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russellm454

russellm454
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  • Microsoft Earnings Preview: A Decade Of PE Contraction - Stock Technically Oversold [View article]
    With Office 365 MSFT is already in the middle of and betting big on the cloud.
    Jan 16 11:45 AM | 1 Like Like |Link to Comment
  • "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. [View news story]
    Google should learn from Microsoft's mistakes. If you wait till the users have moved before you develop your product then you are behind the curve and playing catchup. MSFT pulled off the comeback in the gaming system war so you can't count them out in mobile and certainly not in OS. Google should seize the opportunity rather than dismissing it.
    Dec 13 09:25 AM | 1 Like Like |Link to Comment
  • Why Microsoft Is Severely Undervalued [View article]
    I'm about to think no amount of innovation, product development or profit will make this stock rise. The only saving grace is a new CEO And COO. Ballmer and Turner need to do stock holders a favor and retire.
    Dec 10 08:13 PM | 1 Like Like |Link to Comment
  • Discounted Cash Flow Analysis: Microsoft Is A Buy In All Scenarios [View article]
    Yea I base all my investments off what the guy making $10 per hour and working at Best Buy says. Wow
    Dec 6 04:27 PM | Likes Like |Link to Comment
  • Microsoft: Excessive Pessimism Presenting An Opportunity? [View article]
    Thanks for stating this. Most of the naysayers' here have never touched Windows 8 so have nothing but hearsay and speculation to base their comments on. That's just what a person should build their portfolio based on. NOT
    Dec 6 04:01 PM | 2 Likes Like |Link to Comment
  • Discounted Cash Flow Analysis: Microsoft Is A Buy In All Scenarios [View article]
    Good article Shrideep, I enjoyed the analysis. There are way too many bashing parties on SA. I'm not a financial guru but savvy enough to know when something don't line up. All to often people base MSFT's future solely on its OS or mobile all the while ignoring the plethora of other products they produce. Your article isn't so narrowly focused.
    Dec 5 03:43 PM | 2 Likes Like |Link to Comment
  • 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.
    Dec 5 03:28 PM | 2 Likes Like |Link to Comment
  • Discounted Cash Flow Analysis: Microsoft Is A Buy In All Scenarios [View article]
    The new Nokia Lumia 920t and 620 is going available in China. It is expected to do very well there.
    Dec 5 03:08 PM | 1 Like Like |Link to Comment
  • 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.
    Dec 4 01:15 PM | 4 Likes Like |Link to Comment
  • Is The Dell Move A Trap? [View article]
    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.
    Dec 3 02:20 PM | Likes Like |Link to Comment
  • Ignore The Hate: Buy Microsoft! [View article]
    Bill has sold off shares for years. It's called diversification and not having all ones eggs in 1 basket. He remains the top Microsoft shareholder.
    Dec 3 12:15 PM | 3 Likes Like |Link to Comment
  • 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.
    Nov 30 06:11 PM | 4 Likes Like |Link to Comment
  • 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.
    Nov 29 11:59 AM | 3 Likes Like |Link to Comment
  • "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.
    Nov 28 05:18 PM | 4 Likes Like |Link to Comment
  • Microsoft: This Sell-Off Is Bogus [View article]
    Nokia is my bet
    Nov 21 11:19 AM | Likes Like |Link to Comment
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