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  • BlackBerry: Yes, Things Can Get Worse  [View article]
    The problem with BBRY is they are fighting yesterday's battles. There is no money in handsets, unless your Apple. The money is in the ecosystem and this ecosystem needs to transcend phones. Without search, app store, interoperability between tablets, computers etc, you've got nothing. BBRY has got nothing. We're talking about a company that thinks having a physical keyboard is a selling feature.
    Dec 23, 2013. 12:00 PM | 5 Likes Like |Link to Comment
  • Aaron's Leases, You Should Buy  [View article]
    Hmmm, interesting. A strengthening economy would seem to reduce the market of a company like this. However, it is widely considered that a strengthening economy would bring about higher interest rates, which would be a positive for a company like this.
    Dec 21, 2013. 11:15 PM | Likes Like |Link to Comment
  • More on BlackBerry's FQ3  [View news story]
    This corpse is still twitching
    Dec 20, 2013. 01:46 PM | 1 Like Like |Link to Comment
  • Herbalife soars on re-audit, Icahn comments  [View news story]
    Ackman is such a hack.
    Dec 16, 2013. 03:54 PM | 5 Likes Like |Link to Comment
  • Microsoft Rises From The Ashes As A Stock To Own Now  [View article]
    Microsoft's products make the world go round, more than any other tech company, and make the company enormous profits doing it. This has never been in question. Now they are moving into the "sexy" area of consumer electronics that has garnered all the attention, but any gains in these areas are gravy. The share price should be higher, based on the core business alone.
    Dec 16, 2013. 02:26 PM | 2 Likes Like |Link to Comment
  • Microsoft Surface 2/Surface Pro 2 reportedly sold out  [View news story]
    These models have been featured prominently in retailers this time around. The Windows machines in general seem to be getting much more love.
    Dec 16, 2013. 10:26 AM | 8 Likes Like |Link to Comment
  • Microsoft's Google Bash Backfires  [View article]
    Maybe you need to look at it in comparison like IOS vs OSx. People are obviously buying Ipads even though a Macbook is obviously better.
    Dec 15, 2013. 09:47 PM | Likes Like |Link to Comment
  • Microsoft reportedly looking to bring back Windows Start menu  [View news story]
    People forget that windows XP was never successful until service pack 2. To me, windows 8 is akin to windows 95, the first attempt at a new paradigm. I have been using windows 8 since the preview and am quite used to it now. There is obviously things that can be improved, but I don't doubt they will be. I actually like the full screen start menu, which is how I view the modern UI, and with a very small amount of work customizing it, it is far superior to the old start button access. People complain too much. If you have ever used a Surface or something akin to it, it becomes very apparent what they are going for, and there is no doubt in my mind that they will get it right given time.
    Dec 13, 2013. 11:43 PM | 1 Like Like |Link to Comment
  • Intel: Someone Has To Be Wrong  [View article]
    I think analysts have gotten their hands on a Venue 8 or a Surface Pro 2. The bottom line is, mobile computing has always been about offering a lesser product then what was available in a non-mobile device in terms of performance, and the ability to get things done. Ipads and Galaxies are not PC's, or even real substitutes for anything other then content consumption, whether its games, video or music. But this is all we've had. The new batch of Intel based mobile devices are full fledged PC's in a mobile package. It is what Intel has promised us and finally delivered. There is a reason Ipads have not flooded the boardrooms of America, or really been used in any kind of business form other then sales, they just aren't good enough to handle real workloads.

    I am currently working on moving all of my companies inventory management, payroll, estimating and job flow functions between the office and sites in the field into the cloud using Office 365. We are going to put tablets on every job site to streamline these processes. As well, we will be using Skydrive to collaborate between the office and the field on AutoCAD drawings, to create a more seamless transition between design, implementation and the "as-built" processes. None of these things have been truly feasible until now. The new batch of Intel based mobile devices running Windows 8 and utilizing Office 365 make it a snap. There will be a "PC refresh" based on the availability of mobile devices capable of integrating with the established business software environment.

