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GaltMachine

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  • Microsoft: Windows 8 Shows Why Steve Ballmer Must Go, And Why That Is A Buying Opportunity [View article]
    Andrew,

    You are absolutely spot on with the Kinect. It is a grossly misunderstood transformative technology with application across a wide range of industries.

    http://on.mash.to/QPUBGT

    However, from a revenue point of view I am not sure how Kinect can replace any of the existing revenue sources. MS is just such a huge company it will be tough to move the needle.
    Oct 29, 2012. 10:23 AM | Likes Like |Link to Comment
  • Stock index futures make a nice ramp higher into the close, the S&P 500 ending -0.36%, the Nasdaq 100 -0.55%[View news story]
    "nice ramp higher into the close"

    In the old days painting the tape would have got you in trouble.
    Oct 29, 2012. 10:09 AM | Likes Like |Link to Comment
  • Selling Puts - Investing Made Easy [View article]
    Reel,

    "I'm not sure you get it, but taking your example, if a $1 put turned into a $100 loss, then the corresponding amount invested in stock would have lost $101."

    Is that really true?

    Can't you sell the equity/index before it loses it entire value?

    You can't exit your position on a put you sell until the buyer says so or it expires. Please correct me if I am wrong.

    Thank you.
    Oct 28, 2012. 12:21 PM | 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 "Picking up a tablet PC with Windows 8 makes an iPad feel immediately out of date."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]
    Hart,

    Blaming the users for a company's past failures is usually a losing strategy. I agree that Win 7 is very good compared to the Vista dog. I have been a first adopter many times and gotten burned by MS so sorry I am not walking that path again. I am glad that you will be one of those people fixing it for the rest of us.

    I thank you heartily for that.

    I was one of the users of the MS pen based phone in 2003 which was pretty good for the time but was totally useless from a productivity point of view because the touch functions still required a pen. Hopefully this one works great without a mouse otherwise it won't be well received.

    MS launches of new operating systems are always hit and miss - one sucks and one doesn't - and based upon the track record this is the potential "sucks" one.

    I hope I am wrong because I am looking forward to getting a new laptop with the new OS and I have been holding off for this launch. I personally cannot afford the downtime associated with buggy technology which is why I am in the cynical camp on this launch.
    Oct 25, 2012. 01:46 PM | 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]
    Samir,

    You sound like an excellent potential reviewer for this product. It will be very interesting to get a straightforward un-biased review especially with someone using a non-touch, typical setup for an upgrade.

    I don't know what MS is forecasting for this launch so it will be crucial that it is well received by people like you especially knowing that only about 5% of machines are shipping with the touchscreen setup from what I have read.

    I got burned by Vista so I'm taking my time on getting my next box. Right now it works and I am afraid to change it :)
    Oct 25, 2012. 01:33 PM | 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]
    SA,

    I would love to hear your feedback when you're done. You're brave. I can't get over all the wasted time that happens with bug discovery in the initial phases of their launch. When SP1 comes out that will be my cue to give it a try.

    What concerns me is that the system is optimized for touch and yet most computers/laptops are not so unless you are buying a new piece of equipment you are likely to be frustrated with the upgrade. Do you have a touchscreen device?

    In the end, for business, efficiency trumps the "cool" factor so if it is more cumbersome to use but more fun that will be irrelevant because it won't be well received in the biz world. Lost time is lost profit and I can't see how the new upgrade will increase efficiency at this point. I haven't seen a compelling ROI explanation for why the upgrade will make business more efficient.

    This seems to be the most useful aspect from the Verge article:

    "In fact, the boot process is so fast on new hardware that you barely see the redesigned Windows logo that greets you ahead of an entirely new OS."

    This other excerpt got me though:

    "If you use Windows 8 on a desktop PC with a keyboard and mouse it can feel awkward at times, frustrating at others, and confusing. If you get past the initial training required it starts to make a lot of sense, but the risk of alienating users and creating another Vista-like perception catastrophe is great."

    I think it will flop initially like the original Newton from AAPL but in the long run it will be well received.

