Seeking Alpha

ictia

ictia
Send Message
View as an RSS Feed
View ictia's Comments BY TICKER:
Latest  |  Highest rated
  • Microsoft (MSFT) continues a big week by introducing Windows Phone 8 (Apollo) at a developer's conference. WP8 will support multi-core processors, removable memory cards, new screen resolutions, and other hardware improvements. On the software side, changes include Skype integration, Nokia (NOK) mapping software, new enterprise features, NFC-based mobile payments, and the ability to customize live tiles. WP8 won't run on existing WP7 devices. (live blog) (previous)  [View news story]
    this is not as bad as people are making it out to be. think about it ... what is missing from your lumia that wp8-only features will make better ? it can't be anything hardware related since you don't have the hardware support. this leaves software changes -- "windows" software changes, and this is what will be coming with wp 7.8. yes, future apps that utilize hardware related features and acceleration will require you to get a phone with the proper hardware support IF you want those apps/features. i think it's safe to say that by the time nfc and the other bits become "mainstream", you'll be right on time for an upgrade. 7.8 will ensure you're not left out until you're ready to upgrade - from nokia's site (i highlighted part with asterisks):

    All Lumia smartphones will be getting an update to give you some of the features of Windows Phone 8, including the new Start screen, *** as well as a pattern of ongoing updates going forward.***

    but as i said already, i think this "will" impact current sales on the high-end as people will now wait for the new phones this holiday season.
    Jun 20, 2012. 04:52 PM | 1 Like Like |Link to Comment
  • Microsoft (MSFT) continues a big week by introducing Windows Phone 8 (Apollo) at a developer's conference. WP8 will support multi-core processors, removable memory cards, new screen resolutions, and other hardware improvements. On the software side, changes include Skype integration, Nokia (NOK) mapping software, new enterprise features, NFC-based mobile payments, and the ability to customize live tiles. WP8 won't run on existing WP7 devices. (live blog) (previous)  [View news story]
    good point. this is going to impact sales of the popular lumia 900. but ... it will "also" impact android and ios sales because customers will not upgrade to those and instead "wait" for this :) anyway, as you said, a few bad qtrs -- for the high-end handset sales -- until wp8 hits the street. as i mentioned in another post, the low-end market still makes up 60% or so of handset sales. this announcement really does not impact these type of customers as their feature requirements are minimal -- phone, text, email, social. nok will continue to service this market and will come out blasting on the high-end side again this holiday season. this is definitely the os that the rest of the world has been waiting for.
    Jun 20, 2012. 03:01 PM | Likes Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    @mike: as far as win7 running better on your MacBook ... this is pc hardware configuration as opposed to any patented apple design. i.e. your win laptop probably doesn't have a ssd and your MacBook does or maybe a better one. anyway, i'm sure I can find a "cheaper" pc laptop that will outrun (or equal) that MacBook given similar setups -- i.e. processor, ram, ssd, etc.
    Jun 19, 2012. 05:31 PM | 1 Like Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    @davel - that's not correct. people bought ipads because they wanted the tablet form factor, and like the iphone (there were touch devices before the iphone), apple did a great job of making it thin/light and easy to use. there were pseudo windows tablets before but nothing near as cleanly designed as the ipad.

