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Ron Coleman » Comments » MSFT

  • What Stocks Were Hiding in the Clintons' Blind Trust? [View article]
    It looks like the Clinton's have been doing well in the stock market. I would like to know who is making their investments. Does anyone know anything more about Biogen Idec?
    Jun 19 13:05 pm |Rating: 0 0 |Link to Comment
  • Web 2.0 and OS Licensing: Apple, Microsoft Get With the Program [View article]
    I would have to disagree in many regards. While more and more applications are being pushed to the web, I don't see how probable it will be for people to start using Zoho and Google for excel and word type applications. Now, individuals may start to use the free web based apps as a way of saving money, but how well do they integrate with MS Office? Companies are not going to risk losing or not being able to share these types of documents to people outside their office. Businesses are run off of these applications. Maybe this is where companies may go in the future, but not anytime soon, at least not significantly. You are talking about having the majority of the workforce, if not all of the workforce, switch from something that they all know how to use, to an application on the internet that may or may not be secure and is not the program that they are efficient in, nor is it an application that is widely used and accepted. Microsoft has what you call, Network Externalities. Too many people count on their software for someone to easily be able to come in and erode that market share. Even Apple uses MS Office.
    Feb 07 13:16 pm |Rating: 0 0 |Link to Comment
  • Tech Guru Michael Cahill's Picks for 2007 [View article]
    Eli, I just read your article over on my website FeedTheBull.

    CrossProfit, you have a lot of great points in your comments, we would love to hear more from you on our site and have your comments on any articles you like or dislike, or submitting your own articles for the rest of the community to see.
    Feb 04 13:43 pm |Rating: 0 0 |Link to Comment
  • Is It Safe to Declare the Winner of the Latest Game Console Battle? [View article]
    Steven,

    Great article. I just came across it on FeedTheBull and read the full article here. Thanks for sharing all of the data you have collected. It is suprising how well the Wii is doing, as like you mentioned, it was far under the radar. You mentioned that it is outselling the PS3 2:1, how is it doing against the Xbox 360? Keep up the great work.
    Jan 26 13:36 pm |Rating: 0 0 |Link to Comment
  • David Fry's Daily Market Outlook [View article]
    David,

    I just saw your article. I was hoping I could get you to elaborate on the markets decoupling from the US markets.
    Jan 25 13:38 pm |Rating: 0 0 |Link to Comment
  • Microsoft's Intrinsic Value Is Even Greater Than I Thought [View article]
    Please tell me what your intrinsic value model looks like. Because I am curious how you went from $9 billion in cash to $31.8 billion in cash and your intrinsic value only increased by $2.39 to $27.39.
    Jan 22 13:42 pm |Rating: 0 0 |Link to Comment
  • Microsoft Vista's Voice-Recognition Software: The Future of PC Applications [View article]
    Andy,

    I just found your article. It is interesting, having the entire computer be voice operated. You are right, there is a lot of benefit in the emerging economies that have not grown up with keyboards and mice. Can you tell me more about Nuance and where their core focus is?
    Jan 11 13:24 pm |Rating: 0 0 |Link to Comment
  • The Year of Living Nervously for Microsoft, Airbus [View article]
    David,

    I recently stumbled upon your article. It is an interesting argument that you have, but as it was mentioned on the writup of this article on my site, the majority of the people that can and are willing to walk away from Microsoft are not your average users. And that the average user will have a hard time being able to walk away. Let me know what you think.
    Jan 04 15:55 pm |Rating: 0 0 |Link to Comment
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