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jammerculture

jammerculture
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  • As Intel announces a CEO transition, Paul Thurrott reports Windows 8 PC sales have missed Microsoft's (MSFT) internal projections. He adds Microsoft is blaming the inability of OEMs to execute, though like others, he thinks that's far from the only culprit, and calls the OS a "Frankenstein’s monster mix of old and new that hides a great desktop upgrade under a crazy Metro front-end." Separately, Newegg says its Windows 8 sales are slow, though notebook demand is beginning to improve. [View news story]
    there is a one click, desktop tile, to the desktop. THE "METRO" INTERFACE IS NOTHING BUT A FULLSCREEN START MENU THAT IS OPEN BY DEFAULT. There is no magic here
    Nov 20, 2012. 09:08 AM | Likes Like |Link to Comment
  • Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
    the concept of support levels is tied to the idea that a stock is a buy at a certain level. Technical analysts will point to a support level and say, the people that bought at this point may see it as a buy again at this point, or more importantly the stock will fit into a funds criteria for buy at this point. You read all the time on these boards that so and so will buy at x price. Technical analysis has nothing to do with the company, rather the market phycology. So when a stock dips below a support level it is not to say the company is different, rather that the market psychology has changed so that the previous buyers are no longer there at this price point.
    Nov 17, 2012. 02:57 PM | 3 Likes Like |Link to Comment
  • Microsoft Has Been A Better Business Than It Has A Stock, But That Is About To Change [View article]
    Lol office for $30
    Nov 17, 2012. 11:53 AM | 1 Like Like |Link to Comment
  • Microsoft Has Been A Better Business Than It Has A Stock, But That Is About To Change [View article]
    Everyone focuses on the tiles of the full screen start menu, but windows 8 offers a huge number of benefits over windows 7 on the desktop. People are so superficial. Windows 8 is far superior to 7 based on what's inside. Don't beleive the hype, there is no real learning curve.
    Nov 17, 2012. 11:16 AM | Likes Like |Link to Comment
  • A Complete Benjamin Graham Analysis For LinkedIn [View article]
    lol only 115?

    Definitely a buy then
    Nov 17, 2012. 02:15 AM | 1 Like Like |Link to Comment
  • Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
    Apple at 425-450$? I'd have to take second mortgage lol
    Nov 17, 2012. 01:20 AM | 5 Likes Like |Link to Comment
  • Microsoft Has Been A Better Business Than It Has A Stock, But That Is About To Change [View article]
    Thanks Chuck, I was starting to get nervous. However today, I began using Project 2010 at work, and then I read this article.

    The world we live in wouldn't exist without MS. The fundamentals show a growing profit from this fact. It's ironic that people now that obviously don't understand the business results of this giant, use the result of the irrationality of people from the past for justification of their current irrationality.

    Long MS and will be adding to my position.
    Nov 17, 2012. 01:15 AM | 1 Like Like |Link to Comment
  • Microsoft Has Been A Better Business Than It Has A Stock, But That Is About To Change [View article]
    Check our what he's doing with the funds.

    Gates has done more to make the world a better place than anyone in history.
    Nov 17, 2012. 01:07 AM | 5 Likes Like |Link to Comment
  • If Windows 8 is going to give the PC industry a much-needed lift, Microsoft (MSFT) has some convincing to do. Though 6 out of 10 respondents to a U.S. poll done by antivirus software firm Avast said they're aware of Windows 8, only 9% said they would speed up plans to buy a PC because of it, and 74% said they'll probably stick with what they have. Moreover, about a third of Windows users ready to buy a PC said they plan to switch to an Apple (AAPL) product. [View news story]
    This was common prior to xp service pack 2, but less so with every iteration after. I can't believe how long the BSOD's from the nineties are haunting MS. Meanwhile, search "iphone update erased contacts" and you will get enough hits to prove that there is a current problem here that no one talks about.

    It's computer science people, data moving at the speed of light, there is bound to be some problems and all computer makers suffer from this fact.
    Nov 17, 2012. 12:14 AM | 2 Likes Like |Link to Comment
  • If Windows 8 is going to give the PC industry a much-needed lift, Microsoft (MSFT) has some convincing to do. Though 6 out of 10 respondents to a U.S. poll done by antivirus software firm Avast said they're aware of Windows 8, only 9% said they would speed up plans to buy a PC because of it, and 74% said they'll probably stick with what they have. Moreover, about a third of Windows users ready to buy a PC said they plan to switch to an Apple (AAPL) product. [View news story]
    This is absurd. If American enterprise actually switches away from the Microsoft office ecosystem to what is currently available anywhere else that would be the end of American enterprise as we know it. Quick, name the Apple alternatives to the following enterprise critical applications.

    Access
    Powerpoint
    Project
    Excel
    Outlook
    Exchange
    Active Directory


    Still waiting.
    Nov 16, 2012. 11:41 PM | 3 Likes Like |Link to Comment
  • "I certainly expect [Microsoft's] org chart to look a lot different six months from now," says former Microsoft exec Brad Silverberg, who (like many others) views Steven Sinofsky's departure as the first step in a big push to get Microsoft's (MSFT) fiefdoms to finally play nice with each other. But some still think ousting Sinofsky was short-sighted. Farhad Manjoo: "So [Sinofsky] was a jerk. So what? ... He was the firm’s most thoughtful executive, certainly more perceptive about technology than Ballmer." [View news story]
    I am currently using Microsoft Project, Excel, Outlook and Access in my role as a construction project manager. The comments that you can do anything you need on your phone is so absurd. I'm starting to actually lose my bullish take on American industry as this type of concept gets more and more widespread. How foolish...
    Nov 16, 2012. 11:28 PM | 9 Likes Like |Link to Comment
  • Cisco: Getting Clobbered But For How Long? [View article]
    not sure about down down down. A monthly chart clearly shows CSCO forming a base with a bottom around 15$ which is the bottom from the great recession. Since then business is good and if you consider that the price is really close to the lows from the last major meltdown, it is more evidence for a long term bullish stance imo.
    Nov 12, 2012. 12:37 PM | Likes Like |Link to Comment
  • Cisco: Getting Clobbered But For How Long? [View article]
    my point was that the share price dropping does not effect a company's ability to pay dividends.
    Nov 10, 2012. 11:40 PM | Likes Like |Link to Comment
  • Cisco: Getting Clobbered But For How Long? [View article]
    how are stock price and dividend policy related? did you mean earnings or FCF? And if so, huh? Both metrics are as high as they have ever been.

    You do know that stock price has no bearing on the operations of a business
    Nov 10, 2012. 07:55 PM | Likes Like |Link to Comment
  • Has Apple Finally Bottomed Out? [View article]
    tell that to the folks who emptied the shelves lol
    Nov 9, 2012. 11:01 PM | Likes Like |Link to Comment
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