Seeking Alpha

silverscreen

silverscreen
Send Message
View as an RSS Feed
View silverscreen's Comments BY TICKER:
Latest comments  |  Highest rated
  • George Soros Is Betting Against The Market And Why Investors Should Take Notice [View article]
    @Ryan, do you actually know what his actual position sizes / book values were? He's a trader, not an investor (i.e. he's different from Buffett). As a trader, loss is a normal, matter-of-fact thing (heck, even "value investors" like Buffett still made wrong bets). In fact, with proper sizing / risk management, one still makes money even though he is only right 30% of the time. You are a self-proclaimed "quant" (per your user name), you should appreciate that fact. It doesn't matter if Soros lost billions in 1998, what if he made tens of billions before / after 1998? (I don't know if he did or not, just saying). Cherry-picking some individual trades of a trader is like looking at trees within a forest. In the end, Soros is one of the richest guys in the world by trading, and there is no disputing in that fact.
    Sep 6, 2014. 01:19 PM | 13 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, 2013. 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, 2014. 08:58 PM | 11 Likes Like |Link to Comment
  • Vringo: Next Steps After A Disappointing Decision Versus Google [View article]
    I find it rather astounding that 2 old guys (no disrespect intended) somehow know more about patents / innovations than the USPTO and other tech experts. There is really no true genius in the software world. There are always some sort of prior-arts. If the decision is upheld, it will significantly change the landscape of software patents. While there are merits to the "patents are evil" argument; this sort of judgement will hurt the little innovators and innovations in the long run.
    Aug 16, 2014. 11:09 AM | 10 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, 2013. 09:01 PM | 10 Likes Like |Link to Comment
  • Forget Keystone - Canada moves toward oil route around Obama [View news story]
    They only need to build net-new pipeline from Québec Eastward. They will re-use the existing lines from Alberta to Ontario. Québec is the only province that has any potential concerns.
    Oct 8, 2014. 07:52 PM | 7 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, 2012. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2012. 04:22 PM | 6 Likes Like |Link to Comment
  • Microsoft to acquire Mojang for $2.5B [View news story]
    It's about cloud and mobile. Players can set up servers on Azure for cheap / easy. Cloud can unlock all sort of advanced Mods (since it has so much more power). The cloud servers will enable larger communities. In and by itself, it won't be accretive significantly to the bottom line, the value is the cross-selling / branding of the ecosystem to the end consumers, especially teenagers segment.
    Sep 15, 2014. 11:59 AM | 5 Likes Like |Link to Comment
  • Intel Has Truly Come A Long Way [View article]
    Which Nokia phone is using Intel chip?
    Nov 3, 2013. 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, 2013. 03:02 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
189 Comments
294 Likes