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  • A Microsoft Hater Does A Full 180 [View article]
    Huh? Jobs was specifically against both.
    Feb 19 08:53 PM | 6 Likes Like |Link to Comment
  • A Red Flag At Microsoft? [View article]
    I'm with you CJay. Group-think is becoming the norm. Must be what they teach in schools now.

    <drone> Must believe everything that is posted on the Internet. Why do research? The answer is in Wikipedia or Cramer will tell you what to do. Surely everyone has your best interests in mind. Microsoft is doomed!</drone>

    Who is John Galt? Someone who makes 200% return on NOK and beats the market with MSFT.
    Feb 6 01:38 PM | Likes Like |Link to Comment
  • Is Nadella The Answer For Microsoft? [View article]
    Sounds like you should go put your money in venture capital, where about 1 out of every 100 ideas "make it". I'm curious who meets your criteria of innovation?
    Feb 4 12:32 PM | Likes Like |Link to Comment
  • Is Nadella The Answer For Microsoft? [View article]
    Warren Buffett said that.
    Feb 4 12:30 PM | Likes Like |Link to Comment
  • Can Microsoft Fire Bill Gates? [View article]
    The whole article seems to be link bait. Bill Gates isn't going anywhere. There is much work for Microsoft to do, but they are starting in a position of strength in many areas -- underdog in others, which has historically worked very well for them. New CEO wasn't necessary ... One Microsoft was. Hopefully that continues.

    @ Kyle - One Microsoft is what, 6 months old? It takes a few years for new products to reflect a culture change. Shouldn't take quite as long as Ford, but it will take a little bit.

    42 is a valid target, but then, even if it breaks even, I'll take my 3%.
    Feb 4 12:25 PM | 1 Like Like |Link to Comment
  • Sony Vs. Microsoft In The Console Wars [View article]
    Plus, being sold out could be indicative of supply chain issues more than anything - and Sony had a week head start and costs 20% less (for people who don't want Kinect).

    Three things: 1) consoles have lifecycles of 5-10 years so 6 weeks of sales data isn't much, 2) consoles alone don't make money (and therefore are not necessarily indicative alone of success), 3) Most markets have room for at least 3 players, so this "war" isn't likely to spell doom for either party.

    Personally I wonder what this fairly strong adoption for both means for Steam's console and Nintendo?
    Jan 8 08:59 PM | Likes Like |Link to Comment
  • Corporate 'Miserliness' In The United States: The Case Of Microsoft [View article]
    The point I'm trying to make is that it's not only important to know when to jump out of something, it's also really important to make sure you're not over paying to begin with. If you bought any tech stock in Jan 2000, you probably significantly overpaid. And with the possible exception of Apple (which NO ONE foresaw in Jan 2000), you'd probably be in roughly the same boat, or possibly worse.

    Additionally, I agree that most people belong in Index funds; but I also believe in dollar cost averaging. Microsoft has been a fantastic stock to own for that. Even if you goofed and put in $100 @ 52/share in Jan 2000 (~2 shares), but then put in $100 every month after that, you did just fine. If you had a little more sense and recognized that it traded in a band and only bought low and sold high, it has been one of the best, most secure stocks. Even during the Lehman chaos (~6 shares @ $100/mo), I was perfectly comfortable with my MSFT position and added to it significantly. Who else has AAA ratings?

    In my mind, Steve Ballmer was responsible for tripling revenue, but he can't exactly be held responsible for the overvaluation of the stock prior to his arrival. Market expectations were out of whack with reality.

    BTW, I do think Ballmer is responsible for not taking corrective action on Windows Mobile and Windows sooner, missing out on the "devices" trend. But when your biggest partners/customers are HP, Dell, Intel, etc., it was probably a tough spot to be in -- they also were slow to respond, and so even if Microsoft had done everything right, they either would have had to convince those companies of something they didn't want to believe, or he would have had to sever ties. I think they still have much to learn about consumers, and I hope their next leader isn't sucked into the Redmond-bubble.

    Doesn't really matter because it's all history now. What matters is whether you think you should buy the stock now, hold it if you have it, or sell it. The rest is moot.
    Jan 6 09:38 AM | Likes Like |Link to Comment
  • Corporate 'Miserliness' In The United States: The Case Of Microsoft [View article]
    If I took that 100 dollars and stuck it in AOL or YHOO how would I have done? What about CMGI or Enron? Guess what? The entire NASDAQ is literally breaking even since Jan 2000. Is that Ballmer's fault too?
    Jan 5 08:41 PM | 1 Like Like |Link to Comment
  • Corporate 'Miserliness' In The United States: The Case Of Microsoft [View article]
    Stockholders lost nothing because they're holding. Traders probably made a ton if they bought low and sold high. Investors who dollar cost averaged made a ton.

