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  • Zuckerberg to take paternity leave, doesn't name replacement [View news story]
    I am a shareholder ofFacebook and I have a family, and I was on paternity leave also, and I like marks decision, also as shareholder. This will not harm Facebook, not at all.
    Nov 22, 2015. 09:16 AM | 6 Likes Like |Link to Comment
  • Microsoft: Windows 10 Mobile Campaign Still Vulnerable To Weak App Store [View article]
    My first smart phone was a Windows phone, but too many apps were missing and so I switched over to the iPhone, that was a very good decision as a consumer, by the way, as an investor I am very long Microsoft, But more because of all their enterprise stuff
    Nov 21, 2015. 10:34 AM | 1 Like Like |Link to Comment
  • Microsoft Introduces The 'Holy Grail' Of Mobile Computing [View article]
    Surface Book looks great, but the windows phones still suffer from the app gap. Still no chance to compete with iPhone. Windows 10 continuum does not help filling this app gap.
    Oct 8, 2015. 05:25 PM | 8 Likes Like |Link to Comment
  • Why Apple Still Leads In Mobile Devices Over Microsoft And Google [View article]
    Correction: still State of the
    Oct 7, 2015. 11:31 AM | 2 Likes Like |Link to Comment
  • Why Apple Still Leads In Mobile Devices Over Microsoft And Google [View article]
    I am a fan of Microsoft and I am long Microsoft for more than 17 years, and to be honest, that was also a reason why I started with a Windows phone ... but then too many apps were missing. Therefore Finally I gave up and replaced my phone with an iPhone. Excellent device. Stew state of the art.
    Oct 7, 2015. 11:31 AM | 12 Likes Like |Link to Comment
  • Microsoft's Continuum Has Potential To Be Disruptive, But Isn't There Yet [View article]
    Right now I am using two devices,a laptop for my windows applications and an iPhone for smartphone Apps. It would be tempting to replace that with only one device. Should this one device be Windows 10 (continuum) phone, which runs Windows applications? That is what Microsoft is proposing. I would not buy this kind of device, for a very simple reason: any windows phone still has the app gap, i.e Apps that you have on iOS and android, but not on windows phone.
    I would still have two devices: and iPhone, to be able to use a best apps, and the surface book, to have the best Windows machine. This is my view as a consumer, in enterprise it might be different, there it might make sense to switch to Windows phone , Because in enterprise the app gap is not so important. Long MS.
    Oct 7, 2015. 10:28 AM | Likes Like |Link to Comment
  • Microsoft: Reimagining Personal Computing [View article]
    I might buy the surface Book, as a replacement for my current laptop. However I would stick to my iPhone simply because of better apps. Windows continuum does not solve this app gap and I do not see how they could solve it in the future. That said I am long Microsoft.
    Oct 7, 2015. 05:45 AM | Likes Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    Correction: ... Ana Apple will be able to monetize...
    Sep 30, 2015. 10:54 AM | 2 Likes Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    I am long Microsoft, but I recently replaced my windows phone with an iPhone, and I'm very very happy with that. My guess is that everyone who can afford it will go for an iPhone, and be able to monetize in the next couple of years, therefore I would definitely not short this stock.
    Sep 30, 2015. 10:52 AM | 25 Likes Like |Link to Comment
  • A Microsoft Surface Phone Can Rival The iPhone 6s [View article]
    I am long Microsoft, But I think they already lost the smart phone race, mainly because there are not enough apps, windows 10 Will not solve this issue, For example if I am missing a special app on Windows phone which is existing on an iOS phone, Then windows 10 Will not help to get this app on my Windows phone, very simple but true.
    Sep 19, 2015. 04:46 PM | 1 Like Like |Link to Comment
  • Why Do You Own Facebook? [View article]
    If I understand it correctly then this 3rd party exposure goes in 2 direction, so FB also receives back data from the other websites and all this, plus the user data from FB site itself is stored on FB. Then FB is the most complete database for user profiles. And this is a huge moat!
    Sep 14, 2015. 08:03 AM | 1 Like Like |Link to Comment
  • Why Do You Own Facebook? [View article]
    Good summary. I went long FB on a dip caused by the purchase of whatsapp. That was a brilliant move by zuckerberg to buy THE communication platform of the future.
    Sep 14, 2015. 03:34 AM | 5 Likes Like |Link to Comment
  • Oracle Earnings Preview: Technically, Stock In Low-Risk Area, But Better News On Licenses Needed [View article]
    I agree cloud transition could be a good chance, but the major risk I see is Rimini.
    Sep 11, 2015. 09:22 AM | Likes Like |Link to Comment
  • Update: Microsoft Is A 'C' Student [View article]
    This article only mentions parts of Microsoft, it does not not say anything about e.g. enterprise IT, where Microsoft is strong and companies like Google or Apple are weak. The article is therefore misleading. Not helpful.
    Jan 27, 2015. 04:03 AM | 4 Likes Like |Link to Comment
  • SAP: To Cloud And Infinity [View article]
    Main competitors in enterprise IT are SAP, Microsoft and Oracle. All three have a wide moat in this long term growing segment. The whole segment of enterprise software is a safe long term bet. Much safer than e.g. consumer area, where the moats are not that strong and therefore more competitors. In consumer IT, even if you build excellent products like Apple, there is still a higher risk that one day people switch to a different product. E.g. competitors products could become more fashionable. In enterprise IT this risk is almost not existing.
    I am very long SAP, Microsoft and Oracle.
    Jan 19, 2015. 04:53 AM | 1 Like Like |Link to Comment