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btbriant

btbriant
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  • Should Microsoft Band Matter To Investors? [View article]
    I think this is a brilliant move by Microsoft that will have a significant impact on the bottom line in time. Already the devices are sold out. They are only available in the US. I have already seen several requests from those who missed out in the initial rush for folks who managed to buy two to sell them one.

    The important thing for Microsoft now is to ramp up production and get these in the shops both in the US and abroad in time for the holiday season. I just hope they don't shoot themselves in the foot in this department in the same way that Nokia did in the past with some of their phones.

    The big plus for Apple is that they get to see how it is done right and have plenty of time to fix their similar product which isn't due to hit the streets until late June 2015.
    Nov 6, 2014. 11:40 AM | Likes Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    lakeartemisia2: "so, how long is battery time ??"

    By implication ("nightly recharging") about a day.
    Sep 10, 2014. 11:19 AM | Likes Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    TWJones: "Not sure why the stock turned negative after the near 4% gain."

    The negative turn was down to the iWatch, which is a crock.

    The 4% gain was down to electronic payments , which is the killer feature which is going to both drive all important iPhone sales and let Apple dip into the wallets of Visa, MasterCard, Diners and Amex.
    Sep 10, 2014. 11:16 AM | Likes Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    exposethetruth: "Final Verdict:
    All in all, this launch was a fail and very worrisome for AAPL longs"

    A little harsh.

    I agree that the iPhone 6 and the iWatch are distinctly "meh!" but the electronic payment is going to be the killer which drives iPhone sales higher and iPhone sales are where Apple makes their big bucks.

    Apple also gets to put its hand into Visa's and MasterCard's pocket and help themselves to some of their cash.

    Overall I think the stock is going higher.
    Sep 10, 2014. 11:04 AM | 2 Likes Like |Link to Comment
  • When Will BP's Selloff End? [View article]
    spike: "Sanctions against Russia have really only just started and nobody knows how harsh they will eventual become "

    Yes, they do.

    "Not very harsh" is the obvious answer, for the simple reason that no way is Germany going to play ball.

    Russia has Germany by the short hairs. If the sanctions do get serious then Russia turns off the energy supplies to Germany and the powerhouse of European manufacturing shuts down.
    Sep 10, 2014. 10:52 AM | 1 Like Like |Link to Comment
  • 3 Questions To Determine If The iPad Is Dead [View article]
    jdadyfinance: "Losing market share in growing market while still selling more every year ummmm still good"

    Spoken like a true Nokia shareholder in the 2009 to 2010 timeframe.
    Aug 26, 2014. 12:39 PM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 11:49 AM | 4 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, 2014. 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, 2014. 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, 2014. 09:11 AM | 1 Like Like |Link to Comment
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228 Comments
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