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  • Micromax Could Accelerate Alibaba's Campaign In India [View article]
    Alibaba and Micromax business relationship could be more complicated then we think. If Chinese play hard ball with India in their border issues and the Chinese army uses its muscle and invade or should we say it lightly; camp in India; a tougher Indian Govt. could be within reason to start turning back Chinese business, which is currently heavily skewed in favor of the Chinese with a large trade imbalance. And then we have a fire sale of Alibaba assets!

    Indian/Chinese politics is still too complicated for such business.
    May 18, 2015. 12:44 PM | Likes Like |Link to Comment
  • Microsoft: Continuum Could Turn Windows 10 Smartphones Into Office Computers [View article]
    For the immediate future, this may work for consumers that live off a phone and tablet. The windows phone sold for $399 will need to be very powerful and come with large storage for this concept to really hit it off. For the smartphone to replace a laptop/PC, the minimum storage will need to be around 256GB secondary storage on the micro SD and 64GB for programs/apps.

    Technically to put this another way, the PC's form factor turned into a laptop, which turned into a tablet, which is now being made even smaller to fit into a smartphone type device. Keep in mind that it took a long time; many years for laptops to be powerful enough for people to do away with having a laptop and a desktop. And people are still not convinced that a Surface tablet will replace a tablet and a laptop; the price point and minimum power requirements will take a few years to achieve, although the Surface is doing just that. And then the smartphone will need to evolve to a point where it can replace the tablet PC; which also means that a screen, keyboard and mouse will also have to be available to the road warriors when away from the office. Feasible but will take a decade or two to allow the Sci-Fi screens in the air that we see in Hollywood movies!

    I am just getting used to a 14" laptop although I still miss my two 21" screens when I am away from my desk.
    May 18, 2015. 12:32 PM | Likes Like |Link to Comment
  • The PC Collapse Applies To Tablets As Well [View article]
    Without Windows, you will have nothing to talk about. Like Dana has been saying for 5 years now that I can remember: SELL SELL SELL MICROSOFT CLOWD IS RISING! STOCK IS RISING, SELL SELL SELL!
    May 12, 2015. 11:00 AM | 3 Likes Like |Link to Comment
  • Microsoft: This 13% Celebration Might Be Premature [View article]
    The 13% celebration is only a return towards its previous peak of $50.

    Microsoft continues to grow its revenues, its profits and this year maybe an increase in dividends too. The billions in the coffers continue to grow. As for margins, as products get old, patents expire and competition grows, they are expected to decrease. The stock price and the emotions/sentiments around it are controlled by shareholders.

    At the current growth rates, expect the stock price to grow at 10-15% per year over at least the next decade. For shareholders that want 20% returns, MSFT is no longer that young speculative stock. And if those are an investors expectation, you will be disappointed.
    May 11, 2015. 04:49 PM | 4 Likes Like |Link to Comment
  • Why Facebook Should Buy Twitter [View article]
    The author says that FB leaves its acquisitions alone to run themselves. In that case why would FB buy a company that is not running well and doing good?

    FB could create a Twitter like company for less than 25% the purchase price of Twitter if it is interested. Twitter would be a bad buy. It still needs to monetize WhatsApp to financially justify that purchase.
    May 5, 2015. 04:35 PM | Likes Like |Link to Comment
  • Microsoft's Nokia Acquisition Likely Leading To A Large Write-Off, A New Strategy Emerges [View article]
    MSFT should take out the top layer of management at the Nokia division. To turnaround a division, this usually works wonders and saves the company in cost of revenue. That is if these exiting upper layer is told there are no exit packages because they are being fired!
    May 5, 2015. 04:28 PM | 2 Likes Like |Link to Comment
  • Not Your Father's Microsoft [View article]
    I am an investor in Microsoft and do believe that it has great potential to grow. But it deserves its criticism too. Since Nadella has come on the scene, he has received praise without performance. He is credited with the cloud offering. Microsoft's OneDrive is full of problems. Use Dropbox and you will find OneDrive intolerable.

    Nadella must fix OneDrive and its cloud offering. It is selling today because of its integration into the operating system and other products not because it is a better product on its own. And because of MSFT's marketing machine and pricing.
    May 5, 2015. 04:24 PM | 1 Like Like |Link to Comment
  • Not Your Father's Microsoft [View article]
    Dana has always been critical of Microsoft since I can remember. He is now running out of material to write.

    For instance: "Microsoft has evolved from consumer monopolist to enterprise leader, what IBM once was"

    This statement means nothing. Microsoft did not choose to become a monopoly nor did it ever choose to evolve from that position. There were a lot of market, political and regulatory dynamics that has land Microsoft where it is. And it was technically never a monopoly. Consumers had choices in every product that Microsoft had and in fact better products than Microsoft but those came at higher cost.

    Another statement "Microsoft is today where IBM was yesterday". Which yesterday? If Dana looked at Microsoft's growth, the company has grown its revenues and profits every year except a couple when the entire industry was down since it went public. And all its CEOs have done a good job managing the company including Steve Ballmer who navigated it through the troubled years until he passed the position to Nadella. And technically the cloud business was started under Ballmer including this integration of hardware and software and the cloud. So lets be fair to Steve and give him credit. He stayed on longer than he wanted to. Steve had said he would leave when his son left high school but stayed on longer to delay/deprive him all the fun he is having courtside with the Clippers.

