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silverscreen

silverscreen
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  • 4-Year Stock Optimist Turns Negative - 4 Signs Market Is On Thin Ice [View article]
    I don't get this. Most of the volumes are from institutions, not from retails. So, when volume dries up, it means the institutions are not buying (as much). As a matter of fact, from trading perspective, when volume dries up, it *usually* means the trend is about to reverse
    Mar 2 05:59 PM | Likes Like |Link to Comment
  • Windows 8 (MSFT) only made up 2.67% of PC Web traffic in February, per Net Applications. That's up modestly from 2.36% in January, and is the latest datapoint suggesting a slow adoption rate for Microsoft's latest OS. Windows 7 and XP accounted for 83.5% of Web traffic between them. (previous[View news story]
    I bought 3 new laptops with Windows 8 (one is the Surface Pro, and one is the Yoga) I also upgrade the workhorse PC to Win 8 to extend its life. The performance gains are worth the missing-the-start-button hassle. I just learned how to use the hot keys to complement the non-touch devices. On the Surface and the Yoga, Win 8 really shines.
    Mar 1 10:48 PM | 4 Likes Like |Link to Comment
  • 3 Powerful Trends That Have Been Giving Us A Warning [View article]
    At some point, the market will get tired of Mr. Bernanke, just like the PM market. We of course do not know exactly when, but it will need to take a breather.
    Feb 27 10:45 PM | Likes Like |Link to Comment
  • Microsoft CEO Makes Stunning Statement About Surface Pro Tablets [View article]
    Sorry, 'not behind' in what way? Nobody said they will drop surface, as a matter of fact, MS already said they will produce more Surface products.
    Feb 20 09:19 PM | 1 Like Like |Link to Comment
  • Microsoft CEO Makes Stunning Statement About Surface Pro Tablets [View article]
    ... And did the MacBook Pros dominate the market? It's a niche product. Ballmer is far from an excellent CEO, but setting a realistic expectation for the Surface Pro is not a mistake.
    Feb 20 09:01 PM | 10 Likes Like |Link to Comment
  • "Our number one thing is supplying products to consumers," says Steve Ballmer (MSFT) in his latest interview. To justify his stance, Ballmer notes 65% of PC sales and 75% of Office usage involves consumers. BI's Jay Yarow doesn't like what he's hearing, given the pace at which consumer PC sales are being cannibalized. One could also point out Windows/Office ASPs are higher for enterprises, and that Microsoft's Server & Tools unit is enterprise-focused. Asked whether he's pleased with Surface sales, Ballmer would only say he's "super-glad [Microsoft] did Surface." [View news story]
    tlip: the storage issue is a non-issue for most people. I agree on the price though. It is too high to be a "household" item. My biggest gripe about the Surface Pro is battery life. Otherwise, I am very happy with my purchase.
    Feb 20 08:34 PM | Likes Like |Link to Comment
  • Microsoft CEO Makes Stunning Statement About Surface Pro Tablets [View article]
    Sorry, you are so wrong. This is your statement: "... what's the point in building a flagship tablet ..." The Surface Pro is NOT a tablet. It would be DOA if it gets advertised as an tablet.

    Given the current technology limitation, namely the cooling / power demand of Intel chips, the Surface Pro is only for a niche market. It is lacking as a tablet; and it's lacking as a laptop. That delegates it as a niche product. And really, that's fine for now. It shows off the potential and vision of Windows 8, and show MS "gets it".

    I'm writing this on the Surface Pro. So I know very well what I'm talking about.
    Feb 20 08:31 PM | 13 Likes Like |Link to Comment
  • "Our number one thing is supplying products to consumers," says Steve Ballmer (MSFT) in his latest interview. To justify his stance, Ballmer notes 65% of PC sales and 75% of Office usage involves consumers. BI's Jay Yarow doesn't like what he's hearing, given the pace at which consumer PC sales are being cannibalized. One could also point out Windows/Office ASPs are higher for enterprises, and that Microsoft's Server & Tools unit is enterprise-focused. Asked whether he's pleased with Surface sales, Ballmer would only say he's "super-glad [Microsoft] did Surface." [View news story]
    I'm glad that MS does the Surface.
    Feb 20 02:02 PM | 1 Like Like |Link to Comment
  • If Microsoft Brings Office To The iPad, Sell Immediately [View article]
    Gnart: "... would frustrate and infuriate users...": true, but only if they were to use their iDevice for serious works, which they can't today. The form factors are just not conducive for such activities. By releasing an Office "light", MS would prevent people from switching to other Office suites, while also making some money off it.
    Feb 15 02:07 PM | Likes Like |Link to Comment
  • If Microsoft Brings Office To The iPad, Sell Immediately [View article]
    They are already coming. Foldable / detachable / convertible .... we'll see in 2 years who has the right strategy. The iWatch or the convertible....
    Feb 15 01:35 PM | Likes Like |Link to Comment
  • If Microsoft Brings Office To The iPad, Sell Immediately [View article]
    Here's the major difference: Android can improve (and it has); but the iOS devices won't in this context. Why? The form factor. Doesn't matter how nice you can build the software, the bottom line is the form factors of iDevices are meant for consuming, not for producing info.
    Feb 15 12:11 PM | 3 Likes Like |Link to Comment
  • If Microsoft Brings Office To The iPad, Sell Immediately [View article]
    I think the best strategy for MS would be to release a crippled version of Office for the iPad at a cheap price. Crippled in the sense that it works, but with some limitations.
    Feb 15 11:26 AM | 1 Like Like |Link to Comment
  • Cisco Systems (CSCO): FQ2 EPS of $0.51 beats by $0.03. Revenue of $12.10B (+5% Y/Y) beats by $40M. $500M worth of shares repurchased at average price of $20.15. Shares +0.5% AH. CC at 4:30PM ET (webcast), guidance should be provided. (PR[View news story]
    Okay, so what you won't buy next ?
    Feb 14 12:37 AM | Likes Like |Link to Comment
  • Nokia Would Be Dead Without Microsoft [View article]
    Try Canada. Debts are over 150% of the income. Finland has seen nothing yet. Anyway, we are way off topic.
    Feb 13 05:27 PM | 1 Like Like |Link to Comment
  • Vringo V. Google: $350+ Million That Is Not Coming Back [View article]
    Re: "how this came up so late in the trial" - we would have to check the court transcripts, but it is entirely possible that some evidences were introduced (or some statements were made by the witnesses) at that ate stage that completely convinced JJ that Vringo were aware that Google had infringed all along. Those evidences weren't available earlier in the trial.
    Feb 12 12:22 AM | Likes Like |Link to Comment
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