Author Topic: MSFT - Microsoft  (Read 207789 times)

racemize

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Re: MSFT - Microsoft
« Reply #20 on: October 16, 2012, 12:52:11 PM »
that is without the keyboard--seems like the keyboard is pretty necessary, I'm surprised there's a 100 dollar surcharge.


gokou3

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Re: MSFT - Microsoft
« Reply #21 on: October 16, 2012, 06:19:52 PM »
So the base version has a three-wk shipping delay now.  Must be selling a lot  :P

http://surface.microsoftstore.com/store/msstore/Content/pbpage.Surface?ESICaching=off

writser

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Re: MSFT - Microsoft
« Reply #22 on: October 18, 2012, 01:38:47 PM »
Microsoft quarterly results are out: link.

* Windows revenues are down by 33% because everybody is waiting for / preordering Windows 8. (but even considering that, margins and profit will probably stay lower here due to increased competition).
* Business & Server divisions are still a huge cashcow.
* Generating a nice 8 billion dollar / quarter cashflow.
* Bought back ~0.6% of outstanding shares this quarter.

No shocker afaik :)
« Last Edit: October 18, 2012, 01:41:40 PM by writser »
When you are dead, you do not know you are dead. It's only painful and difficult for others. The same applies when you are stupid.

rimm_never_sleeps

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Re: MSFT - Microsoft
« Reply #23 on: October 18, 2012, 01:41:12 PM »
msft has done a good job diversifying away from windows desktop. they have also done a good job teaching their shareholders they won't ever buy back a lot of stock or raise the dividend like cisco did last month.
« Last Edit: October 18, 2012, 01:43:31 PM by rimm_never_sleeps »

Palantir

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Re: MSFT - Microsoft
« Reply #24 on: October 18, 2012, 02:21:54 PM »
Bing lost 200M less than last year! Great Success!

Seriously though that is good.
My Portfolio: AMZN, PAGP, FSLR, OKE, PYPL, RHT, MSFT

benchmark

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Re: MSFT - Microsoft
« Reply #25 on: October 18, 2012, 07:57:05 PM »
Bing lost 200M less than last year! Great Success!

Seriously though that is good.

I know that they are spending a lot on Bing and are quite serious. I just lost out on one good candidate to Bing team.

Myth465

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Re: MSFT - Microsoft
« Reply #26 on: October 21, 2012, 10:19:06 PM »
I am seriously considering getting a Chromebook and selling my Nexus 7, anyone else?

MSFT should be very worried. Windows 7 might be my last major OS purchase, and I may migrate to Google Docs and Evernote to replace onenote. Aside from that everything else I use is open source or a web app. Interesting times.

Also I think the Chromebook has stolen the thunder from Surface.

valueInv

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Re: MSFT - Microsoft
« Reply #27 on: October 21, 2012, 11:09:13 PM »
Also I think the Chromebook has stolen the thunder from Surface.
Why?

Myth465

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Re: MSFT - Microsoft
« Reply #28 on: October 21, 2012, 11:24:24 PM »
Price point, cheap is cheap. MSFT needs to get with the program and stop trying to be the market leader premium product. If someone is dropping $550 to $600 they will likely simple get an IPAD.

valueInv

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Re: MSFT - Microsoft
« Reply #29 on: October 21, 2012, 11:38:49 PM »
Price point, cheap is cheap. MSFT needs to get with the program and stop trying to be the market leader premium product. If someone is dropping $550 to $600 they will likely simple get an IPAD.
Chromebooks have always been cheaper, but have gotten little traction.