microsofts ecosystem and Nokia will be an OEM.
    Aug 17, 2013. 05:42 PM | 1 Like Like |Link to Comment
  • Avoid A Sale - 100% Undervalued: BlackBerry's Potential Playbook [View article]
    I believe by putting themself up for sale Blackberry puts immense addtional pressure on their business. Potential customers of Blackberry products will have to consider the risk that Blackberry technologies will be shifted on other platforms or even discontinued instead of being developed further after the company has been taken over. This can be a red flag specifically for enterprise customers and government organzations.
    Aug 13, 2013. 07:30 AM | 2 Likes Like |Link to Comment
  • Is New Oracle Partnership A Match Made In Heaven Or Hell? [View article]
    A few years ago Siebel was a clear leader in CRM. Then Oracle took over Siebel and Siebel subsequently lost the top spot to Salesforce and SAP. Depending on what aspect of CRM you evaluate (check out gartners quadrants) even Microsoft Dynamics CRM moved past Siebel (Oracle). Maybe Oracle can repeat this magic with taking over Salesforce.

    The clear winner of this transaction would be Marc Benioff, who can then leave the company with a two digit billion dollar amout that would certainly help him to forget all of Salesforces problems with its lack of profitability. A problem Siebel by the way never had.
    Aug 8, 2013. 06:38 AM | 2 Likes Like |Link to Comment