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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
  • Bloomberg: Microsoft to name Nadella CEO, thinking of replacing Gates [View news story]
    Man, I totally hear you. Windows is so bad that all companies in the world use it.
    Jan 30 08:58 PM | 11 Likes 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
  • Should Microsoft Really Become More Like Apple? [View article]
    MSFT owns the enterprise space. Everybody seems to forget about that. If you are in IT, you will know that BYOD IT management is still a nightmare. If MS-based devices (i.e tablets / phones) succeed, it can leverage its enterprise dominance to provide an end-to-end solution from servers, clouds, PC's to personal devices. On top of this, the XBox is arguably the best console at the moment. If they execute well, they have a unified ecosystem from the home to the office; both for play and for work. Big, big IF, but it's a very compelling story. That's why I'm long MSFT.
    Oct 13 03:40 PM | 7 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
  • Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
    Win 8 is anything but slow. In terms of performance it is the fastest desktop OS today. Yes, faster than Mac OS. So many ignorant haters in this thread.
    Mar 12 09:34 AM | 6 Likes Like |Link to Comment
  • Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
    Define 'insignificant'. Servers & Tools makes almost as much as Windows the desktop OS.
    Mar 11 09:54 PM | 6 Likes Like |Link to Comment
  • Nokia Beats Google For A Mapping Deal With Toyota [View article]
    @Adam, with all due respects, ... and I guess you don't really know what you are talking about. NAVTEQ is used by Mercedes, BMW, Volkswagen, GM, Chrysler, etc. They have between 80% and 90% of the vehicle navigation market.
    Feb 2 01:32 PM | 6 Likes Like |Link to Comment
  • What Will Happen When The Surface Pro Isn't The Only Flagship Windows 8 Tablet In Town? [View article]
    As a MSFT shareholder, I'd be happy if the OEMs come out with better hardware solutions. As a shareholder, I don't support MSFT entering the hardware side and compete against the OEM's. MSFT should concentrate on the software side, where the margin is higher / safer. One can point to AAPL's high-margins in the iPhone space as a counter-example; but that margin will get compressed sooner or later.
    Nov 30 04:22 PM | 6 Likes Like |Link to Comment
  • Intel Has Truly Come A Long Way [View article]
    Which Nokia phone is using Intel chip?
    Nov 3 10:10 AM | 5 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
  • What Is Wrong With Microsoft? [View article]
    When is the last time you actually used Bing ? I've switched to Bing for the last few months and haven't looked back. I'm not saying Bing is better, but as far as I'm concerned, it's almost the same. I'm against Google, because of their tracking. I like my privacy. I'm not saying Bing doesn't track. It's just not that extensive yet. Once it reaches there, I'll find some obscure engine again!
    Feb 1 09:07 PM | 5 Likes Like |Link to Comment
  • Lessons From Microsoft: An Outlook On Apple [View article]
    I don't want to start any Apple vs {insert name here} debate; but keep in mind about the elasticity of demand when investing. Intel / Cisco / Microsoft may not make "great products"; but they make products that people *need*. One can argue otherwise, but Apple largely make products that people *want*. If Apple fumbles a product upgrade cycle, the largely fickle consumers will jump to the next hottest product offered by the competitors. If Microsoft fumbles a product cycle (Vista, Me, you-name-it), they will lose a lot less customers.
    Jan 28 06:58 PM | 5 Likes Like |Link to Comment
  • Did Vringo Traders Overreact To Google's Flip Flop? [View article]
    I agree with you. However, what is unethical about this is he is leveraging his so-called credentials to try to move the markets. Is it illegal? Probably not; but very unethical. I bet lots of small / novice investors have lost money to DR and his gang.
    Jan 4 01:38 PM | 5 Likes Like |Link to Comment
  • Apple (AAPL) is taking it on the chin again this morning as chatter about weak iPhone 5 demand in China, and UBS taking its price target on the stock down to $700 from $780 has the shares off 2.2% premarket. [View news story]
    Who is this Lenova that you speak of?
    Dec 14 08:29 AM | 5 Likes Like |Link to Comment
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