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btbriant

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  • 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
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    WallStPlaybook: "The iOS versions from Mac to iPad are not that different"

    I doubt that very much. The MacBook Pro, even vintages going back 4 or 5 years, is a serious beast of a machine. The iPad is a toy by comparison.

    There is a version of Office which runs on Windows Phone 8 phones. Expect the iPad (iOS) version to be closer to that than to the Mac (OSX) version.
    Mar 23 12:55 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    jef.holtmyer: "Not Intel stock price. Intel processor sales"

    Which is actually Microsoft's fault.

    After more than 20 years of using MS software I am still very leary of new MS offerings. With Windows 7 I waited about a year before installing it on one of my machines.

    However, I quickly discovered that Win7 ran faster and better on old hardware than XP. I very quickly installed it on all my machines including an old 2005 vintage laptop (which is still going strong! albeit now in the hands of another family member).

    This is a big problem for Intel. When you want to upgrade your old XP machine you can just upgrade the OS to Win7 and you will actually get a small performance improvement. With previous MS OSes a new OS meant you had to have new better hardware to cope with the poorer performance and greater hardware demands.

    That caused a dip in requirements for new hardware and new Intel chips and chipsets. The hardware in those old XP machines will eventually die and then Intel will get a chance to catch up, at least partially.
    Mar 23 12:43 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    @majesticblue
    I take your point about "other Windows tablets" but I view MS as primarily a software and services company and I suspect so do most of those inside MS as well. That said, there certainly seems to have been heated debate within MS recently on that subject and the jury may still be out.

    To that end I think MS quite rightly want the revenue from Office on the iPad and prioritizes that over tablet sales.

    I would also reject the hypothesis that iPads and Windows tablets are in direct competition.

    The vanilla "RT" Windows tablet is probably the closest to the iPad in price and performance. Where it currently differs is that W8 (RT flavor) is a better overall OS than iOS which lacks multitasking, for instance, but W8 RT is sadly lacking in apps currently. These things can change. Neither company is standing still.

    The Intel, full fat W8 tablets are different beasts altogether, coming in closer to the MacBook Pro than the iPad (much closer in the case of the Surface 2 Pro). They have a "real" OS which can allow real work to be done.

    majesticblue: "MSFT definitely could squeeze the Apple and Android market shares a lot more by holding that Office release until users are used to making power pivot analysis on Windows tablets that they would not look back at their Apple or Android days. "

    Full W8 tablets can comfortably run Excel power pivot analyses but iPads lack the power and I suspect the iOS functionality will not include high end stuff like that. I would suspect the same would be true of W8 RT. Both the iPad and the W8 RT lack the necessary grunt. They are more for content consumption than creation.
    Mar 23 12:23 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    jef.holtmyer: "I find programming in the above mentioned languages fun, and Java as well. The only problem is that when compiled and linked I end up with a file that is to big to run on a typical portable device"

    You do know that the apps that run on Android phones are written in Java and those that run on Windows Phones are written in one of C#, VB.Net (not very many I suspect) or C++ (the more serious / large games) don't you?

    Your apparent lack of knowledge throws doubt on your claims and conclusions which are, in my experience (actually writing apps for mobile devices), horse manure.
    Mar 23 12:01 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    gelstrecth: their Surface product was not competitive with the iPad, and was not likely to survive anyway:

    1) The Surface and the iPad are not competitors
    2) Surface is intended as a goad and example to OEMs to get them to produce better Windows tablets. It is not intended as a major money-spinner although obviously MS would not say no if it turned out that way.
    Mar 22 03:10 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    WallStPlaybook: "Enterprise PCs are killing themselves. They've been going extinct for five years, which is why Intel is struggling. "

    Wow! 3 false statements in a row!

    INTL is up 20% over the last year and up over 60% over the last 5 years. I wish all my stock picks had "struggled" that well.
    Mar 22 03:07 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    WallStPlaybook: "Perhaps. But Microsoft has not always shown this in the past"

    Oh dear!

