Vishal Sood

Amazon Shares Could Appreciate by 20%

I like this article. It is very difficult to predict what will happen in 2009, but you back your claims with rational explanations. Thumbs up.

There are a couple of things that are very interesting with respect to $AMZN not mentioned in this article. Kindle and Cloud services. I would love to hear you take on those too.

Is the Microsoft Empire Cracking?

To Alex:
Sorry, missed this. Just comparing a set of numbers to what they were last year is not trend, it is a comparison. If the same thing continues to happen, that is a trend :). The fact that losses in web business are twice could signal twice as much investment. Anyways, not to rat hole but I am giving another point of view here.


On Dec 09 07:28 PM Alex Filonov wrote:

> To Vishal Sood:
>
> Trends are noted too. I understand that reading numbers is boring,
> but here are two trends: profits from desktop business are a little
> bit down from the last year and losses from Web business are more
> than twice as big as in the last year.

Is the Microsoft Empire Cracking?

The article seems too bogged down on number crunching from Sep rather than trends, there is no mention of what the company is trying to do in various spaces. I see this as speculative and assuming all worst things possible would just fall in line. Also, the article mentions nothing about the developer division (Visual Studio, Silverlight, etc.). Also, no representaiton of how competition is doing in terms of numbers.

One thing to remember is Microsoft has really smart people and a dynamic culture internally. If one smart person at Apple can turn it around from crutches, I think many smart people can surely think of something.

To sum it up, I don't quite believe the assertions here.