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  • Nokia Lumia 2520 Tablet Is A Non-Factor  [View article]
    Occasionally I read his articles for the same reason. I also want to know when he may turn around from bashing everything Microsoft while others are laughing to the bank.
    Oct 28, 2013. 09:41 AM | 2 Likes Like |Link to Comment
  • Microsoft And The 2014 Hybrid Cloud Showdown  [View article]
    A well designed cloud should have an automatic failed over architecture so that a user would not even know about it perhaps only for a very short loss of email connection, or may require re-entering data for some applications. Of course, such capability would cost more to establish.
    Oct 10, 2013. 10:18 AM | Likes Like |Link to Comment
  • Windows 8.1 Fail: Now, What?  [View article]
    I am with you. The article offers no real analysis.
    Sep 30, 2013. 01:41 PM | 1 Like Like |Link to Comment
  • Microsoft Surface No Match For Apple iPad, Samsung Galaxy Tab  [View article]
    Window & Office are not the main income sources. Cloud services, data center services, database and other hardware & software infrastructure products make up other income streams.

    You and Kofi Bofa must examine the entire Microsoft business and financial information with background knowledge in the computer hardware and software architecture before you can make accurate assessment. News about sales information alone is inefficient. Guard your credibility as an analyst.
    Aug 16, 2013. 03:45 PM | 5 Likes Like |Link to Comment
  • Gold will continue to trend toward $1,000 by 2015, Nouriel Roubini predicts. Key reasons: Credit crisis risks have subsided; inflation is under control despite QE; investors crave income-generating assets; the "return to the gold standard" argument is dead. (ETFs: GLD, IAU, DGP, SGOL, UGL, PHYS, AGOL, DGL, UBG, DZZ, GLL, DGZ, UGLD, DGLD, DBP, GLDI[View news story]
    Is inflation really under control? By which statistics?
    Jun 1, 2013. 10:41 PM | 2 Likes Like |Link to Comment
  • 8 Billion-Dollar Mistakes Microsoft Made That Killed Windows 8 And Led To Windows 8.1  [View article]
    Llewelyn: I agree with your minority view comments.
    Jun 1, 2013. 02:51 PM | Likes Like |Link to Comment
  • In its final written submission to a Canadian review board, British Columbia says it can't support Enbridge's (ENB) proposed $6B Northern Gateway pipeline from Alberta to its coast that would allow tankers to export oil to Asia. The province says ENB hasn't presented any real assurance it would be able to meet its commitments to oil spill prevention.  [View news story]
    What happens to national interest, & the economy?
    May 31, 2013. 10:29 PM | 1 Like Like |Link to Comment
  • Why Windows 8.1 Is Irrelevant And It's Time For Investors To Look Toward Windows 9  [View article]
    The author's analysis is too subjective, and it is not based on the whole picture of Microsoft entire architecture including cloud computing. Window 8 is designed with that in mind too. Like any complex operating system, many versions would be issued; hence, the issuing of version 8.1 is just part of the natural process. I do not understand whey many people make a big deal out of it. In any event, it just sounds like the grinding of another ax. We used to give IBM the same treatment when mini-computers first came on the scene. It was at a time that most readers of this article might not know or remember.

    In any event, this article is not useful for an investor.
    May 31, 2013. 10:25 PM | 2 Likes Like |Link to Comment
  • The Long Case For Microsoft: 5 Reasons To Be A Bull  [View article]
    This is the first rational analysis of Microsoft. Most comments from the past only concentrated on one aspect of the business, namely PC.

    I think it is time to define the term "PC". Traditionally, people identify "PC" as a desktop computer. But "PC" actually stands for "personal computer". It does not imply any size issue. Hence, tablets Smartphones, etc. are all "PCs" because their basic components all contain a CPU, internal memory, I/O capability, software, and an operating system, and they are all built on the same basic computer architecture.

