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techy46

techy46
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  • Microsoft Reports Solid Quarter, But Next Year Looks Way Better [View article]
    Great recap, agree 100%. MSFT is positioning itself for emulating some of Apple's mobile device and Google's adware business model in addition to having the best enterpirse software ecosystem that's moved to the Azure cloud. The Windows 10 one OS strategy is going to be just what MSFT needs to captialize on cloud first, mobile first mission.
    Apr 28, 2015. 11:53 AM | 1 Like Like |Link to Comment
  • Apple Earnings: Astonishingly Good [View article]
    Apple is not a technology company! Apple's a consumer toy company. Why would Apple need to spend much on R&D?
    Apr 28, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Machine Learning - The New Cloud Sweet Spot, And Amazon Trails [View article]
    Smart phones will be smarter then the average person by 2018!
    Apr 28, 2015. 09:51 AM | Likes Like |Link to Comment
  • Microsoft: Search Advertising Revenue Is Growing And Bing Might Also Get Pre-Installed On More Android Devices [View article]
    Xbox One will get Windows 10 with TV tuner and content subscriptions!
    Apr 27, 2015. 09:35 PM | Likes Like |Link to Comment
  • Microsoft: Search Advertising Revenue Is Growing And Bing Might Also Get Pre-Installed On More Android Devices [View article]
    I'd add Lumia 940/940XL and Surface Pro 4 flagship devices! No Xbox spinoff!
    Apr 27, 2015. 09:34 PM | 1 Like Like |Link to Comment
  • Microsoft's Cloud-First Mentality Is The Brilliance Of Satya Nadella's Vision [View article]
    State of the Art defined as devices designed for monkeys to watch other monkeys in videos? No, state of the art is building the cloud factories that broadcast entertainment for monkeys and sell them their bananas and devices.
    Apr 27, 2015. 02:42 PM | 1 Like Like |Link to Comment
  • Look At The AWS Details Before Getting Married To Amazon [View article]
    Only Microsoft has the IaaS, PaaS and SaaS to compete across all three!

    http://bit.ly/1DDChqC

    AWS and Google customers still have to pay Microsoft for licenses if the use Microsoft's enterprise stack on third party cloud ecosystems. Microsoft wins unless the customer use IBM or Open Software stack.
    Apr 27, 2015. 01:48 PM | Likes Like |Link to Comment
  • IBM's Software Franchise Widens Its Moat [View article]
    Author - What IBM centric functions will the cloud of networks replace?

    Many enterprises no longer need IBM consulting services, hardware or software to build very reliable and sophisticate IT solutions as either private, public or hybrid clouds. AWS and Azure both allow a much more economical and focused source of solutions then the once Big Blue IBM. Applications, business analytic and intelligence, data bases are now commodities that you can sign up for and test drive without even buying a server. IBM lost it's market control to Microsoft and Open Software over 15 years ago and has been slowly eroding ever since. AWS and Azure are doing a really good job of offering and managing the cloud of networks as the new computing utility replaces all but the oldest IBM CICS smokes stacks.
    Apr 27, 2015. 12:52 PM | Likes Like |Link to Comment
  • Amazon: Profitable AWS Is A Serious Threat To Cloud Contenders [View article]
    Author - While investors and analysts were pleasantly surprised by the specifics of Amazon's cloud segment, its competitors were in all likelihood quite horrified.

    Why? I mean why should Microsoft, with a stated Azure annual run rate of $6.3 billion, divulge the details so their competitors can used the information to tune their competing products and prices. Why would Google or IBM? All analysts and commentators do is play devil's advocate and Monday morning quarterback roles when anyone gives them more to chew on especially when it's Intel or Microsoft. Intel just combined PCG with MCG into their new CCG so analysts can not 2nd guess their business and product strategies. Analysts and commentators should stick to the published financials and leave the management to the professionals.
    Apr 27, 2015. 12:39 PM | 1 Like Like |Link to Comment
  • Market Melt-Ups All Around: 1999 Redux? [View article]
    Actually MSFT dropped from $47 PS to near $40 PS or 15% from between Jan 23 and 31st after forecasting expectations for the current quarter well below analyst estimates. The fact that it rose back 10% after handsomely beating those lowered expectations is not that unusual since it is in a turnaround situation with a new CEO, new internal mobile device division and awaiting Windows 10 refresh.
    Apr 27, 2015. 10:40 AM | Likes Like |Link to Comment
  • Apple: The Bull Comes Back [View article]
    The obvious evidence, NASDAQ, shows that technology is doing very well. I'd be very careful about keeping all my apples in the same barrel. Diversification is the best approach especially with the DOT SOCIAL bubble getting a little long.
    Apr 27, 2015. 10:29 AM | Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    AE's latest MF Intel article

    http://bit.ly/1EaC00Z

    In 2018 when a smart phone is smart then the average person using it then who cares if smaller PC's save the PC since they will be the PC with Intel Inside!
    Apr 26, 2015. 11:00 PM | Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    Windows ME wasn't exactly a stellar hit!
    Apr 26, 2015. 10:40 PM | 1 Like Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    I've used Microsoft's Wireless TV adapter with my Asus T100 for a Miracast screen on a 32" HDTV and it works flawlessly.
    Apr 26, 2015. 05:05 PM | Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    Windows 8 provides a good touch screen user experience but not a good Windows users experience without a touch screen. That has been fixed in Windows 10.
    Apr 26, 2015. 05:04 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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