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FransRe

FransRe
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  • Memo To New CEO: Break Up Microsoft! [View article]
    It is always easy to look from the outside and publish an article like this one.
    It lacks the complete visions how to build and maintain a technology driven company.
    Aug 30 08:16 AM | 8 Likes Like |Link to Comment
  • Nokia Attacks Competitors By Lowering Lumia Prices [View article]
    I agree with your comments on the article publiced by Kofi Bofah!!!!
    Aug 14 01:20 PM | 6 Likes Like |Link to Comment
  • Why You Shouldn't Underestimate Microsoft [View article]
    Cannot agree more with the content of this article. Once smartphone users find out the thru limitations of the smartphone display/format, they will re-look at the Desktop alternative to interact with their communities. A smooth integration between the (smart)phone and the desktop will be an essential part of the next phase of electronic communication. Since Microsoft still has the majority in Desktop space it easily will gain back the attention and end-users. For the business society this will be a larger factor. After the adjustments to the desktop Windows 8, (Windows8,1) the Windows8 phone will start to take off.
    Jun 9 08:45 AM | 4 Likes Like |Link to Comment
  • Nokia's Growing Threat To Apple And Samsung [View article]
    This article is about the cellphone market. It misses the integration between the desktop and the smartphone. One of the determining factors in our electronic / digital communications is and will be quality and ease of use. Data entry and display size are in this respect very important. Since Microsoft still masters the desktop environment the integration and smooth operation between desktop and smart phone(s) will be the deciding factor for the success of NOKIA. Nokia as a hardware supplier, supported by their portfolio of patents, Microsoft as a software supplier.
    Jun 9 08:45 AM | Likes Like |Link to Comment
  • Hewlett-Packard Is Not Dead [View article]
    Maybe I expect a different type of analysis, and I do not know how customers are perceiving the present product lines and support organization, but ..............this analysis falls short of technology assessment in the context of market presence.
    Mar 17 06:16 AM | 3 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]
    The best Microsoft can do is have an update version of Windows8 available which allows a user to select which interface it wants / needs on their machine.
    This is a very simple amendment to the Windows OS.
    Keeping upwards compatibility of OS's is essential for the future success of Microsoft.

    Modernization of the interface, as well as compatibility with the Mobile devices (Windows8 Phone), is a short / long term goal. Microsoft wanted to leapfrog their ancient User- Interface (UI) with the new / present Windows8 UI, to combat in a highly sensible market.

    Apple has made numerous mistakes with their upgrade policies and just tell their customers to buy a new computer. Nobody publicly seems to know it or wants to talk about. The customer ultimate paid for this!!
    Mar 12 05:05 AM | 1 Like Like |Link to Comment
  • An Overview Of Microsoft's Key Divisions And Our $42 Valuation [View article]
    What is the difference between people trying to make an accessment based on detailed company analysis and the stock analysts who are following statistical methods to make a forecast for the stock value over time? I rather have both inputs to make up my mind to divest or invest. I believe these type of articles provides true values for a stock appreciation.
    Jan 7 04:43 AM | Likes Like |Link to Comment
  • Microsoft Or RIM? Why There Is Only Room For One More Mobile Operating System [View article]
    Basing future market share developments on statistics only can never result in a quality judgement. By doing so we could have never experienced the new innovations we see today.
    Unique products combined with appropriate marketing / sales expertise makes the difference.
    Given the enormous world wide market potential for Mobile Technologies, to limit ourselves to 3 technology platforms would be a mistake. It is up to the individual organizations to exploit these markets with the right products. Second guessing the potential for each of the available platforms will not serve anybody. Maybe a new platform will become available soon which could disrupt these existing market segments all together. Beautiful looking Crystal balls...... Merry Christmas!
    Dec 17 09:25 AM | 1 Like Like |Link to Comment
  • H-P (HPQ) is set to unveil its first new line of printers in seven years as Meg Whitman continues her attempt to turn the company around by increasing its middling share of the fast-growing market for "multifunction" printers, which include scanners and software to manage electronic documents. The new products are also among the first fruits of Whitman's decision to increase R&D spending again. [View news story]
    Great!!
    With their wealth in these technology domains they should have something to offer to maintain their leading position in this market.
    Chapeau for Meg Whitman who has taken / enabled this.
    Oct 30 07:13 AM | 1 Like Like |Link to Comment
  • Nokia's Burning Cash On Its 'Burning Platform' [View article]
    As outsiders, we really do not know the internal workings of "still" a large company like Nokia. We can only hope the the board of directors will actively review the major steps this CEO is taken, given the mistake he made with the discontinuation of the "Burning Platform". If Microsoft remains on NOKIA's side, I truly believe that from a technology perspective, NOKIA will be gaining ground against it's competitors. The pace in which this happens is unclear to me, and depends on the effectiveness of their Product / Marketing organizations. (Hope that they still have experienced Marketing Management left)
    Oct 26 03:39 PM | Likes Like |Link to Comment
  • Nokia: A Turnaround Through Creative Destruction [View article]
    In the case of NOKIA handsets, timing is everything. The burning platform was a huge management failure. The inability to upgrade from Windows 7.5 to Windows 8 a failure made by Microsoft. Let hope that all these type of setbacks will be of the past. I have also good hopes that NOKIA will have a real chance to come out of this in 2013 / 2014. Their customer base is still large and brand loyalty, together with an attractive product, is still an important factor to keep these customers for the future.
    Oct 25 11:13 AM | Likes Like |Link to Comment
  • Think About An HP-Dell Merger [View article]
    Most of the comments are about the PC business. Maybe because the names mentioned are strongly PC related. What about other technology HP owns/masters? Like the one which was mentioned in the comments. (3d Printing) A market- and technology- inventory should be done before tossing around ideas to sell / merge the company in the interest of the shareholders.

    Assuming that Lenovo will capture the business is very premature. Customer relations and distribution are still major elements in the Sales & Marketing process even in the PC related business.

    I wish the existing Management all the strenght to combat the current crisis with the hope that they will succeed in keeping the pieces together.
    Oct 16 05:44 PM | Likes Like |Link to Comment
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