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  • Microsoft Makes A Key Move [View article]
    I agree with the author. Part of the reason why Microsoft looks so lame to an outsider is that their consumer products are not cutting edge. Balmer developed the cash cow, Servers and Business software, at the expense of consumer products. You can't argue with the companies bottom line, it has been good since Balmer. I think XBox One is a great start to develop a Microsoft consumer "Ecosystem". Microsoft needs to integrate everything the consumer owns: TV, Video recording, Smart phone, gaming, home management, tablets, laptops and desktop. The desktop/laptop may not be cutting edge, but it is here to stay. You can't replace a desktop or a high end laptop with a tablet when you are doing real work. No gimmicks (eg Google Glasses), just a tight, seamless system of all consumer systems. The leverage will be huge.
    Feb 24 01:59 PM | 1 Like Like |Link to Comment
  • Report: Microsoft thinking of allowing Android apps on Windows/WP [View news story]
    Sound to me like a good idea. Allowing Windows to run Android apps and Apple apps would be a great idea. Go big or go home.
    Feb 12 01:58 PM | 3 Likes Like |Link to Comment
  • Sirius forms independent committee for Liberty bid, shares remain at premium [View news story]
    I don't want a stock trade regardless of terms. I have owned XM since it went public. Rode the ups and downs because the concept is great. Bought a boat load when it hit its depths. I was planning to stick with Siri long term. I think the potential of satellite broadcasting is far from being realized. More market penetration and new products like the connected car. I don't want it diluted with a partial share of Liberty. Especially not under Liberty management. If the trade goes through I will probably cash out regardless of the price.
    Jan 7 09:37 PM | 3 Likes Like |Link to Comment
  • Amazon contends with uproar from BBC investigation [View news story]
    Welcome to the world of manual labor. It is demanding and a lot of people will take pride in a tough job well done. It is the reality for many workers. Sorry you couldn't cut it. But, not everyone can be on the dole. Not even in the UK. I hope you learned your lesson: Keep your day job. It doesn't get much better than working at a government run new organization.
    Nov 26 10:31 PM | Likes Like |Link to Comment
  • General Electric: 5.8% Yield And 15% Potential Upside [View article]
    Thanks for clearing the confusion on the preferred term. These bonds really do look pretty good. I will have to dig up the prospectus and have a look.
    Nov 26 10:03 PM | Likes Like |Link to Comment
  • General Electric: 5.8% Yield And 15% Potential Upside [View article]
    As guess as far as the GEB goes, I was misinformed. I will see if I can find the prospectuses on the SEC website.

    Thanks
    John
    Nov 26 09:55 PM | Likes Like |Link to Comment
  • General Electric: 5.8% Yield And 15% Potential Upside [View article]
    I hate to show my ignorance but...........
    GE capitol has a number of these exchange traded bonds/preferred stocks available. GEB was one that was recommend to me. I was told it was preferred stock. I am not so sure. Now I find out there is a GEH and a GEK. I could not find a lot on the internet net about the terms of the issues. Does anyone know where I can find what is available and the exact terms of each of the instruments? I am not having much luck with the Google search. I have be a long time holder of GE stock (bought it ~10) and I am satisfied with the direction and the management.

    Also, there is talk that GE Capitol will be spun off. Any opinions of what will be the likely effect of the spin off? I suspect the credit ratings of GE Capitol will take a dive when they are not supported by the industrial side of GE. Is this even a factor or are they pretty much independently rated now?

    Any help would be appreciated. An article comparing the GE Capitol instruments would be popular. I am sure there are others in my same corner.
    Nov 26 01:14 PM | Likes Like |Link to Comment
  • Microsoft Should Not Hire Mulally [View article]
    I worked for Boeing for a long time under Mulally and have a lot of respect for the guy. In the right place he is a great manager. Everything he touched at Boeing turned out well. If he was managing the 787 he would have smelled out the problems 2years BEFORE the ceremonial rollout not after.
    But, I have to agree with the writer, a mainly software company may not be the best place for a guy that understands mechanical systems, assembly lines and heavy manufacturing. He is a capable guy, he can do the job, MS could do a lot worse, but I just don't think it would be a great fit. I suspect he will turn down the job if offered. Like Dirty Harry said " A man has got to know his limitations". I would bet that Mulally does.
    Nov 19 04:17 PM | 3 Likes Like |Link to Comment
  • Microsoft: Why Lumia Earnings Barely Matter [View article]
    They are not cheap. The are priced like premium products from Apple and Samsung. The price reductions on the latest product line do help. Also, with the exception of the Surface Pro, they do not run full up Windows 8.1. As such, they run a different set of Office software and the Apps are not interchangable.

