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  • Can Microsoft Compete With Apple In Devices?  [View article]
    @tab, for browser-based apps to work, the apps are best to be on the cloud. Guess who owns the cloud? AMZN and MSFT. Google version of the cloud is a very lock-in version, so developers stay clear of that. They would go to AMZN, and MSFT picks up the leftovers, especially the enterprise hybrid cloud.
    Oct 24, 2015. 07:27 PM | 4 Likes Like |Link to Comment
  • Know When To Fold (And When To Hold)  [View article]
    I just added WMT. Admittedly it's a risky move. My philosophy is there are always room for two. In this case, there will be room for AMZN and one more for ecommerce. WMT is in the best position to be that given their size and recent focus. They have been in ecommerce for a couple years now actually, so I have confidence they know how to execute.
    Oct 24, 2015. 07:19 PM | Likes Like |Link to Comment
  • Microsoft issues solid FQ2 guidance; shares +8%  [View news story]
    I know companies are buying Surface for the field service guys. I know companies that are looking into Windows Phone for the whole company because of Continuum. I know people who pre-ordered the Surface 4 and the 950 for personal use.
    Oct 22, 2015. 10:43 PM | 10 Likes Like |Link to Comment
  • How Apple Can Beat Microsoft With Businesses  [View article]
    @old - you must have missed the news that Dell and HP are selling the Surface now. For the Enterprises, that is what they want.
    Oct 18, 2015. 11:34 PM | 3 Likes Like |Link to Comment
  • Suncor launches unsolicited C$4.3B offer for Canadian Oil Sands  [View news story]
    You are right, it's not a low-ball offer. It's a no-ball offer: http://bit.ly/1hn4VaL
    Oct 5, 2015. 11:58 PM | Likes Like |Link to Comment
  • Suncor launches unsolicited C$4.3B offer for Canadian Oil Sands  [View news story]
    This is a lowball offer from SU.
    Oct 5, 2015. 08:49 AM | 1 Like Like |Link to Comment
  • Natural Gas: 'Low Price' Is A Relative Concept  [View article]
    good article.
    Sep 10, 2015. 09:15 AM | Likes Like |Link to Comment
  • Intel Wins From Surging Sales Of Chromebooks  [View article]
    @Rob, exactly what I thought. Very poorly written article w.r.t. an Intel thesis.
    Aug 16, 2015. 11:51 AM | Likes Like |Link to Comment
  • Will Shale Oil Follow In The Footsteps Of Shale Gas?  [View article]
    Just FYI, the influential people that i referred to are Mr. Buffet and Mr. Munger - check out the rationale here: http://cnb.cx/1V5CI8j (that video clip cut off Buffet's comments, but he agreed with Munger, while Gates took the opposite view point).
    Jul 15, 2015. 11:47 PM | Likes Like |Link to Comment
  • Will Shale Oil Follow In The Footsteps Of Shale Gas?  [View article]
    @Snake, however crude export is banned. There are some ways to get around that, but fundamentally it is banned. Some very influential people think that it should continue to be banned.
    Jul 15, 2015. 12:26 AM | Likes Like |Link to Comment
  • Greece's Tsipras sets July 5 referendum on bailout  [View news story]
    I take it as a deal has been reached (i.e. decision has been made). He just wants to legitimize it by "going to the people" and bypassing the radical people in his party. He can then hold on his PM position. Time to buy GREK.
    Jun 26, 2015. 11:00 PM | 2 Likes Like |Link to Comment
  • Greek talks stumble  [View news story]
    How is it one-sided? As I understand it correctly, they debate about who (in Greece) should foot the tax raises. The government wants to raise taxes for the rich; whereas the IMF wants everybody to foot it. I would say that is none of IMF's business, and it's an internal matter. As long as a country can fund their commitment, the IMF shouldn't interfere. I have been against Tsipra from the start; but I have to side with him this time.
    Jun 24, 2015. 09:29 AM | 3 Likes Like |Link to Comment
  • Facebook/Oculus partners with Microsoft; Xbox One games coming to Rift  [View news story]
    Hence, long MSFT. They are not behind the curve for once.
    Jun 15, 2015. 09:23 AM | Likes Like |Link to Comment
  • Facebook/Oculus partners with Microsoft; Xbox One games coming to Rift  [View news story]
    AR is actually different from VR. AR actually has more potentials. Maybe that is why MSFT contends to partner with FB on VR while they focus on the AR side.
    Jun 12, 2015. 12:13 AM | 3 Likes Like |Link to Comment
  • Microsoft brings Cortana to iOS/Android; more Office tablet deals struck  [View news story]
    Not true. Xbox 360 did make profits after a few years.
    May 27, 2015. 01:40 AM | 4 Likes Like |Link to Comment
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