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techy46

techy46
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  • Nokia Patent Portfolio An Untapped Goldmine [View article]
    Maybe someone should tell that to Apple?
    Aug 22, 2012. 11:37 AM | Likes Like |Link to Comment
  • How To Trade A $200 Microsoft Surface Tablet [View article]
    Surface RT will do everything iPad will do plus it comes with Office Lite. I suspect Surface RT at $399 and Surface Pro at $599 are much more realistic retail prices. However, Surface RT at $249 if you buy a Microsoft subscription to Office 365 and other online services wouldn't be out of the question. There are going to be lots of other very competitive W8 tablets and WP8 phones from Microsoft's partners. Check out the Lenovo ThinkPad2 and Yoga.
    Aug 22, 2012. 11:37 AM | Likes Like |Link to Comment
  • Nokia Patent Portfolio An Untapped Goldmine [View article]
    Thank you for the great amazing information. I was somewaht aware of the relative position of mobile technology participants with regards to patents but nowhere near to the detail you have gathered. One would think that Nokia patent portfolio could easily be worth $8-12b which together with $4b cash net of debt and $3 fixed assets would put Nokia's enterprise value at $15-19b or $4-5 PS.
    Aug 21, 2012. 09:32 PM | 3 Likes Like |Link to Comment
  • Microsoft Windows 8 Release: Yawn [View article]
    Yep, it's amazing how tech challenged consumers and industry analysts of Apple's dumbed down devices think they have everything in perfect perspective including the history of software and technology. It took me awhile to realize how bad Windows Vista stung those dummies but I guess I was too busy earning a living in enterprise IT and never touched Vista. "I'm a Mac and I'm a PC" was so dumb, lame and irrelevant to IT professionals. Oh well, each generation has it's heroes but mine's definitely not a Barnum or Gantry like Steve Jobs.

    It's going to be very, very interesting to watch the product announcements beginning with Samsung's at the end of August, Microsoft and Nokia's WP8 devices on Sept 5th, Apple's iPhone 5.6.10 device on Sept 12 and ending with Microsoft's Windows 8 and Surface at the end of October. If Windows 8 and Windows Phone 8 are as evolutionary as the proponents are starting to say there's going to be a whole lot of shaking going on by this time next year and it's not going to be in Redmond. Apple's had a great run built on their consumer patronization but as Intel and Microsoft found out over the last 10 years only the paranoid survive to fight again. Sure hope those Nokia 910, 920 and 1001 devices are as good as I think and that Microsoft's Surface pricing is as good, $399-899, as it gets.
    Aug 21, 2012. 09:31 PM | 1 Like Like |Link to Comment
  • Microsoft Windows 8 Release: Yawn [View article]
    Or a Mac Air running Office for Macs.
    Aug 21, 2012. 09:30 PM | Likes Like |Link to Comment
  • Microsoft Windows 8 Release: Yawn [View article]
    How many articles does it take to generate enough clicks to make a $100,000? I guess if you just keep rerunning the same old religious ranting not as many as I would think.
    Aug 21, 2012. 09:30 PM | Likes Like |Link to Comment
  • Nokia Patent Portfolio An Untapped Goldmine [View article]
    Nokia knew all this by way of their patent dispute and win against Apple. Nokia selected Windows Phone, which will not be subject to Apple or Google litigation, so as to have a clean slate in mobile OS. If Apple wins in court against Samsung, Microsoft and Nokia could win if Samsung dumps Android, if Samsung wins, Microsoft and Nokia could still win as Samsung has already decided to make many W8 and WP8 thus helping build a successful W8 and WP8 ecosystem going forward which even favors Nokia's efforts. Either way Apple loses as they are pushing competitors into Microsoft's hands which could be a really bad thing for Apple.
    Aug 21, 2012. 09:28 PM | 9 Likes Like |Link to Comment
  • Time To Split Apple [View article]
    A 9-1 split would be great so AAPL and MSFT PS could be compared without a lot of effort. It would also make portfolio weighting easier. It just might raise AAPL's PS also.
    Aug 21, 2012. 02:17 PM | Likes Like |Link to Comment
  • Microsoft's Make Or Break Moment [View article]
    "This is really Microsoft vs Microsoft"

