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russellm454

russellm454
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  • Will Microsoft Shares See A 10% Surge If Ballmer Leaves? [View article]
    Depends on who replaces him. If its Kevin Turner you very well could see a decline in share price. If a well qualified replacement then a 10% - 15% increase. If Bill himself then who knows, the sky is the limit.
    Feb 4, 2013. 02:00 PM | 2 Likes Like |Link to Comment
  • Microsoft Doesn't Need To Be Apple [View article]
    Ballmer has to go. He has allowed Kevin Turner to destroy employee morale. In fact he has condoned the practice of letting go very talented individuals simply because they are not willing to change jobs and wish to remain in a position the love and are excellent at. The practice of communicating across product lines for the good of all is very low due to the horrendous review model.

    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.
    Feb 3, 2013. 12:27 PM | 2 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, 2012. 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, 2012. 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, 2012. 03:28 PM | 2 Likes Like |Link to Comment
  • 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.
    Nov 6, 2012. 12:58 PM | 2 Likes Like |Link to Comment
  • Windows 8: The Brave And The Bold [View article]
    Everybody remembers Vista but what's that got to do with anything. Remember how people questioned graphical interface and the mouse. Most all change meets some apprehension. The beauty of the past is it gives an example of what not to repeat. Windows 8 is nothing like Vista. WP8 is years ahead of Android and iPhone with its user friendly , customizable interface. You can burry your head or buy MSFT and thank yourself later. Oh BTW remember when Apple was $18 and Microsoft saved them from bankruptcy. :-)
    Oct 31, 2012. 01:57 PM | 2 Likes Like |Link to Comment
  • "With each new generation of Windows Phone, Microsoft not only closes the gap with iOS and Android in important ways, but it also differentiates in important ways," says The Verge in a fairly positive review of Windows Phone 8 (MSFT). It also declares the OS to have the best home screen of any platform, and likes its built-in Office and cloud apps. But it's not crazy about the Nokia-powered (NOK) Maps app, and says there are still "countless annoyances" that hurt the user experience. (yesterday: I, II[View news story]
    Thing is while the metro interface is improved in WP8 it has been around since WP7. I've enjoyed it the whole time. I'm glad people are finally noticing how brilliant it is. The problem is folks have listened way to long to Apple and Google fan boys and media. Just like the upcoming election, observe the facts, get out there and put your hands on all the different devices and make up your own mind based on fact not what you heard. WP has been the best phone out there for 2 years now. Don't worry about the low numbers of apps. This phone is going to sale app developers will follow.
    Oct 31, 2012. 11:13 AM | 2 Likes Like |Link to Comment
  • Microsoft (MSFT) officially launches Windows 8 at an NYC event (live blog) that's light on new details. More importantly, a flurry of Windows 8 reviews are out. Like others, David Pogue isn't a fan of Microsoft's efforts to fuse two UIs: "TileWorld is fantastic for touch screens ... Desktop Windows is obviously designed for the mouse ... you can’t live exclusively in one world or the other." The Verge has similar concerns, but is more positive about Win. 8's tablet potential. "Picking up a tablet PC with Windows 8 makes an iPad feel immediately out of date." (more[View news story]
    Vista was crap but Windows 7 has been awesome. Windows 8 takes thing to another level. Be open minded and you may be enlightened by the experience.
    Oct 26, 2012. 11:23 AM | 2 Likes Like |Link to Comment
  • Microsoft (MSFT) officially launches Windows 8 at an NYC event (live blog) that's light on new details. More importantly, a flurry of Windows 8 reviews are out. Like others, David Pogue isn't a fan of Microsoft's efforts to fuse two UIs: "TileWorld is fantastic for touch screens ... Desktop Windows is obviously designed for the mouse ... you can’t live exclusively in one world or the other." The Verge has similar concerns, but is more positive about Win. 8's tablet potential. "Picking up a tablet PC with Windows 8 makes an iPad feel immediately out of date." (more[View news story]
    The reaction of your kids has been the same with folks I know running the RTM. Apple and Google fan boys fan try to talk Win8 down but it's all hot air. Win8 = Winning better grab some shares while they're a bargain.
    Oct 25, 2012. 09:42 PM | 2 Likes Like |Link to Comment
  • Microsoft: Windows 8 Shows Why Steve Ballmer Must Go, And Why That Is A Buying Opportunity [View article]
    All this MSFT bashing. The discussion always revolves around Windows OS. The OS hasn't been the cash cow for tge company in many years. What about Office, SQL, System Center, Hyper-V, X-Box and Kinect. If everyone will give Windows Phone and Surface a chance they could very well find themselves with the best device available in their hands. The Metro interface is awesome on mobile devices. As for desktops its still up in the air how the enterprise will react. For most consumers my bet is they will enjoy the experience.

    On the totally the different topic this article focuses on. Yes Bal.er and Brumell must go. it would be extremely beneficial to fire Kevun Turner along with them. He is a huge cancer on employee morale and Balmer has listened to him for way too long. Take these 3 peas in a pod and give them a boot. TheIr replacement is a bigger and tougher issue. Kevin Johnson could be brought back but he was axed for the failure to purchase Yahoo. He however was the most open minded execs that had high employee approval before he was let go. He could breath life, innovation and fun back into MSFT and take them to new heights.
    Oct 23, 2012. 09:56 AM | 2 Likes Like |Link to Comment
  • Microsoft (MSFT -2.3%) heads south as a harsh Barron's column is followed up by a flurry of media articles related to Windows 8, some of them critical. The NY Times becomes the latest to observe many early Windows 8 users have become confused by its radical, tile-based UI. Reuters, meanwhile, joins others in noting early corporate interest in Windows 8 is limited. Gartner predicts Windows 8's PC penetration within large organizations will only reach 20% at its peak. A shift towards subscription-based licensing could buffer Microsoft a bit. [View news story]
    If you don't like the tiles continue to use the traditional interface. Its built in. Why is it that so many hate to see MSFT succeed? Desktop PC's may see some reduction due to tablets but most of that has already occurred when laptops became important in the enterprise.
    Oct 22, 2012. 02:49 PM | 2 Likes Like |Link to Comment
  • Microsoft Bing: Joining The Mob To Throw Stones At Google [View article]
    Bing has been my preference for a long time. At first Google was a superior search engine but no longer. The thing is that people are creatures of habit once they are comfortable with a product they don't like to change. Why else would people stand in line for the latest iPhone when there are far superior phones available and even better phones coming soon. Marketing hype and comfort level with their current product is a tough nut to crack and that's the importance to being first to market. Microsoft plays catch up way to often.
    Oct 10, 2012. 10:49 AM | 2 Likes Like |Link to Comment
  • Intel (INTC) issues a PR declaring yesterday's Bloomberg report about remarks made by CEO Paul Otellini to employees in Taiwan "unsubstantiated." Otellini was said to have told employees Windows 8 (MSFT) is buggy and being released before it's ready. [View news story]
    There has never been a software product released that is bug free. Windows 8 has bugs so does every other available OS. Most software companies are very good to fix critical bugs quickly. Try to ship a bug free product and you will never release.
    Sep 26, 2012. 09:01 PM | 2 Likes Like |Link to Comment
  • Microsoft: The Next Ashton-Tate [View article]
    Very good observation and details here. Apple is a consumer company. Folks on their band wagon want to think that Apple understands and are entrenched in the enterprise, they aren't and are not positioned to get there. They are an AWESOME marketing company, that's about it.
    Sep 11, 2012. 02:02 PM | 2 Likes Like |Link to Comment
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128 Comments
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