    it's not about the software, but the form factor. msft has finally released a nice blend of form and function (windows). the big deal is the "function" part ... all the people I know that have an ipad (including myself) use it for playing games, reading, and watching streaming vids. the big letdown is that though I love the form factor, I can't run the stuff I have on my laptop or switch between laptop (kb + touchpad) and tablet mode; so, the surface fits the bill perfectly here -- it can do everything an ipad can "and more" with the "and more" being very important.
    Jun 19, 2012. 05:09 PM | 3 Likes Like |Link to Comment
  • More on Microsoft Surface: The tablet features a 10.6" display, uses Corning's (GLW) Gorilla Glass, and comes with Office built-in. Microsoft has also developed a cover that doubles as a keyboard with touchpad, thereby allowing Surface to shift into PC mode. One version will be sold with an ARM-based (ARMH) processor, while a somewhat thicker/heavier version will feature an Intel (INTC) Core i5 processor and support existing Windows apps. (live blog)  [View news story]
    well, there are too many "angles" to investing ... but the golden rule is (I think we all know) ... never ever get personal with your holdings. so, for all the ifans ... your positions should be based purely on what appl "will do", not what they have done ... the past, and that opportunity, is gone (same goes for msft). investing is entirely about the future. so, if you believe that none of these announcements or recent changes in the maket -- eg. lumia phones and so on, mean nothing, then you have your answer -- stay the course. of course, there are others that see potential in what you see as meaningless and will place their bets there. however, both sides should have "valid" reasons for their positions ... you should always be able to explain why you're picking a particular investment as opposed to just following the herd.
    Jun 19, 2012. 04:51 PM | Likes Like |Link to Comment
  • After Multiple Big Announcements, Microsoft's Upside Is Huge [View article]
    the mac and gaming ... hrmm ... i'm pretty certain that windows/xbox is "the" preferred gaming platform for epic and others ? or did I miss some big change recently ? um ... do u have a windows phone ? I have angry birds running just fine on my lumia 900. guess what epic/bethesda/etc develop their engines on ? macs ? nope ... pc's/windows ? yep...which means ... yes, the titles run on windows "first" before any other platform.
    Jun 19, 2012. 04:17 PM | Likes Like |Link to Comment
  • After Multiple Big Announcements, Microsoft's Upside Is Huge [View article]
    by the way, another popular use of the ipad is for playing games (although i don't use it for that much). here is the head of one of the biggest gaming companies all gung-ho for the surface: http://bit.ly/L1UXEx
    Jun 19, 2012. 03:48 PM | Likes Like |Link to Comment
  • More on Microsoft Surface: The tablet features a 10.6" display, uses Corning's (GLW) Gorilla Glass, and comes with Office built-in. Microsoft has also developed a cover that doubles as a keyboard with touchpad, thereby allowing Surface to shift into PC mode. One version will be sold with an ARM-based (ARMH) processor, while a somewhat thicker/heavier version will feature an Intel (INTC) Core i5 processor and support existing Windows apps. (live blog)  [View news story]
    @skippy09 - depends on what kind of watching you're doing, but i get your drift. however, as shown by the recent nokia buyout rumor ... the stock jumped the next day. so, yes, critical events can make a stock turn within a day, but these are usually less frequent ... example, buyout/m&a rumor, new product/acquisition, etc.
    Jun 19, 2012. 03:38 PM | Likes Like |Link to Comment
  • After Multiple Big Announcements, Microsoft's Upside Is Huge [View article]
    correct. from what I've seen, i think i will like it and get it.

    as for the new mac, again ... i don't want a laptop ... i want "both". i want to stop reaching for the ipad to read and view in portrait/landscape.