    No, this is really Apple and Microsoft vs Google. Everyone loves the consumer vs enterprise, Apple vs Microsoft debate but the real skunk in the wood pile is Google's Android advertising virus which Google gives away to make $5-10 per device in advertising clicks while invading consumers privacy.
    Aug 20, 2012. 01:21 PM | Likes Like |Link to Comment
  • Microsoft's Make Or Break Moment [View article]
    Maybe investors will give Steven Sinofsky credit and he'll be Microsoft's next CEO?

    http://bit.ly/QT9KEi
    Aug 20, 2012. 01:21 PM | Likes Like |Link to Comment
  • Microsoft's Make Or Break Moment [View article]
    If early indications such as those by IDC that Microsoft will sell 120m W8 licenses, 16m tablets and 30m WP8 phones are true for 2013 than Microsoft will be $32-34 PS by Jan 2013 and $38-42 PS by 2014. For comparison, Apple's currently at about $60 PS if you normalize it's cash and number of shares on a level with MSFT.
    Aug 20, 2012. 01:20 PM | 1 Like Like |Link to Comment
  • Microsoft's Make Or Break Moment [View article]
    @zmart That's really amusing. Could it be that Apple appeals to techy wannabe consumers rather than the real application developers, data workers and network center techs in IT. Since Microsoft has 80-90% of those using a PC at work and real techies only account for 4% of the work force than it figures that 96% of Microsoft PC users use a PC to work with enterprise applications from IBM, Microsoft, Oracle and SAP. Apple is loved by non-technical consumers who don't care about enterprise IT issues. Microsoft is used by enterprise office and IT workers that use it to earn a living. Real techies making $80-120k a year don't have time to play with apples until they go home at 6-7pm.
    Aug 20, 2012. 01:18 PM | 2 Likes Like |Link to Comment
  • Is Nokia The Next Sprint? [View article]
    So what's the point? Competing with Google and Samsung using a Linux clone is a losing proposition. Microsoft has to level the playing field against Google in software and has the resources to make it happen and Nokia doesn't. Nokia should be looing at Intel's Atom Silvermont (22nm) and Airmont (14nm) for 2014-16 mobile products. Apple's a generational fad and we'll have to see if their a one horse iPony that will succumb to iGravity.
    Aug 20, 2012. 12:59 AM | 3 Likes Like |Link to Comment
  • Is Nokia The Next Sprint? [View article]
    Great reply to the a socialist revisionist closet Apple fan. It seems that a lot of XY'ers have been brainwashed by academia into a pro-Apple Jobs consumerism herd that attributes credit to Apple for all the original work at AT&T and Xerox PARC while attributing to Microsoft a monopolistic greed. Apple acquires and copies software for the benefit of their consumer centric business model while Microsoft acquires and copies software for a enterprise centric business model while both are profit based. Nokia isn't the next Apple or Sprint but they could be Microsoft's answer to Google's Samsung.
    Aug 20, 2012. 12:59 AM | 4 Likes Like |Link to Comment
  • Is Nokia The Next Sprint? [View article]
    The author makes a good point with the integration advantage for enterprises and Microsoft ecosystem users but as you point out Windows has been a resounding success even back to the DOS CLI CUA versions. Apple is all about consumer ecosystems and Microsoft is all about enterprise ecosystems. Nokia missed the Android boat while wasting enormous resources on NIH operating systems that wasn't their core expertise. Nokia made the right decision IF Microsoft's Windows 8 ecosystem execution provides the intergation of application and OS convergence across all mobile and static personal computers and gains some of the cool and rad mojo back to attract newer generations of consumers. Nokia is a $3-4 stock trading at 50% discount but could easily go back to $8-10 if the Microsoft partnership is successful.
    Aug 19, 2012. 04:36 PM | 2 Likes Like |Link to Comment
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