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  • Microsoft's Historic Turnabout In The Internet Of Things [View article]
    What is odd here is Dana isn't the only "journalist" who is picking up on this "news" in the past few days. Only, it was announced back in November. An "investigative" journalist (if not extinct) might have picked up on this tidbit a year ago when AllJoyn announced that Microsoft was joining the alliance as a premier member. And anyone following Microsoft developer and trade news probably might have seen this coming for a while. Although MSFT hasn't gotten much press in the IoT space, it's clear they're trying to be a player.
    Jun 8, 2015. 12:47 PM | Likes Like |Link to Comment
  • Microsoft's Historic Turnabout In The Internet Of Things [View article]
    <sarcasm>No way anyone would want to use Hololens to "interface with the Internet of Things."</sarcasm>

    Dana should change his name to Dino.
    Jun 8, 2015. 12:46 PM | 1 Like Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    Apple is a hardware company. They are giving their OS away for free because without Apple premium-priced hardware, you can't run their OS (legally). So it isn't really free.
    I don't see how the announcements have any amount of detail worth worrying about at this point. It does look like after Windows 10, upgrades won't be called major versions, and the delivery mechanisms look more like the way phones and tablets work today (as made popular by Apple). It also would seem likely that for paid versions you might need a subscription that costs a fraction of what you would have paid for a major O/S upgrade. But the specifics are really lacking. I mean let's say you buy a device with Windows. How long will the subscription be free? Would it come with 1 year, 3 years, 5 years? Would it depend whether you get a low end 8" device vs. premium 2:1? Would Microsoft Surface devices include a lifetime subscription since they're charging a premium (like Apple)? Since it is a subscription, would that lower the upfront cost of the device? Some people like cheap upfront devices even if they come with a boat anchor attached. Imagine: Surface device ($$$) with lifetime updates vs. free/cheap device where you can choose whether or not to get new features or not.
    Although Dana implies that security updates wouldn't be provided for expired subscriptions, I certainly can't find that documented anywhere. In fact, there was an announcement a few weeks back about feature releases and patching and "stable branches", some of which could be interpreted the opposite.
    Also, most large enterprises are already on subscription models with Microsoft, so isn't this easier for them, especially since they may either lease their PCs or at some point soon stop buying new PCs as reasons to refresh desktops become less obvious.
    May 18, 2015. 11:04 AM | 1 Like Like |Link to Comment
  • The PC Collapse Applies To Tablets As Well [View article]
    You make me laugh. Must be an academic -- been in the real world?

    I hadn't even heard of LaTex, so I clicked around for a minute. The main site hosting (at the time I'm writing this) wasn't even available. Definitely sounds like something Fortune 500 companies should rely on. Then I do a little reading and discover this tidbit: "Unlike WYSIWYG tools such as FrameMaker and Word, it uses plain text files that contain formatting commands. It’s big, open source, stable and used by many technical publishing companies. It’s also relatively unknown in the technical writing community."
    There you have it folks. May be great for type setting, but not necessarily for day-to-day writing. In other words, Word does many things for many people. Also Word has been WYSIWYG since I think somewhere in the early-to-mid 1990s.
    Similarly, Excel is many things to many people. Is MatLab better for statistical analysis? Sure. Does everyone need to do statistics all the time? Nope. Can most people get by with the basics in Excel? Yep. Need to decide on a new mortgage or come up with a family budget? Is MatLab any use there? Excel absolutely integrates with almost any database. I use it every day in my job to do quick analysis on databases with millions even billions of data points. Could I write SQL queries instead to tease out the insights? Sure. Would I be as productive? Nope.
    May 18, 2015. 10:44 AM | 1 Like Like |Link to Comment
  • Microsoft: This 13% Celebration Might Be Premature [View article]
    Now, now... just because the company is older than you...
    May 12, 2015. 08:47 AM | 2 Likes Like |Link to Comment
  • Dr. Copper And Professor Oil Both Point To A Slowing Economy - Time To Move To Cash [View article]
    With the average American consumer having more money in their pockets, and the stronger dollar means they can buy more foreign goods, does this play out positively for strong international names like VW, BMW, Honda, Nestle, Toyota, etc? I can buy more shares now thanks to the strong dollar, and I can ride this out for a while. Thoughts?
    Feb 2, 2015. 02:13 PM | Likes Like |Link to Comment
  • Update: Microsoft Is A 'C' Student [View article]
    You keep saying "Forbes" but you mean you. Shameless click bait. Both articles are more baseless opinion than facts. Fact, the reason Windows 10 is irrelevant for the short term bottom line is that 1) It won't be sold for at least another 18 months, 2) It matters more about getting developers to develop universal apps, of which Xbox will be a part. As for the Xbox article, I just don't get it. Did you write an article on Sony spinning off PS while I wasn't looking, because that might make considerably more sense?
    Jan 28, 2015. 09:37 AM | 2 Likes Like |Link to Comment
  • Update: Microsoft Is A 'C' Student [View article]
    Hmm ended up being a bit wrong there? Apple's bottom line looks pretty good ... dunno if it is more because their market is more in the USA (probably) or if they hedged better or what. But their top line growth does seem to be slowing a bit in some areas. Looking more like a one-trick pony.
    Jan 28, 2015. 09:30 AM | Likes Like |Link to Comment
  • Update: Microsoft Is A 'C' Student [View article]
    I agree, but Look at Google and Amazon. They often have lackluster profits on amazing revenues. Someone should tell their stock that.