    If I had a dollar for each time I heard this statement, I'd be retired by now. It is no more Ballmer's fault that the stock was overpriced circa 2000 than his fault Time Warner overpaid for AOL.

    I don't know of anyone who bought at the highs and held out this long, but even if you did, you'd be up a decent amount on dividends alone. Much better than a mattress or savings account.
    Jan 2 08:25 PM | 1 Like Like |Link to Comment
  • Is The U.S. Bankrupt? [View article]
    The first chart is highly politicized. Shows TARP, Fannie, Freddie, etc. debt as paid down first instead of "paying down" tax cuts, etc.

    A fair chart would either look at revenue sources or pay down debts equally.
    Dec 20 11:46 AM | 2 Likes Like |Link to Comment
  • Microsoft's Google Bash Backfires [View article]
    @Bruce: Cable companies will eventually become data companies, but they will still exist. Microsoft is turning into a devices and services company, which ironically is exactly what Google is. So I wouldn't count them out.

    Comparing your old (probably nearly 10 years old) Windows PC to something with an SSD isn't remotely fair or unbiased.
    Dec 16 08:19 PM | 1 Like Like |Link to Comment
  • Microsoft's Google Bash Backfires [View article]
    @Ashraf - Aren't you getting tired of this story yet? I am. I have a Surface RT, and I use it every single day. Does it run 100% of my desktop apps? Nope and I don't care one bit. You say that you're able to refute the claims of Microsoft then you give them back nearly 50% of the them (not even mentioning the ones where your arguments are somewhat weak -- e.g. technically Adobe has a Windows 8 application that might be sufficient for the market they are trying to go after -- not everyone is a graphics designer 24x7).

    Look, I get it. For many people, a Dell Venue Pro or other Intel/AMD tablet is a better option. Now that Intel finally has an SOC at a good price that is really shipping and not vaporware (yes, I own INTC), I agree that's probably a better choice for many. But consider my wife. She uses my Surface every day as well. I don't have to worry about her installing bloatware, spyware, and malware. She gets Office for free. And she doesn't miss any desktop apps because well, she hasn't used one in months (recipes, shopping, house budgets, packing lists, etc.) -- not Doom 2 or Quicken.

    As for me, it's usually more about convenience . Even the workhorse Ultrabook convertible isn't as light or easy to hold as the Surface for hours in the evening catching up on news of the day or playing a few quick brainteaser games, etc. Would a Venue Pro solve the need the same? Sure, though it doesn't come with Office or as nice of a screen, and for my somewhat singular purpose, it doesn't matter if it's ARM or Intel.

    As far getting that vs. an iPad or Chromebook, guess which one stays fully in sync with my Ultrabook so I can access everything from everywhere, even when I'm offline? Guess how many apps I have to buy multiple times?

    Should Microsoft release a lower-end Intel-based Surface? Maybe. Am I tired of this debate. Definitely.
    Dec 16 08:13 PM | 3 Likes Like |Link to Comment
  • What Do Nokia's Results Mean For Microsoft? [View article]
    But all of Nokia's expertise and manufacturing of smartphones is going to Microsoft (pending approval). So unless Microsoft mismanages it, and unless Nokia decides to enter the race basically from scratch again (with much higher barriers to entries), I think you're kidding yourself.
    Oct 31 04:17 PM | 5 Likes Like |Link to Comment
  • Are You Also Wrong On Microsoft? [View article]
    @Greg whats your point? Amazon doesn't make money on Kindles. Google doesn't make money on phones. Sony doesn't make money off of PlayStation sales. It's all about the games and the services revenue.
    Oct 30 05:46 PM | 2 Likes Like |Link to Comment
  • Are You Also Wrong On Microsoft? [View article]
    @JoseV couldn't agree more. The armchair QBs love to come out and comment on MSFT all the time, even write articles about what should have been. But I for one won't be caught up in speculation and pump-and-dump schemes, and I don't discount valuable companies because they succeeded in building multiple businesses from the ground up. It is extremely hard to do it once, but Microsoft has done it over and over. To have a few failures along the way, as well as some reprioritization of efforts is a very good thing, particularly when the lessons learned then go into the next effort. MSFT stock isn't a get-rich-quick stock, but then it isn't a go-broke-quick stock either. Do companies that are failing deliver results like Microsoft continues to? Do companies that are failing continue raising dividends year after year?
    Oct 30 04:22 PM | 5 Likes Like |Link to Comment
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