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  • Microsoft: The Next Ashton-Tate [View article]
    Unless your puts are in the 40 dollar range they will be worthless by christmas. Windows 8 is an amazing product and its integration will be the most thorough yet bringing all kinds of devices together and making offices that much more efficient. Are there concerns for Microsoft absolutely, is the PC dead not a chance. Microsoft was late to the tablet game but dont count it out, when enterprise can use tablets that easily interface with the pcs,servers, and phones stuff is going to get interesting.

    I am long obviously but come on, this article is a stretch.
    Sep 11, 2012. 03:15 AM | 11 Likes Like |Link to Comment
  • "We anticipate the worst 2H for PC sales since inception," says Citi's Gen Yeung, responding to Intel's (INTC -3.5%) Q3 warning. Yeung and many others have been raising alarm bells about PC demand in advance of Windows 8's (MSFT -1.8%) Oct. 26 consumer launch. FBR notes PC and storage inventories are at elevated levels, and Longbow believes Intel is seeing an inventory correction related to soft ultrabook uptake. The Intel Developer Forum kicks off on Tuesday. [View news story]
    yawn all microsoft does is make money, they make money during good times and bad, it is obvious that people are holding out on pc sales until win 8 comes out. the tablets and smartphones are not the end of the pc, they are just an additional tool that lengthens the cycle between purchases. People still need PCs they will continue to need its no fun writing a manuscript or doing excel spreadsheets on your phone or tablet. the future could change but it hasnt yet.
    Sep 7, 2012. 03:26 PM | 7 Likes Like |Link to Comment
  • Microsoft Surface Is No Apple iPad Killer [View article]
    ps I am long APPLE and long MSFT they both are winners. msft has more upside from here simply because they are still making money despite being at the end of their cycle and just now breaking into the tablet market with a viable product. the real loser here is google. android was a fun toy but its become to convoluted to be functional.
    Aug 9, 2012. 02:45 PM | 2 Likes Like |Link to Comment
  • Microsoft Surface Is No Apple iPad Killer [View article]
    the surface isnt meant to replace the Ipad, it is going to be a business (read Programmer) friendly tablet that will integrate seamlessly with the programs running on 90 percent of corporate americas computers. the pc market will return and the cycle will be extended as corporations figure out how much a tablet can do and why they still need those lovely desktops for heavy lifting. If you are a hipster whose mom bought you your first Ipad Msft doesnt expect you to run out and get a surface. but if you are an IT professional who hasnt been able to convince the bosses to switch over to ipads you might make some inroads with the surface.
    Aug 9, 2012. 02:42 PM | 4 Likes Like |Link to Comment
  • Windows 8 and its dual interfaces represent a huge gamble, and some think it will backfire. Bronte Capital, worried the Metro UI won't function well with a keyboard and mouse: "This will wind up with a lower corporate take up rate than Vista." Valve CEO Gabe Newell, worried about Microsoft's (MSFT) proprietary approach: "Windows 8 is a catastrophe for everyone in the PC space." Matt Rosoff: "Windows 8 is for touch screens. Period." Developer Jeff Atwood is "cautiously optimistic." (also: I, II, III)  [View news story]
    All I know is you can switch metro off if you dont have a touch screen and everything works fine, you can turn it on if you do have a touchscreen and everything works fine. if you are worried that people are going to get frustrated and bang their heads on their desks that is true for every new os ever introduced. The success or failure rides on how well it integrates all the business tools and how fast it runs your programs. Personally I think it will be a fantastic success and am chomping at the bit to integrate Tablets into my work environment.
    Jul 28, 2012. 08:51 PM | 6 Likes Like |Link to Comment
  • Microsoft's iPad Killer: Introducing The Xbox Surface [View article]
    it will certainly have xbox integration,the speculation was on the specs of the tablet.
    Jul 28, 2012. 01:47 PM | Likes Like |Link to Comment
  • Microsoft's iPad Killer: Introducing The Xbox Surface [View article]
    I disagree, the xbox has some very high quality games that should port easily to the surface. These games are far superior to the current batch of "app" games and zynga games people occupy themselves with currently. Microsofts success will not hinge on the games although its a fun feature for consumers, the real battle will be fought on the business front and Apple has made inroads being the only game in town up to this point. But Microsoft and its partners are going to absolutely dominate the business market within a very short time. largely because the consumer has fallen in love with Ipad and have been clamoring for a tablet at work, Microsoft will finally provide that tablet that a company can embrace.
    Jul 20, 2012. 10:04 AM | 4 Likes Like |Link to Comment
  • Microsoft's iPad Killer: Introducing The Xbox Surface [View article]
    he is speculating, its not an official position of Microsoft that there will be an xbox surface.
    Jul 20, 2012. 09:58 AM | 2 Likes Like |Link to Comment
  • High Yield Companies With Ex-Dividend Dates This Week [View article]
    not to mention the lawsuit that really eats up their income for the next couple of years. look up Hugoton royalty trust law suits. (you also might look into the 10Q )
    Jun 26, 2012. 05:50 PM | Likes Like |Link to Comment
  • High Yield Companies With Ex-Dividend Dates This Week [View article]
    you can add up the dividends and asset values between now and liquidation on GNI and come up with a value somewhere around 56 dollars a share. and that is a fairly rosy estimate. Its a fools game for sure to get into this one.
    Jun 26, 2012. 05:45 PM | Likes Like |Link to Comment
  • After talking with OEMs at Computex, VR-Zone reports Microsoft (MSFT) plans to typically charge a license fee of $85 for copies of Windows RT, the version of Windows 8 specifically written for ARM-based (ARMH) processors and expected to be used in many tablets. This guarantees Android (GOOG) tablets will have a pricing edge over Windows rivals, and that any pricing edge over the iPad (AAPL) will be minimal even if iPad Mini rumors don't hold up. (previous)  [View news story]
    you guys just dont get it. Microsoft will sell a ton of tablets because they will work with the operating systems that companies already have in place. They already lost the tablet at home crowd, this is about business and android has more problems than its worth to industry and apple isn't integrated with most businesses.

