russellm454's Comments russellm454's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/3107561/comments "Windows 8’s usability is proving an obstacle to adoption for consumers, with a learning curve that appears to be retarding growth across the industry," writes CLSA's Ed Maguire in his "downgrade" of Microsoft (MSFT) to Outperform. But he also notes 35%-40% of businesses are still on Windows XP, which Microsoft will stop supporting in a year, and that their upgrade activity could boost Windows sales (probably 7 more than 8). Meanwhile, Merrill (Neutral) estimates consumer PC weakness presents $5B in revenue risk and $0.30 in EPS risk for Mister Softee. http://seekingalpha.com/currents/post/941121?source=feed#comment-17562701 17562701 Windows 8 is awesome for the consumer. If people would give it a try they would see the iPad is now a relic.]]> Fri, 12 Apr 2013 17:52:31 -0400 Windows 8 is awesome for the consumer. If people would give it a try they would see the iPad is now a relic.]]> Windows RT (MSFT) has "a very bright future," insists Microsoft exec Michael Angiulo, addressing concerns about the ARM-powered (ARMH) OS' viability in the wake of weak sales and industry criticism. Angiulo suggests the performance of future ARM chips will give RT a boost, and actually argues RT's inability to support legacy Windows apps is good for the user experience. The Verge's Aaron Souppouris isn't sold, not after seeing a Windows 8 Pro system running an Intel (INTC) Clover Trail Atom CPU easily outperform RT systems. (Intel Bay Trail) http://seekingalpha.com/currents/post/905981?source=feed#comment-16683751 16683751 Fri, 22 Mar 2013 20:36:08 -0400 Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. http://seekingalpha.com/currents/post/881371?source=feed#comment-16176311 16176311 Tue, 12 Mar 2013 10:50:29 -0400 Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. http://seekingalpha.com/currents/post/881371?source=feed#comment-16154321 16154321
As for the RT I'd much rather have it over a Nook or iPad BUT it is not the Surface Pro which is AWESOME. ]]> Mon, 11 Mar 2013 19:25:32 -0400
As for the RT I'd much rather have it over a Nook or iPad BUT it is not the Surface Pro which is AWESOME. ]]> Intel Vs. Microsoft: Stability, Growth Or Stagnation? http://seekingalpha.com/article/1200681/comments?source=feed#comment-15161631 15161631 Mon, 18 Feb 2013 12:31:27 -0500 The Microsoft Surface Pro Launch Debacle Proves It's Time For Steve Ballmer To Go http://seekingalpha.com/article/1174821/comments?source=feed#comment-15115291 15115291 Sun, 17 Feb 2013 10:46:21 -0500 The Microsoft Surface Pro Launch Debacle Proves It's Time For Steve Ballmer To Go http://seekingalpha.com/article/1174821/comments?source=feed#comment-14941051 14941051 My guess is you would argue the format of that statement also. :-)]]> Wed, 13 Feb 2013 13:06:22 -0500 My guess is you would argue the format of that statement also. :-)]]> The Microsoft Surface Pro Launch Debacle Proves It's Time For Steve Ballmer To Go http://seekingalpha.com/article/1174821/comments?source=feed#comment-14920061 14920061
Microsoft has had a few worthy replacements for Steve. Kevin Johnson (now CEO at Juniper Networks) Steven Elop (now CEO at Nokia) Brian Valentine (now Senior Vice President, Ecommerce Platform at Amazon), Dave Cuttler (still at MSFT as Sr. Technical Fellow) but I doubt Dave is even remotely interested. Johnson got all the blame of the botched Yahoo buyout thrown on him but he would have been a better CEO than Steve B. As you can see there have been suitable successor's but Steve has driven them all off except partner in crime KT.]]> Wed, 13 Feb 2013 02:57:08 -0500
Microsoft has had a few worthy replacements for Steve. Kevin Johnson (now CEO at Juniper Networks) Steven Elop (now CEO at Nokia) Brian Valentine (now Senior Vice President, Ecommerce Platform at Amazon), Dave Cuttler (still at MSFT as Sr. Technical Fellow) but I doubt Dave is even remotely interested. Johnson got all the blame of the botched Yahoo buyout thrown on him but he would have been a better CEO than Steve B. As you can see there have been suitable successor's but Steve has driven them all off except partner in crime KT.]]> The Microsoft Surface Pro Launch Debacle Proves It's Time For Steve Ballmer To Go http://seekingalpha.com/article/1174821/comments?source=feed#comment-14902101 14902101 Tue, 12 Feb 2013 16:05:28 -0500 Can Microsoft Fix Its Strategic Mistake With The Surface Pro? http://seekingalpha.com/article/1171891/comments?source=feed#comment-14861731 14861731 Mon, 11 Feb 2013 18:07:18 -0500 Can Microsoft Fix Its Strategic Mistake With The Surface Pro? http://seekingalpha.com/article/1171891/comments?source=feed#comment-14848031 14848031 The 2nd item is that with a company as diverse as Microsoft why would anyone hinge the entire company on a device that is a first run product?

For the first time in a decade MSFT has placed itself in a strong position in the marketplace.]]> Mon, 11 Feb 2013 12:55:13 -0500 The 2nd item is that with a company as diverse as Microsoft why would anyone hinge the entire company on a device that is a first run product?

