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This is another of my value play. Hope I am not flooding the forum. With all negative relating to Microsoft, there is no other software company which can be as good as Microsoft in this planet, IMO.
Windows OS is best value for money OS. No other OS can remotely be as stable as Windows at the same time as cheap as Windows and as well supported as Windows. Don't talk about Linux. It never stands a chance. It is free, but when you got a problem, the amount of effort spent outweighs the money you spend on buying a Windows License.
I see a bright future in Windows 8 adoption. It blurs the boundary among desktop, laptop, tablet and smartphone.
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I suppose Q2 (Dec) results to be announced on 24-Jan can only get better for Windows Division as it'll include Windows 8 biz. See how bad Q1 (Sep) results was for Windows Division due to possibly held back of buying in anticipation of Win8,
[Image: 312cw83.jpg]
PS. Microsoft is not just Windows... 
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21-01-2013, 05:57 PM
(This post was last modified: 21-01-2013, 05:57 PM by freedom.)
But a lot of investors are bailing out Microsoft because its Windows 8 did not sell like hot cakes.
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(21-01-2013, 05:57 PM)freedom Wrote: But a lot of investors are bailing out Microsoft because its Windows 8 did not sell like hot cakes.
Microsoft claimed otherwise, but more importantly, let's see the $$$ figures when they announce their results for the next few Qs...
Microsoft: 60 million Windows 8 licenses sold to date
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well the important thing to note is that these software and systems company they work like network effect strengthening and weakening together. MSFT is the ultimate.
the repurcussion of a weak W8 versus a dominanent tablet or desktop OS is that a weakening of the network will take place.
if you ask me, their business and server applications are crazily strong. those two will ensure that people will use some sort of W8 platform.
unless another crazily good office pacakage comes into play.
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So crazily strong that Bummer, I mean Balmer, looks to be booted out if he still can't pull up his socks (pun intended)
http://www.tomshardware.com/news/Windows...19828.html
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward
Think Asset-Business-Structure (ABS)
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Steve Ballmer, though might not be a star CEO. He did not fail as most people claimed. People choose to believe what they want to believe, which sometimes is so far away from truth or facts.
let me simply quote from wiki:
Quote:Under Ballmer's tenure as CEO, Microsoft’s annual revenue surged from $25 billion to $70 billion, while its net income has increased 215 percent to $23 billion. Although these gains have come from the existing Windows and Office franchises, Ballmer also built new businesses such as the data centers division ($6.6 billion in profit for 2011) and the Xbox entertainment and devices division ($8.9 billion). In terms of total annual profit growth, Ballmer’s performance (16.4 percent) surpasses GE’s Jack Welch (11.2 percent) and IBM’s (IBM) Louis V. Gerstner Jr. (2 percent).
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22-01-2013, 10:08 PM
(This post was last modified: 22-01-2013, 10:09 PM by Some-one.)
Seems like no one really like Ballmer
FORMER MICROSOFT EXECUTIVE SAYS CEO BALLMER CULLS INTERNAL RIVALS TO RETAIN POWER
http://dawn.com/2013/01/22/former-micros...ain-power/
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It is a mistake in the title, S$1.2b instead of S$1.2m
Microsoft ‘in talks to invest S$1.2m in Dell’
Microsoft is in discussions to invest between US$1 billion (S$1.2 million) and US$3 billion of mezzanine financing in a buyout of Dell, sources said yesterday.
Private equity outfit Silver Lake Partners is trying to finalise a bidding group to take the world’s No. 3 PC maker private, and has opened discussions with potential equity partners. If successful, it would be one of the largest corporate buyouts since before the global financial crisis. REUTERS
http://www.todayonline.com/business/micr...-s12m-dell
“夏则资皮，冬则资纱，旱则资船，水则资车” - 范蠡
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(23-01-2013, 01:01 PM)CityFarmer Wrote: It is a mistake in the title, S$1.2b instead of S$1.2m
Microsoft ‘in talks to invest S$1.2m in Dell’
Microsoft is in discussions to invest between US$1 billion (S$1.2 million) and US$3 billion of mezzanine financing in a buyout of Dell, sources said yesterday.
Private equity outfit Silver Lake Partners is trying to finalise a bidding group to take the world’s No. 3 PC maker private, and has opened discussions with potential equity partners. If successful, it would be one of the largest corporate buyouts since before the global financial crisis. REUTERS
http://www.todayonline.com/business/micr...-s12m-dell
Microsoft is trying to transform into another Apple.
But, it is like 10 years late..haha.
I wonder what HP, IBM, Acer, Lenovo and the rest of the PC/server/notebook manufacturers will think.
They will become the poorer cousins of the Windows system.
Already thin margin liao, now the margin is even thinner.
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