Seeking Alpha


Send Message
View as an RSS Feed
View skiz's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • Microsoft Investors Need To Be Skeptical About Windows 9 [View article]
    Good morning. Hope all is well and you didn't short MSFT. Checking back after 2 months... we'll see if the bump today holds. MSFT up a bit from the 8/19 close. Collected another dividend (payout increase again to boot). S&P500 index down a bit from where it was. DJIA down a touch too. RUT & broader indexes down more.

    I continue to hold. Maybe add a little on the bad days if the opportunity presents; although from a value perspective, better values to be found elsewhere based on some of the bleeding of late.

    "Some is speculation" is a bit of an understatement.
    Oct 24, 2014. 08:04 AM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 10:58 AM | 2 Likes Like |Link to Comment
  • A Microsoft Hater Does A Full 180 [View article]
    Huh? Jobs was specifically against both.
    Feb 19, 2014. 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, 2014. 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, 2014. 12:32 PM | Likes Like |Link to Comment