Microsoft Corp. (MSFT)

All Comments on MSFT

  • commenter
    bob.moneybag
    s
    Oct 12 02:12 AM
    Yahoo vs. Tech Stocks: Sad Snapshot [view article]
    chuck, you're forgetting that yhoo has split several times since 98.

    split adusted, yhoo was trading around 4/5 in 2001-02. its up almost 200% since the 2001-2 bear market.     Reply
  • commenter
    John Egan
    Oct 11 04:15 PM
    Web Ad Revs Up 15.2% in First Half [view article]
    The first half looked like we might have seen a leveling off with a possible uptrend... The market has tanked since then and aside from a probable bounce will likely continue to drop along with the economy. Is it likely that web-ads will continue to grow?

    jegan     Reply
  • commenter
    Peter Lynch
    Oct 11 10:08 AM
    Research In Motion: Vulnerable to a Takeover Bid? Part 2 [view article]
    I posted a reply to your previous article, and this one is not different in theme. RIMM is still over-valued at $55 plus changes. Push email is quickly becoming a commodity and Microsoft is leading the charge. And that's why your thesis of RIMM being attractive to Microsoft is not logical.

    RIMM is last cycle's story, just like Yahoo and Cisco before the tech crash in 2000. RIMM will still be around but its best days are behind her.     Reply
  • commenter
    bryanz
    Oct 11 03:28 AM
    Research In Motion: Vulnerable to a Takeover Bid? Part 2 [view article]
    Unless the situation at RIMM really deteriorates to a state of disrepair I don't see how MSFT would get a majority of shareholders to agree to the deal unless they offered $80/share at least. They couldn't even get YHOO to agree to a deal. Imagine if some company came in now and offered $115 for POT? They'd be laughed at. RIMM is trading at Fwd P/E of less than 14 right now while still producing a product with extremely high profit margins. They missed by a PENNY and got obliterated b/c their margins are going to shrink 3%?.

    Where's the synergy anyway? You're talking about two wholly disparate smartphone platforms in BB OS and Windows Mobile. Integrating those seems like a logistical nightmare. Would MSFT just keep two separate platforms and sell Blackberrys and Treos?

    I mean I understand its a rough market but it's not like RIMM is knocking on death's door here. They aren't desperate for a buyer, they've got the Storm coming out soon, they've got the successor to the Curve coming out sometime in Q4 of this year... They're maintaining their enterprise and business market while expanding into the consumer space. Smartphones are replacing regular phones as people realize they can have things like small devices with full or near-full keyboards, brilliant screens, WiFi, GPS, etc.

    RIMM and AAPL are the leaders in the smartphone market for a reason, and they'll both continue to stay that way for the foreseeable future.     Reply
  • commenter
    marketwatchr
    Oct 10 04:48 PM
    My Website
    Research In Motion: Vulnerable to a Takeover Bid? Part 2 [view article]
    In times like this most anything could happen. The shorts have no mercy....and there are no buyers to prop stocks they target. Reply
  • commenter
    libertarians
    obsister
    Oct 10 03:26 PM
    Jim Cramer's 10 Predictions for 2008 [view article]
    there are no heroes. i thought this was a joke when he did it. i was right. but i really thought he knew it was a joke. ohwell, he could stil be right about the angry mortgage holders, and he is right about birdbrainnke. Reply
  • commenter
    sick of
    idle
    speculators
    Oct 10 03:04 PM
    Research In Motion: Vulnerable to a Takeover Bid? Part 2 [view article]
    Sounds like you never actually woke up and you're still dreaming man! What a load of tosh!

    RIM are one of the strongest companies in the world - have been for years and without any help from Gates & Co.     Reply
  • commenter
    hat_trick3
    Oct 10 01:20 PM
    Deflation Changes the Rules [view article]
    only the government can create inflation by augmenting the money supply, the question is can they possibly inflate fast enough while assets are vaporizing?
    It's been mentioned that well over $2 trillion has been lost in the equities market, and this is on top of $2 trillion in real estate values.

    Let us suppose that the environment gets a a little worse from here and the total capital base erodes to the tune of $5 trillion. Unless I'm missing something, it will be all but impossible not to have deflation.

    On a related note, it is interesting that there has been very little talk about confiscating the fortunes made from this debacle. Surely, between a couple hundred major players we could come up with several hundred billion dollars. That could go a long ways toward shoring up the FDIC and such.     Reply
  • commenter
    weasel
    Oct 10 01:20 PM
    Research In Motion: Vulnerable to a Takeover Bid? Part 2 [view article]
    Your an idiot for waking up in the morning and causing this companied stock price to plummet Reply
  • commenter
    Brewer
    Oct 10 01:08 PM
    Netflix May Dominate The Online Video World, But With What Business Model? [view article]
    Dan, it's relevant because Apple's download works and with iPod. iPods are in all the cars manufactured now, ect... and, finally, Netflix recently announced they would be compatible with Apple by year's end.

    Anyone who actually wants an XBOX already has one. iPods by contrast have been adopted by around 90% of all households in the US. Duh. Netflix and Apple belong together, it's just sad that they tried to go with a Micorosft only 'watch now' when Microsoft has no position in the downloadable media market whatsoever.     Reply
  • commenter
    Chuck LeBeau
    Oct 10 12:57 PM
    My Website
    Yahoo vs. Tech Stocks: Sad Snapshot [view article]
    Yahoo shareholders could have easily sold their shares in the mid twenties March through June and if they still believe in the fundamentals of the company they could be buying back twice as many shares now.

    But that would have involved abandoning Buy and Hold and using some simple technical analysis.

    Don't forget - its where you sell that determines the outcome of your investments. Buy and Hold has returned less than zero over the last ten years. That applies to the Dow Industrials and also to Yahoo which was trading above $28 ten years ago in November of '98.

    If you are "Seeking Alpha" try spending more time working on exits. That's where the Aplpha is hiding. Buy and Hold is not just dying, its already dead.     Reply
  • commenter
    Brewer
    Oct 10 12:17 PM
    Yahoo vs. Tech Stocks: Sad Snapshot [view article]
    Check your facts, update your story, MSFT sliding BIG TIME. Why this didn't happen years ago is amazing, but the CW things MS will rule forever just because they are a completely unrestrained monopoly. That would be the case if they could make decent products, but they are getting trounced in every category except their Office and Outlook software (which no one likes and which still can do the most some of the basic things). Reply
  • commenter
    Dan Rayburn
    Oct 10 10:57 AM
    My Website
    Netflix May Dominate The Online Video World, But With What Business Model? [view article]
    What does "video downloads" have to do with Netflix? Netflix's watch now service, XBOX 360 service and Roku service are all streaming based services, with no downloads. It's a completely different service offering than Apple's. Reply
  • commenter
    yahoo
    shareholder
    Oct 10 10:50 AM
    Yahoo vs. Tech Stocks: Sad Snapshot [view article]
    Yahoo will be fine long term if drastic changes are made to restore investor confidence. Turning down $31 a share and then $33 a share and then having the stock go to $13.00 - wow is all I can say.

    Jerry Yang needs to be fired for cause and resign from the board and any golden parachute be withheld. I am contemplating suing the board of directors for breaching their fiduciary duty to me as a shareholder. They should have accepted the deal or in the very least allowed the issue to be voted on by the shareholders.     Reply
  • commenter
    mackfreddie
    Oct 10 10:46 AM
    My Website
    Jim Cramer's 10 Predictions for 2008 [view article]
    Freaking hilarious! You are wrong Jimbo! Reply
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