gibmichdiekirsche

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  • WhatsApp joins the billion users club  [View news story]
    The Moat is there, no matter how many people developed the App. Sometimes the most brilliant stuff is very simple. What's app is very simple tool. Very easy to learn and because of the group feature everyone finally HAS TO use it. And then you have the network effect. If you quit what's app then you quit conversation with your friends. The moat is huge. Personally I went long on Facebook 2 years ago, because they bought Whatsapp.
    Feb 2, 2016. 05:24 AM | 3 Likes Like |Link to Comment
  • SAP: Taking Market Share At An Accelerating Pace From To Oracle  [View article]
    Very good analysis. SAP is an excellent company, One of my key investments for more than a decade.
    Jan 19, 2016. 01:51 PM | Likes Like |Link to Comment
  • What will be the price tag on the Oculus Rift?  [View news story]
    ... years *imo.
    Jan 5, 2016. 04:45 PM | Likes Like |Link to Comment
  • What will be the price tag on the Oculus Rift?  [View news story]
    Techie, I went long at 50 and then later bought more. I never really care about timing, normally I try to hold my positions for decades. FB is a safe bet for the next couple of years imp.
    Jan 5, 2016. 04:43 PM | 1 Like Like |Link to Comment
  • What will be the price tag on the Oculus Rift?  [View news story]
    Tex, thanks for sharing this link, very helpful.
    Jan 5, 2016. 04:38 PM | Likes Like |Link to Comment
  • What will be the price tag on the Oculus Rift?  [View news story]
    I recently bought a high-end PC for my son. With the nice side effect that it will be fast enough to run the oculus rift. Unfortunately most people don't have the equipment, so question is: is oculus rift so good that people spend 1000+ USD ? Unlikely that this will become a mass market in 2016. Time will tell.
    I am long FB for many other reasons, even if VR fails.
    Jan 5, 2016. 04:24 AM | 5 Likes Like |Link to Comment
  • 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
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