    I think they are going in the right direction: Completely interchangable software at a good price.
    Oct 6 07:51 PM | Likes Like |Link to Comment
  • Microsoft: Why Lumia Earnings Barely Matter [View article]
    I believe it is essential for Microsoft to flesh out the Windows product line if it is to be sucessful. Even if it means selling parts of the product line at low margins. I want to buy a telephone, table/laptop, and workhorse desk top that are all on the same operating sytem. They need to be be on the "cloud" so I can see anything from any device. When MS gets the system fully integrated and if the cost is reasonable, I am a buyer. I think a lot of consumers and businesses will feel the same when they see the benefits.
    Oct 2 03:11 PM | 2 Likes Like |Link to Comment
  • Boeing, Airbus vie for U.K. maritime-patrol deal [View news story]
    Those aircraft are so different it is not clear what the UK really wants. Compare the weights:
    P8 Max TO Weight is 190k
    C130 Max TO Weight is 155k
    C295 MTOW is about 55k

    My Take: I can't believe they all legit bidders. I suspect UK has their eyes on the P-8 but are trying to pressure the price down and get more offset purchases. Also the P-8 is operational and there is little/no development risk. Development costs will be shared with the US Navy which plans to purchase about 100. The UK also builds parts for the P-8. The UK may only be looking to buy a dozen or so aircraft. Hardly worth the effort of developing a less capable aircraft.

    Put your money on the P-8.
    Sep 12 12:30 PM | 1 Like Like |Link to Comment
  • Boeing: What's New On The 737 MAX? [View article]
    Small argument: The winglets actually make the wing act as if it's aspect ratio was increased (wing span/chord width). That reduces the induced drag (drag from lift) but adds some parasitic drag (skin area and cross section). The lift get pushed more to the wing tips, but the net lift from the wing should not change a lot.

    The tailcone redesign is way overdue. That has been a issue for a long time. I have always thought it was low hanging fruit. The current design is best practice from the 1960's. The Aux Power Unit installation should also get a going over.

    I am a little suprized it did not get a graphite wing. I guess that will be on the 737 replacement 20 years from now.
    Sep 10 01:15 PM | 1 Like Like |Link to Comment
  • Nokia soars following Microsoft deal [View news story]
    Does anyone actually know how the deal will be structured? Possibly a cash payout to shareholders of record and letting the market find the new share price? It sounded like a cash deal paid out of off shore cash holdings. Does anyone know what the cash payout per share would be and are there any estimates on Nokia's market price after based on residual holdings? Was there any word on the time frame? Everything that addressed the specifics was ambigious.
    Sep 3 12:44 PM | Likes Like |Link to Comment
  • Nokia Falls Victim To Politics In China [View article]
    All companies with govt ties give preferential treatment to local companies. I suspect if Nokia had bundled their bid with a promise to throw some business to Chinese companies (commonly know as offsets) they would been in a better bargaining position. I was involved with a bid to France one time and they demanded offsets with values greater than value of the original purchase contract. Stated another way: They would purchase our product for $YY if we agreed to purchase 1.3x$YY from French companies. Nokia may have actually included offsets in their bid but maybe not enough.
    Aug 27 12:42 PM | 1 Like Like |Link to Comment
  • A Number Of Concerning Catalysts To Consider Before Creating A Position In Altria Group [View article]
    World wide, American cigarettes have a reputation similar to Cuban cigars. A really premium product. Unfortunately Altria and Phillip Morris split. Altria is basically US and Phillip Morris is international. If you want exposure to the Asian Markets, Phillip Morris. If you want exposure to the Asian American market, Altria.
    Aug 26 12:08 AM | 1 Like Like |Link to Comment
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67 Comments
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