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  • Microsoft Just Did Google A Huge Favor [View article]
    Are you referring to the $200-300 Pro subscription? How about a $2-3 month Ad free subscription? I can get Office 365 for $8 month.
    Jul 2, 2015. 10:57 AM | 1 Like Like |Link to Comment
  • Intel Announces Leadership Changes [View article]
    It sounds like BK is not happy with how long it's taking to get it al going and some bodies have not all been in total agreement with him and or others. Or maybe he and the board are making room for those that have been right!
    Jul 2, 2015. 10:47 AM | Likes Like |Link to Comment
  • Intel president James, three other execs leaving [View news story]
    Maybe it's taking too long to get mobile (SoFIA) going?
    Jul 2, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • Microsoft Gets Creative While Cutting More Jobs And Confirming My Outlook [View article]
    Brain Nichols - MSFT just exited a $74 billion industry, growing at 20% plus, for free!

    Microsoft just existed the display ad industry that has absolutely nothing to do with them being first in enterprise and PC software or becoming 2nd in mobile devices. Google's display ad revenue is central to their business model and is how Google funds giving away mobile Android adware. Microsoft can fund giving away Windows Mobile by monetizing the devise with Microsoft's Cloud (Azure) services including Office and Xbox Games and Music.
    Jul 1, 2015. 09:24 PM | 4 Likes Like |Link to Comment
  • Annaly Capital Is A Steal At $9 [View article]
    Yea right, 0.75% by Jan 2016, 1.5% by Jan 2017, 2.2% by Jan 2018!!
    Jul 1, 2015. 11:49 AM | 2 Likes Like |Link to Comment
  • Microsoft Gets Creative While Cutting More Jobs And Confirming My Outlook [View article]
    Author - Long term I view Microsoft's willingness to exit a fast growing $74 billion market as a major problem.

    You're looking at Microsoft, 90% global enterprise software and services, from a consumer technology perspective. Microsoft's exiting "display" ads while maintaining their presence in self serve ads. Microsoft cut 18,000 of Nokia dead wood after acquiring the Nokia Device and Services division. Microsoft's adding low end consumer devices running Windows 10 Home and Mobile since both requiring the freemium business model used by Apple and Anroid mobile devices. Microsoft actually makes more GP, 30% of $500-1500 device vs $80-120 Windows license, selling Lumia and Surface devices. Satya is cutting fat and dead wood while expanding cloud and mobile devices and improving and maintaining enterprise software.
    Jul 1, 2015. 10:12 AM | 4 Likes Like |Link to Comment
  • Microsoft Just Did Google A Huge Favor [View article]
    There's a lot of difference between people that can use a configurable product or service intended for an enterprise and one slimmed down for a purely consumer ecosystem.
    Jun 30, 2015. 05:43 PM | 1 Like Like |Link to Comment
  • Next Steps In The Greek Drama [View article]
    Anyone take a guess which US state will be the first to default? CA, IL, MI, RI?
    Jun 30, 2015. 05:36 PM | 1 Like Like |Link to Comment
  • Microsoft Just Did Google A Huge Favor [View article]
    Dana, you're old enough to remember when we paid a cable TV subscription fee because it did not contain ads. Why should I pay for internet bandwidth that use MY bandwidth to spam me and millions of others? Maybe Seeking Alpha and other publishers could tell free subscribers what a monthly subscription without ads would cost? Why do I have to pay for ads on my DirecTV?
    Jun 30, 2015. 12:04 PM | 3 Likes Like |Link to Comment
  • Microsoft Just Did Google A Huge Favor [View article]
    Google IS the evil empire. Any organization that uses free adware to infect mobile devices with ad spam to generate biased ad revenue is evil. I think Apple and Microsoft should incorporate Ad Block Plus into their browser and set the default to ON.
    Jun 30, 2015. 12:00 PM | 12 Likes Like |Link to Comment
  • AMD: 2016 Will Mark Something Unique [View article]
    Interesting thesis however I do not think delayed and late 10nm have the same meaning. If I were Intel and were weathering the slow PC sales I would delay my $6-10 billion 10nm CAPEX investment until I'd gained as much ROI on the 14nm node as possible. Windows 10 is the big kicker or unknown depending in your thinking and I think Intel would be very wise to delay all the 10nm hype until we get well into 2016. Now they may use the old yield ruse but I'd rather see them just come out and say we're delaying 10nm to satisfy our business and financial goals and objectives.

    What does the author think about the Microsoft buying AMD rumors? Or how about the delay of Atom X3 4G until mid-late 2016?
    Jun 30, 2015. 11:55 AM | 3 Likes Like |Link to Comment
  • Microsoft Just Did Google A Huge Favor [View article]
    Interesting theory but Google's going to continue losing display and search ads since their are so many ways to get the message out anymore. Bing is a better option especially if you're using Microsoft Cloud services like Office 365 or are just fed up with Google's intrusive business model. You can use Bing as your home page and always use Google if you want to compare results. I've installed Ad Block Plus on my W7 notebook and plan to do the same in W8 and W10 devices in the near future. Online push advertising is nothing but spam.
    Jun 30, 2015. 09:48 AM | 5 Likes Like |Link to Comment
  • Intel/Micron Joint Venture Might Not Last After 2018 [View article]
    MU Annual Report - The IMFT joint venture agreement extends through 2024 and includes certain buy-sell rights with an Intel put right, commencing in January 2015, and our call right commencing in January 2018, pursuant to which Intel may elect to sell to us, or we may elect to purchase from Intel, Intel's interest in IMFT.

    At what price and financing terms do these calls and puts take effect? Who owns the patents to what technologies? Me thinks there's a lot more water flowing under the bridge between now and 2018 then this potential side show!
    Jun 29, 2015. 06:14 PM | 10 Likes Like |Link to Comment
  • Is App Aggregating The Next SMB/Enterprise Solution Expectation? [View article]
    Oh great another intermediary that has access to all of your accounts and data. No, I think not, I'll put my data, very carefully without accounts or passwords, on One Drive and use one app store (Microsoft) to get my apps. I do not have any social accounts so that solves a bunch of problems. I want all my apps to run on all my devices and look forward to Microsoft's universal apps to solve that issue.
    Jun 29, 2015. 02:27 PM | 1 Like Like |Link to Comment
  • Why Investors Should Buy Qualcomm Instead Of Intel [View article]
    Author - The global smartphone boom is still in the early stages with plenty of growth left to continue, which is why I'm bullish on Qualcomm.

    That's exactly why the author should be bullish on Intel. They have plenty of time left to catch up on mobile.
    Jun 29, 2015. 12:23 AM | Likes Like |Link to Comment