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  • Microsoft, Capitulation And The End Of Windows Everywhere [View article]
    It is good Seeking Alpha did not exist in 1970s 80s or this author would have made a solid argument that water is being replaced with coke.

    Why would one even say that Microsoft missed mobile? Microsoft has grown every year in revenue except maybe 2 years around the dotcom bust and deep recessions. Just because Microsoft is in operating systems it does not need to be in every tech device. It is like saying that Toyota missed the bus because it does not manufacture buses.

    Look at it another way. Now Microsoft has come to mobile and is growing its revenue in mobile while its other businesses have saturated. It needs some place to grow revenues and mobile is helping it today.

    Microsoft still makes money on its operating system. And this division is larger than 95% or may be 99% of all companies worldwide. I would not bury it so soon. Eventually Microsoft may just give away its operating system like Google does but it is some time away.
    Nov 7, 2015. 08:15 AM | 2 Likes Like |Link to Comment
  • How Apple Can Beat Microsoft With Businesses [View article]
    Its easy to get people to use Apple's Numbers. Teach them how to use that instead of excel. Sadly you are interested in teaching people how to use excel and not page and feel guilty about it.

    Actually you should try finger counting. It is really useful and fun. It is also a "green technology". Needs no batteries, uses no energy, puts out no waste and does not need a carrying case and many other advantages and uses of the "finger gadget". Of course it will not replace Excel!
    Oct 16, 2015. 04:15 PM | 2 Likes Like |Link to Comment
  • How Apple Can Beat Microsoft With Businesses [View article]
    Again an article written with a gladiator mentality!

    Apple and Microsoft do not compete in 90% of their market. Actually it is Microsoft that is entering into competition with the Mac and iPads with the Surface Tablets. Technically Microsoft is competing with all PC manufacturers and Apple on this front.

    Microsoft is pretty happy with Mac sales that also support their Office Suite sales. At $99 per year or $9.99 per month for five users and including cloud storage, it is going to be very tough for a new company to enter this market and compete with Microsoft.

    Apple should be worried about Microsoft's entry into hardware.
    Oct 16, 2015. 04:10 PM | 5 Likes Like |Link to Comment
  • Tesla: A Well-Deserved Fall From Grace [View article]
    Tesla will suffer from on over interest in its cars if it does not handle the demand well. Tesla is in a great position, demand for its cars is more than supply. And there is nothing wrong with that. At some point Tesla should not take orders for cars that it cannot deliver within 30 days. Let there be lines like for the Apple phones. And let customers wait or go buy something else. Let the after market prices be higher than the delivery prices.

    It is a little different for stocks. Investors want returns on their investment, even the ones who bought the stock that was overpriced and hyped.

    Tesla just needs to get profitable and stay profitable and the price of the stock will not matter to Tesla. If it is profitable, it will not need more cash and it will not dilute its stock any further. And it will be the investor who purchased an over priced stock to blame.

    As for me, cars are a vehicle that takes me from one place to the next. And there are enough luxury cars of a great quality around $40K. I will not pay anymore. I don't need to be seen driving a Tesla to improve my image. And as an investor, Tesla is already overpriced and I think Facebook, MSFT and Apple will provide better returns in the next two years and that is where I will be.
    Oct 13, 2015. 08:35 AM | 1 Like Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    Apple sales continue to grow. I have heard naysayers for the last decade. Sure Android sales are growing. There are 50 plus Android models for each model of an iphone. In business such as the crowded cell phone business, one must focus on your own growth and not someone else's.

    As long as my kids will pay $800 of my money for an iPhone, Apple is safe.
    Oct 3, 2015. 06:15 PM | 1 Like Like |Link to Comment
  • Why The Surface Signifies A Bright Future For Microsoft [View article]
    In business boring is good! And sexy can be expensive. It is all about making money!

    The new powerful surface tablets are a great replacement for laptops and executive Apples/Macs. They fit easy in a brief and turn into a PC when docked in the office for a 27" Monitor experience.

