Seeking Alpha

skiz

skiz
Send Message
View as an RSS Feed
View skiz's Comments BY TICKER:
Latest  |  Highest rated
  • Microsoft Should Consider Acquiring BlackBerry [View article]
    I'll disagree with you, atnmpg. BBRY's foray into consumer space wasn't disastrous except in that it was too little to late.

    When it comes to devices, there will be no such thing as enterprise vs. consumer. Do you like carrying two or three or five devices? And if you did, would you go buy the same phone for your personal use as the device your employer gave you "just because"? Do you think people didn't buy BBY10 because it was too consumer-friendly or maybe because they were happy with their current phone after years of dealing with "enterprise-focused" phones that didn't do the things they really wanted?

    BBRY finally realized this, but too late. In Nokia, MSFT got a discounted hardware business that already recognized this and already retooled and reprioritized.
    Oct 9, 2013. 05:45 PM | 1 Like Like |Link to Comment
  • Sayonara Bill Gates? [View article]
    It is called diversification - go pull his current portfolio. 15 years ago he was nearly 100% in MSFT. Now MSFT makes up a small chunk of his portfolio.
    Oct 9, 2013. 05:12 PM | Likes Like |Link to Comment
  • Sayonara Bill Gates? [View article]
    It's called diversification?
    Oct 4, 2013. 04:44 PM | Likes Like |Link to Comment
  • Memo To Microsoft: Walk Away From Nokia [View article]
    But MF authors have started showing up over here. I agree. This is a race to the bottom unless SA starts doing something to weed out the trash.
    Jul 15, 2013. 12:38 PM | 1 Like Like |Link to Comment
  • Memo To Microsoft: Walk Away From Nokia [View article]
    Go do some fact checking please. WP8 supports quad core (but doesn't need to); supports larger screens; MicroSD support - check; notifications are overrated when you have live tiles. But for those who like the old school method of doing things, there are notification centers available, and an official one coming soon.
    Jul 15, 2013. 12:34 PM | 1 Like Like |Link to Comment
  • Microsoft's U-Turn Does It No Good [View article]
    And I can find 20 29-year olds who all buy their games on Steam too.
    Jun 26, 2013. 03:23 PM | Likes Like |Link to Comment
  • Google: A Downside Risk Of 40% [View article]
    My point is that the author and most muppets think the reason to buy Google and run the price up indefinitely is that they'll make tons of money from whatever great idea(s) they do next - glasses, cars, whatever. In fact, their history proves the opposite. They may make no money from it and simply use it to shore up their deep moat. So buying the stock based on anything other than growth in search is dangerous in my mind.
    Jun 13, 2013. 03:59 PM | Likes Like |Link to Comment
  • Google: A Downside Risk Of 40% [View article]
    I think you completely missed my point. They are doing well in advertising. But everything else has been moat building. It's a successful strategy, but I don't see where the growth will come from indefinitely.
    Jun 13, 2013. 02:35 AM | Likes Like |Link to Comment
  • Google: A Downside Risk Of 40% [View article]
    I was thinking more along the lines of Jordan making money off basketball. Sure he tried baseball, and it may have been fun for a while - but it didn't really add to the bottom line.
    Jun 12, 2013. 04:15 PM | Likes Like |Link to Comment
  • Google: A Downside Risk Of 40% [View article]
    Good companies aren't always good stocks. I am kicking myself a little for not getting in earlier, but I have to agree that buying in here is a highly risky proposition. Not that I recommend shorting, but I suspect a lower price will be possible.

    The fact that Google hasn't shown much ability to make money off anything but advertising only adds to the risk. Android is selling like gangbusters, but it seems to only affect the existing moat, not really additive. This strategy seems effective now, but where will the growth the market seems to be baking in really come from?
    Jun 10, 2013. 05:09 PM | Likes Like |Link to Comment
  • Microsoft: Time For Some Profit Booking [View article]
    P/E is significantly lower if you back out one time charges and cash.
    May 30, 2013. 01:56 PM | Likes Like |Link to Comment
  • Heads I Win, Tails You Lose [View article]
    This article seems suspect as book pumping. All-in on equities after a huge run up? Dump gold after a sizable dip? Dump bonds while boomers are retiring in droves? I happen to agree for the short term, but there are too many assumptions and oversimplifications for my tastes. Buyer be warned.
    May 30, 2013. 01:45 PM | Likes Like |Link to Comment
  • Reasons To Add Microsoft To Your Stock Portfolio [View article]
    Ok, well you have the right to believe the way you do, but personally, I think you've undermined your credibility.

    Convicted monopoly over 10 years ago, by a single judge who was overruled (and accused of ethical misconduct) on appeal. Eventually, the case was settled which is not the same thing as a conviction. Since that time, it clearly no longer has a monopoly by anyone's definition.

    You may forget about Netscape. Netscape was the browser leader, and lost out because IE was generally better. And Windows 95 was completely Internet ready. I only point this out because your facts are a little warped at best. Not because I believe past performance is indicative of future results.
    May 30, 2013. 12:58 PM | 1 Like Like |Link to Comment
  • Are Garmin And TomTom Toast? [View article]
    Solomo, thank you! I started reading this article and immediately thought the same thing.

    Personally, I have tried everything both Garmin & TomTom have to offer and the hardware from both suck, at least compared to what you get from a decent smartphone.

    Google, Nokia (MSFT), and TomTom (Apple) are really the big three remaining maps providers.
    May 29, 2013. 08:56 PM | Likes Like |Link to Comment
  • American Capital Agency: Time To Abandon Ship? [View article]
    Truth. Glad I sold some (also kept some) at 36. Wishing now I'd sold more, but it's ok, I'm still up overall, just less than I'd like. About to have a nice buying opportunity methinks, unless I find someplace better to stick the capital.
    May 29, 2013. 11:20 AM | 1 Like Like |Link to Comment
COMMENTS STATS
377 Comments
413 Likes