Seeking Alpha


Send Message
View as an RSS Feed
View oliver45's Comments BY TICKER:
Latest  |  Highest rated
  • More on Microsoft's FQ1: Non-GAAP revenue and EPS (includes deferred revenue related to Windows 8/Office upgrades and pre-sales) were $17.36B and $0.65, respectively. Windows division sales fell a stunning 33% Y/Y on GAAP basis (-9% non-GAAP), was -13% in FQ4. Office division -2% (+7% in FQ4), Server & Tools +8% (+13% in FQ4). Entertainment & Devices -1%, reversal from FQ4's +20%. Online Services +9% with $364M operating loss ($472M in FQ4). CC at 5:30PM ET (webcast). MSFT -2.6% AH. (PR[View news story]
    Right on. He should b gone
    Oct 19, 2012. 10:04 AM | Likes Like |Link to Comment
  • Microsoft Will Not Be A Second-Class Apple [View article]
    Ballmer has done nothing for shareholders for 10 years. Look at stock price today. But Gates will keep him there forever.
    Oct 10, 2012. 11:01 AM | 1 Like Like |Link to Comment
  • 7 Reasons To Buy Microsoft Today [View article]
    dividend plus Ballmer, what a combo
    Sep 24, 2012. 11:31 AM | 1 Like Like |Link to Comment
  • Microsoft Still A Tentative Buy [View article]
    only upside to MSFT is that Ballmer will be forced out eventually so then he can waste his own money and brilliant ideas at his cost and time and not for the account of the shareholders of this dinosaur company .
    Sep 17, 2012. 01:59 PM | 1 Like Like |Link to Comment
  • Windows 8 and its dual interfaces represent a huge gamble, and some think it will backfire. Bronte Capital, worried the Metro UI won't function well with a keyboard and mouse: "This will wind up with a lower corporate take up rate than Vista." Valve CEO Gabe Newell, worried about Microsoft's (MSFT) proprietary approach: "Windows 8 is a catastrophe for everyone in the PC space." Matt Rosoff: "Windows 8 is for touch screens. Period." Developer Jeff Atwood is "cautiously optimistic." (also: I, II, III)  [View news story]
    Steve's no Jobs
    Aug 1, 2012. 03:51 PM | Likes Like |Link to Comment
  • Microsoft: The Good, The Bad And The Ugly [View article]
    Look to ballmer and gates for keeping him. Not a competitive company, lost the entrpreneurial spirit over a decade ago. No imagination, no real joy there it seems to me. Just a grind to maintain the legacy of a company that once was, but not going anywhere today even with all the new stuff. Hold an Iphone or similar apple product in your hand and compare. No comparison at any price.
    Jul 25, 2012. 09:50 AM | 1 Like Like |Link to Comment
  • Microsoft (MSFT +5.6%) jumps towards new 52-week highs following its FQ2 beat, which was fueled by strong enterprise Windows sales, and growing subscription license revenue for Office and server solutions. BofA (Buy) expects a still-low valuation and a giant upcoming product refresh to drive shares higher. Goldman (Neutral) is more guarded, expecting shares to be range-bound until Windows 8's fall arrival. (transcript)  [View news story]
    you cannot b referring to BALLMER
    Jul 19, 2012. 02:38 PM | Likes Like |Link to Comment
  • How Will Apple Bulls Spin This? [View article]
    many u do not understand branding look at all the poor kids who wear nike shoes today. they get the money for a quality and recognized name (particularly in their peer group). Compare MSFT to AAPL. One is a commodity and the other a prized item to own for quality and prestige and probably for many other reasons. Coca C has both the brand and competitive advantage. MSFT needs them both to drive its shares. Windows alone will not put them in the spheres of googe and apple, but does generate cash flow for the time being if that is all that matters.
    Apr 30, 2012. 09:58 AM | 2 Likes Like |Link to Comment
  • How Will Apple Bulls Spin This? [View article]
    Ballmer a visionary? If he were not GAtes great buddy he would have been gone long ago. The competition loves him but ask the shareholders of the value of their shares over the last 10 years or so.
    Wrong person for a company in an industry that depends on seeing the future and developing the innovation to thrive in that future.
    Apr 30, 2012. 09:51 AM | 2 Likes Like |Link to Comment
  • Lessons From Google, Ahead Of Facebook's IPO [View article]
    excellent main thought on the world changing
    Apr 25, 2012. 02:44 PM | Likes Like |Link to Comment
  • Apple: Here It Comes [View article]
    obviously puts no credence in Easter either
    Apr 17, 2012. 02:49 PM | Likes Like |Link to Comment
  • A sign of things to come? The Department of Veteran Affairs is terminating a massive 3-year licensing deal with Microsoft (MSFT) that covered 300K employees. Ending the deal could lead to $70M or more in annual savings for the VA, whose CIO suggests the decision was motivated by the impact of cloud services and mobile devices, and says the move will help "foster competition between vendors." (Forrester)  [View news story]
    balmer will figure out a solution as he always does, ask google and apple
    Apr 5, 2012. 09:46 AM | Likes Like |Link to Comment
  • Johnson & Johnson's (JNJ) William Weldon has been ripped as one of America's most-overpaid big company CEOs, and it looks like the coin will continue even on his way out the door: Weldon stands to collect pension benefits and deferred compensation valued at $143.5M after his retirement.  [View news story]
    shareholder say is non-existent here as in every major US corporation. Once the board and their friends are in, there is no possibility of stopping the kind of wasted dollars as was done at J and J. Sure, the Jobs of the world deserve it but not these caretakers always hanging on until retirement. Well, it is the Ides of March, Et Tu William?
    Mar 15, 2012. 12:56 PM | 2 Likes Like |Link to Comment
  • Microsoft: Ready To Take On Apple And Wall Street Critics [View article]
    When is Gates going to recognize that Ballmer is much like Lincoln's general McClellan, "he's got the slows." and not like general Forrest, "he got there the fastest with the mostest." It's a war out there and unfortunately corporal Ballmer is hopelessly lost on the immediate battlefield of developing great products for the consumer.
    Feb 22, 2012. 11:32 AM | Likes Like |Link to Comment