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  • The Microsoft Quarter  [View article]
    I keep reading articles like this one that assume that Microsoft's services play is not a money maker like the software licenses. While the Hardware is at a much lower margin, it's primary mission is to drive the Microsoft ecosystem of hardware and the innovation in that ecosystem forward.

    While the services themselves are at a lower margin, they still drive and require software licenses to use the services. Those licenses are still at an 83 GPM. They do not go away even in the subscription models. MSFT is making the same GPM on the Software and incremental margin on the services which are very sticky indeed.
    Jan 24, 2014. 08:38 PM | Likes Like |Link to Comment
  • Apple Bears Getting Really Desperate  [View article]
    Sounds like Apple IS the new Microsoft. They deliver good results and people look for any reason to be disappointed.
    Nov 4, 2013. 08:08 AM | 1 Like Like |Link to Comment
  • More on Microsoft/Ballmer  [View news story]
    Interesting to see that as a major owner of the company, Steve might make more $$ by stepping down then he did over the past 5 years during his tenor as CEO!
    Aug 23, 2013. 09:32 AM | Likes Like |Link to Comment
  • Google Will Eat Microsoft's Lunch  [View article]
    Interesting article.

    Please find below a list of companies that many swore would 'Eat Microsoft's Lunch.

    The king is dead... Long live the King.....

    - Netscape

    - IBM (OS/2)

    - Sun Microsystems

    - Novell

    - Ashton Tate - Who?? (Go ahead, please look them up)

    - Lotus

    - Research In Motion - In 2006 if you had told anyone that RIM would be crushed by a descendant of the iPod you would have been laughed out of any intelligent investment discussion. WP8 is now ahead of these guys in Market share.

    - Digital Research

    - Apple (The first time back in the Mid 80's with the MAC- [before MSFT rescued them with a multimillion dollar investment] similar to the current Nokia investment)

    - Unix

    - Open Office (How can you beat 'Free"?)

    - Java (while successful, did not Kill MSFT - It actually helped in some areas)

    - AOL

    - Apple (again) with the Newton

    - Oracle (new MSFT bed-fellow)

    - Psion (Look em-up…. Take your time)

    - Linux (Linus someone suggested Linux would rule the desktop (Again 'Free is better'). While very popular on the Server, non-existent on the desktop (unless in some-one's basement)

    - Sony (PlayStation would make the consumer PC irrelevant).

    There will be more. Good thing MSFT has such a strong cash position. There will probable be more 'lunch' that others will expect.
    Jul 5, 2013. 11:43 AM | 25 Likes Like |Link to Comment
  • Microsoft Could Trounce Apple This Summer  [View article]
    Nice article indeed. In a decade from now it will be interesting to see what people say about this time for Microsoft and for Steve Ballmer.
    Jun 30, 2013. 09:02 AM | 2 Likes Like |Link to Comment
  • Why Microsoft Is Unlikely To Continue Outperforming  [View article]
    Outstanding comment. There have been so many notes and articles posted asking if Apple is the new Microsoft. I think the telling sign that this is true is that so many people (From Apple's leadership to Apple's supporters) are saying "Wait until....."

    Classic Microsoft. But that des not seem like current Microsoft. The current Microsoft has delivered more new versions of their solutions in their past fiscal year than ever before. Also, new solutions never seen before. Specifically:
    - Skype
    - Lync
    - Office
    - SharePoint
    - OneNote
    - Windows 8 (and 8.1 coming within 12 months of the launch of 8)
    - Windows 8 phone
    - XBOX One
    - Azure
    - CRM
    - Surface
    - Office 365
    - SkyDrive
    - Server and tools
    - Development platform

    There are more, but this is just top of mind. They are also calling for much faster refresh cycles in their roadmaps.

    Microsoft is 'doing' and no longer saying 'Wait till....."

    Dare we call it... Innovation?

    Jun 9, 2013. 08:22 AM | Likes Like |Link to Comment
  • Why Microsoft Is Unlikely To Continue Outperforming  [View article]
    Thank you for writing the article. Good review of the company technicals over recent history.

    However, the overall position and conclusions are based on an appeal to historical trends. Your analysis could benefit by touching on the company's strategy its position in the marketplace.

    Historically, most companies that have outperformed the S&P 500 over the course of a twelve month period would have had the six-month profile that MSFT displays today. The profile you described above. By historical trends then could you not also draw the conclusion that MSFT fits a profile that they will continue to outperform for the rest of that 12 month period?

    The point is not that they will continue to out perform. Rather that an appeal to History without context (to company strategy or position in the marketplace) can be a false premise.
    Jun 7, 2013. 06:31 AM | Likes Like |Link to Comment
  • Microsoft's Identity Crisis: The Ultimate Guide  [View article]
    Good article and thought provoking. I agree with the gentlemen above though. In fact, Microsoft only got serious about the enterprise about a decade ago. Before that, they were criticized about being able to even play in the Enterprise beyond the Office suite. SQL Server, Windows Server and their application platform were all thought of as sub par especially from a Security perspective.

