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  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    Perhaps, not so many people monitor google news, but I do, especially since yahoo made the "tech" news unreadable. Will you show up in the google feed?
    Jul 31, 2014. 07:17 PM | 2 Likes Like |Link to Comment
  • For Intel, Chromebooks Are The Latest Gimmick [View article]
    Chromebooks may, or may not, be a fad, but Intel had the choice of either working with Google, or ceding the space to ARM and possibly IBM's Power chips. An ARM Chromebook will canibalize higher end laptops as easily as an Intel one would. The problem for Intel is that OEMs can use the ability to use either Intel or ARM to keep the other's margins low. When NaCl (Native Client) comes to ChromeOS, there will be use for higher end processor chips which Intel has the best of. NaCl will be hard, but not impossible, to make work on both architectures, so having the dominent architecture will give some pricing power and may cause developers to prefer their architecture. I don't know if ChromeOS will have meaningful earnings for Intel, but they will certainly be zero if Intel does not play at all.
    Jun 9, 2014. 12:02 PM | 2 Likes Like |Link to Comment
  • Google Fiber Vs. AT&T GigaPower: The Battle For High-Speed Internet [View article]
    If google never went to Austin, how fast would the at&t service be? Google would prefer the existing service providers would step up, but it seems the only way to get them to do this is to come in and compete. Do you think at&t's customers outside of Austin will get the gigabit service for $99/month? Or will they even get gigabit at all. Once at&t shows they can provide gigabit profitably, every other municipality is going to wonder why they're supporting a local monopoly that is not providing top end service at a reasonable price. It's going to be fun watching the telecoms squirm over the next decade.
    Dec 18, 2013. 07:57 AM | 1 Like Like |Link to Comment
  • Why Smartphones Will Be A Big Win For Microsoft [View article]
    @Michael Blair, "the Tizen App store might be a disappointment.", and it might not. windows app store is relatively a disappointment too and yet you argue that cheap prices will overcome this. The new OSs will be in the same boat, but even cheaper. I am not saying Tizen, or the others, will be successful, but if microsoft can sell cheap phones with a relatively poor app store, so can they.
    Oct 13, 2013. 10:21 AM | Likes Like |Link to Comment
  • Why Smartphones Will Be A Big Win For Microsoft [View article]
    There are lots of cheaper phones coming to the world. Samsung will soon be able to offer Tizen phones even cheaper than Android because they will not need to pay the microsoft tax. Other OS like Ubuntu and Firefox will be cheap too. microsoft apps are not so strong that these extremely price concious 3rd world buyers will pay more. I don't think you can be sure that cheap price will be microsoft's savior.

    The main reason for microsoft being on phones at all is to protect their Office products. They already realize that they need to release for iOS, but that is a still at least a year away. Will 10% market share, mostly in markets where people will never purchase an app, never purchase Office, and are so poor advertising is almost worthless to app developers, get more apps developed and protect Office?

    microsoft has no choice but to proceed with their own phones, but their success is in no way guaranteed.
    Oct 13, 2013. 08:31 AM | 6 Likes Like |Link to Comment
  • Microsoft: Buy Now Or Regret Later [View article]
    Could be "microsoft: Buy Now And Regret Later".
    Sep 30, 2013. 07:06 PM | 10 Likes Like |Link to Comment
  • Impressive Market Share Gains For Windows Phone Suggest Microsoft's Strategic Move Is Timely [View article]
    A good financial site should produce articles with both bull and bear cases. Investors should be able to make decisions while considering diverging opinions. When a site has only one opinion, you should be worried about their agenda.
    Sep 4, 2013. 07:54 AM | 1 Like Like |Link to Comment
  • Microsoft's Nokia Acquisition: Too Early, Too Cheap [View article]
    When Nokia first decided on microsoft OS, they let a lot of employees go. Those ex employees formed at least one company working on meego. The new Nokia could merge any of those companies back in very quickly. Nokia cannot produce "Nokia" branded phones for a while but, what isn't clear yet, is if they could sell unbranded phones immediately.
    Sep 4, 2013. 07:48 AM | Likes Like |Link to Comment
  • Discussing Mr. Ballmer [View article]
    He is quite rich, so perhaps a startup in exchange for a cash infusion.
    Aug 27, 2013. 08:20 AM | Likes Like |Link to Comment
  • Microsoft Surges Following Steve Ballmer's Departure [View article]
    It's interesting you mention these at this time. Last night I was watching a video of steve ballmer and ray ozzie talking with walt mossberg at D8 (a while ago). Walt was asking them why google was going with two OS (Android and ChromeOS) and ray was giving an answer about how Android was a device for the present and ChromeOS was for the future. ray was talking and ballmer jumped in and started talking over him repeatedly saying two OS was stupid. It would have been interesting to hear the rest of what ray had to say.
    Aug 26, 2013. 07:55 PM | Likes Like |Link to Comment
  • Discussing Mr. Ballmer [View article]
    Had he been first to the smartphone and modern tablets and search advertising, the added profits would have easily propelled the stock much higher. Being so late, he has given those profits away. The opportunity cost of ballmers missed technologies is huge, and on top of that, he has allowed the monopoly to be breached on undefended walls he didn't even know existed. I think he even used that analogy once saying he would "Microsoft will fight Apple on every front there is".
    Aug 26, 2013. 07:27 AM | 2 Likes Like |Link to Comment
  • Ballmer Bails: Whither Microsoft? [View article]
    There are places in companies for all kinds of people. Google has found how to use these people effectively, and their earnings and influence show it. Smart people are needed to solve complex problems. Their solutions are not always successful, but it's a lot better than not getting any solution from socially acceptable mediocre employees.
    Aug 25, 2013. 07:37 AM | Likes Like |Link to Comment
  • Microsoft Windows 8 Fail Dooms Nokia [View article]
    I could only quickly find IDC USA quantities, but comparing 2013Q1 to 2012Q1, Apple PC sales were down 7.5% while the rest of the PC industry was down 13%. Comparing IDC USA quantities 2013Q2 to 2012Q2, Apple PC sales were down .5% (almost flat) while the rest of the PC industry was down 2.1%. So far, in 2013 Apple is selling fewer, but the rest of the industry is dropping even further. If you have other numbers showing Apple losing faster than the rest, please show us.
    Aug 14, 2013. 07:58 AM | 4 Likes Like |Link to Comment
  • Should Microsoft Drop Bing? [View article]
    bing allows google to say "competition is only a click away". If microsoft gave up bing, then the anti-monopolists would be really attacking google. This might be a better strategy than bleeding millions.
    Aug 3, 2013. 01:41 AM | 2 Likes Like |Link to Comment
  • Microsoft Should End The Steve Ballmer Experiment [View article]
    The analysts also have access to retailers, suppliers and manufacturers data. They weigh these data combine them with the companies own predictions. One would expect the company to have a good understanding of their own market and their customers. The analysts had higher predictions earlier, but as corroborating data came in, they lowered estimates. Big investors use the analyst results to size their positions. microsoft was unable to attain even these lowered predictions so the investors were surprised how badly they did. Investors do not like downward surprises. Microsoft's cash cows are under attack for the first time in many years and the first inklings of it will be missing projections, even if they still grow. If growth continues to slow, especially in windows and office, there will be much more uncertainty and that will lower the multiple.
    Jul 22, 2013. 10:17 PM | Likes Like |Link to Comment