    Microsoft is clearly transitioning. Their old software boxed revenue - along with the margins it used to command - is clearly falling. Microsoft is clearly accelerating the process. Could they have continued to command heavy margins and profits for a while? Sure, but they are recognizing that things are changing and they're leading instead of waiting to be picked apart. I can respect this, even if it means that bottom line growth slows a bit even while top line growth moves into the clouds. Datacenters aren't cheap - but I can tell you that there will be a limited number of winners because scale matters.
    Jan 28, 2015. 09:27 AM | 1 Like Like |Link to Comment
  • Update: Microsoft Is A 'C' Student [View article]
    I keep kicking myself for not holding AAPL longer -- as usual, I pulled the trigger too fast and sold my stake. Even so, I think folks will start to wake up to this fact. All it will take is one lackluster quarter in iPhones for folks to realize the rest of the company isn't holding up too well. But then AMZN also has amazed me -- great company, but the stock continues to defy gravity long after I thought it would come back to earth.
    Jan 28, 2015. 09:22 AM | 1 Like Like |Link to Comment
  • Microsoft Is A Fantastic Business On Sale - Be Grateful For The 9% Decline After Earnings [View article]
    I think I agree. Already a chunk of my portfolio, even after taking some profits at 49, but what else is earning me 2.9+% on dividends alone... with growth as gravy? Might hunt for some other values just due to diversification alone, but this is a really tempting price.
    Jan 28, 2015. 09:20 AM | 1 Like Like |Link to Comment
  • Rebuttal: The Trend To Renting Is Artificial And The Death Of The PC Will Be Painless [View article]
    Houses appreciate over the long haul. Technology depreciates ... always. Sometimes no value left after as little as 2-3 years, even to the purchaser. You cannot draw parallels here. Additionally, people still rent where they live, and for really good reasons.
    Dec 27, 2014. 05:32 PM | Likes Like |Link to Comment
  • Rebuttal: The Trend To Renting Is Artificial And The Death Of The PC Will Be Painless [View article]
    I think the point being missed is PCs (hardware) are tangible assets. Software, maybe not so much. There is little value to the old version once you upgrade. Pay-as-you go/use for software can make sense, even when you want to own the hardware.

    E.g., I don't use Photoshop everyday. So I buy one month when I need it, but don't renew when I'm too busy to mess with it. And if I used it every day, it probably works out about the same to pay monthly and always have the latest and greatest version vs. buying the box and having to worry if they'll release an upgrade 3 days after I buy the current version. Actually, with pay-as-you-go software, there isn't even a need for "versions" -- new features are released as soon as they are finished. Completely different from hardware -- if you could lease a PC, you'd still not get the latest hardware as soon as it was available, you'd be tied to a contract to keep the existing hardware for some financially viable period of time.
    Dec 2, 2014. 12:44 PM | Likes Like |Link to Comment
  • OCZ Technology - Dead And Done But With A Silver Lining [View article]
    Actually, the other lesson here is don't screw over your customers -- it will catch up with you! OCZ had terrible quality in consumer drives for a while and only got the market share they had due to artificially low prices. By the time they fixed their issues, it was too late. The enterprise business wasn't enough to turn it around.

    I can name a dozen other small tech companies who no longer exist (or are a shadow of themselves) for the same reason. Racing to the bottom and sacrificing quality is not a sustainable play, especially if you don't have another business angle to prop it up.
    Dec 2, 2014. 10:40 AM | Likes Like |Link to Comment
  • A New Risk To AT&T's Business [View article]
    To add to that, AT&T appears to have attained a very low churn. This will be critical to maintaining pricing and maintaining subscribers.
    Oct 24, 2014. 08:10 AM | Likes Like |Link to Comment
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388 Comments
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