    The price is of the surface will limit many to the laptop for now. A $700 Lenovo laptop is equal to the performance of a $1800 Surface tablet. That is a big gap to replace a laptop.
    Oct 2, 2015. 06:18 PM | Likes Like |Link to Comment
  • It's Game Over, Tesla Wins [View article]
    After a long drive my 1988 Toyota Camry ran so quiet that after I had stopped many a times, I forgot that my car was running and restarted the car only to here the starter grind. And I could barely hear the engine when I stood outside the car.

    And the car's transmission never bothered my bums, only a real rough road. And you probably never drove a Ford Granada or the huge Cadillac because Tesla would never beat that comfort and cabin noise.

    People still go back to those noisy muscle cars and manual shift so I expect a group will pay extra for their gas cars and gasoline.
    Sep 29, 2015. 05:50 PM | 1 Like Like |Link to Comment
  • It's Game Over, Tesla Wins [View article]
    The current automakers are watching. Once the Tesla model is accepted, they could soon begin cutting their relationship with the dealerships, which will give them a 20-40% price advantage. And most carmakers already have an electric car.
    Sep 29, 2015. 05:40 PM | Likes Like |Link to Comment
  • It's Game Over, Tesla Wins [View article]
    "In the United States, nearly half (47%) of all oil goes into gasoline. If electric cars largely replace ICE cars, most gasoline demand will, in a word, evaporate. While other countries are less intense gasoline users, worldwide demand for oil will decline very significantly when BEVs replace ICE cars."

    Have you wondered where the rest of the 53% oil goes?
    Or where all the electricity comes from?
    Or what will replace nuclear stations that USA is shutting down?
    Or that the demand for oil in the world is at its highest ever in 2015 and is expected to be even higher in 2016.

    I agree that gasoline demand in the USA may decline but oil demand and oil production in the USA is only increasing. Do remember that gasoline is not the only useful element produced from oil. Tesla is far from running without tires, lubricating oil, the artificial leather, synthetic fibers and materials in its various components and the smooth tar roads.
    Sep 29, 2015. 05:37 PM | 1 Like Like |Link to Comment
  • It's Game Over, Tesla Wins [View article]
    Time will tell if Tesla keeps going when free money dries up.

    Tesla benefits from free American taxpayer dollars, no union and from the use of oil that is not taxed heavily like traditional diesel and gas.

    It is just a matter of time that Tesla cars and all other electric cars are taxed so we can continue to build roads and maintain the roads, which is done now with the taxes we pay at the pump; about a dollar to $1.5 depending on where you pump. Also that sales tax that you do not pay at the pump. And all the taxes that refineries and transporters and gas pump owners pay.

    For Tesla cars: unrefined oil is delivered from wells directly to a power station, which generates electricity and wires it directly into the home. There are less middlemen and no cost of refinement. And no structure of taxes to pay for the roads. As there are more electric cars, which should be cheaper to manufacture than gasoline/diesel cars, new taxation will place burdens on Tesla.

    At the moment, the big three car companies don't seem worried of Tesla. They already have the technology that Tesla has in their hybrid cars. These companies just need to replace the engines with batteries and tweak their software to be all electric.

    Also the major car companies are not complaining that Tesla is allowed to market directly to consumers while they are forced to work through dealerships. When that changes, car companies will have at least another 20 to 30% price advantage. This is the only thing I see disruptive in the car business. Electric cars are not new and not the invention of Tesla. Neither have they come up with the idea of electric cars.
    Sep 29, 2015. 05:27 PM | 2 Likes Like |Link to Comment
  • Tata Motors: Improving India Prospects Should Offset China Slowdown [View article]
    Should but will it?

    Investors do not return when a company's stock drops 50% from its peak. The person who invested at the peak will need a 100% return on the remainder of the money to get to break even.

    Tata & Sons have a lot to do to keep its reputation unless they want to get back to their roots of screwing Indians and Chinese (feeding them opium) for the world riches they have gained kissing the Brits.

