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  • Microsoft: A $99 Gaming-Capable Windows 8.1 Tablet Is Now A Reality [View article]
    This cut-throat pricing is not helpful to Microsoft. The article does not provide information on how much Microsoft profits from this tablet. Microsoft may only be gaining numbers on the market without much profit. Knowing how much Microsoft makes on this $99 tablet versus how much Android OS pays Microsoft would give a better comparison. I am assuming that Microsoft does not make much more from this tablet than it does from Android royalties.

    Either way the news is good. Windows share is up, Android share is up and Apple is down. Microsoft wins!

    Disclosure: I own a ton of Microsoft shares and I am loving it.

    Now imagine an inversion type deal where the Cobra devours itself starting with its tail. After all Microsoft International has approx. 70 billion dollars to buy Microsoft debt and shares. Microsoft should sell debt to Microsoft International with Microsoft International having options to buy Microsoft USA shares and use the money to pay even higher dividends. I am sure IRS would not like this but Microsoft USA and Microsoft International are two different companies. At the end of the day such a buy and sell would remain within the family with zero cost unless the company hires consultants and pays them $10 million to figure this out for them.

    It would be interesting if Microsoft USA eventually declares bankruptcy to pay back its creditor and sells to the creditor; Microsoft International.

    Sounds Crazy!
    Nov 3, 2014. 02:27 PM | Likes Like |Link to Comment
  • 2 Key Reasons Why Microsoft Is Leaving IBM And Hewlett-Packard Behind [View article]
    •Microsoft is making huge strides in the cloud, and it's also completely turned around its hardware businesses.

    Really! Microsoft has just executed its plan on its surface, windows phone and Xbox. When was a turnaround needed? It has never switched its plans to bail its hardware business.

    Microsoft's hardware and software are designed to work together. This is the reason why Apple did well with its Mac Computers and Microsoft is slowly following Apple.

    Microsoft should create a line of Surface tablets that operate on software that can only be downloaded from its app store just like the Windows phone. It will then have complete control of software and hardware on its devices.
    Oct 26, 2014. 07:27 PM | 1 Like Like |Link to Comment
  • Apple: China's Strong Demand For The iPhone 6 Plus Is A Strong Tailwind [View article]
    Why would Apple pay more for increased production. Apple would just find a second source if Foxconn needs more payments for increased production. It is smart to have a second source.
    Oct 26, 2014. 04:32 AM | 5 Likes Like |Link to Comment
  • Microsoft Would Be Better Off Without Nokia [View article]
    "In fact most of this increase was due to the addition of Nokia Devices and Services (NDS) for which there were no y/y comps."

    That is the beauty about purchasing a company with cash. Revenues add and comparisons swell.

    Microsoft should buy two companies with revenues each year with $20 billion of cash lying around. And try to get the companies that add to profits too without concern of margins.
    Oct 25, 2014. 03:31 AM | 1 Like Like |Link to Comment
  • Microsoft low-balls guidance once more [View news story]
    And don't forget the $2 billion by Steve Ballmer to stop racial discrimination in the Clipper's Organization.
    Oct 24, 2014. 02:50 PM | Likes Like |Link to Comment
  • Microsoft Is Becoming 'Cool' Again [View article]
    You are here!
    Oct 24, 2014. 02:44 PM | Likes Like |Link to Comment
  • Microsoft Is Becoming 'Cool' Again [View article]

    You can dub Microsoft "cool", "hot" or "warm". I have always said that Microsoft is a great stock for a long term investor and had placed my target of $45 for the end of the year and $50 for the end of next year. It starting to show that $50 may be too low. Microsoft may hit that target by next June.

    And Steve Ballmer was a great CEO. That will take another 10 years to recognize what he did to navigate the company through the heavy monopolistic penalties of the Gates decisions, bust, recessions and slow down of PC Sales due to improvement of PC performance and quality. Steve decision of buying Nokia and getting into the Surface business is finally starting to show positives.
    Oct 24, 2014. 02:43 PM | 4 Likes Like |Link to Comment
  • Baidu snaps up Microsoft talent [View news story]
    Microsoft has more talent than the writer can dream off. This will only allow the real talent to move up the ladder.
    Sep 8, 2014. 02:00 PM | 3 Likes Like |Link to Comment
  • Why Microsoft Looks Like A Sell [View article]
    Nokia phones are great. Try comparing a $700 iPhone with the cheapest Lumia 520/521 for $49. See the difference.

