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btbriant

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  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    TexasBanker: "The problem is both BG and SB did not have the skills to run a big corporation"

    Jeez, that is some level of ignorance.

    I guess that must be why Bill Gates, who founded the company (i.e. started when it was originally worth nothing) with Paul Allen, and Ballmer, who was employee number 30 or thereabouts, were able to take the company from zero value to one of the top multi hundred billion dollar companies in the world.

    "As a result Buffet looks for value and delivering results"
    Buffet has already said that investing is something that should exclude emotions and that his friendship with Gates means he cannot obey his rule of excluding emotions and at the same time invest in his friend's company. He has said that if he were not friends with Gates he would invest in MS.
    Aug 20 08:36 AM | Likes Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    TexasBanker: "hint 2.92bill shares were traded nov-dec2003
    16,83bil for 2004"

    Hint: the vast majority of those trades were "churn", big institutions buying and selling to each other along with HFT trades where a big fast powerful computer on an ultra high speed line effectively front runs other computers and sells millions of MS shares one millisecond only to buy them back a few milliseconds later for a few millicents profit per share.

    The shares Bill Gates has been dumping do not fall into that category. They are shares which require new buyers to step up to the plate and put new money onto the table.
    Aug 20 08:29 AM | Likes Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    TexasBanker: "Prior to version 7.0 the code base for MS SQL Server was sold by Sybase SQL Server to Microsoft in 1998. original version came out in 1989."

    Wrong!

    The first version of Microsoft SQL Server I used was v6.0 in late 1995. This wasn't the first MS version as I vaguely remember some weird number like 4.21a or something which was IIRC more or less a rebadged MS version of Sybase's version 4.21 which had been ported to WNT (from Unix?, from OS2?) presumably by MS. That must have been a couple of years earlier in the early days of NT.

    v 6.0 was the first MS only version.
    Aug 20 08:21 AM | Likes Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    TEXASBANKER: "please explain why MSFT had no movement for a decade. "

    The Bill Gates "short" has been running since he handed over the reins to Ballmer and is due to continue until sometime around 2016/7 if he really does sell all his shares.

    The problem, of course, is that his selling of his 40% stake in MS (please feel free to look up the exact figure and report back) that he owned back in 2000 isn't like real short selling. The short seller doesn't own the stock and has to buy back. Gates does / did own the stock and so there is never a corresponding short squeeze.
    Aug 14 12:07 PM | Likes Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    TEXASBANKER: "AND MSFT has wrote off 50bil so now go out and find us 30 bil to get back to even"

    That should be "MSFT has written off .." but I guess bankers don't need to be literate. I'm surprised that they apparently don't need to be numerate either. Are you really a banker?

    MSFT have over $80 billion in the bank and minimal debt so they don't need to find $30 billion to get back to even. Have you got your W's and B's mixed up?
    Aug 14 11:57 AM | 1 Like Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    investingInvestor: "Microsoft SQL Server only runs on Windows Server"

    What nonsense!

    As a developer the last server version of Windows I had to use to run SQL Server was 2003. Since Windows 7 came out SQL Server runs just fine on the Pro versions of MS consumer OSes.

    Currently I have SQL Server full edition (actually developer edition which equates to the most powerful commercial version) running on various boxes on W7, W8 and W8.1.

    If you don't need more than 10GB per database then SQL server Express is even free for business use.
    Aug 14 11:49 AM | 3 Likes Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    investingInvestor: "Anandtech, Forbes, and most others disagree with your assessment.

    Here is Forbes assessment"

    The Forbes link you give is from 5th May, shortly after launch and it is on the mildly positive side of non-committal. Here is the conclusion:

    "My conclusion would simply be to hold out for detailed reviews of the new Surface Pro 3, with full battery and performance tests, and to decide then whether it’s going to be sufficient for your needs"

    More than 3 months further on I think the truth lies somewhere closer to $vix's assessment. MS have taken a giant leap forward with SP3 and left the competition playing catch-up.
    Aug 8 02:57 PM | 6 Likes Like |Link to Comment
  • An Open Call To Apple Bears For Debate [View article]
    Kofi, I'm sure if you ask Michael Blair nicely he'll be happy to send you an autographed picture of himself for you to put underneath your pillow. It will help you to sleep better at night.
    Jul 1 03:19 PM | 4 Likes Like |Link to Comment
  • Microsoft's New Surface Pro 3 Is Stunning And Powerful [View article]
    FutureEncounter: "I own and use a Surface Pro 1 as my only computer"

    People who like to stay a step or two behind the eye-wateringly expensive, bleeding-edge will be keeping an eagle eye on Pro 1 and 2 prices; ready to swoop if, as expected (fingers crossed!), they take a dive.
    May 21 09:11 AM | 1 Like Like |Link to Comment
  • Microsoft's New Surface Pro 3 Is Stunning And Powerful [View article]
    Dave at Imperial Beach: "$1500 can actually buy you about 4 laptops."

