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  • Microsoft Will Still Comprise 5% Of My 2015 Portfolio [View article]
    Done that several times over the last 10 years but that's history now!
    Dec 21, 2014. 10:26 PM | 2 Likes Like |Link to Comment
  • Microsoft: A Lot To Like Right Now [View article]
    Microsoft will test $50 PS based on next earnings report and previews of Windows 10 plus the success of Intel's 22-14nm tick tock strategy. If Microsoft continues to exhibit growth with Azure, Lumia, Surface and Windows 10 then we'll see it test $60 by Jan 2016. Intel will test $40 in Jan 2015 and could be in mid $40's within a year.
    Dec 21, 2014. 02:51 PM | Likes Like |Link to Comment
  • Microsoft: Additional Catalysts For Windows Phone Franchise [View article]
    It's pretty obvious that smart phones and tablets are fast becoming PC commodities priced in the $100-300 and $200-500 range. Microsoft success in touch devices with W8 and WP8 has eliminated the Android and Apple only touch fanchise advantage. Microsoft's biggest catalysts for it's ecosystem in 2015 will be Windows 10 single OS and Intel's 14 and 28 nm Atom and SoFIA chips. Microsoft still owns the enterprise back office and data center and is moving both to their Azure cloud that will interconnect all Windows 10 devices including PC's, smart phones and tablets to cloud services. Apple and Google have ltiile or no enterprsise ecosystems.
    Dec 21, 2014. 02:47 PM | 3 Likes Like |Link to Comment
  • Why Cheap Oil May Be Here To Stay [View article]
    It looks like $65-75 per barrel will be a good equilibrium bet. The Saudi's should worry about revenue share which does not necessarily equate to market share in number of barrels sold. It would be quite easy to cut production from 31 mbpd to just under 30 mbpd and achieve much a 20% or more increase in prices vs that 3% cut in production and still put horizontal drilling and fracking under cost pressure.
    Dec 21, 2014. 02:35 PM | 1 Like Like |Link to Comment
  • Rackspace Cuts Reliance On Intel, Opts For IBM [View article]
    Me thinks IBM's probably trying to buy their way back into cloud data centers using Power servers for Linux and Unix but that's too little too late. I'd rather have one server architecture that can run all OS's rather then one for Linux/Unix and another for Windows. X86 has already beaten Power processors.
    Dec 18, 2014. 11:59 AM | Likes Like |Link to Comment
  • The Plight Of Gold Miners And Their Investors [View article]
    The problem with gold is the price is set by the value of the USD which is manipulated by currency traders at the same banks that control the fixing of gold. The USD is worth more then other currency that are worthless, pun intended. Gold will sore once China displaces the USD but that's going to take another 10-20 years.
    Dec 18, 2014. 12:08 AM | 1 Like Like |Link to Comment
  • $60: Not A Reasonable Price For Oil [View article]
    That's only if the Saudi do not realize that they could cut their production by 11% and raise their revenue by 30%. OPEC is acting really stupid!
    Dec 17, 2014. 10:19 PM | 5 Likes Like |Link to Comment
  • Why Intel Looks Like A $40 Stock To Me [View article]
    No one stock can standalone against the fire in the theater that the oil price crash is currently creating especially at the same time we're in FED watch and tax selling season. Intel's definitely a $34-37 stock right now and could be easily testing $40 after the January earnings report if the market could get rid of the oil cold it has contracted.
    Dec 16, 2014. 10:09 PM | 3 Likes Like |Link to Comment
  • What Is Saudi Arabia Thinking? [View article]
    Great article but I think that Saudi Arabia is testing the market to determine what their mid to long term strategy should be. If there's a supply gut of 1 million barrels a day then the Saudi could easily cut their supply by that amount alone and drive the price back to $65-75. If cutting their output by 11% increases the price by 20-30% then all's well and they can do that at anytime. However, they first want to see what the reaction to the glut is in terms of production and price cuts. The current fire drill is being caused by the analysts and traders that have to react to the daily ebb and flow of events and news. As someone once said when the herd is the most fearful yell fire. As a side note, Obama is probably sending a thank you note to the Saudi for helping him destroy the Russian economy.
    Dec 16, 2014. 10:02 PM | 3 Likes Like |Link to Comment
  • Microsoft's Smartphone Business Will Continue To Grow [View article]
    Author - citing that although it may seem like a bad move on the surface, it may bear fruit in the long term.

    Was on the surface an intentional pun? Microsoft invested about $2 billion in Nokia's transition to Windows Phone. The only way anybody can make money on smart phones is to sell the device, hardware plus software, at a profit and make incremental revenue off of ad click and app sales. Apple and Google (Samsung) have proven that's the model that works. On the surface Microsoft had no alternative but to buy Nokia D&S and offer smart phones as Apple and Goggle's ODM have done. Microsoft is proving that they can make innovative all-in-1 devices like the Surface and should prove it again with the Lumia.
    Dec 16, 2014. 05:16 PM | 2 Likes Like |Link to Comment
  • Microsoft down 1.3% as BAML donwgrades [View news story]
    BOA - Bank of America Corp Merrill Lynch analyst Kash Rangan lowered rating on Microsoft Corporation with a target of $47 based on slowing sales on Windows Pro?

    So when BOA speaks everybody dumps their MSFT shares? Yikes, what is Windows Pro? And he had a Neutral rating and lowered target to $47. This guy must be working in a closet in the basement of BOA . First it's Windows 7 that may be slowing due to Windows 8 and pending release of Windows 10. However, let's see how Microsoft quarter turns out then Mr. Rangan can read a Barrons artcile for his next scope.
    Dec 16, 2014. 05:08 PM | 1 Like Like |Link to Comment
  • The Future Of Microsoft: Windows 10 Goes Both Ways [View article]
    Interesting article! Microsoft, and also Intel, saw no reason to offer hardware that competed with real PC's or software for free when they were making tons of money supplying the same for client PC's and data center servers. That has now all changed and so have Intel and Microsoft. So many people are so focused on they last 8-14 years of mobile PC's when in reality we have another 20, 30 or 40 years of innovation and products before we reach any sort of conclusion.
    Dec 15, 2014. 08:49 PM | 1 Like Like |Link to Comment
  • The Future Of Microsoft: Windows 10 Goes Both Ways [View article]
    Your experience proves that consumers are idiots when it comes to real technology!
    Dec 15, 2014. 08:44 PM | 5 Likes Like |Link to Comment
  • The Future Of Microsoft: Windows 10 Goes Both Ways [View article]
    So was Apple in 1997!
    Dec 15, 2014. 08:43 PM | 4 Likes Like |Link to Comment
  • The Future Of Microsoft: Windows 10 Goes Both Ways [View article]
    Just Some Guy - You're judging Microsoft's consumer successes while their enterprise successes are what has really mattered. Apple and Google have a horrible record of creativity when it come to the enterprise. Have you ever seen an enterprise data center with Apple or Google servers?
    Dec 15, 2014. 08:43 PM | 5 Likes Like |Link to Comment