    Then give that Lumia to someone who is not tech savvy for a month and then get their feedback. Why spend $700 when just the sales tax gets most (maybe over 50%) users a good smartphone that does more than they need.
    Sep 8, 2014. 01:58 PM | Likes Like |Link to Comment
  • Why Microsoft Looks Like A Sell [View article]
    Buying a car is step 1. To enjoy the car you need to know how to drive the car.

    Similar is the case with Windows 7 and Windows 8.1. If you don't have the basic skills, an iPad is a perfect choice.

    Windows 7 is the best non-touch OS I have used. And Windows 8.1 is the best in touch software OS. And it will get better as it matures. Don't buy 8.1; stay with Windows 7 if you are not using touch technology. They are both great software and run the world's IT.
    Sep 8, 2014. 01:55 PM | 1 Like Like |Link to Comment
  • Why Microsoft Looks Like A Sell [View article]
    Brilliant Article. After reading this article investors are selling there shares and more investors are buying MSFT shares at 46.39 (up 48 cents or 1.05%) at exactly 1:50PM EST.
    Sep 8, 2014. 01:51 PM | Likes Like |Link to Comment
  • Why Microsoft Looks Like A Sell [View article]
    Here is why the author is wrong. And probably does not understand US business economics.
    •Nokia's acquisition was a failure and will have a lasting negative effect.
    The cost of the acquisition is already written off from the books. If Microsoft were to shutdown the Nokia business today it would have a positive impact on the financials. Nokia is part of a strategy and Microsoft needs a phone to be in the mobile business. Just like a retail store that carries inventory to keep customers even though it may loose on that item.

    •The decline in the PC market will hurt Microsoft.
    The PC market has been declining for years and in every year of PC market decline, Microsoft has increased profits, revenues and dividends. Every product has its life. Maybe the PC market has come to end of life but it is still providing profit driven revenues and Microsoft must continue supporting PCs until their end. Recent reports show an increase in PC sales, which may be driven by close of support to Windows Xp.

    •Microsoft will lose more money due to harsh cost-cutting measures.
    Companies routinely cut employees and reorganize. Such cost cutting is good for cutting dead wood, unwanted and unproductive teams etc. and rebuild teams correctly. Salary cost is probably the major cost for most software companies. Microsoft cannot loose money by cutting employees. And no company can loose money unless it does not know how to implement cost-cutting measures. For instance if it eliminated its CEOs office and office staff and the CEO came to work and did not know where his new office is, I can understand the term "harsh".

    Microsoft is getter more focused. It is not going to grow like it did in the 90s, But expect a stable growth in the double digits for the next 5 years.

    And it still is one of only four organizations with a AAA rating. The US govt. has also lost its AAA rating.
    Aug 31, 2014. 08:48 PM | 2 Likes Like |Link to Comment
  • Why Microsoft Withdrawing Mainstream Support For Windows 7 Is A Bad Idea [View article]
    Windows 7 is an excellent program and Microsoft should continue supporting it. Microsoft should support three operating systems:

    1) Non-touch: Windows 7
    2) Touch: for open access - Windows 8
    3) Touch: closed to Microsoft - that runs only Microsoft approved software that can be downloaded from Microsoft's website only, including updates. This is very essential for better security and control. It allows Microsoft to effect mandatory updates and user controlled updates.
    Aug 31, 2014. 08:35 PM | Likes Like |Link to Comment
  • A 12.9-Inch iPad? Why Doesn't Apple Make A Touch Screen Notebook? [View article]
    The pilot could continue to fly the aircraft after ejecting from the plane!
    Aug 27, 2014. 08:41 AM | 5 Likes Like |Link to Comment
  • The Big Microsoft Move Just Not Justified [View article]
    Google gives away Chromebook and many of its products for free to support and grow its search. Similarly, Microsoft is creating an ecosystem and Windows Phone Surface, Xbox etc. are similarly very important. MSFT does not need to make money on all its products as long as it comes close to breakeven and comes ahead collectively.
    Aug 23, 2014. 12:53 AM | Likes Like |Link to Comment