    So lets be clear. PC is not dead.
    May 28, 2013. 09:43 AM | 4 Likes Like |Link to Comment
  • JPMorgan suggests big changes in CFTC futures positions were behind the sell-off in gold. There are three [available] high frequency flow indicators (CFTC futures positions, gold ETFs, and gold coin sales in the U.S) the bank says. "There has not [historically] been a strong correlation between ETF flows and gold prices," while "sales of American Eagle gold coins … have actually risen sharply over the past two weeks." That leaves CFTC managed money futures positions, data for which was only available through April 9 at the time JPM opined on the issue.  [View news story]
    Commentators have all forgotten to mention Goldman Sacks. These investment bankers now have been trading for themselves. Logically, whatever they say to the world, their self interest must be involved. Their "ex-employees" have positioned in many other financial institutions and of course at high level of government. So who do you think has great influence in the world finance? Investors have to be wise to use our own judgment and do not jump when they pull the strings.
    Apr 22, 2013. 11:32 AM | Likes Like |Link to Comment
  • PC Weakness Fails To Crush Microsoft  [View article]
    This news validates many of us who have consistently claim that Microsoft's business is not just PC. Many analysts only focus on the PC statistics. Those of us who have worked closely with the Microsoft enterprise solution know first hand. Microsoft also sells SUN servers and applications, which again the enterprises and the cloud businesses need. Adoption of a new operating system takes time because of the cost and training needs even though transition from Window 7 to Window 8 is not that difficult.
    Apr 19, 2013. 03:01 PM | Likes Like |Link to Comment
  • Why Is The SPDR Gold Trust In A Free Fall?  [View article]
    Good observation. Did it seem strange that Goldman Sacks advised their clients to dump gold after receiving advanced minutes of the FED meeting before others? Another big investment banker did the same. My feeling is that it was a purposeful move to benefit the big bankers. There has been a conspiracy theory going around about the control of world finance by a small circle of individuals in large financial institutions for many decades. Could this be a clue? It is not the first time either.
    Apr 19, 2013. 09:45 AM | Likes Like |Link to Comment
  • Microsoft Tumble - Which Advice Did You Follow?  [View article]
    IBM received the same prediction of demise but it is still running strong. Most companies, large and small as well as cloud systems require the Microsoft Window Server or the Microsoft SUN server to keep their business going. They will not go away any time soon. PC may go away only for those who only need email, games, online shopping and social media. Anyone who needs to do serious document creations, large storage capacity, photo and video editing, XBOX type of gaming, spreadsheet modeling, statistical computations, etc. will need a Window 8 PC or a Window 8 tablet. It is important that we need to focus on the total capacity of Window operating system. I ignore the report from the Wall Street analyst. A "powerful" or influential call to sell could only impact on the short term.
    Apr 17, 2013. 05:26 PM | Likes Like |Link to Comment
  • Gold, Silver And Bears Oh My: What Is Behind The Huge Sell-Off?  [View article]
    I wonder how is it that no one question the motivation of Goldman Sacks in this matter? The drastic drop in gold price surely appears like some manipulations from some sources?
    Apr 14, 2013. 11:19 PM | 2 Likes Like |Link to Comment
  • No mercy has been shown to Microsoft (MSFT -4.3%) today in the wake of IDC's figures (blamed in part on Win. 8) and Goldman's downgrade. Goldman now sees the PC/tablet sales ratio falling to 59/41 in 2014, and thinks Microsoft could respond with price cuts or SG&A spending cuts. Nomura's Rick Sherlund wonders if a breakup or privatization is possible for Microsoft. He notes March was better than Jan. or Feb. for PC sales, but is still downbeat. "It really takes your breath away, just how bad the quarter was." Separately, Argus has downgraded Intel (INTC -2%) to Hold.  [View news story]
    Whenever I hear comments from Goldman Sachs and the like such as George Soros, I take it with a grain of salts. They made such moves with self interest. They could have a short position on Microsoft. When every body sell, they make profits. When price drops, they start to buy before the public. So be discerning. Window is not the only product that MSFT is selling. It is true however, they need to lower the prices of new products to be competitive.
    Apr 11, 2013. 08:04 PM | 2 Likes Like |Link to Comment