Seeking Alpha

russellm454

russellm454
Send Message
View as an RSS Feed
View russellm454's Comments BY TICKER:
Latest comments  |  Highest rated
  • 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
  • Investors Pray For Solid Windows 8 Sales After Microsoft's Dismal Earnings [View article]
    Many corporations have put spending as well as hiring on hold awaiting the election results. Expect tighter financial goals if 4 more years is the outcome. Even a release of Win8 and Office 13 will not help if Obama is reelected.
    Oct 19, 2012. 02:46 PM | Likes Like |Link to Comment
  • "We will focus relentlessly on delivering delightful, seamless experiences across hardware, software and services," declares the oft-criticized Steve Ballmer in his annual letter to Microsoft (MSFT) shareholders. He also reiterates Microsoft's wish to "unify the cross-device user experience" between PCs, mobile devices, servers, and cloud services. Ballmer is clearly targeting Apple, but obtaining a similar level of developer support and keeping OEM partners happy won't be easy. [View news story]
    I pray they pull it off but the curse of Ballmer is strong. MSFT is a great but at $29.
    Oct 10, 2012. 11:20 AM | Likes Like |Link to Comment
  • Microsoft Will Not Be A Second-Class Apple [View article]
    If the stock had back every 10% drop caused by Ballmer's mouth the stock would be up there with AAPL. In the early years he was a great motivator for sales but a as CEO has been a total failure.
    Oct 10, 2012. 11:09 AM | 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
  • Why Microsoft Will Outperform Apple [View article]
    Really, I don't recall ever getting blue screen. I've never has one on Windows 7 or Win 8 beta. Catch up with the times.
    Oct 4, 2012. 09:00 PM | 5 Likes Like |Link to Comment
  • "I would like to have done better," says Nokia (NOK +0.2%) CEO Stephen Elop regarding the company's early Windows Phone (MSFT) sales: he thinks WP 7.5 didn't give Nokia enough room to stand out, and believes its marketing needed to be more effective. But Elop won't second-guess his decision to back WP instead of Android, a move that's increasingly questioned as Nokia's total smartphone sales plunge. He also claims to have "no indications" Microsoft is working on a smartphone, in spite of rumors. (HQ sale) (also[View news story]
    NOK was sunk before Elop was hired. He was seen as their last chance to survive. Marketing certainly could have been better for the Lumia 900 but it is a way better phone than any of the iPhone series. What we need is for Windows 8 and the Lumia 920 to come out SOON along with a HUGE advertising campaign. Even then MSFT and NOK are both going to continue to suffer unless they can convince developer to hugely increase applications for the platform. The Nokia apps on the 900 are really superb.
    Oct 3, 2012. 01:08 PM | 8 Likes Like |Link to Comment
  • Internet Advertisers Will Track Users Anyway [View article]
    More wrongdoing by advertisers who don't value an individuals privacy. I gave permissions for cookies to be added to my computer but I certainly never gave any advertiser access to cookies on my computer. Laws need to be passed stating that no one has access to any information on a person's electronic device unless expressly agreed to.
    Oct 3, 2012. 01:03 PM | 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 Blew It With Windows Mobile And Windows Phone [View article]
    Microsoft could learn many marketing lessons from Apple. Apple however makes a terrible phone and could take lessons from Microsoft on how to evolve a product. All those people standing in line for an inferior product. Apple has brain washed many, including the sorry excuse for media outlets these days. My wife's Nokia Lumia 900 running WP7.5 is much superior phone than the ijunk5.
    Sep 24, 2012. 11:41 AM | 7 Likes 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]
    It does. I personally don't see MSFT as being out of the stock growth arena. They need to do a better job of promoting their products and how diverse as a company they are. They desperately need new senior leadership. Steve Ballmer let Kevin Turner get into his ear and together have failed as company leaders. Their management largely are followers of these two senior execs. This flows down into the employees that are expected work together but are direct competitors with each other for their jobs. There is a fear for your job, intimidation style management there and it simply doesn't work. There products are very good and evolve to customer needs and requirements. Internally trust in these 2 senior managers is lost as it is with many middle managers where the company is very fat. Imagine the company with this management gone and all employees truly encouraged to work together and across old boundaries that have been removed. Its time for Bill and the BOD to do some serious house cleaning and expectation setting. That is how you fix MSFT so you're not dependant on increasing dividends to propel your stock. This is my personal opinion but I know many ex-Microsoft employs that would agree.
    Sep 16, 2012. 12:30 PM | Likes Like |Link to Comment
  • Microsoft (MSFT) is handing out free Surface tablets, Windows Phone 8 devices, and Windows 8 PCs to its 90K+ employees in an effort to stoke interest in its latest products. Separately, Microsoft confirms the Windows RT version of Office 2013 will be provided for free, and will arrive at some point between November and January. But the company also cautions it will lack some of the advanced features found on the Windows 8 Pro version of Office won't be included. [View news story]
    Yes that's a word how is it relevant to this conversation?
    Sep 15, 2012. 10:24 AM | Likes 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
  • Microsoft Windows 8: No Effect On The Smartphone Market [View article]
    While I agree that most popular apps are available for WP. I'm a WP user and there are times I want an app that is only available for Apple and Google platforms. Those of us with WP's know it's not a big factor. The issue is that apps are developed for the 2 industry leaders first then eventually WP. It's huge when it comes to hype that keeps sales reps at your local carrier from recommending the WP to consumers. It's also huge in consumers even considering a WP purchase.
    Sep 14, 2012. 11:14 AM | Likes Like |Link to Comment
COMMENTS STATS
128 Comments
209 Likes