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  • Microsoft: A Nail In The Coffin For The Windows Phone [View article]
    Hey Feng: You should sell your MSFT share now. Microsoft is going out of business. They just announced that they are laying of 5000 employees.

    Also the stock price just jumped today. Soon the stock price is going to be so high that investors want be able to afford MSFT.

    Two more nails in Microsoft's coffin just today. The nails are just securing the MSFT coffin so tight and strong that no one will be able to place MSFT in the coffin.

    Keep in mind that it is nails and screws and rivets and welding that hold a ship together. I have been saying MSFT is a great stock for several years now. We will see it hit $50 by the end of December or after the December quarter results are announced. I expect a shortage of Surface tablets when the next powerful tablet is released. The most powerful Surface tablet is probably going to be more powerful than 90% of the laptops by the end of December.
    Jul 16 01:22 PM | 4 Likes Like |Link to Comment
  • Finding The New Microsoft In The Nadella Memo [View article]
    • Nadella's refusal to dump Surface or Windows Phone remains troubling

    Dana: You should have applied for the CEO job when it was available. Now you will have to wait a long time.

    Nadella is a smart man for not dumping Surface or the Windows Phone. Together they will have a revenue of over 3 billion. Are you aware that there are less than 1000 companies in the world with revenue of that size.

    And that revenue growths are faster with hardware then software. Microsoft should capture the computer hardware business and bring back control to US companies.

    And the shipment numbers for both the Surface and Windows Phone are growing. The Surface is awesome. With the high end laptops coming out in December expect anyone with the money and needing a laptop for work dumping their Ipad's and laptops for a Surface 3.

    I am hoping they come out with a 14", 15" 17" and 21" next. The 17" and 21" should target replacing the desktops and workstations.
    Jul 14 02:08 PM | 3 Likes Like |Link to Comment
  • Microsoft: Windows 8 Is Losing Market Share [View article]
    Windows 8/8.1 is written for touch features. I would not pay for these software with an non-touch PCs. Windows 7 is all you need. You should not be comparing the two as they are written for different feature sets.
    Jul 13 11:58 PM | Likes Like |Link to Comment
  • Microsoft: Windows 8 Is Losing Market Share [View article]
    And who has it lost this market share to? Win & and XP?
    Jul 13 11:53 PM | Likes Like |Link to Comment
  • Microsoft: A Monopoly No More? [View article]
    I guess the days of Ballmer leaving are gone and here come Microsoft bashing again.

    Microsoft has never been a monopoly. If you did not want to use Microsoft software you had a choice with the expensive Apple. Or run your business the old way with pen and paper. Believe me many businesses run that way in India even today. And these are good earning businesses that also provide good employment.

    Microsoft was branded a monopoly and attacked by various governments because it ignored the governments and the politicians who were always looking out for contribution. Microsoft was forced to change how it delivered its browser and punished because it was free. Android is delivered for free but has not been subjected to the same requirements. I believe Microsoft has an open complaint on this in the EU.

    As for Microsoft, it is one of only 4 AAA rated companies, that has grown for most of the last 10 years and will continue to grow. It like every other large company does not need to innovate to stay relevant. It has loads of money and just needs to make good buys like Skype and follow the market on products with good potential like the Surface.

    Billions of $s are invested into MSFT by professional managers. I can assure you they don't even touch reports like yours. And if they do, it is only to get a break and have a laugh. So keep writing incorrect thoughtless reports because these also keep a company in the limelight with good comments refuting your senseless thoughts.
    Jul 11 08:07 PM | Likes Like |Link to Comment
  • Microsoft: A Nail In The Coffin For The Windows Phone [View article]
    Interesting theory. On that line of thought Microsoft should stop producing the Windows OS.

    MSFT has more than 5% market share. And Android over 60%. Your comparison is one reason I will never allow you to manage my money or advise on how it is managed. MSFT is a company and Android is an OS that is used by many companies. MSFT charges for its Windows OS and MSFT also charges for the Android OS, which Google gives away for free. It is interesting that MSFT got sued for giving away its internet browser for free but Google gets away with it.

    MSFT should remain in the cellphone business. 5% business is big business. And 5% business in 2015 is approximately twice that of 5% of business in 2014. If the market share remained the same that would still be great growth year over year.

    Too many nails have bee stuck into MSFT but there is no coffin in sight for MSFT or its phone. And then there were many of you putting nails in the Surface too. And by next year you will see anyone who can afford it typing on one.
    Jul 8 05:05 PM | 6 Likes Like |Link to Comment
  • Microsoft: Windows 8 Is Losing Market Share [View article]
    What is your point? We don't buy Windows 8 or Windows 7 stock but MSFT.

    I have said this time and again that Windows 8 is the future and Xp and Windows 8 the past. But there is no advantage in in vesting in Windows 8 if you are not using a touch enabled computer. For non-touch applications Windows 7 is excellent and much much better than Windows Xp. It is more stable and has more features than Xp.