    Not at the high end, it can't. That's the target market.

    My current laptop is just over 3 years old and cost about $1700 - $1800 (I'm on the other side of the Atlantic). It's the kind of power machine I need as a developer which includes an I7 processor, 8GB memory and a 600 GB hard disk.

    So, the top of the line Surface 3 is a small upgrade with a better screen, faster processor (I suspect), faster hard drive (SSD versus spinning rust), much better battery life and a bit more expensive (I would need the keyboard), probably a lot more expensive once it crosses the Atlantic.

    Lottery wins excepted I won't be buying one now, but once it comes time to replace my current laptop the Surface 5 or 6 will be top of the list. Meanwhile I can drool.
    May 21 09:01 AM | 2 Likes Like |Link to Comment
  • What Are The Implications Of Bill Gates Potentially Selling Off All His Microsoft Stock? [View article]
    So much ignorant commentary!

    At the peak Gates owned more than 60% of MS stock. While he was CEO that wasn't so bad. Once he stepped down it was bad. Hence slowly divesting himself of his shares was part of his agreed leaving package. I have to admit I didn't realize he was allowed to keep any. I thought he had to sell the lot.
    May 9 04:37 PM | Likes Like |Link to Comment
  • 3D Printing Debunked, Part 1: Consumers [View article]
    Thanks, AH, for a great article. From my memory of your attempts at commenting on Nokia (you were the best contrary indicator on SA), now is the time to buy in to the 3D companies.

    Although I think I will restrict myself to 3D and SSYS for the moment. I'm not convinced about 3D liver printing. Hope I'm not being too stick-in-the-mud.
    Apr 16 04:30 PM | Likes Like |Link to Comment
  • Microsoft At $40 [View article]
    anil92691: "Microsoft has been buying stock to maintain its float versus allowing it to increase with its stock exercises"

    Bill Gates has been selling about 80 million shares a year since Ballmer took over (2000?) in line with his severance terms. MS has to either buy those back or see the share price decline. That should end sometime in 2016 when Gates finally runs out of shares.

    Like Apple, MS has accrued massive profits outside the US. Like Apple, MS is waiting for a change in administration and a reduction in the penalties it would have to pay to repatriate that money before it can spend that money on development in the US and on increased dividends.
    Mar 24 03:18 AM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    DWBowers: "I don't see the consumer iPad market signing up for a subscription to Office when Apple offers alternatives for free"

    I admit to not being an expert on Office 365 subscriptions (like you I'm not a fan, albeit for stick-in-the-mud reasons rather than carefully thought out ones) but I think the subscriptions come in flavours which include several devices.

    So your basic subscription may very well give you Office on your iPad, iPhone and desktop, maybe even several desktops (family members included). I think from this perspective it is intended as a Trojan to get you hooked across a range of devices of which the iPad or iPhone may be the least compelling.
    Mar 23 01:29 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    Gnart: "Surface Pro is trying to dislodge the iPad"

    No, it isn't.

    The Surface Pro (and in particular the Pro 2) is much closer to the MacBook Pro than the iPad.

    "If all things are equal (they are not) and Microsoft prices the Surface Pro competitively"

    Then they will kill off / p*** off the OEMs. That they are never going to do. The Surface and Surface Pro devices are intended as reference devices to give the OEMs a kick up the butt to get them to up their game.

    The OEMs have far greater manufacturing capacity, experience and expertise than MS and they are the ones driving Windows 8 sales.

    Microsoft makes money selling software and services and not hardware (XBox made losses for 5 straight years when it was first introduced whilst at the same time driving XBox related software and services profits).
    Mar 23 01:03 PM | Likes Like |Link to Comment
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