Seeking Alpha

jammerculture

jammerculture
Send Message
View as an RSS Feed
View jammerculture's Comments BY TICKER:
Latest  |  Highest rated
  • 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 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 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 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 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 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 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 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 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 11:01 PM | Likes Like |Link to Comment
  • Beware Of The U.S. Healthcare Bubble [View article]
    lol, here in Canada, where we do have to wait many months for any kind of care, the waiting rooms are packed, and hallways literally have people dying on gurneys, the whackjobs (no offense) say we should have American style health care
    Nov 9 10:50 PM | Likes Like |Link to Comment
  • Cisco: Getting Clobbered But For How Long? [View article]
    all these "I've owned cisco for 13 years" comments fail to realize that the stock was incredibly overvalued 13 yyears ago. I have to ask, what was it's P/E when you bought 13 years ago?

    Any tech company that was going strong when the dot com bubble burst gets labelled with the dead money label, but its because of the extreme overvaluation at the time of purchase. Stocks like CSCO and MSFT are only now starting to be worth the price that people were paying 13 years ago. This is not a failure in the company, rather a failure by earlier investors to properly evaluate the company. Check out a fastgraph of either company if you don't believe me.

    Bottom line, CSCO makes products that we can't live without, they have very little competition, and they make a good profit doing it.

    Look to the future, not the mistakes of your past
    Nov 9 07:23 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: What's Next For 'Team Alpha'? [View article]
    The graphic on the front page of seekingalpha tells the story completely. Money is moving out of stocks and into gold. Basically people think we're going medieval. Since not many blacksmiths are public companies, I'll be keeping my money in high quality companies. In fact, I just increased my trading account by about 15% with cash from savings in preparation for the inevitable moment when people remove their heads from their a$$es.
    Nov 8 04:04 PM | Likes Like |Link to Comment
  • Why The Microsoft Surface Tablets Should Beat The iPad [View article]
    could you elaborate on this?
    Nov 8 04:00 PM | Likes Like |Link to Comment
  • A German site has leaked pricing for the Windows 8 Pro versions of Microsoft Surface (MSFT). The 64GB Surface Pro will reportedly have a local cost of €809 ($1,027) after including VAT, and the 128GB a cost of €909 ($1,160). At those prices (well above Surface RT's), Surface Pro, which uses an Intel Core i5 CPU, is likely to be a niche product. Especially since many OEMs are releasing cheaper and thinner (albeit less powerful) Windows 8 Pro devices based on Intel's Clover Trail Atom CPU. [View news story]
    $1000 for basically a smaller, lighter labtop, that has backwards compatibility to legacy windows applications, exchange server, active directory domains, full skydrive integration across all apps, xbox integration, etc. Sign me up. The enterprise is going to snap these things up!

    Since buying my wife a Surface RT and using it whenever I can get it out of her hands a few things have struck me. The first is that the form factor is excellent. My labtop now seems enormous. Yet I still am using it for spread-sheeting, accessing my access databasing and any real intensive word processing. However, if I could do all that with something a little bit larger then the Surface RT, I'd be in heaven.

    The second thing that has really struck me about the whole Windows 8 transition is that the huge upgrades to the desktop environment have been completely overlooked. Nobody is talking about the addition of the ribbon like interface to windows explorer, the handy "easy access" menu, context sensitive menus, the possibilities opened up with the "Send to device" features, smart glass etc. Everyone wants to talk about the Metro/modern/tile UI but then act like there has been no change from windows 7 underneath. This is far from the truth. Windows 8 is far superior then windows 7. AND it has a fullscreen start menu that is open by default, but this shouldn't really be the main focus like it has.

    The surface pro will bring a different user class to the Surface experience, one that will be able to fully appreciate what windows 8 has to offer. I for one can't wait to get one.
    Nov 7 07:33 PM | 3 Likes Like |Link to Comment
  • Intel, Google, And Amazon Win All The Mobile Marbles [View article]
    the surface pro will finish the conversion. I am typing this on a surface RT which is a very good device, but the pro will be a true game changer.
    Nov 6 08:45 PM | Likes Like |Link to Comment
COMMENTS STATS
395 Comments
789 Likes