    Most of these solutions as well as new ones (SharePoint, Lync and Infrastructure tools) have come a long way and are regarded as good enough, easier to use and in some cases superior to industry main-stays like Oracle.

    I think MSFT realizes that Consumerization of IT means that the lines between our work life and non-work life are blurring. A BYOD movement means that the Consumer is dictating the devises and functionality they want and the Enterprise needs to be able to control the data and devices to protect shareholders. There is no other company today that is positioned to realize this new era better than MSFT. Apple and Google are way to focused on the consumer and or advertising.
    May 31, 2013. 02:12 PM | 2 Likes Like |Link to Comment
  • Microsoft: Where's Your Game At?  [View article]
    Not sure I agree with your position. XBOX is a world class leader in both games and entertainment in the living room. Your perspective as a gamer is limited to just that perspective. As investor,

    I see this next gen X-box not only competing with game consoles, but broadens the market space for XBOX for video and voice communications (via SKYPE), online and social experiences, music, TV and movie content, ETC. All of these are costs that people pay today (or will pay to replace in the future. As an example, if someone buys an XBOX One, they will not need to buy a Blue-ray player).

    I agree that if someone wants just games and they are not interested in the broader capabilities, the XBOX could be an expensive option. I do believe that if consumers look beyond the gamer perspective, the new XBOX will offer a consolidated experience and at a lower cost than a combination of different hardware and technologies.
    May 23, 2013. 08:33 AM | 5 Likes Like |Link to Comment
  • Microsoft's Innovation That Apple Missed  [View article]
    A united platform for tablets, laptops, phones, desktops and home entertainment console would be very enticing for developers. They could write the app once and have access to sell it in one store that is used for Microsoft's entire user base and all of the devices. That would be a huge game changer as all other OSs have multiple versions (i.e.: IOs and OSx or the multiple iterations of Droid).
    May 21, 2013. 08:55 AM | 1 Like Like |Link to Comment
  • Why We Bought Microsoft: Because 2013 Should Determine Whether Ballmer Stays Or Goes  [View article]
    Interesting article. Not sure I agree with the chance that SteveB will go anywhere either way. He personally owns a large piece of the company and one of his best friends (Bill) owns another large part of the company. People talk all the time about Ballmer leaving, but he plans to be in the company for another 10 years if not more.
    May 8, 2013. 09:18 PM | 1 Like Like |Link to Comment
  • Microsoft Seems On The Verge Of Something Ugly  [View article]
    I use Windows 8 on my laptop and on a slate. Works very well. At first I thought I would only use the desktop and the tile stuff would not be of interest.

    Very soon I noticed (after signing in on Facebook and setting up my SkyDrive) that my music, my pictures and my friends/contacts started showing up in those tiles. Pretty cool. After customizing my news interests, stocks and other personal items, a reflection of me started to appear.

    I take a picture on my phone, it shows up on all my devices in a few seconds. Same with documents that I save on one device - they appear on the others (even my phone). - Great for a business users. I even changed my desktop background on one device and it changed on another.

    I think these are the benefits of Win8 that other systems do not offer and will only get better. It is one code base for Cloud, TV, Slate, Desktop and Phone. A developer writes and app and can port it with little to no work. No other platform offers this to the developer community and, with millions of PCs already installed and running that can use Win8, you are seeing more and more apps written for the platform.

    Like XP that was not adopted very quickly, this OS will be in it for the long haul.

    It is a VERY cool experience, in my opinion.
    Mar 7, 2013. 06:31 AM | 15 Likes Like |Link to Comment
  • Here's Why Microsoft Absolutely Needs Its Surface Line Of Tablets To Be Successful  [View article]
    You make a good point. Microsoft is far more than the Surface, but showing strong support for the device and signaling commitment would be a winning strategy. Nice note!
    Feb 22, 2013. 07:17 AM | Likes Like |Link to Comment
  • Samsung Tizen: Announcing The Death Of Mobile For Microsoft And RIM?  [View article]
    Microsoft has never arrived early to a marketplace. They just optimize opportunities once a marketplace has viability. Think OS, gaming, productivity(Office), browser,etc. All areas where they dominate and yet were "late.".

    In terms of apps, windows 8 broad platform responds to that by allowing an app to be ported from Server to desktop to phone to gaming console. Windows 8 is the only platform out there that is the same for all devices. If a developer wants to write a game, thy can do it on win 8 and write it once for PC, tablet, phone and tv. That market is huge on the msft platform. Much more cost effective for the developer too. That is why we are seeing the number of apps rise for windows.
    Jan 11, 2013. 09:46 AM | 1 Like Like |Link to Comment
  • Android Vs. Windows Phone: Monetization Of Mobile Market Share, Part I  [View article]
    Excellent article. Great analysis based on facts.
    Dec 24, 2012. 12:12 PM | Likes Like |Link to Comment