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  • Microsoft Is A Fantastic Business On Sale - Be Grateful For The 9% Decline After Earnings [View article]
    And it is even better if you can inherit the stock. MSFT revenues have continued their rise with naysayers throughout the last decade. What Microsoft needs to do is buyout a billion shares of stock from one of the larger funds at $43. Its money is sitting there doing nothing. And it will have more coming.
    Jan 27, 2015. 10:24 PM | 2 Likes Like |Link to Comment
  • Microsoft Is A Fantastic Business On Sale - Be Grateful For The 9% Decline After Earnings [View article]
    This drop in profits and drop in stock price is good. Nadella needed a little kicking to continue to make changes and focus on business. All the praise in the last year made him a little to relaxed.

    There is a lot of room at Microsoft to start tightening its belt. There are a few senior VPs that need to leave. Microsoft should focus on reducing the number management layers.
    Jan 27, 2015. 10:00 PM | 8 Likes Like |Link to Comment
  • Philip Morris: The Hits Keep Coming [View article]
    The dollar rise will have no effect on Phillip Morris. In international countries, people pinched for money smoke local varieties. And Phillip Morris also owns cheap brands manufactured internationally. They will not loose market share. They will also benefit from cheaper energy to offset the rise of the dollar.
    Jan 27, 2015. 09:55 PM | Likes Like |Link to Comment
  • Does Microsoft Have More Growth Potential Than Apple? [View article]
    Apple and Microsoft are two businesses that cannot be compared. They compete on very few things and where they do compete, the comparisons must be made with the leaders and not between the two.

    One thing is clear, probably both have bad customer service. The difference is that Apple products do not fail as often and therefore their customer service is not too busy to respond. Whereas Microsoft products are crapy when first released and their customer service cannot keep up with customers calling in. And therefore small problems with Microsoft products get magnified because it does not matter if the problem is small or big if the service is unavailable.

    Take for instance, it has been nearly an hour that my browser is waiting for a MSFT tech to come on to help. You would think the browser would take me to a form to complete after 10 minutes asking where I can be reached versus just running.
    Jan 25, 2015. 03:46 PM | Likes Like |Link to Comment
  • Does Microsoft Have More Growth Potential Than Apple? [View article]
    Dana has always been negative on MSFT. He has changed some after MSFT stock grew and proved him wrong in the last few years.

    The growth has been the result of planning and projects, some that started 10 years back. MSFT also had to live under the threat of governments that made billions from MSFT in fines. And restricted its growth in the name of a monopoly. A lot of credit goes to Ballmer for growing MSFT under the watch of governments ready to fine it billions and starting many projects such as the Surface tablets, the new Windows, SkyDrive (Yes, Nadella was leading that project but Ballmer was the head of Microsoft and so the credit goes there), purchase of Windows phone and many more enterprise related projects that we consumers do not easily see.

    Bottom line. Dana is a MSFT naysayer.
    Jan 25, 2015. 03:18 PM | Likes Like |Link to Comment
  • Microsoft Earnings Preview: Hardware And Cloud Sales In Focus [View article]
    If Microsoft does not solve its problems with OneDrive. It will loose to Dropbox and others. Here is my experience.

    I subscribed to Office 365 attracted by OneDrive. I started uploading my files on OneDrive. It is now stuck for a week because one filename was too long. I changed the filename to a shorter name. But OneDrive is stuck. I cannot get through to a Tech Support person because they are too busy, which says too many problems.

    Never had these issues with Dropbox.

    If the problems are not fixed. Next year I will revert back to Office 2010, which is all I need. And 1TB of dropbox.
    Jan 25, 2015. 03:03 PM | Likes Like |Link to Comment
  • Free Windows 10 Upgrade Can Impact Microsoft And The PC Market [View article]
    This is an excellent move on the part of Microsoft. Microsoft should begin to sell OS license with free future upgrades/downgrade to all Microsoft OS. In fact it should give a $50 rebate for the purchase of a product from a Microsoft store to anyone who buys a PC with a Microsoft OS.

    Microsoft has to really improve its OneDrive and try to match the capability of dropbox.
    Jan 25, 2015. 02:11 AM | Likes Like |Link to Comment
  • Does Microsoft's Momentum In Hardware Matter? [View article]
    Margins of products always drop as patents expire. Microsoft revenues, profits and dividends have been increasing quarter over quarter over the last decade and are expected to continue over the next decade. And that is where Microsoft strength is. Margins can continue to drop as long as the revenues grow to continue profit growth.

    I have been hearing this talk of Microsoft collapsing since 2000 and it has only continued to grow. It is one of the most widely held stocks by institutional investors who rely on the best research that us individual investors do not have. Microsoft is one of only four organizations to still have a AAA rating that Google, Apple, Intel or facebook would love to have.
    Nov 28, 2014. 08:04 PM | 1 Like Like |Link to Comment
  • Does Microsoft's Momentum In Hardware Matter? [View article]
    Windows has never been a monopoly. DOS was a monopoly. It has always had alternative choices except that they were expensive, which made Windows powerful Today for every Microsoft product there is a more expensive or free (but expensive) alternate.
    Nov 28, 2014. 07:59 PM | Likes Like |Link to Comment
  • Does Microsoft's Momentum In Hardware Matter? [View article]
    Surface made its first profits last year. It would be one of the best PCs to purchase if it was sold with a keyboard and mouse at competitive prices to Mac and high end PCs. And MSFT sold the basic accessories, such as the docking station for a reasonable cost.

    Windows phones will take some time and will do well along with Surface and Win 10.
    Nov 28, 2014. 07:57 PM | Likes Like |Link to Comment
  • Does Microsoft's Momentum In Hardware Matter? [View article]

    I still wonder why MSFT would not sell its keyboard as a part of the Surface. And I wonder why Apple does not have an advertisement teasing the person who bought a Surface looking for a popup keyboard like in his iPhone.

    And if MSFT cannot sell a docking station cheap, it should license its manufacture to Chinese and Vietnamese companies for $10 a piece. The docking station should be selling for $50. And MSFT would be smart in giving it away as part of a Surface system costing more than $1000. A docking station is what makes a Surface with 256GB or larger hard drive a perfect business laptop. Without a keyboard and a docking station, MSFT should not try to compete with MacBook.
    Nov 28, 2014. 02:59 PM | Likes Like |Link to Comment
  • Microsoft reportedly paying $137M to end Chinese tax probe [View news story]
    MSFT is only paying out od its profits. Basically it is like MSFT with its pants at the ankles with Xi on his knees. Of course MSFT would rather be in a more comfortable position and want it all.
    Nov 28, 2014. 02:48 PM | Likes Like |Link to Comment
  • Microsoft reportedly paying $137M to end Chinese tax probe [View news story]
    A Japanese company in the late 80s during the dumping wars between Japan and USA. The Japanese company or should I say companies, based in the USA and Japan starting selling the main component of the system at approx. $2000 and added accessories to it as it went from company to company and finally sold the product to the end user for $20K plus. Effectively it reduced taxes and increased prices along the way.

    Microsoft should factor the costs of Chinese legislation and price the products sold in China accordingly. Effectively let the Chinese pay the costs of Chinese legislation and taxes. This would be like letting Mie pay Xi!
    Nov 28, 2014. 02:47 PM | Likes Like |Link to Comment
  • 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