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skiz

skiz
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  • The Big Microsoft Move Just Not Justified [View article]
    To be clear, I said hides inside and pretends. So technically no, not Google's explicit fault. There is malware for Adobe and Java updaters doing exactly the same thing. A little social engineering ... "hey your software is out of date, please update to protect yourself!" Who wouldn't click? :) You get the update, along with a little extra 'present', because you didn't download from the proper source. To be honest, it's irresponsible on the part of the ISPs hosting the websites & domains more than anything.
    Aug 22 05:32 PM | Likes Like |Link to Comment
  • Steve Ballmer: Missing In Action? [View article]
    Sorry but I said total return. If you only bought on the lowest price in Jan 2000 when Gates happened to step down (at the high of the dot com bubble) and didn't buy more when MSFT traded at $15, shame. Context is really important when looking at statistics.

    Further, you completely ignored the massive dividends that have been returned to shareholders including a large one-time special distribution.

    So, no, it is not negative *total* return.
    Aug 22 05:26 PM | 1 Like Like |Link to Comment
  • The Big Microsoft Move Just Not Justified [View article]
    I do miss the old days when it was a bit more transparent. But alas, the strategy is new, there are lots of financials in flux. Divisions are completely new, and I could see lots of folks picking on a few lowlights and ignoring the highlights or the long term vision. Sometimes a company has a few loss leaders. Here's a thought -- Google and Amazon certainly do. Are they any more transparent about the money they lose on hardware or software? If so, I haven't seen it. They publish the highlights -- "85% market share" and leave out the nasty details. It would be nice if everyone was more open.
    Aug 21 11:28 AM | Likes Like |Link to Comment
  • The Big Microsoft Move Just Not Justified [View article]
    There's actually a malware that tries to hide itself inside the Google updater and pretend it is the Chrome installer. I've seen it on a few PCs so far. Not Google's fault necessarily, but they don't seem to be getting aggressive against it either.
    Aug 21 11:24 AM | Likes Like |Link to Comment
  • The Big Microsoft Move Just Not Justified [View article]
    Indeed. MSFT is one of the biggest names in the cloud, not to mention coming from a position of strength in enterprise.

    The author lost respect years ago by bashing MSFT in the 20s and throughout the run up. He's a herd follower, so I'll start selling when he changes his tune.
    Aug 21 11:21 AM | Likes Like |Link to Comment
  • Steve Ballmer: Missing In Action? [View article]
    "No further value" statement is straw man at best, completely false at worst. This is a tired old argument and doesn't even matter anymore. But Bing has gone from single digit market share to clawing back against Google. Server business has had 20%+ growth YoY every year since Ballmer started. Office 365, One Microsoft, Hyper-V, Azure, and many other things currently seeing fruition started under SB. Even the "failures" have been lessons for Mr. Softy. Software doesn't get written overnight, and code is cleaned up, and reused from one project to the next. So even failures are good for software companies.

    Even if you approach the comment from purely financial view, there are many investors (including Mr. Ballmer himself, I'm sure) who have made out extremely well holding MSFT through the years. Last I looked, total return on MSFT since 2000 is exceeding the S&P. But no one individual can ever take credit (good or bad) for market valuation. The market is completely out of control of any one person, and quite irrational at times.
    Aug 21 11:10 AM | 1 Like Like |Link to Comment
  • Microsoft Investors Need To Be Skeptical About Windows 9 [View article]
    Microsoft Investors Need To Be Skeptical About Onuora Amobi

    While I would cautiously add to a position at these multiples, this author has a history of simply reading other opinion pieces and "leaks" and being wrong. There are no new original points made in here. He spends all his time on opinion with no facts. How many copies of Windows 8 have sold? Will Windows 9 be free or cost money? No one knows. What is Microsoft's strategy with Windows? Is it the same as the last 2 decades? Nope. Is it the same as Apple's OSX strategy? Nope. So why keep making the same old tired comparisons?
    Aug 21 11:03 AM | 2 Likes Like |Link to Comment
  • Microsoft Investors Need To Be Skeptical About Windows 9 [View article]
    Yes. Skype and Lync both have had this capability for years.
    Aug 21 10:58 AM | 1 Like Like |Link to Comment
  • 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
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