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techy46

techy46
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  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    @RattyUK

    Microsoft always misses the first boat and then builds a better one and their wake usually swamps those in many other boats.

    DBMS - 1st boat DB2, 2nd-4th boats Oracle, Sybase, Informix, 5th boat SQL Server now I believe it's #2 or 3 behind Oracle.

    Same goes for every product since CPM vs. DOS 1.1.

    Here's the thing dude. The future is cloud apps and services used by all devices including mobile ones. Microsoft's #1 in enterprise data center, #2 behind AWS in the cloud so they can afford to be #3 or 4 in mobile for quite awhile.
    Jun 21, 2015. 10:05 PM | 4 Likes Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    @eddie0001

    Apple (5) - iOS, iPhone, iPad, iPod, OSx
    Microsoft (10) - Azure, Exchange/Outlook, Office, PC's, Share Point, SQL Server, Visual Studio, Windows Server, XBox
    Jun 21, 2015. 04:20 PM | 4 Likes Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    I would not buy either AAPL or MSFT right now as they are both fully valued in this market. I do still own a few MSFT Jan 2016 and 2017 LEAPS but liquated most after the last MSFT recovery from the Jan-Feb 2015 lows. I would be building a position in INTC if I already did not have one with any excess funds. I have a very large position in INTC Jan 2017 LEAPS. I think exiting the market by November, 2016 is a really good strategy.
    Jun 21, 2015. 11:09 AM | 3 Likes Like |Link to Comment
  • Weighing The Week Ahead: What Does The Greek Crisis Mean For Financial Markets? [View article]
    Great article! Complete and concise recap of where we are at and what's happening!
    Jun 21, 2015. 10:52 AM | 3 Likes Like |Link to Comment
  • Apple's iPad Problem And How To Solve It [View article]
    MM - They blew $9 billion on the Surface and Windows 8, and have little to show for it.

    Please provide source for your $9 spent on Surface and Windows 8. Last time I check Windows 8/8.1 has sold 200 million in 15 months. We can only guess that they got $20-40 per license or $4-8 billion in revenue.

    http://zd.net/1QJJpgK

    Surface sales are now running at about $1 billion per quarter or $4 billion for the last 4 quarters. So if your $9 billion is even close, I suspect it's 50% too high and includes more divisions R&D, Microsoft generated $8-12 billion in revenue in the last 12 months from that R&D.

    http://read.bi/1QJJpgM

    The bigger strategy though is that all-in-1 device sales are going to soar in the next 12 months especially when Windows 10 ships on all devices. That could generate another $15-25 billion in revenue for Microsoft's newly announced Windows and Devices Division.

    http://zd.net/1IWa6I7
    Jun 20, 2015. 09:36 PM | Likes Like |Link to Comment
  • Apple's iPad Problem And How To Solve It [View article]
    No kidding, Microsoft's spending $15 billion a year copying Apple's non-existent enterprise cloud and data center products! Microsoft's enterprise ecosystem and software products is where they spend the bulk of their R&D. Google spend their R&D and dumb consumer ideas like driverless cars.
    Jun 20, 2015. 09:14 PM | Likes Like |Link to Comment
  • The Future Of Apple Hinges On The Mac Upsell [View article]
    Alex - PCs are an inescapable fact of life, and when confronted with options, any rational human being would buy a Mac over a PC.

    That's why Apple has 5-10% of the PC market?
    Jun 20, 2015. 10:14 AM | Likes Like |Link to Comment
  • Apple: What Is The Future Of The Mac? [View article]
    RattyUK - Are you having a day off and feeling bored?

    Actually I retired in 2010 from a 42 year enterprise IT career and now live quite well off the dividends and interest from my portfolio provides. Every day's a day off and I do sometimes get bored. Actually if you study iOS and OSx they are quite close with the former having artificial limitations imposed by Apple purposefully? The whole multitasking iOS announcement was just Apple tweaking those limitations proably because their An SoC can handle the load of more but not unlimited tasks. After mentoring techies for 42 years, some really good ones too, it's quite amusing to pop bubbles and throw granades to see what fish surfaces.
    Jun 19, 2015. 10:46 PM | 2 Likes Like |Link to Comment
  • Apple: What Is The Future Of The Mac? [View article]
    Vulpine - The Surface 3 pro simply doesn't qualify as a tablet as long as it relies on a desktop OS. Why? Because the applications it uses are still desktop applications, making it near impossible to use in a true mobility scenario.