    This just demonstrates a real ignorance of history. Check out what Steve Jobs had to say at Macworld in 1997 - http://bit.ly/1rdikmY and be educated.

    What Jobs says from about 7:30 through about 8:30 is as true now as it was in 1997.
    Mar 22 02:55 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    majesticblue: "Surface came into the tablet game late but it came with an enterprise advantage that Apple could never overcome"

    You seem to be writing without having a basic knowledge of the history of the Surface. MS did not develop the Surface with the idea that it would achieve iPad-like success.

    At the time they were very disappointed with the offerings from OEMs in the field of Windows-based tablets and wanted to provide an example of what could be done.

    It was meant as a reference device which was supposed to inspire the OEMs to bigger and better things. This would lead to much greater sales of Windows tablets and so MS would make bigger profits on Windows.

    As far as I know that is still the case although, obviously, MS would not say "no" to having an iPad like success. Just that that was not the original idea and not what they expect.
    Mar 22 02:42 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    jef.holtmyer: "I only hope this is a product that has been written in ObjectC (Xcode) and not C#, .Net or Visual Basic"

    Well done! You've learned enough programming language buzz words to use them to construct a grammatically correct sentence. Such a shame it reveals a complete lack of technical knowledge.

    C# and VB are .Net languages. Office is written in C++.

    As they did in 1997 when Gates bailed out Jobs, rescued Apple and provided them with Office for Mac, Microsoft will have already, or be in the process of, rewriting Office to run natively under iOS.
    Mar 22 02:29 PM | Likes Like |Link to Comment
  • Microsoft: If You Can't Beat Them, Join Them [View article]
    wdchil: "A low end Android phone could just as well be a low end WP phone from a hardware cost standpoint"

    That's not quite true. WP8 minimum hardware requirements are on the high side. You have to have 3 touch buttons (likely to be relaxed in future versions) and the minimum memory requirement is 512 MB compared to WP7.5's requirement of only 256 MB, for instance.

    On balance I think you can make a low cost Android phone significantly cheaper than a min spec WP phone although the performance will leave a lot to be desired. These phones are unlikely to catch on in North America or Europe but that is not the target market.
    Mar 1 03:18 PM | Likes Like |Link to Comment
  • Microsoft: If You Can't Beat Them, Join Them [View article]
    Pimust: "You're mixing things up here. Nokia says that 75% on Android apps work on Nokia X platform without modifications not in WP."

    No. You just didn't read what I wrote. Although Nokia did say that that wasn't what I was referring to. I'll try again -

    "Expect more convergence with WP8.1 when it comes out. ... and there are rumours that the WP App Store will start to accept Java apps aka apps which currently run on Android phones (minus the Google services).

    It has been suggested that something like 75% of the apps in the Google play store will work unmodified on WP8.1"

    Got that? Windows Phone 8.1 That's "eight point one". Not WP8! The next release, likely in a couple of months time. Not the current one.

    Note that this suggestion / rumour has caused a fair amount of outrage / heated discussion in the WP developer community with one respected MVP saying he will leave the platform if it happens.

    I sympathize with him while also understanding Microsoft's business reasons if they do go down this route. They make a lot of sense even if they leave a few people like me feeling p***ed off. Business at these elevated (in terms of $$) levels can be a cutthroat affair and MS appear to be aiming squarely at Google's jugular.

    Note that this would not be an overnight affair. The million or so Java apps that would work would still need to be submitted to the Windows (Phone) app store so that MS can take their cut. Coincidentally Microsoft say that they are dramatically reducing the time it takes for an app to go through the certification process - currently somewhere round about 3 to 5 days. We shall see.

    If this goes through for Windows Phone it will almost certainly also go through at some stage for the Metro version of Windows as well, say Windows 8.2 or 9.0.
    Mar 1 03:07 PM | Likes Like |Link to Comment
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