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  • China June imports and exports fall 0.7% and 3.1% Y/Y respectively. [View news story]
    GaltMachine ... Read this quote somewhere recently:

    "Economic Forecasting was created to make Astrology appear credible" :-)
    Jul 9 11:13 PM | Likes Like |Link to Comment
  • Why Oil Has Proven Resilient [View article]
    Began my short position via SCO on Friday. Agree with Non-Performing ...
    Jul 6 03:57 PM | Likes Like |Link to Comment
  • Microsoft's (MSFT) restructuring will put Skype chief Tony Bates in charge of M&A work and developer relationships, and could put Windows chief Julie Larson-Green in charge of all hardware engineering, Bloomberg reports. Also, Online Services chief Qi Li would "run an applications and services engineering unit" that includes Office, Skype, and Bing product development, and Server & Tools chief Satya Nadella would "oversee a unit focused on cloud computing" (presumably Azure), as well as corporate products. Steve Ballmer is expected to reveal the reorg as soon as next week. The report comes as Xbox chief Don Mattrick leaves for Zynga, reportedly due to discontent with his place in the new org chart. [View news story]
    These changes would only amount to the re-arranging of the deck chairs on the Titanic. The only BIG change that is needed is for the SS MSFT to get a new Captain to steer it away from the path of the Iceberg ... a course Steveb has set for the company during his tenure. In any case very interested to see what this announcement brings in terms of role changes, departures and additions to the company.
    Jul 3 11:47 AM | Likes Like |Link to Comment
  • 1 More Reason To Hate Amazon's Valuation [View article]
    Thank you Timothy for the excellent summary / analysis. I left MSFT Finance in April and don't have enough fingers and toes to count the number of colleagues / directs that left MS to pursue the higher pay / allure / buzz of AMZN. I would tell each of them at the exit interview or farewell lunch "you do you know that you are leaving to go work for a company that sells $1 Bills for $0.99 don't you" ? This chicken will come home to roost ... been short for 13 months and been adding more and more as this pig goes higher and higher. To the patient come the rewards. I never did as much deep analysis as you have done above but in my gut knew that things would not end well for Bezos and company at the end of the day.
    Jul 3 04:01 AM | 2 Likes Like |Link to Comment
  • Zynga's 2 Recent Management Changes Are Key To Future Operations [View article]
    Ditto ... let Don work his magic !
    Jul 2 10:30 AM | 1 Like Like |Link to Comment
  • Zynga (ZNGA +11%) soars as Kara Swisher reports Microsoft (MSFT -0.2%) Interactive Entertainment (Xbox division) chief Don Mattrick is leaving, and is set to take a "top job" at Zynga, quite possibly that of CEO. Sources claim an announcement could arrive today. Zynga chairman/CEO Mark Pincus has taken plenty of heat from both investors and employees for his performance; his giant share of Zynga's voting rights should guarantee he'll maintain control of the company whether or not a new CEO is named. [View news story]
    Good day to be long ZNGA and short MSFT :-)
    Jul 1 02:02 PM | Likes Like |Link to Comment
  • A "significant restructuring" may be afoot at Microsoft (MSFT) sources tell AllThingsD, as changes designed to simplify the company's organizational structure and "configure the company around devices and services" are in the works. Expanded roles for several executives including the presidents of the Servers and Tools, Skype Communications, and Interactive Entertainment divisions may be in the cards, although the details of the shuffle could "change substantively" going forward. Nomura cites shareholder pressure as a factor in the potential shakeup. [View news story]
    I have a bold idea. How about the restructuring starts at THE TOP. Steveb should switch jobs with Jeff Raikes (who runs Bill & Melinda Foundation). That way Steve can learn some humanity whilst at the same time MSFT can get back a former GREAT leader in Jeff who can steer and guide this once great company into the future for the next 10 years etc.
    Jun 3 08:03 AM | 1 Like Like |Link to Comment