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  • Why Microsoft Will Pick Off Red Hat [View article]
    Microsoft should be pondering two potential acquisitions; BBRY and RHT. I would vote for BBRY first so that MS can expand their mobile push and secure rights to QNX for cars. BBRY is a much better bargain with market cap around $4 billion. RHT would make sense from an Azure and enterprise Linux viewpoint but the premium and potential regulatory existence would be too large.
    Mar 31 11:30 AM | Likes Like |Link to Comment
  • Nokia X Is Shaking Things Up A Bit [View article]
    Microsoft can probably do to Google what Google did to Apple. Google copied, some will say stole, Apple's iOS business model and commoditized it by giving away a aware Trojan horse. Microsoft can do the same by taking Android and putting a Modern UI on it and adding Microsoft Office apps and services. Microsoft can then sell Microsoft Phones using both Android and Windows OS's. They can do the same with phablets and tablets too. Microsoft's Windows is primary an enterprise client scaled down for consumer home use and therefore is overkill for many consumers. Next Microsoft should buy Blackberry for QNX for cars and Red Hat for enterprise Linux but both would probably face regulatory opposition.
    Mar 30 11:40 AM | 8 Likes Like |Link to Comment
  • Blue Light Specials In The Market: Technology [View article]
    You neglected Intel?
    Mar 30 11:26 AM | 1 Like Like |Link to Comment
  • Nokia: Yes To QWERTY Nokia X And Lumia Phones [View article]
    Anybody can make a QWERTY keyboard smartphone but that's not where the sales units and profit are. Microsoft needs Nokia's D&S and Nokia needs Microsoft's money. Microsoft is the world's largest software and services enterprise and is adding mobile client devices. Nokia blew it and now it's Microsoft's opportunity to become #2 or 3 in the mobile consumer markets.
    Mar 30 11:24 AM | 3 Likes Like |Link to Comment
  • Apple's Dividend Will Hit $20 Within 5 Years [View article]
    Well, if it's paying $20 dividend and that's 4% then stock will be at $500. In 5 years that means Apple will be paying about what a 5 yr CD will pay.
    Mar 28 11:13 PM | 2 Likes Like |Link to Comment
  • Intel: Too Little, Too Late? [View article]
    Intel's doing just fine. New CEO is reversing old decisions and getting into the cloud and mobile space with vengeance. Same goes for Microsoft and their new CEO. There's going to be billions of new opportunities for hardware chip and software apps for both consumers and enterprises. Intel and Microsoft will both be winners but Wintel is Dead.
    Mar 28 01:00 PM | 2 Likes Like |Link to Comment
  • How Much Space Will Windows Manage Along With Android And iOS ? [View article]
    It's the old razor and blade game that Google's Android is built on. If you give away the razor and sell the blades you'll become a billionaire. MS can make more then $5-15 per device by giving away Windows Phone and even Windows on tablet devices that sell for less then $250. Just look at today's MS Office apps for iToys on Apple store

    Apple users can download the version of Excel and Word for viewing documents but must subscribe to Office 365 for $70-100 per year to use full document editing versions. That will be true for Android also.
    Mar 28 12:56 PM | 3 Likes Like |Link to Comment
  • Microsoft: Positioned For Battle And Profits [View article]
    Microsoft Office iApps seem to be quite a hit!
    Mar 28 12:50 PM | Likes Like |Link to Comment
  • Microsoft: Positioned For Battle And Profits [View article]
    Very elegant!
    Mar 28 12:49 PM | 1 Like Like |Link to Comment
  • Microsoft: Positioned For Battle And Profits [View article]
    It seems like just a few Apple fan boys are installing MS iOS apps?
    Mar 28 12:48 PM | 1 Like Like |Link to Comment
  • Microsoft: Positioned For Battle And Profits [View article]
    You really need to brush up on Microsoft enterprise ecosystem that has a few standards like Azure, Dynamics, Exchange, Share Point, SQL Server, Visual Studio and Windows Server.
    Mar 28 12:47 PM | Likes Like |Link to Comment
  • Microsoft: Positioned For Battle And Profits [View article]
    Yes sir, all those 60 million Intel chips inside tablets will be running Android Cotton Candy adware - NOT.
    Mar 28 12:44 PM | Likes Like |Link to Comment
  • Intel partners with, takes stake in big data software leader Cloudera [View news story]
    @Bill - Your correct and wrong at the same time. What it shows is failure by prior senior management that's being corrected by new senior management. Intel needs to focus on delivering commodity servers that are tested and validated with all consumer and enterprise ecosystems including Android, iOS, Linux, OSx, Unix and Windows.
    Mar 27 10:19 PM | 3 Likes Like |Link to Comment
  • Cloudera, Intel Commit to Accelerate and Transform How Enterprises Use Big Data; Intel Makes Significant Equity Investment in Cloudera [View article]
    Intel knows that they too can provide tons of commodity servers for big data. Microsoft's joined in too with HDInsight on Azure. Intel and Microsoft can play in commodity hardware and software too. Asus Zenfone and Nokia X are going to be real interesting.
    Mar 27 12:45 PM | Likes Like |Link to Comment
  • Microsoft: Intrinsic Value Of $53 Per Share? [View article]
    Watch out 2014 is a perfect year for sell in May or sooner!
    Mar 27 12:38 PM | 1 Like Like |Link to Comment