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  • Microsoft technology hits the high seas with Royal Caribbean International [View article]
    Gee wiz no iPads?
    Aug 25 12:13 PM | Likes Like |Link to Comment
  • Wait, Microsoft Is Not Killing The Surface RT Lineup? [View article]
    Here's a real threat to all US technology providers brought about by the US NSA and politicians using US technology providers products and services to spy on foreign citizens and entities.
    Aug 25 12:11 PM | 1 Like Like |Link to Comment
  • Wait, Microsoft Is Not Killing The Surface RT Lineup? [View article]
    It's amusing to read the continued stream of negative Microsoft commentary generated by cherry picking this that and the other specific product offerings.

    Microsoft's strategy of having a single OS for all PC's will ultimately be a huge benefit to Microsoft's continued growth and success. The ability to run specific OS configurations compiled for ARM is necessitated by ARM's penetration in mobile devices especially smart phones. ARM's competition with Intel's X86 could make that necessity a legacy in the next 3-5 years.

    Microsoft's Lumia smart phones, much like their Surface all-in-1, have been strongly criticized for only having sold 30 million a year or 2-3% of the market thus far. Well, why not put that in financial prospective not market share? If an enterprise sells 30 million devices at an $400 ASP that's $12 billion in revenue. If the gross margin is 20-30% that's $2.4-3.6 billion. That may pale in comparison to Apple or Samsung but it's not too shabby for the world's largest software enterprise already having $87 billion revenue and $22 billion profits. The same could be said about Microsoft's Surface products once Microsoft combines all devices into a single division which I suspect will happen once we see a Surface fonetab like those coming from Asus and Xiaomi (Show me).
    Aug 25 12:05 PM | 3 Likes Like |Link to Comment
  • Wait, Microsoft Is Not Killing The Surface RT Lineup? [View article]
    Wow, you really have a knowledgeable understanding of technology.

    Microsoft's all about enterprises first, consumers second. Microsoft's Azure and Windows Server allow enterprises to build data centers for private and public development and service of applications and cloud services. Microsoft second mission is to offer client devices, software and services to all comers which unfortunately includes many consumers that are better served by enterprises focusing on nothing but devices and services for consumers.

    You are correct in your analogy of "herding cats" popularized by an EDS Super Bowl commercial. It's much more difficult to "dumb down" a product line aimed at enterprise consumption then it is to forcus entirely on satisfying consumers requirements for Apple's glam or Google's economy. Apple and Google are very smart at not venturing into the enterprise data center.

    Windows 8 is a great product for touch screen devices and will have the retro fixes for desktop devices in Windows 9. Windows RT and Windows Phone offer great OS capabilities for ARM's low end mobile PC's. I expect Intel's upcoming 14nm SoCs will kill Microsoft's desire to offer ARM for anything but smart phones which will further be diminished by Intel's eventual chips with LTE integration.

    Microsoft has superior product lines for an enterprise ecosystem and the 1-2 billion users of such devices and services. The herds of consumer lemmings are doing the right thing by looking for their food elsewhere but should not exhibit their bias and ignorance in public.
    Aug 25 11:38 AM | 6 Likes Like |Link to Comment
  • More Profitable Than Exxon And Apple [View article]
    It's a game of monopoly and more and more people want to play so someone has to provide more and more currency. The real question is what happens when China has the biggest game board and thus controls currency, interest rates and competes with intellectual and technological assets that the US thinks they have a monopoly on. Just think of the impact a China Operating System based on Linux can have on Apple, Google, Microsoft and Samsung to name a few of the world's most valuable enterprises.
    Aug 24 11:35 PM | Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    This is going to be really fun to watch. Apple uses Linux to build iOS, Google steals the idea and gives away Android built on Linux and now the Chinese are going to build Candroid and tell Apple and Google to take a hike and maybe Microsoft too but not Intel.
    Aug 24 10:09 PM | Likes Like |Link to Comment
  • Apple's Competitive Edge: Apple As Market Regulator [View article]
    This may actually be the black swan for Android and iOS,
    Aug 24 09:49 PM | Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    old indie - Techies better learn something about business.

