Seeking Alpha


Send Message
View as an RSS Feed
View russellm454's Comments BY TICKER:
Latest comments  |  Highest rated
  • 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, 2012. 08:13 PM | 1 Like 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, 2012. 03:08 PM | 1 Like Like |Link to Comment
  • "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?
    Nov 16, 2012. 07:49 PM | 1 Like Like |Link to Comment
  • 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.
    Nov 7, 2012. 01:01 PM | 1 Like Like |Link to Comment
  • Scenes From Microsoft's Packed Times Square Surface Launch [View article]
    Wouldn't hurt my feelings to see Ballmer go but come on man paying people to be in line, don't believe such nonsense. Surface and Win8 are awesome and those that haven't used it should reserve their comments till they have given it a fair chance. What are people afraid of? That their precious Apple may not be king of the hill anymore? Solid competition is good for all consumers.
    Oct 26, 2012. 10:49 AM | 1 Like Like |Link to Comment
  • Microsoft (MSFT) needs to hike its quarterly dividend by $0.03/share at next week's board meeting to keep investors happy, says MKM. The company announced a $0.04/share hike at last year's meeting, though a more modest increase is expected this time. MKM, which rates Microsoft a Neutral, is cutting its estimates due to both the usual set of PC-related concerns, and worries mixed reviews and OEM concerns about Windows 8 spell "a more elongated upgrade cycle." (previous[View news story]
    As an investor in MSFT I'm all for a divided hike. However why is it that people expect a hike to stay happy? At some point investors have to realize continued increases are not healthy for the company overall. What point that is for MSFT I don't know.
    Sep 14, 2012. 04:46 PM | 1 Like Like |Link to Comment
  • Microsoft Windows 8: No Effect On The Smartphone Market [View article]
    Buy low sell high. Keep buying that high priced APPL stock. The iPhone 5 announcement was a major downer. What a joke of a phone and changing the port to a non standard port. Lose, lose.
    Sep 14, 2012. 11:20 AM | 1 Like Like |Link to Comment
  • Nokia's (NOK) Lumia 900 has sold well via AT&T (T), but hasn't been a smash hit, says CNET's Roger Cheng. Online orders began falling in May, and dropped below those for other Windows Phone (MSFT) models. On Amazon, the black version of the 900 has fallen to #8 on the bestseller list, though reviewers still give it 4.5 out of 5 stars. Best Buy's mobile chief has offered a similar take on the 900, but thinks Windows Phone sales will pick up with the release of Windows 8, which sports a similar UI.  [View news story]
    If Nokia or Microsoft could confirm if the Lumia 900 will be upgradeable to Windows 8 it could make a huge difference in sales. A lot of people are holding out for Win8 but would buy the 900 if a clear upgrade path were promised.
    Jun 14, 2012. 02:34 AM | 1 Like Like |Link to Comment
  • After Recent Selling, Microsoft Is A Buy [View article]
    What this article doesn't mention is how Microsoft is winning in the cloud. Office 365 is a winner for small and medium businesses today and will be positioned even greater with the enhancements coming to Lync Online in the next version. Skype is briefly mentioned in the article and it will be a bigger play in the future. Everyone I know that has a Nokia 900 loves it and the interface. Yes more apps are needed but WP applications are growing and many thousands of the apps for the Droid and iPhone are relatively copies of others or useless. Only the more valuable applications are being ported to Windows Phone so even though there are fewer applications a greater percentage are good apps.

    Microsoft will likely never see the glory days of the past but the certainly are positioned to continue a slow upward climb. Isn't that what a good stock is supposed to do?
    May 25, 2012. 03:47 AM | 1 Like Like |Link to Comment
  • Microsoft reportedly narrowing CEO search, prefers outsider [View news story]
    How about bringing Mulally in for 4 - 5 years with the intent of growing Bates or Elop to take over. I can tell you that Turner is the most unpopular with the current and ex employees. The board would have to all be on crack to even seriously consider him. Folks would jump out of windows if Turner is made CEO.
    Nov 15, 2013. 08:01 PM | Likes Like |Link to Comment
  • Microsoft pares gains as Street mulls post-Ballmer era [View news story]
    The worst mistake in the history of ever would be to even consider Kevin Turner for CEO. He is hugely responsible for the infighting employee mentality at the company. Please, please have Ballmer take Turner and their stack ranking, cannibalistic review system with them.
    Aug 23, 2013. 03:13 PM | Likes Like |Link to Comment
  • Nokia tablet specs reportedly leak; Google blocks YouTube WP app [View news story]
    Been trying to get people to understand that for a long time.
    Aug 18, 2013. 10:16 AM | Likes Like |Link to Comment
  • Nokia tablet specs reportedly leak; Google blocks YouTube WP app [View news story]
    Wasn't talking about advertisements.
    Aug 18, 2013. 10:13 AM | Likes Like |Link to Comment
  • Will Nokia's Lumia 1020 Sales Hurt Its Other Models? [View article]
    CTYANK has it right. The time is NOW for a big advertising push by Nokia. Most people think they died off. Time to let he public know the boys are back in town.
    Jul 30, 2013. 01:08 AM | Likes Like |Link to Comment
  • Nokia Seems To Be Getting It Right [View article]
    Not arguing but can you elaborate on what features you feel are lacking on WP8.1. I'm just curious what improvements others feel need to be made. I think the interface, customization, personalization and live tiles are awesome and haven't seen many if any shortcomings with my Lumia 920.
    Jul 29, 2013. 04:43 PM | Likes Like |Link to Comment