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silverscreen

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  • 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
  • For Nokia, Microsoft Is Dead Weight [View article]
    @Wonder. Gotcha. Thanks for pointing that out.
    Feb 10 05:23 PM | 1 Like Like |Link to Comment
  • For Nokia, Microsoft Is Dead Weight [View article]
    Wonder, it's not Here map. With all due respects, if you follow a company, at least do it properly. It's NAVTEQ technology. Here is just a recent add-on acquisition.

    You have to think long term. NAVTEQ provides 80-90% of the car navigation. But the puck doesn't stop there. Forward thinkers have to think about how to push it further. That means things like integration with social network (i.e. reviews, recommendations, likes from friends, etc.), store coupons, augmented realities, etc. If NOK stops innovating, they will be overtook by GOOG. One of the key ingredients that is needed for such extended map / location technology is user data and brand recognition. If there is no presence of NOK map in user devices (i.e phone / tablets), or the Internet (i.e. "Bing" maps), the service will eventually lose the end user mindset, and eventually will lose out to GOOG (or unlikely, APPL's map).

    There is a reason why APPL goes out and creates its own map strategy. The opportunity is still untapped. Think strategically people.
    Feb 10 03:17 PM | 1 Like Like |Link to Comment
  • For Nokia, Microsoft Is Dead Weight [View article]
    shompa (and many others here),

    You guys don't understand the MSFT and NOK allegiance. Without MSFT, NOK's map and location division would be gone in the long run. Google dictates that Android devices have to use Google map services. That would be billions of dollars write-off for NOK if the map division is dead. By aligning with MSFT, MSFT agrees to abandon Bing map, and use NOK maps instead. And it pays NOK billions of dollars to use WP.

    The map / location's innovation story continues here, there are still a lot of growth left. Why do you think NOK continuously invest in it (re: Here acquisition, etc.) when it cuts down a lot of other areas and supposedly in dire financial needs (according to the shorts).

    Elop made a few mistakes, there are no doubts. But aligning itself with MSFT is not. Don't you think the NOK board already know what Elop would do (strategically) before hiring him?

    The story continues here, it's still a long road ahead. And to the author, here's a better title for the article: "For Nokia, Kofi Bofah is dead weight. And nobody cares."
    Feb 10 11:59 AM | 2 Likes Like |Link to Comment
  • Hedge fund guru Jim Rogers has made no secret of what he thinks of the Fed's monetary stimulus. It's "outrageous," he says. Now he's putting his money where his mouth is, saying that he's begun shorting U.S. government debt. "It's all artificial," Rogers quips. "The Federal Reserve is printing money as fast as they can. The Bank of Japan said 'we're going to print unlimited money.'" - If he's right, that bet could pay off big. [View news story]
    Well, not to defend Rogers or anybody in particular; but it took the Fed 3 strikes to get it right (QE 1, QE 2 and QE infinity). You can only expect a trader / speculator to get it right once after several times. The key is to limit the losses, and let the gains run.
    Feb 8 01:08 AM | Likes Like |Link to Comment
  • Hedge fund guru Jim Rogers has made no secret of what he thinks of the Fed's monetary stimulus. It's "outrageous," he says. Now he's putting his money where his mouth is, saying that he's begun shorting U.S. government debt. "It's all artificial," Rogers quips. "The Federal Reserve is printing money as fast as they can. The Bank of Japan said 'we're going to print unlimited money.'" - If he's right, that bet could pay off big. [View news story]
    A trade idea is important; but how to execute the idea is twice as important. The right execution strategy can limit your losses and "bagger" the gains.... I wish I could pick some of those guys brains!
    Feb 8 12:56 AM | Likes Like |Link to Comment
  • Hedge fund guru Jim Rogers has made no secret of what he thinks of the Fed's monetary stimulus. It's "outrageous," he says. Now he's putting his money where his mouth is, saying that he's begun shorting U.S. government debt. "It's all artificial," Rogers quips. "The Federal Reserve is printing money as fast as they can. The Bank of Japan said 'we're going to print unlimited money.'" - If he's right, that bet could pay off big. [View news story]
    Sameer, you are right. However, if you really think about it, the Fed wants (moderate) inflation. It is the only way that the economy has meaningful growth and the Fed can exit their QE-to-infinity policy. So in a convoluted way, shorting Treasuries is the same trade as "don't fight the Fed". If you really think about it, it's true.
    Feb 8 12:47 AM | Likes Like |Link to Comment
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