Android Is Dead - Part 4: New Contender Windows Phone 8 [View article]
I have a Lumia 920 and have been extremely satisfied with it. the comments that there is no integration with google are false, I have a live tile to my gmail on my start screen. It works very well. I could combine my inboxes but I choose not to as I use my various email addresses for different things. As far as the app store goes there is very little that you would want on a phone that isn't there. As this is what I really like about WP8. It doesn't try to be anything more then a very good phone. It has some amazing enhancements as a communication device, which lead all other phones imo. I have a labtop for work, a tablet for content consumption and a phone for communicating. I wouldn't want to and don't need to play games on my phone, especially not when those games are basically mindless swipe fests. My xbox is where I play games. WP8 is by far the best OS for a pocket communication device, which is what a phone is.
What Will Happen When The Surface Pro Isn't The Only Flagship Windows 8 Tablet In Town? [View article]
FUD FUD FUD The Surface works just fine on your lap, and if you don't want the keyboard, flip it to the back and IT IS A TABLET. Pretty easy.
On e of the coolest things my wife does with her Surface is fold the touch cover around to the back, then pull out the kickstand to rest on the back of the touch cover. The Surface will stand on its own for her and she reads in bed, laying on her side.
Floppy connection lol
Mark my words, the Surface Pro, or an OEM copy of it (doesn't matter to me as an investor) will be littering boardrooms around the world. This thing is a tool, which makes it unlike any mobile device built to date.
Retirement Strategy: You Want The Truth? You Can't Handle The Truth! [View article]
I remember sitting in a class on technical analysis, the instructor asks "how many here would like to pay income tax on a million dollars?" only one hand goes up. We see the taxation issue from the wrong angle. I see fear about the fiscal cliff in the same light. Are people really going to be willing to make less, in order to pay less? That's silly.
The best part about Apple products is that app they have that allows people to predict the future. What, you didn't know about that? How else can you explain all these apple fans on these sites who already know how many phones will sell this month?
Now, all sarcasm aside, for those of us who know how the stock market actually works, imagine for a minute what will happen now if apple sells the enourmous number of 9.25 million phones this month. This would be great, amazing, stupendous. But it will cause the stock to plummet because the market is all about perception and right now the bar has been set way to high, for a device that offers nothing new. I don't need an iCrystal ball to tell me that.
IMO, apple's strengths have turned into it's achilles heals. It is a company that made a name for itself by innovating, but now its fans are excusing its latest offerings lack of innovation. All apple has to do is keep on keeping on.
It is a company that used its marketing prowess to portray itself as the little guy, I'm a Mac, while the suit was a PC, but lately their image has done a 180, and they are now the monster corporation. How cool is their army of lawyers?
And the cool factor. To me this is their biggest weakness for in the hip world, the bigger you are the harder you fall. Red jeans, wearing your clothes backwards,over sized sports jerseys, britney spears. These things were all so cool at one point, but where are they now? How quick did they fall?
I am long appl but after this launch, for me the writing is on the wall. Their competitors are innovating, while they are just keeping up. Their image has been tarnished by the lawsuits and the shear size of their enterprise.
Today on my way to work, I listened to an audio book of "Beat the Street". In it Peter Lynch says it is time to sell when the perception of a stock is it can't lose, when everyone and their dog is in it, when no price is overpriced, when the things that made it's brand start to evaporate, when everybody already owns one. All of these things apply to apple.
"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...
Are Dividend Growth Stocks In A Bubble? [View article]
lol like two girls with the same dress at the party
for real though, today was a huge day for me, and my understanding of crucial investing strategies BECAUSE of these two articles.
I think that the idea that dividend stocks are getting too much attention is a function of the fact that some of the best contributors on this site happen to be DGIs. all you guys, (c.c., d.v.k, d.f. etc, you know who you are) should combine your ideas into a book, a collection of essays in the same vein as buffett's shareholder letters. I'd put that book up beside intelligent investor, one up on wall street etc any day.
Nokia (NOK -8.1%) dives as it unveils the Lumia 920 at an NYC event. As expected, the Windows Phone 8-based 920 has a 4.5" display, supports wireless charging, and (perhaps critically) contains a PureView camera less impressive than the one in the Symbian-based 808. Also included is an augmented reality app called City Lens. Will this be enough for Nokia to gain significant ground against the iPhone 5 and Samsung's high-end lineup? (live blog) [View news story]
Are you guys for real?