    I have said this before and will say this again. Microsoft is no longer a young company where shareholders can expect stocks to double each year but it is a company that the world's company's and governments cannot live without today. It will continue to grow at a steady pace beating S&P over the next decade. It will grow its revenues, profits and dividends each year over the next decade and that is all we shareholders should ask for.

    Microsoft is a great business. It's stock price will touch $55 by end of December!
    May 5, 2015. 01:06 PM | 4 Likes Like |Link to Comment
  • Microsoft And Salesforce: A Potential Marriage Made In Heaven [View article]
    Upward of $ 50 billion for is a bad idea. Microsoft should continue slow growth with its CRM and ERP business. It is were $ 10 billion it would be OK but $50 billion plus is not worth it.
    May 4, 2015. 12:46 PM | 5 Likes Like |Link to Comment
  • Microsoft's Persistence With Surface Will Yield Big Gains [View article]
    Surface tablet PCs will be a great success. Microsoft should limit the various models to no more than 12. With entry level models and high end PCs it will grow its market share. Microsoft needs to eventually increase its memory in Surface tablets to 128GB minimum by 2016, with an eventual goal of 500GB and 8GB RAM, with maintaining its prices. It will then eventually kill the competing inferior quality PCs.

    If you have not noticed, Microsoft continues its strategy of following Apple where it lags and its dominance where it leads. Being no. 2 in business also comes with great rewards.

    Surface and phone will do well. They have the numbers to be profitable even without being # 2 and # 3.
    Apr 7, 2015. 01:28 PM | 1 Like Like |Link to Comment
  • Microsoft's Persistence With Surface Will Yield Big Gains [View article]
    I will give you a $1.000 for your older Surface to make room for your new iPad Pro. I will also pay shipping. You get rid of the dust and make room for the iPad Pro; both for a dollar.
    Apr 7, 2015. 01:21 PM | 4 Likes Like |Link to Comment
  • Microsoft: Carrier Support Is Key To Windows Phone Success [View article]
    Microsoft has not had success with airtel carriers. And most people who pay for these cell services either get a phone for free or pay for a high end smartphone.

    Microsoft should pre-configure and sale a WiFi smartphone that works without cellphone service. It does limit the use of the phone when in WiFi range. Most households have an internet service that comes with free hotspots. And many businesses provide free WiFi service.

    You could do this with an existing phone with WiFi capabilities, but a phone pre-configured and sold for this purpose will bring awareness that this can be done. I can bet that 99% of people who would be happy with this arrangement don't know that it can be done.

    Remember the days without phone and pager; I found a lot of freedom and I still got in touch with people that I wanted to. It takes you back to the times when you called a person from a home phone, work phone or public phone. This would be pretty much the same except one would use this WiFi phone when at home, work or in WiFi range of free WiFi hotspot.

    Microsoft should sell a pre-configured WiFi phone that allows the user to select and automatically download free email, free text and WiFi hotspots. And weekly or monthly updates could provide more services as they come.

    I think the time for a WiFi phone has come and Microsoft should go that route....lets not forget the pay as you go plans until cell service got cheaper and gave unlimited minutes. Many have cut landlines and I think the time has come for many to cut the airtel services too. One could use this phone from work or home or a Starbuck and talk for hours without a penny in fees. This would be perfect for children, retirees and those strapped for resources. A one time expense of $60 (Lumia 521 equivalent) will do the job.

    Microsoft, I hope you are listening! Pay as you go phones were popular and this will catch on too.....
    Mar 2, 2015. 04:36 PM | 1 Like Like |Link to Comment
  • Free Windows 10 Upgrade Can Impact Microsoft And The PC Market [View article]
    MSFT should allow lifetime of free upgrades and downgrades for its Surface Tablets/PCs and Windows Phone. It will give MSFT products an edge.
    Feb 24, 2015. 08:15 PM | Likes Like |Link to Comment
  • Apple aftershocks: Maybe it's Toyota that should be worried? [View news story]
    Tesla has spent a lot of money and has not succeeded, why do people think Apple will succeed. The engine and drive train is only one part of the car. The part that we don't see or touch. And electric drive train is one that we don't even feel and is one that muscle car owners will not adopt for a long time.

    I would think it is an expensive hobby of Apple's management. Or they think that the phone business is reached its peak and they need something else.
    Feb 14, 2015. 09:30 PM | 2 Likes Like |Link to Comment
  • Report: Microsoft buys calendar app maker Sunrise for $100M+ [View news story]
    MSFT should focus on making their products bug free, simple to use and stable in operation. MSFT's success has been in offering products that are 80% good at lower prices. They should now focus on adding reliability.

    The Windows Phone focus should be on delivering phones that are less than $99 packed with power. They should start by delivering phones with a minimum of 16GB memory. Cortana is too slow on 8GB phones.

    And then start upgrading speed, camera, etc. and keep price low. It will nibble away at the low end of the market. The high end is going to be tough to take away from Samsung and Apple. An Indian phone maker just beat Samsung in phones sold last month. Just a matter of time that this company also moves up the food chain.
    Feb 5, 2015. 05:35 PM | Likes Like |Link to Comment