jack dee

Running the Numbers: The Roller Coaster That Is Apple

actually it is about loving apple , here at SA. THe apple fanboys gather and condem anything that has even a slight neg hint about apple.

These are not investors , they are cheerleading fans, confusing sound investing with how much they like apple products.


(long GOOG MSFT MOT )


On Oct 09 05:16 AM Stefan Sidahmed wrote:

> Its not about 'love' or 'hate' of Apple. It is about bad analysis.
>

Fastest? Best? Software Titans Don't Realize Good Enough Is It

Good enough relates not to need but to what you can have.

Snail mail is good enough, but how many people do not use email ?

. If someone offers a better faster slicker product the bar for good enough has just been moved.

So really good enough means affordable and compares good enough to the current other offerings.

So does faster slicker cheaper better cooler matter? Of course otherwise we would still be using a burnt stick to draw.

Microsoft Bares Knuckles Against Enterprise Software Competition

The troops might be over stretched , overworked and underpaid, the pay freezes , prolonged and poorly executed layoffs are also hurting morale.

When layoffs are dragged out and unclear as to who is getting the axe, staff tend to focus more on looking good than performing good. Although it might be fair to say this is the whole culture at Microsoft anyway.

The “paper clip” cost cutting , fiefdom / empire building both need to be addressed.

“The Microsoft way” does not look nearly as good as it did in 1999. Buckets , curves , stack ranking are poor metrics.


My point?


MSFT needs to get its house in order, they can not expect to win battles while the troop are job hunting back stabing and putting more effort into expanding personnel empires than product improvement

Why Microsoft Is a Buy

It comes down to this,


everyone uses Windows and everyone knows that everyone uses Windows. And there are few salesman/RE people etc stupid enough to risk losing even one client, by jumping platforms.

the JNJ stent sales guy that would risk losing sales just to use a mac? The car salesman that wants to make things harder by using mac?

In fact it appears 95% of people agree with Billy boy and not stevie...

Why I'm Investing in Michael Dell

"dont forget how $7 billion in net cash can change the picture of a company"

pure rubbish talk. $7billion is PART of the picture already, it cant change anything.
If you were talking about a magic $7billion that say Gates just gifted to dell for free and grossed up the tax, then sure that would change the picture.
But existing cash is part of the current picture. Sure they have money to invest, if they didnt they would be worth less.

Why I'm Investing in Michael Dell

"Windows has scale today... but maybe not so much tomorrow"

What utter nonsense, just making up junk to support your viewpoint.



""""HPs MIE 1000 laptop also came in at $50 or $100 cheaper (i forget) than the Windows version""""

complete bolloxs there is a $20 diff and no one is buying the linux one.
goto HP and check, it takes the same amount of time as it does to write this sentence.

Preparing for the Shift to Club Cloud Computing

When the net showed up everyone declared the client dead. It seems a good 15 years later people are back saying the cloud will replace the OS the Cloud break the upgrade cycle the cloud will free IT.

This is simply not true, the "Cloud" and "web 2.0" are little more than buzz words to push existing concepts to the forefront of the Corp and public minds.

Yes more is going to be served, but it will be a mixed bag , some online some off.

IBM Interested in Sun? A Flaming Red Herring

But more important than any of this is that C has tripled in value the last few days and now Sun has almost doubled. Enough to make me smile like its 1999

:)

The Dawn of Network Infrastructure 2.0

thanks great post providing a solid insight to the road ahead.

Parsing the Hardware Landscape: Dell Seen as Go-To Vendor

It is pretty who owns corp for now. The OS is Win and the platform is wintel.

Dell and HP have clear leadership here and are not being displaced.

Slow PC Sales Mean More Bad News for Microsoft

Josh , that is an easy one to answer.

MSFT has millions of share holders so putting MSFT or Microsoft in the story makes it get a ton of links and clicks.

cheap , I know but its Alpha, the non investing , investing site.

Why Companies Really Turn to Open Source Software

Open source has made more money for those writing about it then anything else.

How to Create a Profitable Desktop Business for Linux

App store, wow that is such a new idea, great. All you need now is a product /Brand and few thousand staff. THis is all so fresh and new.

IBM Drops Two Bombs on Microsoft

That so called 90% share is based on rubbish.

1 it is not 90% of the market , it is 90% of machines that are online, and not hiding behind something or on intranets.

2 it is only machines that visted Net Apps sites or partner sites, which are mostly click through sites and does not include the billions of machines that dont visit them.

3 Linux is free! that a lot cheaper than $49 and every couple of years we hear how its growth is so fast that it take over very soon.

4 I predict will shall have an american on mars before 85% real market share.