    people talk about Intel missing the mobile revolution when the reality is it has just begun.
    Dec 9, 2013. 08:49 PM | 3 Likes Like |Link to Comment
  • Intel's 40 Million Tablet Campaign Finally Makes Sense  [View article]
    This is absolutely depressing. Intel has made chips that allow us to finally have PC power in a mobile device, and its success is going to be based on its ability to play Temple Run?!?!?!

    what the hell has happened to our society?
    Dec 9, 2013. 12:18 PM | 5 Likes Like |Link to Comment
  • Resurrection Of The Microsoft Surface Could Be A Big Plus For Both Microsoft And Intel  [View article]
    Its all about marketing at this point. The Surface Pro 2 (or clones like Dell Venue 11) is the obvious choice for business tablet, it is just up to MS to make sure enough people know this. What I am seeing is promising, with Surfaces showing up in the background of popular tv shows, Surface displays taking prominent positions in retail outlets and Office 365 numbers showing the continued strength of MS in the enterprise.
    Dec 9, 2013. 09:59 AM | 11 Likes Like |Link to Comment
  • Intel's SoFIA Could Be A Real Bombshell  [View article]
    This scenario is the main reason I an long INTC and MS. I have to believe that the brand hype that is keeping Apple and Samsung dominant will die down and people like the members of your family would just start using a single Windows 8.1 hybrid device. Wouldn't you? It just boggles my mind that these things aren't flying off the shelves faster then Ipads.
    Dec 2, 2013. 03:29 PM | 1 Like Like |Link to Comment
  • Apple May Earn $46 Billion In Annual Profit From TV By 2020  [View article]
    Why apple will never release a tv, and will never be dominant in the living room: They have no leverage over the content producers. The reason Apple is so dominant in tech today, more then design, brand loyalty, apps, siri or anything else is because they singlehandedly saved the music industry with iTunes, and by doing so basically took it over. They did so because they had leverage over the industry, they created a market in which their goods could still be sold and put a stop to the rampant piracy that almost destroyed the industry. The profits from this as well as the model for the app store, were used to launch the iphone and the rest is history.

    however, in video content no such leverage exists. For the most part, TV content producers have never been in danger from pirates like the music industry, and movie producers did the smart thing by advancing their own offerings to keep people willing to pay money. So for the most part, video content producers revenues have not been impacted the same way as music producers were, and therefore Apple's attempts to strong arm them failed. There is no Apple TV.

    The next big revolution for TV is already underway through the Xbox One. MS, unlike Apple has always been about creating platforms and making partnerships. We have already seen the start of this revolution in that you can now download content straight from the producers websites. As well Xbox 360 offered apps like HBO and CBC Hockey Night in Canada which would allow you to watch tv shows without cable. The next step is for all networks to produce their own apps which will allow subscriptions to their programming bypassing the cable companies completely. These apps, written for windows 8, will be able to reach your living room, through the Xone, and have the added benefit of "useful on all your devices".

    I also theorize that the Xone and smartglass has the capability to create an even more disruptive paradigm shift in that it is a very small step from what is available right,now for you to be able to buy the products featured on your favorite shows through some kind of smartglass tablet app. How does that change the revenue possibilities from tv? Forget about ads, the whole show becomes an ad if you can buy the wardrobes, accessories etc of the stars right of your tv screen with a click on your tablet or smartphone!

    these two developments, imo are the holy grail of tv revenue streams and MS is better positioned the Apple to get them since they are already further ahead in the tech needed, have a larger market share of users, and have a more inclusive strategy of partnerships then Apple.
    Dec 1, 2013. 12:44 AM | 3 Likes Like |Link to Comment
  • Intel reportedly planning $1B in tablet CPU marketing subsidies  [View news story]
    You guys are nuts. The OEMs need this as much as Intel. Without the success of Baytrail and Windows 8.1, they are just as irrelevant. "Wintel" paid their bills. Without it, Samsung and Apple will continue to eat their lunch.
    Nov 27, 2013. 11:49 PM | 2 Likes Like |Link to Comment
  • Microsoft: A Delicate Balancing Act  [View article]
    Enough with he sell Bing and Xbox chatter. These products are both hugely important to Microsoft going forward.
    Nov 26, 2013. 12:51 PM | 2 Likes Like |Link to Comment