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  • Windows Blue Should End Microsoft Bull Run [View article]
    Author assumes that 8.1 is *just* a bug fix for 8.1 users. Not true. It will appeal to Ultrabook owners that do not have or want the touch interface but want the performance benefits 8.1 offers. Rather than a service pack, it sounds like Windows 3.1. Windows 3.1 was a blockbuster. There's a solid story here. I do like that Apple Fanboy here admits when he is wrong, and he will on this one. It would not be fun to be leveraged against his portfolio so far in 2013.
    May 16 07:59 PM | 2 Likes Like |Link to Comment
  • "This deal was nothing more than a rumor ... [Microsoft] has no intention of acquiring the NOOK unit. NOOK is closely integrated with Android ... The acquisition is not happening in the foreseeable future as Microsoft Corporation is assessing its options at this time." Thus speaks a Microsoft (MSFT) source to Insider Monkey, strongly refuting a TechCrunch report about an offer to buy Nook Media's digital assets for $1B. Barnes & Noble (BKS -14.1%) shares have plunged, but for now are still up 13% from where they stood prior to the report. [View news story]
    It was such an unlikely rumor, it's astonishing that it moved the needle one way or another.
    May 13 02:09 PM | 1 Like Like |Link to Comment
  • The Upcoming Microsoft Train Wreck [View article]
    Love the comments. Check out the bio. A financial adviser with "no customers yet". Don't quit your day job!
    Nov 2 08:14 PM | Likes Like |Link to Comment
  • Steven Guggenheimer, the Microsoft (MSFT) exec in charge of handling relationships with hardware clients, has been reassigned to an unspecified management position. Microsoft claims the move is the result of long-term planning, but it might not be a coincidence it comes shortly after the introduction of Microsoft Surface, which has upset many Windows OEMs. Guggenheimer will be replaced by marketing exec Nick Parker.  [View news story]
    It's pretty typical for members of a launch team to move on after a soft launch. I wouldn't read too much into this.
    Jul 2 12:44 PM | Likes Like |Link to Comment
  • Windows 8 Makes Microsoft More Volatile [View article]
    Yes, the Mac share was a staggering 11% in Q4 2011, an all time high.
    Mar 21 02:53 PM | 2 Likes Like |Link to Comment
  • Windows 8 Makes Microsoft More Volatile [View article]
    Microsoft has always come from behind -- CPM, Lotus 1-2-3, WordPerfect, Novell Netware, Borland C++. iOS is no different in this respect but we cannot always expect the same result. If Apple were to license the OS to other OEMs, now THAT would be something to worry about. Further, it seems that a proprietary marriage of hardware and software tends to excite then then be relegated to niche status when more open choices become available. Examples and Mac and Sun micro. But, as they say, history does not repeat itself but historians keep repeating themselves.
    Mar 21 01:44 PM | 2 Likes Like |Link to Comment
  • Can Microsoft Still Compete With Oracle, Google And Apple? [View article]
    As Steve Jobs used to say, "We both broke into Bell Labs. They stole the stereo and I stole the TV".
    Dec 19 01:22 PM | Likes Like |Link to Comment
  • The Ballmer Discount: Microsoft Needs a New CEO to Unlock Shareholder Value [View article]
    Regarding acquisitions, Sybase SQL Server was not bad. Also, people still knock the Visio acquisition but all the Office apps are better as a result. MS-DOS was an acquisition. Hotmail is a sticky app that has the third largest base of its kind. That was an acquisition. MSFT deserves a better grade on acquisitions than people give them credit for. They're not perfect. They need to move a lot of pieces forward on a lot of fronts. They insist on integration across technologies and products. While that's a good thing for the customer, it's tough to do with the legacy technology. Maybe it's three or four companies rather than one nation indivisible?
    May 17 01:46 PM | Likes Like |Link to Comment