    yes, we'll see what happens ... but in the meantime, you can bet i'm not buying another ipad with 10,000x10,000 resolution or whatever else they add that i don't need.
    Jun 19, 2012. 03:26 PM | Likes Like |Link to Comment
  • After Multiple Big Announcements, Microsoft's Upside Is Huge [View article]
    again, you're missing the point. the rim playback had zip for me (and all the other windows users) ... why would i buy it ? i can tell you right now that there is no way i'm using both a laptop and a tablet separately when the surface hits. as far as screen real-estate, i see no problem at all ... what kind of laptop do you have ? i have the award winning thinkpad x201 -- 1280x800 12 inch display vs surface = full 1080p hd ... i think i'll like this :)
    Jun 19, 2012. 03:06 PM | Likes Like |Link to Comment
  • More on Microsoft Surface: The tablet features a 10.6" display, uses Corning's (GLW) Gorilla Glass, and comes with Office built-in. Microsoft has also developed a cover that doubles as a keyboard with touchpad, thereby allowing Surface to shift into PC mode. One version will be sold with an ARM-based (ARMH) processor, while a somewhat thicker/heavier version will feature an Intel (INTC) Core i5 processor and support existing Windows apps. (live blog)  [View news story]
    i have no problem switching. do you mean the act/steps to switch ? good ole alt-tab + win-tab works, or without kb hover on the corners to bring up the pull out menus. to me, they're all just the usual windows apps with some that provide a tile as well ... i think by the time win 8 is ready for release, there will be a lot of existing apps that will add a tile to replace ye ole icon and, of course, more to come afterwards as well ... eventually, the static icons will die off.
    Jun 19, 2012. 02:52 PM | 1 Like Like |Link to Comment
  • After Multiple Big Announcements, Microsoft's Upside Is Huge [View article]
    how will the experience be lousy with a keyboard + mousepad ? do you use both a tablet and a laptop right now ? i don't think you do to understand what's going on here. *i do* and i can tell you that this throws the constant switcheroo-ing out the window. i use my thinkpad right now as my main comm device ... browsing, office, email, facebook, skype, vpn, etc...but i'm really annoyed that i have to switch to the ipad when i just want to sit back and use my fingers -- mostly reading and watching vids (i don't play games much). all of this functionality will run just fine on the surface and it's why i'm getting one when it comes out -- sell or give the ipad to one of my nieces/nephews.
    Jun 19, 2012. 02:47 PM | Likes Like |Link to Comment
  • After Multiple Big Announcements, Microsoft's Upside Is Huge [View article]
    first off, i would never run 3ds max on anything but a workstation. high-end crunching = my desktop with discrete gpu's. i'm not talking about these ... i'm talking about "everything else" and most importantly, the "familiarity" of the environment. i find some of the ios apps ... unintuitive/not what i'm used to would it have been written for windows. no, there will be no heavy reworking of "those kinds of apps" for surface because they're not meant for surface. this in no way invalidates the desktop/server market -- each form factor satisfies unique needs. so, again, even "without" workstation/server apps ... yes, there are more windows apps than ios and android.
    Jun 19, 2012. 02:40 PM | 1 Like Like |Link to Comment
  • More on Microsoft Surface: The tablet features a 10.6" display, uses Corning's (GLW) Gorilla Glass, and comes with Office built-in. Microsoft has also developed a cover that doubles as a keyboard with touchpad, thereby allowing Surface to shift into PC mode. One version will be sold with an ARM-based (ARMH) processor, while a somewhat thicker/heavier version will feature an Intel (INTC) Core i5 processor and support existing Windows apps. (live blog)  [View news story]
    this is being written from win 8 release preview. i can tell you a few important things:

    1. it uses resources much more efficiently -- memory + cpu

    2. the tiles are actually neat ... no more static icons and tray icons -- this is what tiles get rid and i just need to glance at them to see what the app is up to without opening the app

    3. right click and select "All Apps" and you get access to all your usual windows favs -- control panel, notepad, cmd prompt, ... yep, it's the same ole windows you know

    i can tell you now that i will have zero problems upgrading from win 7 as far as usability (we know that existing apps will run, so this is not an issue).
    Jun 19, 2012. 02:30 PM | 1 Like Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    this might not seem to make a whole lot of sense, but for "big" companies, like msft, it's actually beneficial when someone else proves a market and go through all the issues/challenges first. this gives them all the info they need to get to market quickly with a "better clone". unlike android, however, msft is coming in with the "windows world" ... which is bigger than both android and ios ... so this is the huge upside here.

    so, it's not "why buy something like the an iPad when I can just buy the iPad", instead it's "why the buy the ipad, when I can get a tablet that runs all my windows apps ? i don't have to learn and figure out what's on ios since i already have what i need in windows and i'll just load em up on the surface."
    Jun 19, 2012. 02:25 PM | 1 Like Like |Link to Comment
COMMENTS STATS
131 Comments
117 Likes