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Panwo1

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  • AMD Makes A Few Smart Moves [View article]
    Thanks for the Article Ashraf,

    I think that you are right about the use of ARM chips in servers. This must be a marketing ploy or possibly a way to future proof the company.
    Mar 1, 2013. 06:59 AM | Likes Like |Link to Comment
  • Kabini Gives AMD Hope [View article]
    Agreed. Thanks for the article
    Feb 3, 2013. 07:13 PM | 1 Like Like |Link to Comment
  • Nokia Upgrades Will Create More Upside [View article]
    Cramer is an idiot shill . Anyone who listen to him is a sheep
    Jan 11, 2013. 01:42 PM | 6 Likes Like |Link to Comment
  • Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here[View news story]
    Dennis

    >>>>> The most dominant product in any given market this year is almost always going to keep dominating unless there is some massively disrupting force. If someone had told you five years ago that Apple was going to take over the PC industry, you would have laughed in their face, and rightfully so. Microsoft's chances of breaking into a new market with established dominant players is equally slim.

    That is exactly what they did with XBOX. The came from out of nowhere and took on Nintendo and Sony. Worked out pretty well for them
    Oct 21, 2012. 10:49 PM | 2 Likes Like |Link to Comment
  • Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here[View news story]
    Regardless of what Bill Gates does his stock Microsoft has a lot of opportunities ahead of them. Microsoft's plan for the future is to take advantage of the convergence of entertainment:

    Microsoft will continue with:
    1. Office and business software
    2. Communications software
    3. XBox
    4. BING
    5. Server, desktop, tablet and phone operating systems

    They will be getting more into hardware with tablets, phones, televisions, and eventually automotive software consoles

    Google TV, Apple TV move over for MS TV with Xbox, MS Services, Apps, DVR ...

    Microsoft is poised to enter many consumer electronic arenas because they are all converging together into fewer and fewer devices.

    Watch the patent filings ...
    Oct 20, 2012. 10:24 PM | 1 Like Like |Link to Comment
  • Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here[View news story]
    The author of the Barron's article is an idiot, but if he does drive down the prices of MSFT, AMD, INTC. DELL ... then I will be able to buy them cheaper.

    Yes people love mobile devices. They are great for consumption and communication, but their size makes them less ergonomically suited for productivity and creation. The companies mentioned above do more than just laptops and desktops, They are involved in mobile devices (hardware and software), entertainment devices, server (hardware and software). Laptops and desktops will decline or stay steady but they won't go away anytime soon.
    Oct 20, 2012. 10:16 PM | 1 Like Like |Link to Comment
  • Why Nokia Didn't Make A Mistake By Giving AT&T 'Exclusivity' [View article]
    Caleb,

    I DO have a big problem with many SA articles. Many contributors write articles drive the stock up or down in order to support their own investments. There is very little balanced writing on here (percentage wise). Everyone is trying to drive prices up or down based on their personal investments. Other investment sites do it too and I rarely listen to any one writer because that would simply be a foolish thing to do. I do appreciate well researched articles that are written from a neutral perspective but they are harder and harder to find (especially on SA).
    Oct 15, 2012. 07:07 PM | Likes Like |Link to Comment
  • 'Weak' Apple iPhone 5 Sales And Maps: Eat Cake [View article]
    Apple has stopped innovating and everyone has witnessed it in their last few releases. Society in general and consumers in particular have shorter attention spans than ever. Apple will lose market share to hungrier companies that come up with better products and offerings. Quote all of the past sales and revenue statistics you like but the truth is that Google and MicroSoft are just starting to fight Apple in all of their lucrative markets and they won't stop until they gain share or go bankrupt. This will force Apple to go back to innovation and lower prices (both of which mean less $$ for Apple). The playing field is about to change, only time will tell what the final numbers will be but look to the XBOX for an example of a market that MicroSoft came from non-existence to dominate by slowly chipping away at the leaders. Tick Tock
    Oct 11, 2012. 08:13 PM | 5 Likes Like |Link to Comment
  • Microsoft's Dilemmas: Office Vs. Windows, Microsoft Vs. OEMs [View article]
    I'm rooting for them too but I remain skeptical about their (his) ability to make smart decisions in some of these areas. I hope that I am pleasantly surprised.
    Oct 11, 2012. 03:08 PM | Likes Like |Link to Comment
  • Microsoft's Dilemmas: Office Vs. Windows, Microsoft Vs. OEMs [View article]
    I completely agree with this article. I have been saying this for a while now. Microsoft has some assets (XBOX, Office, Secure Business Communication, Software and provisioning...) That people love and can be used to drive people to the new tablet and smart phone devices/operating systems. If they do not take full advantage of these chances to bring attention to the new devices/OS they deserve to lose (and they will lose big).

    The future of computing will be massively mobile and will eventually cross over from primarily mobile consumption devices like Android and IOS to productivity devices like the OS8 tablets and Ultrabooks. Releasing MS Office for IOS and Android turns these competing devices/operating system into productivity devices that fit nicely into corporations and businesses. In one stupid move they will lose a chunk of the business market.

    I anticipate the release of more comprehensive XBOX smart glass features over the next few weeks for both the OS8 and WP8 operating systems. 6-9 months of exclusivity to Windows OS will get a whole new (young) market segment to look at the new tablets and phones. Will Microsoft be smart enough to leverage these advantages to drive the new mobile devices? I fear not.