This phone's camera is tops, no question about it. HD video recording?!? What I am really stoked about are the way the phone is going to leverage nokia's mapping capabilities with City Lens, Drive Commute etc. wireless charging makes this the tfirst truly mobile device, as we are already seeing business partnerships which will put the charging stations everywhere. And I'm going to be able to use fully functional Office apps? Onenote in the palm of my hand!
This phone to me really demonstrates that Nokia and Microsoft understand what mobile computing is about, and what it needs to be. Where am I going, how am I going to get there, what can I do once I'm there, what's traffic like on the way, streaming music for my journey, an amazing camera to capture anything I might see on the way, great apps like OneNote to record my thoughts, and a pretty stylish, looking container.
This Is The Real Source Of Our Economic Problems [View article]
the real source of our economic problems is that we have changed from a production economy to a consumption economy. nowadays work decisions are based on monetary compensation, ie what will this job allow me to consume, not what will this job teach me to produce. now I am not talking about production in a literal sense, ie manufacturing. rather, I am talking about a focus on the ends instead of the means.
our granparents BUILT this society through hard work, that was often the reward unto itself, and not out of a quest to accumulate toys. our parents began the quest for toys, and now, in part because of the government intervention you speak of, the new generation beleives that these toys are their right. the work involved in creating these is irrelevant, indeed the goal now is to figure out the ways to consume as much as possible, while doing as little as possible. so what we have is a society that consumes more then they produce, hence the rising debt levels, lowering productivity numbers (taking technology out of the picture), inflated tuition costs that go to pay for liberal arts degrees that in the end will add nothing to the productive capacity of the society. just look at the vacant stare of the twenty five year old checking your groceries at walmart, to see what I mean.
unemployment in the us hovers close to ten percent, and everybody knows that this does not include all of those who aren't even looking for work. meanwhile, where will these jobs come from, when entrepenurialism keeps declining because starting your own business is too much work for people who have been brought up to beleive its not what you can do for your society but what your society owes you just for existing?
with all that being said, I beleive what the op is saying is truth, but that what he talks about is a symptom of the problem, not the cause. I can't stand the "government is stealing from us" whining because these people work for us! however, they know that the average joe is too busy getting fat instead of working to strengthen their body, or playing angry birds instead of using the technology revolution to strengthen their minds, to do anyhing about it. (just look at the top 25 apps on the itunes store to see what I mean). as well, the politicians are also members of the "what's in it for me" society so their actions are also a result of trying to get the most out of doing the least, which often can be accomplished best through dishonesty. the government isn't a plague on our society as much as they are a mirror of a plagued society.
Microsoft (MSFT +0.7%) roundup: 1) An upcoming Surface tablet will feature a 7.5" high-res display, but mass-production won't start until Q1 '14, says NPD. 2) Acer is apparently set to launch an 8" Windows 8 Pro tablet that will sell for $380; the cheapest iPad Mini goes for $329. 3) R.I.P. Hotmail: Microsoft has migrated all 400M+ active Hotmail accounts to its Outlook.com platform. 4) Walmart will sell Nokia's (NOK) Lumia 521, a U.S. variant of the Lumia 520, for less than $150 unsubsidized. That gives Windows Phone, which has been at a price disadvantage relative to low-end Android gear, a chance to move downmarket. (Surface launch report) [View news story]
outlook.com is excellent. I have to say, when MS came out with W8, and with it their new UI theme, I was kind of sceptical. When I first started trying it out, I could understand where some of the frustration was coming from. However, as a MSFT stockholder I felt that I should really immerse myself in what they were doing so I began to make a point of only using their services, outlook.com, bing, upgraded to windows 8 on my labtop and got myself a Lumia 920. I still have an android tablet, but using it just makes me want a windows 8 tablet even more!
Now that I am looking from the inside out I am even more bullish on the stock then I was before. Even with all it's downfalls, and even as a MSFT uber-bull I can still admit to the issues, I can see where they are going with it and I am a believer. In a couple refresh cycles MSFT will be as dominant in mobile as they are in desktop.
What Does A Big Market Correction Actually Look Like? [View article]
This is the way I look at it. To me a DG portfolio is a machine, in fact the best kind of machine, one that spits out money. Each stock is a cog in the machine. I buy these cogs at the market price and I attempt to get the best price possible for them. The better the cogs and the more of them I get, the more money my machine spits out.
To me the idea of selling parts of my magic money machine just because I can get more for them then I paid is silly. I don't run out and sell my barbeque just because my neighbour is willing to pay more then I did. How would I cook my steaks?
