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techy46

techy46
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  • Microsoft low-balls guidance once more [View news story]
    Apple know that too!
    Oct 23 07:49 PM | 1 Like Like |Link to Comment
  • Microsoft low-balls guidance once more [View news story]
    Headline - Microsoft low-balls guidance once more

    Yes sir, Microsoft's learning how to do that from Apple and friends!
    Oct 23 07:49 PM | 1 Like Like |Link to Comment
  • Microsoft Set To Compete Against Apple In The 'Internet Of Things' [View article]
    Smart watch for dumb consumers seems like a smart idea to make money?
    Oct 23 05:18 PM | 2 Likes Like |Link to Comment
  • Microsoft Set To Compete Against Apple In The 'Internet Of Things' [View article]
    Microsoft my release a smart watch just so Windows fans can look as stupid as Apple and Google fans but it hasn't anything to do with IoE. Intel's the one enterprise that's going to fuel the IoE and it won't matter what consumers use.

    Microsoft's Windows 10 strategy where one OS runs anything everywhere is the next big thing. I presume Apple will soon announce their earth shaking OS convergence plan so that iPad and iPhones can run real applications from Macs.
    Oct 23 05:16 PM | Likes Like |Link to Comment
  • Microsoft beats by $0.05, beats on revenue [View news story]
    Microsoft has finally started to realize it's potential. They sold 9.8 million Lumia smart phones and around a 1 million Surface all-in-1s. Azure and Commercial Licensing are doing very well along with Office 365, great quarter. Windows 10 coupled with Intel 14nm is going to be a huge deal for 2015-16. I guess I'll have to get that Lumia 830 and wait from the Lumia 1230 with Intel Inside.
    Oct 23 04:40 PM | 6 Likes Like |Link to Comment
  • Microsoft's server products, cloud revenue grow strongly in FQ1 [View news story]
    Microsoft's is finally starting to realize it's potential. Windows 10 will be huge!
    Oct 23 04:36 PM | 9 Likes Like |Link to Comment
  • Microsoft: Buy, Sell, Or Hold? [View article]
    Bought 2015 Apr $42 MSFT calls last week but waiting to see how EPS and color on Windows plus devices evolves during earnings report and call. Sold large positions in $30 LEAPS as it moved above $42 this year. Need to see how Wintel evolves against AndTel and how Windows 10 fills in. Very long INTC LEAPs.
    Oct 23 03:32 PM | Likes Like |Link to Comment
  • The Death Of The iPad? [View article]
    Consumers are pumping up iPhone sales and AAPL shares. iPad is being challenged by Chromebooks and Windows all-in-1s with Intel Atoms Inside. Apple will have to announce a Surface Pro 3 competitor with Core M Inside? Tablets are becoming $200 commodities and soon smart phones will be below $400. Sell AAPL at or above $120 PS.
    Oct 23 03:26 PM | 1 Like Like |Link to Comment
  • The Death Of The iPad? [View article]
    Using an iPad with Apple Pay - not. Chromebooks are beating iPad in schools. Chromebooks and Windows all-in-1s for under $200 are going to toast iPads.
    Oct 23 03:22 PM | 2 Likes Like |Link to Comment
  • It's True, Apple Is About To Crush Microsoft With Business Customers [View article]
    The author's all about client devices which are becoming giveaways just take a look at the recent under $200 Chrome and Windows devices with Intel Inside which are better then any iPad and will match Macs in performance in 2015 and beyond.

    However, it's going to be all about Azure cloud ecosystem that Microsoft's investing many billions in and Apple has nothing to offer now and will not anytime soon. Amazon and Google are Microsoft's only competitors but Microsoft owns the server application unless you use Linux which Microsoft also offers. Microsoft's building 12-18 $1 billion plus azure data centers to add to their already existing network opening one in Australia next month. Enterprise can now have a Microsoft powered data center without the cost of a Microsoft infrastructure staff. That's a huge advantage.
    Oct 23 01:58 PM | 5 Likes Like |Link to Comment
  • It's True, Apple Is About To Crush Microsoft With Business Customers [View article]
    gpalermo64 - I understand that Oracle supports Apple devices just like Microsoft but did not realize they have a formal partnership like IBM's. Sorry, I meant SharePoint not PowerPoint.
    Oct 23 01:42 PM | 1 Like Like |Link to Comment
  • It's True, Apple Is About To Crush Microsoft With Business Customers [View article]
    Bob Sutton - You're demonstrating the lack of IT knowledge that johnnyvegas1968 so rightfully referred to. Apple can provide all the standards of interop they want but it will not change the fact that Apple has absolutely no enterprise ecosystem. Apple's best chance for crushing Microsoft is to save their profits generated by consumers that are willing to pay high prices for commodities and when they have $400-600 billion in cash they can buy Microsoft.
    Oct 23 01:37 PM | 6 Likes Like |Link to Comment
  • It's True, Apple Is About To Crush Microsoft With Business Customers [View article]
    What is Azure?

    http://bit.ly/1yqeEk9
    Oct 23 01:29 PM | 2 Likes Like |Link to Comment
  • It's True, Apple Is About To Crush Microsoft With Business Customers [View article]
    Not to mention the fact that real medical applications run on Windows servers but if they're think client can support Apple devices too.
    Oct 23 01:28 PM | 1 Like Like |Link to Comment
  • It's True, Apple Is About To Crush Microsoft With Business Customers [View article]
    I'd sell at $120!
    Oct 23 01:27 PM | 1 Like Like |Link to Comment
COMMENTS STATS
6,017 Comments
7,976 Likes