    That's so misinformed. Any Microsoft tablet device from Asus, Dell, HP, Lenovo or Toshiba running W8/8.1 can run any cloud or desktop app. Many if not most Windows all-in-1's can doing any an iPad can do better and anything a Mac can do equally well. I can run Office 365 or Office 2013 on my Asus 10" all-in-1 with or without the keyboard attached. I can also run any app toy from the Windows Store and share all of my content with all of my Windows desktops, notebooks, smart phones and tablets anytime, anywhere. I can also be a real enterpirse client not just a trusted guest like an Apple device.
    Jun 19, 2015. 10:37 PM | 3 Likes Like |Link to Comment
  • Apple: What Is The Future Of The Mac? [View article]
    RattyUK - Apple is not Microsoft. Get over it.

    No kidding Apple makes consumer toys, Microsoft empowers enterprises!
    Jun 19, 2015. 10:29 PM | 3 Likes Like |Link to Comment
  • Apple: What Is The Future Of The Mac? [View article]
    @RattyUK The real numbers of users by OS is very difficult to determine because it's mostly done by counting web clients. However, ulam is probably correct in that W8/8.1 has sold almost twice as many licenses as OSx.

    http://bit.ly/1d6Urdl

    Now as for Windows 8/8.1 being horrific! It was a bad move to update a non-touch based device with W8/8.1 because it destroyed presumed Desktop and Start Menu behavior. However, W8/8.1 was a very good touch based OS for smart phones and tablets given it was the first ever from Microsoft that was built on a complete Windows verison.

    If you want to compare Apple's iPad and Mac 17 million sales last quarter to something then how about Microsoft's Windows devices 70 million sales? As for usability lab testing, I do not buy my toys based on what children and their fricking parents and grandparents prefer or use.

    Windows 10 is going to be a huge success on all device forms!!!!!
    Jun 19, 2015. 10:22 PM | 1 Like Like |Link to Comment
  • Apple: What Is The Future Of The Mac? [View article]
    Garrrrrlic - Windows 8 was horrific. Steve Ballmer is a vision-less bean counter.

    Do you realize who's tenure Microsoft build their Windows enterprise ecosystem and ability to move it into Azure Windows cloud? Steve Ballmer is very arrogant and irritating just like Steve Jobs once was. Ballmer's laughing all the way to the bank as he counts his Microsoft shares.
    Jun 19, 2015. 10:02 PM | 1 Like Like |Link to Comment
  • Apple: What Is The Future Of The Mac? [View article]
    skifun333 - You are the most irritating commentator ever!!!

    Umm, 1.5 billion Windows users might disagree with you!
    Jun 19, 2015. 09:58 PM | Likes Like |Link to Comment
  • Apple: What Is The Future Of The Mac? [View article]
    Vulpine - The problem has almost always been that the mobility version couldn't always handle the tags, formatting and other 'features' of the desktop version and as such tended to cause instability in the programs and in the device's OS itself.

    What are you talking about? Microsoft built an enterprise ecosystem that scales to Azure cloud while Apple's been soaking consumers. You've got a very naïve consumers view of Microsoft. Windows CE was not Windows! Window 7.8 was a modern shell on top of Windows CE. Windows 8/8.1 was the first real mobile version of Windows and it runs Office on tablets and smart phones just like desktops and notebooks if you used either Office 2013 or 365. Smart phones will never be usable for full scale productivity until you attach a large screen and keyboard. Microsoft's Azure cloud and Windows 10 coupled to Intel's Atom x3-x7 and Core SoC's is going to present huge problems for Apple's fracture OS and non-existent cloud feature.
    Jun 19, 2015. 09:50 PM | 2 Likes Like |Link to Comment
  • Intel Still Shut Out Of Mobile [View article]
    So in 2014 Intel sold 46 million Atom 22nm SoC into mobile Android and Windows devices with an ASP of $40 but had to provide contra-revenue of $40-50 per device to make those SoC's competitive. In 2015 Intel will sell 60-70 million Atom SoC's at $20-35 with maybe $3 contra-revenue. That will generate around $1.5B in net revenue at a GM of 60% or $800-900m in GM. That does not seem like Intel's shut out of mobile. It seems like Intel's Atom processors could actually start gaining market share at about 20-30% a year. Long INTC.

    The author might want to review Intel's current Atom products!

    http://intel.ly/1K1uwkl
    Jun 19, 2015. 11:57 AM | 17 Likes Like |Link to Comment
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