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silverscreen

silverscreen
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  • AllThingsD: Ford's Mulally now heads list of Ballmer replacements [View news story]
    The biggest complaint we have heard about MS is NOT their ability to innovate, but their internal politics and in-house fighting. They have (or had) a lot of technically bright people. Sure, they didn't do a good job, but they did "invent" the tablets, the smart phone, the smart watch, etc. Mullaly's job is not to innovate per se, but just remove the road-block for the people underneath to innovate. I don't see him any worse than a Ellison or a Cook at all. Either him or Elop would be fine. Elop has more potential, but riskier. With Mullaly, I can't see MSFT went too off the rail.
    Sep 26 10:26 PM | 4 Likes Like |Link to Comment
  • Apple Event Will Send The Bears Into Hibernation [View article]
    MWinMD, you said it yourself, it's only "potential". It is like NOK / Win Phone added a potential 700 millions customers last year. The market is far from being efficient, but it has spoken.
    Sep 11 10:37 AM | Likes Like |Link to Comment
  • Apple Event Will Send The Bears Into Hibernation [View article]
    @William, all you had to do is check AAPL historical price when the iPhone 5 was announced. Enough said.
    Sep 11 09:38 AM | Likes Like |Link to Comment
  • Microsoft Doubles Down On Nokia Mobile: Now What? [View article]
    sonofcaan, i disagree. If you work in large IT enterprise like myself, you will realize that the enterprise support from Android / iPhone is pretty lacking (and current Windows Phone as well). There is definitely an opportunity there. Many pundits think the Lumia move by MS means they are focusing on the "devices" space and ignoring the enterprise space. But who says MS can't make Windows Phone both an enterprise phone and a consumer phone? I.e. a BB-like phone for the enterprise, and which the end users don't feel embarrassed when carrying it around after work?
    Sep 7 11:14 AM | Likes Like |Link to Comment
  • Microsoft Doubles Down On Nokia Mobile: Now What? [View article]
    Humble, nobody is building a Windows phone now anyway, so what's lost?

    (I do realize the OME's do build Windows Phone, but it is insignificant for their top / bottom line).
    Sep 6 03:02 PM | 5 Likes Like |Link to Comment
  • Microsoft buying Nokia's Devices & Services unit, licensing IP for $7.17B [View news story]
    The tricky part about the Surface is MSFT directly competes against their OEM, they can't cut prices aggressively. Those OEM's also produce the PC, the servers, the laptops, etc. - MSFT bread-and-butter. With the phone, the situation is completely different. I'm quite sure no OEM is making any money with the Windows phone. MSFT is going alone in this battle.
    Sep 3 01:05 AM | Likes Like |Link to Comment
  • Microsoft buying Nokia's Devices & Services unit, licensing IP for $7.17B [View news story]
    There are not that many in Finland anymore. The people that are still there are R & D, etc. which they want to keep short / mid-term anyway.
    Sep 3 12:58 AM | 1 Like Like |Link to Comment
  • Microsoft buying Nokia's Devices & Services unit, licensing IP for $7.17B [View news story]
    tftf, you are absolutely correct. The feature phones are probably just something MSFT wants to keep around just to get the mind share of the users while they are preparing an ultra-cheap Windows phone. I predict MSFT will aggressively cut prices now to gain shares in the market place, especially in the enterprise space. I don't care what NOK PPS does tomorrow, I'm shorting BBRY.
    Sep 3 12:49 AM | 3 Likes Like |Link to Comment
  • Microsoft buying Nokia's Devices & Services unit, licensing IP for $7.17B [View news story]
    I'll go short at that level. The deal provides breathing room for NOK short term. Mid-term, they have no catalyst for growth. Do you trust the board with that extra cash? What would they do with it?
    Sep 3 12:41 AM | 2 Likes Like |Link to Comment
  • Microsoft buying Nokia's Devices & Services unit, licensing IP for $7.17B [View news story]
    They probably can't agree on the price. The Feature phone is probably a condition that NOK imposes on MSFT. I mean seriously what would NOK do with the feature phones?
    Sep 3 12:35 AM | Likes Like |Link to Comment
  • Microsoft buying Nokia's Devices & Services unit, licensing IP for $7.17B [View news story]
    Good deal for both parties.
    Sep 2 11:56 PM | 3 Likes Like |Link to Comment
  • Ballmer retiring within 12 months, Microsoft +8.1% premarket [View news story]
    Bill Gates back?
    Aug 23 09:08 AM | 1 Like Like |Link to Comment
  • Vringo (VRNG +5.5%) spikes higher after announcing the USPTO has affirmed the validity of its '420 patent, which is one of two patents being asserted in its legal battle with Google, AOL, and others, following a reexamination. Google requested the patent be reexamined in May '12. The USPTO had previously made initial rulings rejecting the validity of the patent. (PR[View news story]
    Is this final, final? Can GOOG appeal? I think it still can?
    Jul 24 02:31 PM | Likes Like |Link to Comment
  • iOS 7's (AAPL) support for physical game controllers should worry home console vendors (MSFT, SNE, NTDOY.PK), thinks BGR's Jonathan S. Geller. A combo of iOS game controllers, high-speed 802.11ac Wi-Fi links, and Apple's AirPlay tech for the wireless mirroring of an iOS display on a TV (via Apple TV) could replicate a console experience at a lower cost, while also allowing gameplay to be continued on an iPhone/iPad away from home. For now, home consoles maintain a decent graphics quality edge. But mobile processors are quickly narrowing the gap. Nvidia's (NVDA) Shield Android handheld console also supports TV mirroring. [View news story]
    The people who can afford an iPhone can afford any console and content. MSFT actually has the best theoretical advantage in this use case, as they own the end-to-end experience, from phone to cloud to Xbox. They have trouble executing though
    Jun 23 05:08 PM | 6 Likes Like |Link to Comment
  • Stocks That Benefit From Rising Interest Rates [View article]
    Strange article. I was expecting life-co's, and such, not expecting tech companies at all.
    Jun 21 03:09 PM | Likes Like |Link to Comment
COMMENTS STATS
186 Comments
287 Likes