    If MicroSoft fails to establish a mobile OS presence they will precipitously lose browser (Internet Explorer) and search engine (BING) market share. Is it just me or does anyone else think that Microsoft needs a more intelligent leader?
    Oct 10, 2012. 07:54 PM | 2 Likes Like |Link to Comment
  • Nokia Sum-Of-Parts: Not Cheap Enough [View article]
    You wrote "In 2012, Nokia's brand value fell off Millward Brown's 2012 BrandZ Top 100 Brands List. To be conservative, we can ignore its value."

    I just read an article about the Top Global brands of 2012 and even though Nokia fell from 14th to 19th position the value of the Nokia brand is equated at 21+ Billion.

    http://bit.ly/WEmwf7

    Hmm, another well researched, unbiased article from Seeking Alpha. Well Done
    Oct 7, 2012. 05:16 PM | Likes Like |Link to Comment
  • Though Nokia's (NOK) Steven Elop says he's unaware of any Microsoft (MSFT) smartphone plans, The Verge is joining BGR in fanning the rumor mill. "Multiple insiders" claim Microsoft doesn't plan to announce a Surface smartphone this year, but likely views it as a "Plan B" if pending Windows Phone 8 launches (I, II) don't go well. When asked about the rumors, a Microsoft spokesperson responded with PR-speak about support for hardware partners. [View news story]
    Whether MS builds its own phone for WP8 or they rely on their OEM partners they have done a lot right with the Windows Phone 8 project.

    MicroSoft's bread and butter is in licensing desktop/laptop/server operating systems. They produce operating systems that can literally run on hundreds of different CPUs mounted in hundreds of different motherboards made by many different vendors. Combine this with hundreds of different videocards, peripherals, storage and memory and the number of permutations are enormous. MicroSoft OS is really an amazing piece of software simply because it CAN run on all of these different systems. Any problem with a windows PC is blamed on the Windows OS even though the vast majority of these problems are caused by faulty/buggy hardware or poorly written device drivers/firmware from the thousands of different vendors that contribute to our computers.

    Contrast that with what Apple. Apple maintains total control of the hardware ... and the software ... which allows them to focus on a much smaller cross section of drivers and hardware. This enables them to really tune the OS for specific hardware and to really give the user a great experience.

    This approach has now been adopted by MS within their Windows Phone OS. Windows Phone 7 and WP 7.5 are smoooooth and very responsive to the user. It doesn't exhibit any of the freezing, choppiness and lag that is common on Android devices. The control over the hardware specs allows MicroSoft to tune the hell out of the OS to deliver a great users experience on lesser hardware.

    Building the hardware and software portions of the Phone was the easy part. The real challenge is to get people to try WP8 in person. MicroSoft needs to figure out how to make WP8 cool or interesting enough that people will actually look at it before just buying the latest version of the phone that they are currently using. If WP7.X is any indication MS can win over many customers if they get them to actually try it out in person. For this to happen they need to work with all of the carriers and give sales staff incentive to demonstrate it to customers.

    The phone OS and hardware is great (Just ask Siri or Steve Wozniak). Steve only knows because he actually used it and decided for himself. I am curious how MS will approach this because television commercials alone won't win this battle and may just lose the war along with a lot of the media budget.
    Oct 3, 2012. 10:56 PM | Likes Like |Link to Comment
  • The Microsoft (MSFT) smartphone rumor refuses to go away. Though a company exec denied the rumor in June and suggested Microsoft won't compete with Windows Phone partners such as Nokia (NOK), BGR reports a "trusted source" indicates Redmond is working on a high-end smartphone, with a launch expected in the coming months. A Chinese site recently claimed Microsoft's phone will be sold under the Surface brand, and be available in 1H13. [View news story]
    MicroSoft could steal a huge chunk of the young male market by coming up with an exclusive XBOX 360 app for WP8 that is compelling enough to get users of its XBOX to take a look at their now phones.

    MicroSoft needs to leverage their strengths like MS Office, XBox 360 and integration for Business. If they don't take full advantage of these things to drive tablet and phones sales they deserve to fail.
    Oct 2, 2012. 10:07 PM | 2 Likes Like |Link to Comment
  • Nokia's Reemergence: Should Apple Be Worried? [View article]
    and those patents are more valuable than ever.
    Sep 30, 2012. 04:43 PM | Likes Like |Link to Comment
  • Nokia's Reemergence: Should Apple Be Worried? [View article]
    I own an imac and multiple iphones/ipods but I am glad to see Apple screw up so badly with the iPhone 5 / IOS6 launch. I think that the turmoil between Apple and Google is great for WP8 and Nokia. Fans of all three phone Operating Systems will benefit from a three way race. Apple has grown boring and stale. They know that they don't have to jump through hoops to keep many of the current iPhone users and it really shows with the iPhone 5. They have lost me (for now at least). It is time to try something new. I think that MS missed the boat and they are way behind both Apple and Google in the mobile phone/tablet market but WP8 and Windows 8 catapult them past both companies by providing a single core OS for desktops, laptops, tablets, phablets and phones. They compliment this by providing MS Office on ALL of the platforms and easy access to my documents through the cloud. I must say that I am impressed and now Apple and Google need to play catch up.
    Sep 30, 2012. 04:43 PM | Likes Like |Link to Comment
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