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  • Neustar buys .co domain name operator for reported $109M [View news story]
    So NSR will replace $4M/year with $21/year after a cost of $109M.
    Is that good or not?
    Mar 21 10:55 AM | Likes Like |Link to Comment
  • Microsoft in a rhubarb over privacy [View news story]
    I haven't read every word, but I'm pretty sure the terms of service agreement you make when signing up for ANY online service has a section that says your mailbox will be accessed if you are suspected of illegal activity.
    Mar 21 08:30 AM | 2 Likes Like |Link to Comment
  • Bloomberg: BlackBerry to get major boost from Ford [View news story]
    ATInsider - The original Sync (pure Microsoft) I had in my Focus was absolutely perfect. It worked just as expected. The Sync with the added Ford MyTouch crap has been the problem. It's much much better after a couple of updates, but at first it was very buggy and slow.
    Feb 26 08:08 AM | Likes Like |Link to Comment
  • Bloomberg: BlackBerry to get major boost from Ford [View news story]
    This is sad. I got my first Ford BECAUSE of Sync. A very sad development indeed.
    Feb 23 09:05 AM | Likes Like |Link to Comment
  • Automation: The Next Hybrid Cloud Battle [View article]
    Not sure what you were trying to say about "lock-in", actually. Each of the three vendors you mention require some amount of it when it comes to their virtualization technology, though where they differ greatly is in the flexibility of moving virtual machines into and back out of their respective cloud platforms. To my knowledge, Amazon lacks the ability to bring a virtual machine OUT of their cloud and onto local server, whereas Microsoft and VMware both allow this.

    Though a bit repetitive and long-winded, the author was basically correct: The vendor who provides true automation and comprehensive management of "clouds" (private, public, and the hybrid) will win. In my completely biased opinion, the vendor that currently has a distinct lead is Microsoft.
    Jan 22 07:35 AM | Likes Like |Link to Comment
  • Microsoft's CEO search may be done; H-P promotes Windows 7 [View news story]
    I can't imagine Brian Valentine is being considered for CEO as this summary is implying. His departure from Microsoft was in the shadow of Windows Vista. (Need I say more?)
    Jan 21 03:08 PM | Likes Like |Link to Comment
  • Microsoft Earnings Preview And What To Watch, Our Weekly Market Outlook [View article]
    "Commercial revenue is definitely the most important part of Microsoft. While tablets, phones, and entertainment sometimes steal the headlines, commercial is what pays the bills. Conversation about how cloud, Windows, and servers are doing is crucial to the market understanding MSFT success. "
    Those are the best two sentences I've ready on SA about Microsoft in a long time. So much noise is made and street value is placed on consumer products vs. Apple and Google, and the huge success of Microsoft in business software, services, and cloud offerings are too often ignored (for lack of understanding).

    Thank you for a very thorough and fair article!
    Jan 21 07:30 AM | 3 Likes Like |Link to Comment
  • Microsoft Earnings Preview And What To Watch, Our Weekly Market Outlook [View article]
    Launched? Yes, XBOX One is available now. And in countries where both XBOX One and Sony PS4 were available, XBOX One outsold PS4.
    Jan 21 07:27 AM | Likes Like |Link to Comment
  • Hershey to give 3D printing a try [View news story]
    The eventual ability to create (or one day mass-produce) items of any shape and size, and out of any shapeable material is going to open up so many possibilities that haven't even been thought of yet.
    Shaping chocolate or sugar into wild little statue figures? Absolutely! And even in the short term, using 3D prints to create the objects that shape the molds is going to be huge.
    I have small positions in DDD and SSYS, but I can see adding more during pullbacks this year.
    Jan 16 09:25 AM | 3 Likes Like |Link to Comment
  • Sell-side pleased with 3D Systems, Stratasys CES launches [View news story]
    Thanks for the heads-up on CIMT. I'll be watching them closely...
    Jan 10 06:54 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why 3D Systems Should Continue To Rise In 2014 [View article]
    Nice write-up, OT.
    No matter what you think about any particular company in the near-term, 3D printing is going to be huge - moreso for business than for consumer (at least at first). I'm just recently long both DDD and SSYS, and I am betting 2014 will be another good year.
    Jan 10 12:16 PM | 3 Likes Like |Link to Comment
  • Microsoft: Promise Has Become A Problem [View article]
    While I don't have any inside knowledge on Midori, I know that Microsoft won't "head away from Windows to Midori OS". With the overwhelmingly large installed base of Windows and its periphery, at best Midori-based devices will only compliment the Windows ecosystem.
    Jan 10 09:27 AM | Likes Like |Link to Comment
  • Boeing workers approve contract securing new 777X for Seattle [View news story]
    Disgruntled union airplane builders.
    New legal Pot use in WA.

    Looks like I'll be taking the train.
    Jan 5 08:43 AM | 9 Likes Like |Link to Comment
  • 3D Systems Is A Better Buy Than Stratasys To Profit From 3D Printing's Growth [View article]
    "The 3D printers of today are where the cell phone was back in the 1990s"
    I get what you're saying. BUT.. back in the '90s if you'd asked anyone, "Would you find it useful to have a phone that fits in your pocket and that you could carry around and use anywhere?", the answer would not just "yes", but "HELL yes!".
    Today, if you asked most anyone, "Would you want to be able to make things in your home?", some would say "Sure!", but most would (like me) say, "What on earth would I need to make that would justify having yet another device taking up space my home?"

    My opinion: looking at 3D printing as a consumer revolution is a little premature. Yes, I think 3D printing will grow huge (and I'm going to get long ASAP in both DDD and SSYS) for enterprise and manufacturing. But for other than the geekiest hobbiests among us, I don't see it being big draw for consumers in the short term.
    Dec 31 11:05 AM | Likes Like |Link to Comment
  • Microsoft's $1 Billion Weapon For Growth [View article]
    Watermellon - Perhaps you missed it, but for the past 2-3 years Microsoft has transformed into a Devices and Services company. It's pretty fundamental.
    Nov 25 08:26 AM | 2 Likes Like |Link to Comment