The success of Windows 8 can not be adequately judged for many years still. It is to mobile what windows 3.1 was to the desktop. It took until windows 98 to really even start to get it right and until XP really to call it a success. Analysis of Tech has been "Appleised" in that success and failure is judged by number of units sold in the short term, but MS has never been about this, it has been about penetration. They currently own the vast majority of non-mobile computer systems, whether for business or home use. You could not go through your day without Microsoft software having a major influence in your life, on multiple levels. You could easily go a week without any contact with Apple, other then the single product, the iphone.
I predict in a few years, and a number of upgrades down the road, mobile, and its spawn, touch, computing will not look anything like it started, ie like an ipad. The market is very, very, young in the grand scheme of things. Microsoft knows how to get these things right, and I think they have laid a solid foundation with windows 8, and the "modern ui" style of touch.
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]
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.
Intel's Earnings Report: Not Great, But Not Terrible [View article]
Nobody with any sense would believe or condone these types of accusations.
Android Is Dead - Part 4: New Contender Windows Phone 8 [View article]
What Will Happen When The Surface Pro Isn't The Only Flagship Windows 8 Tablet In Town? [View article]
The Surface works just fine on your lap, and if you don't want the keyboard, flip it to the back and IT IS A TABLET. Pretty easy.
On e of the coolest things my wife does with her Surface is fold the touch cover around to the back, then pull out the kickstand to rest on the back of the touch cover. The Surface will stand on its own for her and she reads in bed, laying on her side.
Floppy connection lol
Mark my words, the Surface Pro, or an OEM copy of it (doesn't matter to me as an investor) will be littering boardrooms around the world. This thing is a tool, which makes it unlike any mobile device built to date.
Retirement Strategy: You Want The Truth? You Can't Handle The Truth! [View article]
Apple: One More Thing [View article]
Now, all sarcasm aside, for those of us who know how the stock market actually works, imagine for a minute what will happen now if apple sells the enourmous number of 9.25 million phones this month. This would be great, amazing, stupendous. But it will cause the stock to plummet because the market is all about perception and right now the bar has been set way to high, for a device that offers nothing new. I don't need an iCrystal ball to tell me that.
IMO, apple's strengths have turned into it's achilles heals. It is a company that made a name for itself by innovating, but now its fans are excusing its latest offerings lack of innovation. All apple has to do is keep on keeping on.
It is a company that used its marketing prowess to portray itself as the little guy, I'm a Mac, while the suit was a PC, but lately their image has done a 180, and they are now the monster corporation. How cool is their army of lawyers?
And the cool factor. To me this is their biggest weakness for in the hip world, the bigger you are the harder you fall. Red jeans, wearing your clothes backwards,over sized sports jerseys, britney spears. These things were all so cool at one point, but where are they now? How quick did they fall?
I am long appl but after this launch, for me the writing is on the wall. Their competitors are innovating, while they are just keeping up. Their image has been tarnished by the lawsuits and the shear size of their enterprise.
Today on my way to work, I listened to an audio book of "Beat the Street". In it Peter Lynch says it is time to sell when the perception of a stock is it can't lose, when everyone and their dog is in it, when no price is overpriced, when the things that made it's brand start to evaporate, when everybody already owns one. All of these things apply to apple.
"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]
Are Dividend Growth Stocks In A Bubble? [View article]
for real though, today was a huge day for me, and my understanding of crucial investing strategies BECAUSE of these two articles.
I think that the idea that dividend stocks are getting too much attention is a function of the fact that some of the best contributors on this site happen to be DGIs. all you guys, (c.c., d.v.k, d.f. etc, you know who you are) should combine your ideas into a book, a collection of essays in the same vein as buffett's shareholder letters. I'd put that book up beside intelligent investor, one up on wall street etc any day.
Microsoft Windows 8: No Effect On Tablet Market [View article]
Shame
Nokia (NOK -8.1%) dives as it unveils the Lumia 920 at an NYC event. As expected, the Windows Phone 8-based 920 has a 4.5" display, supports wireless charging, and (perhaps critically) contains a PureView camera less impressive than the one in the Symbian-based 808. Also included is an augmented reality app called City Lens. Will this be enough for Nokia to gain significant ground against the iPhone 5 and Samsung's high-end lineup? (live blog) [View news story]
This phone's camera is tops, no question about it. HD video recording?!? What I am really stoked about are the way the phone is going to leverage nokia's mapping capabilities with City Lens, Drive Commute etc. wireless charging makes this the tfirst truly mobile device, as we are already seeing business partnerships which will put the charging stations everywhere. And I'm going to be able to use fully functional Office apps? Onenote in the palm of my hand!