    That amusing when all the businesses that are leading the 21st century were incorporated by "techies" and not business, finance or liberal arts majors. Apple, Dell, Microsoft, SAP and even those infectious social diseases like Facebook and Google were started by techies. I developed and directed development of ERP's for 44 years on mainframes, minis and client/server networks so CEOs, CFOs and MBAs could analyze and run their businesses before retiring in 2010. Many techies are well versed in many languages including Assembler, Basic, C++, Cobol, FASB, GAPP, HTML5, LISP, Perl, PL1 and others.
    Aug 23 11:02 PM | 2 Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    inside man 55 -

    I said nothing about "bite the dust". I just said watch all the metrics not just the marketing hype and price per share driven by product releases. Apple's been in a envious position in terms of pricing but so has Samsung until the other Chinese ODM's have gotten their acts together. Mobile devices are PC and the ASP and GM will go down across the board.
    Aug 23 10:52 PM | Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    Why didn't Intel update the Atom architecture for years?

    Intel did not update the Atom architecture because they did not want to cannibalize their iCore chips ASP and GM with Atom chips and knew it would take at least 22nm process to accomplish what they needed to do. Why would you sacrifice the lead in a $50 billion market to get part of a $30 billion market?

    Intel's now playing a really artful game of offering Atom and iCore sku's across a huge range of CPU, GPU and component IP embedding. They can now offer 2-15 cores, multiple GPUs, power management, Wifi, USB, 3g and soon 4g all embedded or on support chips. Beginning with 14nm Intel will finally have the ability to offer PC chips for 4-72" devices with all bands covered without cannibalizing iCore brand with Atom or even Quark brand. That akin to printing $5, $10, $20, $50 and $100 billion with the same plate by just changing the number and denomination lettering.

    Intel's competing with Qualcomm and really doesn't care what Apple does for now as that was settled in 2006. When not if Intel breaks into the smart phone chip race with embedded LTE there's going to be a whole lot of ARM's advantages gone down the drain.
    Aug 23 10:41 PM | 1 Like Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    inside man 55 -

    Why? Because Apple's not going to find anyone with competitive 14nm Fabs and a $10-15B 10nm tick tock already in the works. Next big thing from Intel is wireless (WiGig) peripherals including screens with proximity sensing and sync'ing. It's going to be a really interesting 2015-16 for ARM vs Intel. Very long INTC Jan 2015 $30 and Jan 2016 $27 LEAPs.
    Aug 23 10:08 PM | 1 Like Like |Link to Comment
  • Steve Ballmer: Missing In Action? [View article]
    LOL And what did SJ & SW do to their 3rd partner? And don't forget about FBook and Zuckyboy!
    Aug 23 04:06 PM | 1 Like Like |Link to Comment
  • Steve Ballmer: Missing In Action? [View article]

    I answered your question on the mbs - buyer beware! Anybody that buys anything without understanding what they are buying is a fool and that includes all the investors the bought bank stocks and mbs and all the buyers that took out loans they couldn't afford. Now the DOJ is using the funds clawed back to reward themselves, home owners and state governments. Why isn't the money being used to reward the bank stockholders and depositors that got screwed by the borrowers that committed fraud? Don't bother I know it's politics. We always reward people that do not take responsibility for their actions.

    However, the US government should've never repealed Glass-Steagall. Banks should not be allowed to have brokerage or securities operations. MBS offerings should've never passed the regulators because there's practically no way to regulate them.

    I was forced to invest my assets in stock because the FED has set the interest rate at zero to save their own. There's is no way the FED should be allowed to force interest rates to zero or even negative with QE. The FED should've nationalized all banks that put themselves in jeopardy including C and BAC. However, the FED should've never made BAC complete the Country Wide and Merrill Lynch acquisitions. Ken Lewis should've been put on jail by the BAC stockholders.
    Aug 22 11:19 PM | 1 Like Like |Link to Comment
  • What If The Fed Has Created A Bubble? [View article]
    Interesting headline but no ifs or buts about it. The US government and FED have pumped $8-12 trillion in the US economy and markets by various means that we're all aware of. It's no longer a matter of what if, it's a matter of have they done what's required to create an economy that can eventually pay for everything they did or still might have to do. The jury's still out on the aging population, debt, employment, globalization and inflation components. We keep kicking the can down the road but the can keeps getting bigger and the road may get steeper. The big question is can the US economy and markets go back to functioning with nominal interest rates and inflation. I'm thinking that the decrease in standard of living is going to force much higher tax rates or much lower government spending. Either way we follow are European ancestors into more and more socialism which many will not like.
    Aug 22 10:55 PM | 2 Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    VApple's good for at least one more Gen of iDevices but hopefully you're diversified into Intel and other players. Keep your eyes on Apple's ASP, GM and unit sales not just their hype and PS. Responsed using Lumia 900 WP with way too small screen.
    Aug 22 04:09 PM | Likes Like |Link to Comment