    A 50% drop for their investors is just not acceptable especially when the investors will never be able to kick off the board. Would we keep a President if the economy dropped 50% under this person?
    Sep 28, 2015. 03:19 PM | 1 Like Like |Link to Comment
  • A Microsoft Surface Phone Can Rival The iPhone 6s [View article]
    "Luxury" is a subjective term. And I don't think we can apply it to phones. A more appropriate term might be "convenience" or "feature-full". Cheaper Lumia phones also do exactly the same things as an iPhone. And an equally priced Lumia today is probably more powerful than an iPhone. What we saw with PCs is also what we will see with phones. They will add more features and power for the same price over time. What MSFT can do to make an instant impact is release every phone with at least 16GB of memory (not on SD Card) and increase that to 32GB as memory price falls. This will challenge the current iPhones, which charge $100 more for an upgrade from 16GB to 32GB.

    Microsoft's Lumia phones are as good as Android and iPhones. I use a Windows Phone and my children iPhones. I use my Windows phone for business and home use and my children for mostly keeping up with their friends and play. My windows phone comes with a full Office Suite.

    Agreed that iPhones and Android are backed with a larger App Store. Windows is catching up and has probably 100% of all the essential apps. And for features like the ultra HD screens, there is a point at which the eye cannot tell the difference and I think we have arrived at that point. Remember that our parents and grandparents were excited to have a black and white

    What Windows does not have is a cult following where children with zero earnings will spend $600 to $800 on an iPhone because it comes free from AT&T with a higher cost plan.

    MSFT has given the consumer cheaper software applications, and supported cheaper PCs and other harder. And the cheaper phones are also a benefit to consumers who all can't afford the very expensive phones.
    Sep 19, 2015. 04:08 PM | Likes Like |Link to Comment
  • Meg Whitman As Shiva, The Destroyer [View article]

    As tolerant as Hindus have been about attacks on their religion and slaughter of their people by atheists, Islamists, Christians and many others; Hindus I am sure would like for the likes of you to understand their gods before vomiting on the internet. As badly as you may hate Meg, you could have chosen your God as the Meg avatar.

    Shiva, one of the trinity of Gods, is the destroyer of evil and not the destroyer of good. Hindu Gods are good and not evil. Your views on technology and everything you write here on this board are poor, which we can all live with but your choice of words without the proper understanding of another's religion is very poor especially for the 21st century. By the way Shiva is a male god and in Hindu culture it is an insult to call a male a "female" and vice versa.

    You should without an apology pull this article off the! And stay away from righting about something you have no understanding off (except of course technology and stocks) That is the right thing to do.

    Thank you.
    Sep 18, 2015. 01:01 PM | 1 Like Like |Link to Comment
  • GE Could Buy IBM [View article]
    GE could also buy Seeking Alpha and Sears. But GE is not going to do that just because Dana says so. GE is in a different business space. If there is any large company that would be best suited for this, it is Alphabet that needs to complete the "I" in alphabet.

    I have written several times as what MSFT should do with hordes of its money: Diversify and pick up on the cheap well run companies at #3 or lower positions in their sector who are making cash (but burdened with debt) and maybe not profitable. Google I believe is going that route now. But again, just because I said that it does not mean that MSFT will follow my advise.
    Sep 17, 2015. 12:46 PM | Likes Like |Link to Comment
  • Amazon Is Profitable, Facebook Is Not [View article]
    1) FB is profitable and has not lost the shorts of investors. Amazon placed many investors naked in the rain. This is a second try for Amazon.

    2) FB and Amazon are in two different businesses and should be compared with companies in the same business

    3) Facebook makes a lot of cash and some money if you understand the difference.

    The author should have chosen a better heading. I am long on FB and collecting more. Expect stock to cross $100 by the end of the year.
    Sep 15, 2015. 03:49 PM | 2 Likes Like |Link to Comment