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  • Microsoft, Capitulation And The End Of Windows Everywhere [View article]
    As for the strategy. Like the author says; there are big groups making decisions and the CEO is only the face. The author has probably not worked for a large corporation. Otherwise he would know that decisions are made at the 2nd and third level. And Nadella is only pushing forward a strategy that Gates and Ballmer and the Board have presented to him. He is no Jobs who was the CEO and also the architect and CTO!
    Jul 29, 2015. 01:34 PM | 4 Likes Like |Link to Comment
  • Microsoft, Capitulation And The End Of Windows Everywhere [View article]
    Another Analyst who does not get it.

    Microsoft is not giving up. In fact Microsoft would like to give away too much software for free. But they have paid billions in fines for doing that. Take the case of security software. Reviews show that Windows Security Essential/Windows Defender is one of the good security software. However it cannot force its use because MacAfee and CA and others will essentially die and MSFT will face another lawsuit like the browser lawsuit and pay billions. The consumer pays approx. $60 to & 99 for software he/she does not need.

    Windows OS will be around for our children's lifetimes. And the computer is hear to stay in different names; mainframe, Desktop, Laptop, Mainframe, tablet or simply the phone.

    This free Windows 10 is a great strategy because once the consumer accepts it, there is no going back and updates are automatic and mandatory; allowing MSFT to provide a uniform experience, one support team supporting one software and no backward compatibility to worry about. And thanks to Android, iOS and Linux, MSFT will claim that it is no longer a monopoly and will thrust software down our throat as they please. Imagine being on IV with a little bit of opioids added; it will be happy days!

    So the author must know: There will be Windows everywhere with no Doors to run through. And the slow demise of many a company with specialized apps if they don't provide them for free.
    Jul 29, 2015. 01:32 PM | 12 Likes Like |Link to Comment
  • Microsoft: The Windows 10 Hardware Argument [View article]
    Analysts are all focused on the drop in sales of PCs and do not take into account that even if PC sales fell to 50% of what they are today, they are a sizeable number to justify MSFT to continue in the OS business.

    Besides everyone forgets that a product has its lifecycle and MSFT has extended its OS lifecycle to beyond that of humans by evolving from DOS to Windows and multiple avatars of Windows. It is still the best OS. Android and Linux have a long way to go and they too will become burdensome and come with a lot of viruses as soon as they are reasonable size for viruses.
    Jul 28, 2015. 12:34 PM | 2 Likes Like |Link to Comment
  • Apple: The Stark Contrast Between iPad And Surface Sales [View article]
    I think iPad fans are worried about the additional cost of memory for the memory expansion slot and the office suite and acrobat and other productive software. And maybe also everything that attaches to the usb slot like a 27" computer monitor and mouse and keyboard that converts it to an office computer.

    iPad fans can sleep well knowing that they do not have to stress about all the peripheral hardware. If you cant use it, you need not worry about it. It is like my production workers who would tell me that they don't like the overtime because they have to pay more taxes. Hopefully Nadella will understand that one day and drop his salary to $10000.000 and call it an eight figure salary!
    Jul 26, 2015. 02:37 PM | Likes Like |Link to Comment
  • Apple: The Stark Contrast Between iPad And Surface Sales [View article]
    Two iPhones = 1 Surface Pro 3

    That is a pretty inexpensive. Even a Jaguar is equal to three (maybe four) Ford Fusions.
    Jul 26, 2015. 02:31 PM | Likes Like |Link to Comment
  • Apple: The Stark Contrast Between iPad And Surface Sales [View article]
    You cannot carry your MacBook to Grand Canyon and take pictures. Your iPad can. Never understood iPad user taking pictures with an iPad; it must be because the iPad does not take great pictures like the Lumia!
    Jul 26, 2015. 02:28 PM | Likes Like |Link to Comment
  • Apple: The Stark Contrast Between iPad And Surface Sales [View article]
    With that said, No you want have life and no we don't have one for you either!
    Jul 26, 2015. 02:26 PM | Likes Like |Link to Comment
  • Microsoft: How Windows Will Become Obsolete [View article]
    I think the author does not realize the amount of time and money that goes into making an operating system. With Windows 10 there will be consolidation to just one Windows OS. With that you will see one OS again having a market share of 70% plus.

    Google has invested a lot of money in Android and the business has still to payout for all the money invested. Money made on stock trades is only gambling. The true payout of investor money is in the form of cash returned to shareholders in the form of dividends and outright sale of the company. Otherwise share trades are no different from a Ponzi scheme where the shareholder is holding onto paper to payout or for someone lese to buy the paper. Microsoft has paid out a lot and continues to payout every quarter.

