Discounted Cash Flow Analysis: Microsoft Is A Buy In All Scenarios [View article]
I'm not sure you can back up the fact that $20B has been pissed away. I to have always been concerned with the amount MSFT spends on R&D. There is a lot of this research that may turn up in future products so how do you measure that in return on you R&D dollar? I can say MSFT hit a homerun with Kinect but really didn't see the bigger picture with it till developers began to demand access to code for writing apps to leverage it. MSFT was apprehensive and denied these request AT FIRST. But Microsoft does listen and did release Kinect for Windows. This cost MSFT very little and the potential for what can be done with Kinect for Windows is huge. At least for Kinect return for R&D dollar is very favorable. Just one example.
While I'm not favorable to MSFT Sr Management I am invested and long on MSFT.
Windows (MSFT) notebook unit sales fell 10% Y/Y on Black Friday, claims NPD, which recently estimated a 24% Y/Y drop for the first month of Windows 8 sales. Windows 8 gear made up 89% of notebook sales and sported an ASP of just $368; touchscreen devices made up only 3% of sales. Mac (AAPL) sales were flat Y/Y while Android (GOOG) tablets saw a 177% increase, though their ASP plunged to $151 from $219 (no doubt thanks to the Kindle Fire/Nexus 7). TV units rose 4%, but revenue fell 6% thanks to falling ASPs. Total consumer electronics sales fell 5.6%. [View news story]
Kinect has certainly been innovative. Surface pro is the only true enterprise ready tablet. Windows Server, Lync and System Center are innovative, even a touch enabled enterprise os with metro style interface is innovative. The economy is in a terrible state, unemployment is growing and people are worried about the fiscal cliff and our government over taxing its citizens. In other words times,are tough and money is tight, thus people don't spend on items they can put off for better times.
Microsoft is not a one dimensional company whose entire future is based on it's OS. What about Office 13, Business Center, Windows Server, Exchange, SQL Server? Come on folks look at the whole picture.
What Will Happen When The Surface Pro Isn't The Only Flagship Windows 8 Tablet In Town? [View article]
You don't like the cover/keyboard? You say it can't be used in your lap? Do some research, there is a rigid keyboard accessory available for the surface and has been since it was introduced.
Is Windows 8 making a bad situation worse for the (non-Apple) PC industry? NPD believes U.S. retail sales of Windows gear is down 21% Y/Y since Oct. 26, the day Win. 8 launched. Notebooks -24% and desktops -9%. Also, thanks to inventory-clearing and perhaps also a cautious enterprise response, Win. 8 has only made up 58% of Windows device sales since launch time, compared with 83% for Windows 7 in its first 4 weeks. 6% of Win. 8 notebook sales involved touchscreens, and ASPs rose to $477 from $433 in the year-ago period. (40M licenses) [View news story]
Today economy is much different than when Win7 or XP were released. Its foolish to base health of a company of product based on these comparisons.
"I feel pretty good about our level of innovation," Steve Ballmer told Microsoft (MSFT) investors at his company's annual shareholder meeting, where he had to take some pointed questions about the software giant's slumping stock price. Ballmer asserted Windows 8 is "off to a great start," though not everyone is sold on that, and boasted Windows Phone sales are up 4x from the same time last year, when sales were miniscule. [View news story]
When I bought my Lumia 920 Windows Phone the sales guy said there had been a bigger demand for it than they had opening day for the latest iPhone. This was in a small town outside of Dallas Texas. It was mid afternoon on release day. There were multiple people buying the 920 at the same time I was. Sales will be up, how much we'll have to wait to see. I love mine as well as the surface.
"I certainly expect [Microsoft's] org chart to look a lot different six months from now," says former Microsoft exec Brad Silverberg, who (like many others) views Steven Sinofsky's departure as the first step in a big push to get Microsoft's (MSFT) fiefdoms to finally play nice with each other. But some still think ousting Sinofsky was short-sighted. Farhad Manjoo: "So [Sinofsky] was a jerk. So what? ... He was the firm’s most thoughtful executive, certainly more perceptive about technology than Ballmer." [View news story]
Somebody like Mark Zuckerberg??? Yea Facebook stocks are killing it :-) Look age has nothing to do with it. I agree a Ballmer departure would be good but if Kevin Turner replaced him things will get worse. Turner is a tyrant double what Sinifsky ever thought to be. Microsoft needs a forward thinking innovative mind regardless of age.
"I certainly expect [Microsoft's] org chart to look a lot different six months from now," says former Microsoft exec Brad Silverberg, who (like many others) views Steven Sinofsky's departure as the first step in a big push to get Microsoft's (MSFT) fiefdoms to finally play nice with each other. But some still think ousting Sinofsky was short-sighted. Farhad Manjoo: "So [Sinofsky] was a jerk. So what? ... He was the firm’s most thoughtful executive, certainly more perceptive about technology than Ballmer." [View news story]
Why younger talent? Wouldn't that be age discrimination?