For the first time in a decade MSFT has placed itself in a strong position in the marketplace.]]> Microsoft's Surface Pro: Yay Or Nay? http://seekingalpha.com/article/1165431/comments?source=feed#comment-14726201 14726201 Thu, 07 Feb 2013 22:55:44 -0500 Microsoft Doesn't Need To Be Apple http://seekingalpha.com/article/1152841/comments?source=feed#comment-14592751 14592751 Tue, 05 Feb 2013 11:31:19 -0500 Microsoft Doesn't Need To Be Apple http://seekingalpha.com/article/1152841/comments?source=feed#comment-14592561 14592561 Tue, 05 Feb 2013 11:28:55 -0500 Intel's Low Cost Game Changer http://seekingalpha.com/article/1153261/comments?source=feed#comment-14591761 14591761 Tue, 05 Feb 2013 11:14:37 -0500 Will Microsoft Shares See A 10% Surge If Ballmer Leaves? http://seekingalpha.com/article/1154381/comments?source=feed#comment-14590731 14590731
Investors are hung up on Steve's lack of leadership. His tyrant style and screaming has grown very old. Its now seen as anger not the motivation it was in the early 90's. The business has changed but he has not adapted. ]]> Tue, 05 Feb 2013 10:59:48 -0500
Investors are hung up on Steve's lack of leadership. His tyrant style and screaming has grown very old. Its now seen as anger not the motivation it was in the early 90's. The business has changed but he has not adapted. ]]> Will Microsoft Shares See A 10% Surge If Ballmer Leaves? http://seekingalpha.com/article/1154381/comments?source=feed#comment-14589831 14589831 Tue, 05 Feb 2013 10:41:52 -0500 Will Microsoft Shares See A 10% Surge If Ballmer Leaves? http://seekingalpha.com/article/1154381/comments?source=feed#comment-14549121 14549121 Mon, 04 Feb 2013 14:00:14 -0500 Intel's Low Cost Game Changer http://seekingalpha.com/article/1153261/comments?source=feed#comment-14541511 14541511 Mon, 04 Feb 2013 11:02:19 -0500 Microsoft Doesn't Need To Be Apple http://seekingalpha.com/article/1152841/comments?source=feed#comment-14512971 14512971
Microsoft is a great company with a plethora of diverse product lines. Some lines are on top of the world and others are emerging. Apple is very limited and others have caught them and have moved into the passing lane.

Honestly the biggest factor that is holding MSFT stock back is it's senior leadership team. 20 years ago Ballmer was a highly motivating leader for the sales team. That's was his strong point. Where he failed was hiring Turner away from Wal-Mart and allowing the tyrant to, like a virus infect and contaminate Senior management with his morale busting philosophies. Ask any middle manager what the best day at Wal-Mart was. They will answer the day Turner left for Microsoft. Happy developers, engineers and leaders are more motivated, innovative and work better as a team. That is not the environment at Microsoft these days. Ballmer and Turner have to go but the board is to weak kneed to make the move in spite of shareholders repeatedly indicating they know what the problem is.]]> Sun, 03 Feb 2013 12:27:49 -0500
Microsoft is a great company with a plethora of diverse product lines. Some lines are on top of the world and others are emerging. Apple is very limited and others have caught them and have moved into the passing lane.

Honestly the biggest factor that is holding MSFT stock back is it's senior leadership team. 20 years ago Ballmer was a highly motivating leader for the sales team. That's was his strong point. Where he failed was hiring Turner away from Wal-Mart and allowing the tyrant to, like a virus infect and contaminate Senior management with his morale busting philosophies. Ask any middle manager what the best day at Wal-Mart was. They will answer the day Turner left for Microsoft. Happy developers, engineers and leaders are more motivated, innovative and work better as a team. That is not the environment at Microsoft these days. Ballmer and Turner have to go but the board is to weak kneed to make the move in spite of shareholders repeatedly indicating they know what the problem is.]]> Microsoft: The Enterprise Strikes Back http://seekingalpha.com/article/1142471/comments?source=feed#comment-14341551 14341551 Wed, 30 Jan 2013 02:34:45 -0500 Can Microsoft Rise Again? http://seekingalpha.com/article/1136561/comments?source=feed#comment-14260561 14260561 Mon, 28 Jan 2013 12:12:01 -0500 Can Microsoft Rise Again? http://seekingalpha.com/article/1136561/comments?source=feed#comment-14260241 14260241 Mon, 28 Jan 2013 12:05:39 -0500 Microsoft: 3.1% Dividend Yield, Good Upside, Low Risk http://seekingalpha.com/article/1123871/comments?source=feed#comment-14001761 14001761 Tue, 22 Jan 2013 10:13:33 -0500 Microsoft Earnings Preview: A Decade Of PE Contraction - Stock Technically Oversold http://seekingalpha.com/article/1113931/comments?source=feed#comment-13781191 13781191 Wed, 16 Jan 2013 11:45:06 -0500 "We invest and will go where the users are, but they are not on Windows Phone or Windows 8 (MSFT)," says Google (GOOG) Apps product management chief Clay Bavor, explaining why his company has no plans to build out apps for the new platforms. http://seekingalpha.com/currents/post/717601?source=feed#comment-12557581 12557581 Thu, 13 Dec 2012 09:25:24 -0500 Why Microsoft Is Severely Undervalued http://seekingalpha.com/article/1055891/comments?source=feed#comment-12462511 12462511 Mon, 10 Dec 2012 20:13:10 -0500 Discounted Cash Flow Analysis: Microsoft Is A Buy In All Scenarios http://seekingalpha.com/article/1046711/comments?source=feed#comment-12335011 12335011 Thu, 06 Dec 2012 16:27:05 -0500 Microsoft: Excessive Pessimism Presenting An Opportunity? http://seekingalpha.com/article/1048941/comments?source=feed#comment-12333871 12333871 Thu, 06 Dec 2012 16:01:40 -0500 Discounted Cash Flow Analysis: Microsoft Is A Buy In All Scenarios http://seekingalpha.com/article/1046711/comments?source=feed#comment-12291181 12291181 Wed, 05 Dec 2012 15:43:43 -0500