    The new tablets will be cheaper than apples and slightly more than androids but they will work and look good to the people that matter to Microsoft the ones running IT departments.
    Jun 12, 2012. 08:24 PM | 1 Like Like |Link to Comment
  • Microsoft Valuation Suggests A Reality Check With A Warning [View article]
    yea they are weak, they increase profits in recession, they increase profits on the downside of their cycles, they dominate their industry in ways few companies ever have, they are on the cusp of releasing windows 8 which is revolutionary for its integration properties, they control the console market, their business services division grows by leaps and bounds bringing ever increasing revenues.

    I dont dispute that the next few months could be a bit rough as people hold off on purchases waiting for windows 8 to debut but once 8 comes out this puppy is going to fly. I am in now and I am transitioning my apple into msft as my options contracts come in.
    Jun 12, 2012. 12:31 PM | 7 Likes Like |Link to Comment
  • 6 Stocks With Yields Over 10% Going Ex-Dividend Next Week [View article]
    to mention HGT without also mentioning the lawsuit that will reduce the dividend significantly for the next few years is irresponsible.
    May 28, 2012. 09:07 PM | 1 Like Like |Link to Comment
  • Cummins: Inside The Numbers [View article]
    CMI stands to profit from the conversion of the us trucking fleet from diesel to Natural gas. The fact that it is making money in a relatively tough environment should translate to some very good times ahead as the situation in the world improves.
    May 19, 2012. 05:31 PM | 3 Likes Like |Link to Comment
  • As Microsoft (MSFT) and PC OEMs hope the fall release of Windows 8 systems featuring ARM-based (ARMH) processors will give their PC/tablet sales a lift, the OEMs are reportedly struggling to reach tablet price points they consider necessary to compete with the iPad (AAPL) and Kindle Fire (AMZN), due to Microsoft's insistence on a $90-$100 Windows license fee. Concerns also exist about the software compatibility issues facing ARM-based hardware.  [View news story]
    it costs apple around 330 dollars to make an ipad, msft is basically saying it wants 100 bucks for putting the brain into the tablet and leaving the other profit for the tablet makers. It is a fair demand for the quality of the programming if it is nearly as good as it looks.
    May 19, 2012. 12:57 AM | 1 Like Like |Link to Comment