Quick take on Office Mobile: Microsoft (MSFT) may have decided any revenue produced by iOS/Android downloads, which would have to be priced around $10-$15/app to be competitive, would be pocket change compared with the billions generated by PC Office sales. Hence Microsoft decides its top priority is to support its Office subscription push - a push that will get stronger with Office 2013. But the strategy risks hurting Microsoft's iPad presence at a time when the iPad is making huge corporate inroads. [View news story]
The use of the word huge is a bit misleading here. Companies are toying with the idea would be more accurate.
Microsoft: In The Forefront Of The PC Revolution Once Again [View article]
Finally someone gets it. Only issue is I'm betting you already missed the opportunity to buy at the bottom. Indicators are that the move up has begun so better jump on now.
Discounted Cash Flow Analysis: Microsoft Is A Buy In All Scenarios [View article]
While I'm not favorable to MSFT Sr Management I am invested and long on MSFT.
Discounted Cash Flow Analysis: Microsoft Is A Buy In All Scenarios [View article]
Windows (MSFT) notebook unit sales fell 10% Y/Y on Black Friday, claims NPD, which recently estimated a 24% Y/Y drop for the first month of Windows 8 sales. Windows 8 gear made up 89% of notebook sales and sported an ASP of just $368; touchscreen devices made up only 3% of sales. Mac (AAPL) sales were flat Y/Y while Android (GOOG) tablets saw a 177% increase, though their ASP plunged to $151 from $219 (no doubt thanks to the Kindle Fire/Nexus 7). TV units rose 4%, but revenue fell 6% thanks to falling ASPs. Total consumer electronics sales fell 5.6%. [View news story]
Is The Dell Move A Trap? [View article]
Ignore The Hate: Buy Microsoft! [View article]
What Will Happen When The Surface Pro Isn't The Only Flagship Windows 8 Tablet In Town? [View article]
Is Windows 8 making a bad situation worse for the (non-Apple) PC industry? NPD believes U.S. retail sales of Windows gear is down 21% Y/Y since Oct. 26, the day Win. 8 launched. Notebooks -24% and desktops -9%. Also, thanks to inventory-clearing and perhaps also a cautious enterprise response, Win. 8 has only made up 58% of Windows device sales since launch time, compared with 83% for Windows 7 in its first 4 weeks. 6% of Win. 8 notebook sales involved touchscreens, and ASPs rose to $477 from $433 in the year-ago period. (40M licenses) [View news story]
"I feel pretty good about our level of innovation," Steve Ballmer told Microsoft (MSFT) investors at his company's annual shareholder meeting, where he had to take some pointed questions about the software giant's slumping stock price. Ballmer asserted Windows 8 is "off to a great start," though not everyone is sold on that, and boasted Windows Phone sales are up 4x from the same time last year, when sales were miniscule. [View news story]
Microsoft: This Sell-Off Is Bogus [View article]
Microsoft: This Sell-Off Is Bogus [View article]
"I certainly expect [Microsoft's] org chart to look a lot different six months from now," says former Microsoft exec Brad Silverberg, who (like many others) views Steven Sinofsky's departure as the first step in a big push to get Microsoft's (MSFT) fiefdoms to finally play nice with each other. But some still think ousting Sinofsky was short-sighted. Farhad Manjoo: "So [Sinofsky] was a jerk. So what? ... He was the firm’s most thoughtful executive, certainly more perceptive about technology than Ballmer." [View news story]
Look age has nothing to do with it. I agree a Ballmer departure would be good but if Kevin Turner replaced him things will get worse. Turner is a tyrant double what Sinifsky ever thought to be. Microsoft needs a forward thinking innovative mind regardless of age.
"I certainly expect [Microsoft's] org chart to look a lot different six months from now," says former Microsoft exec Brad Silverberg, who (like many others) views Steven Sinofsky's departure as the first step in a big push to get Microsoft's (MSFT) fiefdoms to finally play nice with each other. But some still think ousting Sinofsky was short-sighted. Farhad Manjoo: "So [Sinofsky] was a jerk. So what? ... He was the firm’s most thoughtful executive, certainly more perceptive about technology than Ballmer." [View news story]
The Next CEO Of Microsoft Suddenly No Longer Works At Microsoft [View article]
Quick take on Office Mobile: Microsoft (MSFT) may have decided any revenue produced by iOS/Android downloads, which would have to be priced around $10-$15/app to be competitive, would be pocket change compared with the billions generated by PC Office sales. Hence Microsoft decides its top priority is to support its Office subscription push - a push that will get stronger with Office 2013. But the strategy risks hurting Microsoft's iPad presence at a time when the iPad is making huge corporate inroads. [View news story]
Microsoft: In The Forefront Of The PC Revolution Once Again [View article]