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  • Microsoft (MSFT) is working with OEMs on "small devices powered by Windows," outgoing CFO Peter Klein confirms - given past reports, that's not too surprising. Microsoft's reasons why Windows division revenue was healthy in spite of PC weakness: Surface sales and volume licenses to enterprises. OEM Windows revenue (+17%) was bolstered by Win. 8 deferred revenue recognition, but that won't last. Server & Tools remains strong: multi-year licensing revenue rose 20%, System Center revenue +16%, and SQL Server +22%. Office division multi-year licensing +16%; Office 365 is on a $1B/year run rate. MSFT +2.7% AH. (FQ3: I, II) (slides) (prepared remarks[View news story]
    Oh my.

    But what about falling pc sales?


    Long msft
    Apr 18 07:29 PM | 5 Likes Like |Link to Comment
  • No mercy has been shown to Microsoft (MSFT -4.3%) today in the wake of IDC's figures (blamed in part on Win. 8) and Goldman's downgrade. Goldman now sees the PC/tablet sales ratio falling to 59/41 in 2014, and thinks Microsoft could respond with price cuts or SG&A spending cuts. Nomura's Rick Sherlund wonders if a breakup or privatization is possible for Microsoft. He notes March was better than Jan. or Feb. for PC sales, but is still downbeat. "It really takes your breath away, just how bad the quarter was." Separately, Argus has downgraded Intel (INTC -2%) to Hold. [View news story]
    blah blah blah

    old news and already priced into the stocks. Everybody knows it's a post PC world, right? What your going to see, however, come earnings is how little PC sales are actually affecting today's MS.
    Apr 11 07:30 PM | 2 Likes Like |Link to Comment
  • Gartner Indicates That MSFT May Be In Some Serious Trouble [View article]
    My wife loves her Surface actually
    Apr 8 12:02 AM | 1 Like Like |Link to Comment
  • Don't Buy The New Microsoft Xbox Tease [View article]
    funny you say that. I was given an xbox by my tel/cable/internet company (Telus inVancouver) in exchange for a three year contract. I use the 360 as a set top box as well as streaming Netflix, and videos off my win8 labtop using my Lumia 920 as a remote control. the "Trojan horse" strategy is already in beta mode in some areas.

    Further, their own set top pvr boxes run off windows CE. Microsoft has been in the cable business for awhile, they are just not vocal about it until they get it right.
    Mar 15 01:01 AM | Likes Like |Link to Comment
  • Reflections On ARM [View instapost]

    As far as I'm concerned, your rarely wrong, from a tech perspective. However, consumer markets that these gadgets are sold into are, unfortunately not as nearly educated as someone like you. People buy what is cool, which is not always what is the best. Further the stock market follows the consumer market. It is often a case of the blind leading the stupid!

    So what is a reasonable person to do, when irrationality reigns supreme? I say keep doing what your doing, educate people on the technical aspects of these stocks and stick to your guns. The longer the irrationality lasts, the bigger the fall once it breaks.
    Mar 15 12:52 AM | Likes Like |Link to Comment
  • Don't Buy The New Microsoft Xbox Tease [View article]
    This is it right here.

    Once the tv networks start releasing apps for windows 8, allowing on demand ala carte programming, which is very, very close, then it will all be clear to people that can't seem to get what MS has been going after.
    Mar 13 08:56 PM | 1 Like Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
    I just re-read the very first sentence in this excellent introduction to an illuminating piece of analysis. In it the author clearly states that he believes Apple will still be around in three years. Yet the apple cheerleaders are attacking him for the implications that they perceive in the title.

    The sheer idiocy of the Apple fan base as evidenced by the comments in this article, makes, imo the greatest bear case possible.

    oh yeah, long Apple
    Feb 23 07:50 PM | Likes Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
    On the title, the tag line asks two questions. Everyone seems to be caught up on the first, whereas the reality of the authors thesis lends more weight to the second.

    The concept of breaking a stocks price into price for current worth and cost for future worth is nothing new, it's actually the cornerstone of value investing. However, most die hard Grahmian value investors don't buy tech companies as a rule for the reasons outlined in the article. The author's attempt to apply this types of analysis to a company like Apple is extremely interesting.

    Looking forward to future articles. We need more of this on this site.
    Feb 23 04:17 PM | 1 Like Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]

    I didn't read it but understand it better then you

    I am actually more bearish now after reading what the bulls have to say.
    Feb 23 03:43 PM | Likes Like |Link to Comment
  • If You Think Microsoft Is Dying, You Need A Reality Check [View article]
    This is a strange comment. Basically your saying that with the three devices working together you can be very productive. Well this is exactly what MS is doing, and by making all three devices run exactly the same, I think that they have taken your concept to the next level. Add in that a convertible notebook replaces two of your devices with the same functionality and they've one upped you.

    Strange how some people think.
    Feb 23 02:56 PM | 4 Likes Like |Link to Comment
  • If You Think Microsoft Is Dying, You Need A Reality Check [View article]
    Safe, consistent, growing income

    Keep in mind, any long term evaluation of MS price movements starts in an era of super OVERVALUATION and ends in a time of super UNDERVALUATION, when using generally accepted valuation techniques.
    Feb 22 08:44 PM | 5 Likes Like |Link to Comment
  • Apple (AAPL) has withdrawn proposal #2, preferred stock shareholder voting requirement and all, in response to the injunction placed earlier today at Greenlight Capital/David Einhorn's request. Apple: "We are disappointed with the court’s ruling. Proposal #2 is part of our efforts to further enhance corporate governance and serve our shareholders’ best interests." Greenlight on the injunction: "This is a significant win for all Apple shareholders and for good corporate governance." (court ruling[View news story]
    If you consider that Apple's success was a lot of being at the right place at the right time, ie the point in history where mass acceptance of mobile computing occurred, and that further innovations in that space are unlikely to yield the same growth trajectories then, the focus now SHOULD be on getting that huge windfall to shareholders.
    Feb 22 08:40 PM | 5 Likes Like |Link to Comment
  • Microsoft: The Enterprise Strikes Back [View article]
    Microsoft software runs the world we live in.

    There is absolutely no real indication that this will change any time soon, no matter how many teenagers use iphone to play angry birds.

    Case closed, Long MS
    Jan 30 07:24 PM | 3 Likes Like |Link to Comment
  • "The Z10 and BB10 represent a radical reinvention of the BlackBerry," says Walt Mossberg in a somewhat favorable review: he likes BB10's gesture support and keyboard, but criticizes its browser and dearth of cloud services. The Verge's Joshua Topolsky gives the Z10 a score of 7/10, praising its design and camera while criticizing its battery life and app ecosystem, as well as BlackBerry Hub. Engadget's Tim Stevens strikes a similar tone. As rumored, the Z10 runs on Qualcomm's (QCOM) popular MSM8960 processor. RIMM -7.4%. (more[View news story]
    All the "cool" aspects of this phone, predictive typing, communications hubs etc, are already available on WP8. If your used to using BB then this phone will seem new and fresh but if you have been using any of the other competitors there is nothing new here.

    I was really hoping for something more
    Jan 30 07:17 PM | Likes Like |Link to Comment
  • Intel's Earnings Report: Not Great, But Not Terrible [View article]
    Don't feed the trolls Ashraf. Obviously your not perfect, but your doing a good job.

    Nobody with any sense would believe or condone these types of accusations.
    Jan 18 09:38 PM | 10 Likes Like |Link to Comment