    Xp will continue to be used by companies that need to validate its systems. Otherwise I would recommend buying old licenses of the net and updating Xp computers to Windows 7 and they will run more stable and faster. Any computer that is approx. 5 years old will run better as drivers are now available for all old peripherals.
    Jul 7 04:11 PM | 2 Likes Like |Link to Comment
  • Microsoft: Worth $37.07 Per Share [View article]
    You should short sell MSFT. You will be a rich man if you are right. The worst thing that could happen is that you will buy a pant for $2 at a goodwill store.

    And the good thing is that Obamacare will always be there and it only gets better the less money you have.
    Jun 21 03:52 AM | 13 Likes Like |Link to Comment
  • Microsoft For The Alpha Hunter [View article]
    Microsoft is one of very few AAA rated company, which is very stable dividend growth company with very little or no risk. It should be trading at a PE of 18 to 20 adjusted for cash/cash equivalents and debt.

    Its stock should be at around $50 at its current value. Given all the media bears, MSFT's international divisions should step in and buy its US stock to create a sizzle. Medtronic just became a Irish company with its new purchase of Covidien and an inversion of ownership. This may be a semi play where a child partially own the parent. And the problem of hordes of cash that the Feds are gazing at may also be gone.
    Jun 20 12:53 PM | 1 Like Like |Link to Comment
  • Microsoft Fairly Valued At $41 [View article]
    MSFT is undervalued. The market cap should remove the cash on the books and then vale MSFT.

    I have always said that what MSFT must do is have their foreign entities by their stock and continue to buy their stock until they own it all. And then they will not have an issue of holding cash in foreign entities.

    Medtronic just bought Covidien and became a foreign company based in Ireland where the corporate taxes are very low. MSFT had that opportunity with Nokia and the Finns would have been thrilled. Maybe the next buy.

    MSFT with all the money on the books and with its AAA rating should be valued at a PE of 20 adjusted for cash and cash equivalents, debts and risks. This would put the stock at well above $50.

    MSFT should also stop paying out dividends. No reason for investors to pay high taxes on dividends. An investor needing money can always sell their shares all or partial.
    Jun 18 04:59 PM | 3 Likes Like |Link to Comment
  • Microsoft Targets Enterprise Clients With Strategic Partnership [View article]
    You can get started with Microsoft Dynamics for $15000 for three licenses with CRM at approx. 200 per seat. A small to mid-size business can't afford the 1 million plus investment in Oracle and SAP.
    Jun 15 11:27 PM | Likes Like |Link to Comment
  • Microsoft Targets Enterprise Clients With Strategic Partnership [View article]
    "However, we have yet to analyze how this partnership might affect Microsoft's competing Dynamic CRM, which has a revenue run-rate of over $1.5 billion and a market share of nearly 7% in 2013. [2] Going forward, we expect accelerated growth in the CRM software market globally due to rising adoption by enterprises and across industries such as mobility, social media and technologies, web analytics and e-commerce....."

    Who is "we" and what is (2)? (2) is a link to a document within the article that it came from.
    Jun 9 04:21 PM | 3 Likes Like |Link to Comment
  • Memo To Microsoft: Spin Off Devices And Hardware [View article]
    Profit is profit. MSFT should retain every business segment that is profitable. One division's profit maybe 20% of revenue and another 1%. They are both important as profits will rise. Of course MSFT must look at making its non-profitable businesses profitable.

    If you apply the same logic to Google. You would be advising Google to shut down its research of moon shots. They are mostly money loosing projects, 90% of which will not see an attempt of commercialization by Google.
    Jun 2 12:11 PM | 1 Like Like |Link to Comment
  • Suggestions For Microsoft [View article]
    Microsoft is doing just fine. It now has competitors and technology is changing directions.

    1) Windows should never be made free.
    2) Drain of talent is normal for any mature business in technology. Changing a job after 10 years at the same place gives a big bump up in salary and benefits. And a growing company is always attractive for stock options. MSFT needs to lose more people at the top. The ones that make millions in salary so the next tier can take those positions before they leave.
    3) As for allies, they moved to Android before MSFT decided to make the Surface. After the Surface was declared, allies returned with many products in big numbers. Allies deserve no loyalty. And they are just business partners and not allies. They have shown that they will go where they think they can make more money.

    MSFT should continue support of Windows 7 and Windows Xp and Windows 8.1. And the next version, Windows 9 should be completely locked. Sold to load on compatible hardware with changes made by Microsoft only and programs allowed to be loaded only throough Microsoft's webstore.
    Jun 2 12:05 PM | 3 Likes Like |Link to Comment
  • Sell Microsoft, Buy Apple [View article]
    You pay for that customer service too. I plan on buying a Lenovo in the next few days at $899 plus taxes.....I7, 1TB+24GB SSD, 1920x1080 display with a 720p integrated camera, Dual Layer DVD/RW, NVidia 2GB graphics card etc. etc. What will a matching Mac cost?

    I am typing on a 2007 T60 running Windows 7. Runs beautifully and never missed a Mac. Sure am happy holding my $1500 in MSFT since 2007. That would now be about $ 3000 plus the dividends.
    May 29 02:41 PM | 3 Likes Like |Link to Comment