Seeking Alpha

russellm454

russellm454
Send Message
View as an RSS Feed
View russellm454's Comments BY TICKER:
Latest comments  |  Highest rated
  • Microsoft Corporation's Results Aren't That Bad [View article]
    Good article. Folks, Look at the year over year growth. If you're a failing company you can't continue to grow revenue What I think is amiss is the markets growth estimates in this economy. The market continues to expect the same growth as during the internet boom and we all know that is over.
    Jul 19 12:35 PM | Likes Like |Link to Comment
  • 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[View news story]
    I love my RT with the only drawback I have noticed being it is no speed demon compared to the Intel based Surface Pro. But it also comes preloaded with Office RT a big plus.
    Mar 22 08:36 PM | Likes Like |Link to Comment
  • The Microsoft Surface Pro Launch Debacle Proves It's Time For Steve Ballmer To Go [View article]
    I can't think of a single product currently being sold that doesn't perform and do what it was designed to do. In fact, Vista, SMS 2.0 and Kin are the only ones that I can recall that didn't deliver. Ballmer was slow steering the company in recognizing the importance of the consumer market. Apple has absolutely the most fabulous marketing machine in that space but really isn't a player in the enterprise. Google is very impressive in their tenacity and creativity which makes them a larger long term threat. Oracle, Redhat and others are niche players. No company at this point is as diverse in products as Microsoft. All this backed by the very best support which is nonexistent at some competitors. What should cause Ballmer, Turner and possibly Lisa Brumell their jobs is the morale busting review model they have collectively forced down on the companies employees.
    Feb 17 10:46 AM | Likes Like |Link to Comment
  • The Microsoft Surface Pro Launch Debacle Proves It's Time For Steve Ballmer To Go [View article]
    I couldn't care less :-)
    My guess is you would argue the format of that statement also. :-)
    Feb 13 01:06 PM | Likes Like |Link to Comment
  • The Microsoft Surface Pro Launch Debacle Proves It's Time For Steve Ballmer To Go [View article]
    Firing Obama would be fine with me. Heck fire Balmer and make him POTUS that be a huge improvement.

    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.
    Feb 13 02:57 AM | Likes Like |Link to Comment
  • Microsoft's Surface Pro: Yay Or Nay? [View article]
    Everyone gets hung up on the flimsy touch keyboard cover. You do know a rigid type cover is also available, right? Rumor has it that a newer version of the type cover is in the works that includes a secondary battery to extend the usage time.
    Feb 7 10:55 PM | Likes Like |Link to Comment
  • Microsoft Doesn't Need To Be Apple [View article]
    Can you expand on what you want to see in the middleware area?
    Feb 5 11:28 AM | Likes Like |Link to Comment
  • Intel's Low Cost Game Changer [View article]
    I look forward to that. I agree but am sure you can articulate the facts much better than I. Intel has positioned itself very well now to complete and take away much of the ARM market. Now is the time to buy in and hold.
    Feb 5 11:14 AM | Likes Like |Link to Comment
  • Intel's Low Cost Game Changer [View article]
    I bought a while back during CES week. I liked what I heard then about INTC going into emerging markets with a low cost alternative. INTC is also aiming to get into bed with Apple in the future. The fact that they can produce more powerful chips on a smaller footprint is also a plus to circuit board engineers. INTC is not solely tied to the desktop PC market which caused fear in the past. Looks like up times in the future if you're willing to hold the stock.
    Feb 4 11:02 AM | Likes Like |Link to Comment
  • Microsoft: 3.1% Dividend Yield, Good Upside, Low Risk [View article]
    Great article that I very much agree with. It does a good job showing the diversity of Microsoft. I believe diversity in products is the #1 value that MSFT has going for it. Bottom line, no amount of analysis matters unless investors put their money into the stock. Now is a great opportunity to do that.
    Jan 22 10:13 AM | Likes 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
  • 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
  • Microsoft: This Sell-Off Is Bogus [View article]
    Nokia is my bet
    Nov 21 11:19 AM | Likes Like |Link to Comment
  • Microsoft: This Sell-Off Is Bogus [View article]
    My guess would be you haven't used a surface yet. :-)
    Nov 19 01:02 PM | Likes 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]
    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.
    Nov 17 09:08 AM | Likes Like |Link to Comment
COMMENTS STATS
128 Comments
209 Likes