    Thanks for being a trail blazer.
    Oct 25, 2012. 01:00 PM | 1 Like Like |Link to Comment
  • September Durable Goods: +9.9% vs. +7% expected, -13.1% prior (revised). Ex-transport +2% vs. +0.9% expected, -2.1% prior (revised). [View news story]
    Interesting. Strong rebound.

    However, Sept 11 vs Sept 12 shows about 2.5% on NSA data y/y.

    New orders September now lower than July.

    Need Bbro to make sense of the details.
    Oct 25, 2012. 08:43 AM | Likes Like |Link to Comment
  • "Just because the Fed wants us to take more risk doesn't mean we should," says CEO Michael Hough on the Hatteras (HTS +1.3%) earnings call. Management is clearly frustrated with the Fed's $40B/month in MBS purchases - "the gorilla in the room," "an uneconomic buyer," "program without end." The company is prepared to take "any and all actions," but won't commit to altering leverage, selling MBS, or undertaking buybacks. (earnings, last night) [View news story]
    Free Market?

    How do actions like this by the FED not fundamentally alter the risk/reward system that is inherent to our economic system?

    We are quickly destroying the greatest engine of economic prosperity in the history of mankind which was built upon free will, personal responsibility and the possibility of failure (a positive). Moral hazard has grown not receded.
    Oct 24, 2012. 11:27 AM | 3 Likes Like |Link to Comment
  • MBA Mortgage Applications: -12.0% vs. -4.2% last week. [View news story]
    Woah. A giant negative on top of a prior negative - that's nasty.
    Oct 24, 2012. 09:25 AM | Likes Like |Link to Comment
  • Microsoft: Windows 8 Shows Why Steve Ballmer Must Go, And Why That Is A Buying Opportunity [View article]
    genomad,

    It comes down to efficiency to me as well.

    What's faster clicking a mouse or putting greasy fingers all over a pristine screen?

    "It encourages people to touch screens.... all the time. I hate, hate hate it when people touch my computer screen"

    That is so true. I can't stand fingerprints on the screen.

    I wonder if you can still alt/tab? Run a task manager?
    Oct 23, 2012. 01:30 PM | Likes Like |Link to Comment
  • Microsoft: Windows 8 Shows Why Steve Ballmer Must Go, And Why That Is A Buying Opportunity [View article]
    system,

    LOL. Tx. I remember that one. It is friggin hilarious. He seems like a raving lunatic speaking in tongues.

    "GIVE IT UP FOR ME!"
    Oct 23, 2012. 01:25 PM | Likes Like |Link to Comment
  • Is A Stock Market Drop Imminent? [View article]
    UI,

    I also like Market Cap to GDP - a measure favored by Buffett. Kind of like a price to sales ratio for the whole US.

    Has been in overvalued territory for a little while now.

    http://bit.ly/yXvIhT

    Following the buy a low ratio of Mkt Cap to GDP and sell high ratio strategy would have been pretty good over time.
    Oct 23, 2012. 11:01 AM | 1 Like Like |Link to Comment
  • Oct Richmond Fed Mfg. Survey: -7, vs. +6 expected, +4 previous. [View news story]
    A lot of mixed picture data lately.
    Oct 23, 2012. 10:11 AM | Likes Like |Link to Comment
  • Microsoft: Windows 8 Shows Why Steve Ballmer Must Go, And Why That Is A Buying Opportunity [View article]
    Ballmer sure can work up a sweat: "Developers! Developers! Developers!"

    http://bit.ly/RTlKY4

    Perhaps this was a sign of things to come?
    Oct 23, 2012. 09:53 AM | 1 Like Like |Link to Comment
  • ICSC Retail Store Sales: -0.7% W/W, vs. 0.0% last week. +2.9% Y/Y, vs. +2.7% last week. The positive impact from a drop in gasoline prices was offset by unseasonably warm weather. [View news story]
    "a drop in gasoline prices was offset by unseasonably warm weather."

    Amazingly the link from Goldman actually does say this.
    Oct 23, 2012. 08:30 AM | Likes Like |Link to Comment
COMMENTS STATS
1,450 Comments
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