    And the returns from day of IPO are phenomenal and Google has still to reach that stage.
    Jul 24, 2015. 05:19 PM | 3 Likes Like |Link to Comment
  • Apple: The Stark Contrast Between iPad And Surface Sales [View article]
    Microsoft is growing each quarter and will soon be $100 million in revenue (in 2017 if not 2016), while you happily sing its death.

    "Laptops are getting lighter - the new MacBook is barely two pounds. It is far better for content creation than an iPad, and it's just as good for content consumption."

    Really? Even Apple does not compare the Mac to the iPad for content creation!
    Jul 23, 2015. 01:28 PM | 1 Like Like |Link to Comment
  • Apple: The Stark Contrast Between iPad And Surface Sales [View article]
    Most of the bugs and security threats are from software loaded onto the Windows OS. Unfortunately the US and EU Governments have enforced that Windows remain open to other software makers without much control by Microsoft.

    Slowly that will change with Windows 10, where updates will be automatic and users will only be able to differ them for a short while.
    Jul 23, 2015. 01:25 PM | 4 Likes Like |Link to Comment
  • Apple: The Stark Contrast Between iPad And Surface Sales [View article]
    What is wrong with you analysts?

    Why can't you see the Surface without comparison to the iPad? MSFT is in business to make cash. What difference does it make to MSFT if the iPad out sales the Surface 5:1? What matters for MSFT is that the Surface sales are profitable and they maintain a margin equivalent to that of the company or higher. And that those sales continue to grow at double digits.

    With a mid-level Surface you can throw out your iPad and your Mac.

    Besides the Surface is a PC and more expensive. Give the Surface a few years and it will probably be the highest selling PC in revenues. Also as Intel releases new processors, the Surface will get very powerful and will replace current laptops. MSFT will get to selling $10 billion in revenue from the Surface and that is no small amount even if the iPad generates $50 billion.
    Jul 23, 2015. 01:19 PM | 6 Likes Like |Link to Comment
  • Microsoft Posts Largest Loss Ever: Good For Microsoft! [View article]
    "My guess is that Mr. Nadella has more changes in mind for the future. Some will involve "cultural shocks" like allowing Microsoft users to obtain Windows 10 free of charge"

    In giving away Windows 10 for free, it only costs MSFT in maintaining their servers during the download. Without the free upgrade most Windows 7 users and Windows 8.1 users would never upgrade to Windows 10. This would make a perfectly good OS look like a failure. Here are some clear advantages.

    1. With more Windows 10 users, MSFT gets to reach its goal of a uniform OS across mobile and desktop earlier
    2. MSFT gets to stop support of Windows 7 earlier without loosing its OS users. This reduces the need for another 200 to 500 knowledgeable employees supporting Windows 7 and better utilized in newer products.
    3. With the new strategy of mandatory updates with Windows 10, MSFT will deliver a more secure OS. Security has hurt MSFT's reputation although most security threats have come through another companies software running on Windows

    MSFT should go deeper and allow any PC user who has paid for one OS to go back and forth and use any Microsoft OS he/she desires and take on the challenge of driving everyone to the latest by making a good OS.
    Jul 22, 2015. 01:05 PM | Likes Like |Link to Comment
  • Microsoft Posts Largest Loss Ever: Good For Microsoft! [View article]
    If you work in the corporate world you may find that ideas don't come from C-level employees. Every successful C-level employee has a number two that runs the show without being in the limelight. Those number 2s are the ones who typically keep intelligent disgruntled working to their full potential and happy.
    Jul 22, 2015. 12:56 PM | 2 Likes Like |Link to Comment
  • Microsoft Posts Largest Loss Ever: Good For Microsoft! [View article]
    "Satya Nadella, Microsoft CEO, seems to be getting the past behind him so that he can make Microsoft a leader once again"

    MSFT has always been a leader. The write-offs and layoffs have nothing to do with MSFT's leadership. It is one of three AAA rated companies and that is not given to losers. Even Apple and Google does not have that. Have you ever wondered why?

    And write-offs are never good but essential to clean the books. Microsoft has done that quite often. I know you don't like Steve Ballmer but Steve did it too. I am an investor in Microsoft since the early days of Ballmer and I truly believe that he stirred MSFT to its current position through two bad recessions and a bust.
    Jul 22, 2015. 12:52 PM | 2 Likes Like |Link to Comment
  • Is It Good That Microsoft Lost The Console War? [View article]
    Excellent strategy. Even better if you are saying that it has followed your formula for most of its life. Beware that the next product could be Apple or Google!
    Jul 22, 2015. 12:47 PM | 1 Like Like |Link to Comment