This phone to me really demonstrates that Nokia and Microsoft understand what mobile computing is about, and what it needs to be. Where am I going, how am I going to get there, what can I do once I'm there, what's traffic like on the way, streaming music for my journey, an amazing camera to capture anything I might see on the way, great apps like OneNote to record my thoughts, and a pretty stylish, looking container.
I can't wait to get one
This Is The Real Source Of Our Economic Problems [View article]
our granparents BUILT this society through hard work, that was often the reward unto itself, and not out of a quest to accumulate toys. our parents began the quest for toys, and now, in part because of the government intervention you speak of, the new generation beleives that these toys are their right. the work involved in creating these is irrelevant, indeed the goal now is to figure out the ways to consume as much as possible, while doing as little as possible. so what we have is a society that consumes more then they produce, hence the rising debt levels, lowering productivity numbers (taking technology out of the picture), inflated tuition costs that go to pay for liberal arts degrees that in the end will add nothing to the productive capacity of the society. just look at the vacant stare of the twenty five year old checking your groceries at walmart, to see what I mean.
unemployment in the us hovers close to ten percent, and everybody knows that this does not include all of those who aren't even looking for work. meanwhile, where will these jobs come from, when entrepenurialism keeps declining because starting your own business is too much work for people who have been brought up to beleive its not what you can do for your society but what your society owes you just for existing?
with all that being said, I beleive what the op is saying is truth, but that what he talks about is a symptom of the problem, not the cause. I can't stand the "government is stealing from us" whining because these people work for us! however, they know that the average joe is too busy getting fat instead of working to strengthen their body, or playing angry birds instead of using the technology revolution to strengthen their minds, to do anyhing about it. (just look at the top 25 apps on the itunes store to see what I mean). as well, the politicians are also members of the "what's in it for me" society so their actions are also a result of trying to get the most out of doing the least, which often can be accomplished best through dishonesty. the government isn't a plague on our society as much as they are a mirror of a plagued society.
fat. lazy. inefficient. obsolete.
Microsoft (MSFT +0.7%) roundup: 1) An upcoming Surface tablet will feature a 7.5" high-res display, but mass-production won't start until Q1 '14, says NPD. 2) Acer is apparently set to launch an 8" Windows 8 Pro tablet that will sell for $380; the cheapest iPad Mini goes for $329. 3) R.I.P. Hotmail: Microsoft has migrated all 400M+ active Hotmail accounts to its Outlook.com platform. 4) Walmart will sell Nokia's (NOK) Lumia 521, a U.S. variant of the Lumia 520, for less than $150 unsubsidized. That gives Windows Phone, which has been at a price disadvantage relative to low-end Android gear, a chance to move downmarket. (Surface launch report) [View news story]
I have to say, when MS came out with W8, and with it their new UI theme, I was kind of sceptical. When I first started trying it out, I could understand where some of the frustration was coming from. However, as a MSFT stockholder I felt that I should really immerse myself in what they were doing so I began to make a point of only using their services, outlook.com, bing, upgraded to windows 8 on my labtop and got myself a Lumia 920. I still have an android tablet, but using it just makes me want a windows 8 tablet even more!
Now that I am looking from the inside out I am even more bullish on the stock then I was before. Even with all it's downfalls, and even as a MSFT uber-bull I can still admit to the issues, I can see where they are going with it and I am a believer. In a couple refresh cycles MSFT will be as dominant in mobile as they are in desktop.
What Does A Big Market Correction Actually Look Like? [View article]
To me the idea of selling parts of my magic money machine just because I can get more for them then I paid is silly. I don't run out and sell my barbeque just because my neighbour is willing to pay more then I did. How would I cook my steaks?
Is Windows 8 A Success? [View article]
I predict in a few years, and a number of upgrades down the road, mobile, and its spawn, touch, computing will not look anything like it started, ie like an ipad. The market is very, very, young in the grand scheme of things. Microsoft knows how to get these things right, and I think they have laid a solid foundation with windows 8, and the "modern ui" style of touch.
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]
But what about falling pc sales?
Lol
Long msft
If You Think Microsoft Is Dying, You Need A Reality Check [View article]
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.