Guest wellmont Posted July 24, 2013 Share Posted July 24, 2013 I think what I said,in an entirely different context, was a generally true statement. That is, buffett does not invest in companies, like msft, that operate in industries undergoing rapid change. You then made a statement that quote, "buffett said he would invest in msft". Due to our ongoing conversation, we both learned he never said this. Therefore, I believe this forum has done it's job, as we both discovered (in my case confirmed) something about what buffett really said about msft. Consequently, this part of the thread has proven to be a great success! I appreciate the valuable discourse. regards Link to comment Share on other sites More sharing options...
rpadebet Posted July 24, 2013 Share Posted July 24, 2013 +1 agreed. Microsoft would be a great investment by Warren Buffett had he not such a close connection with its founder and chairman, Bill Gates. He said this many times in the past that Bill is his friend and that him sitting on Berkshire's board makes things difficult when someone could question what he knew about Microsoft through that connection. I saw IBM as a 2nd best investment for Berkshire Hathaway, from the day the news came out. I bought more MSFT after that announcement and so far have done really well. I think I will do better than Warren Buffett on my MSFT investment vs his IBM one. Can't agree completely. This is not a Buffett type stock (yet). Predictability and capital allocation is the reason why it's not. But that doesn't mean this isn't a good investment now. Remember you are right not because someone said so, but because your facts are right. IBM was a good investment for a long time before buffett invested. One reason for him investing in IBM now is because of predictability of their cash flows and strong pricing power over their customers. MSFT has that in part of their business. In all honesty, initially I thought I had bought a cheap compounder, but now it looks like there is going to be a restructuring/turnaround phase before it eventually can become the compounder. Link to comment Share on other sites More sharing options...
Palantir Posted July 24, 2013 Share Posted July 24, 2013 If they keep printing money and raising the dividend, I'm happy. I'm going to stop following this stock on a regular basis. Link to comment Share on other sites More sharing options...
Parsad Posted July 25, 2013 Share Posted July 25, 2013 If they keep printing money and raising the dividend, I'm happy. I'm going to stop following this stock on a regular basis. I just bought a new all-in-one desktop for my home office, and I have to say Windows 8 is just a God-awful user interface. Really a complete piece of rubbish from a user standpoint. I don't understand how they could make such a clunky, ugly, difficult-to-use operating system like this. I can't even find any way to switch it to a Windows 7 view, like you would be able to switch to XP view on Vista. No wonder Chrome and iOS are kicking their ass with crap like this! If so many business users weren't roped into using Office, Windows would go the way of Blackberry! Cheers! Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 25, 2013 Share Posted July 25, 2013 If they keep printing money and raising the dividend, I'm happy. I'm going to stop following this stock on a regular basis. I just bought a new all-in-one desktop for my home office, and I have to say Windows 8 is just a God-awful user interface. Really a complete piece of rubbish from a user standpoint. I don't understand how they could make such a clunky, ugly, difficult-to-use operating system like this. I can't even find any way to switch it to a Windows 7 view, like you would be able to switch to XP view on Vista. No wonder Chrome and iOS are kicking their ass with crap like this! If so many business users weren't roped into using Office, Windows would go the way of Blackberry! Cheers! Remember I told you that Windows 8 was the biggest opportunity for Apple to push Mac into the desktop. Now you know why. Except the iPad took the opportunity created by Win 8. Office is a conundrum for MSFT. They can release a full featured version on IOS but Apple will take a 30% cut - a big problem for them. They can simply ignore IOS and take the risk that Google docs or iWork gain marketshare on platforms that own 90% of the market. Or they can release a crippled version of Office on IOS and take the same risk. They have chosen the last option so far. Apple realizes this. Apple was hiring for their iWork team early this year. That's why they have released a web version of iWork. A full upgrade to the downloaded version of iWork is coming this fall. iWork already has some of the top grossing apps on iOS and Mac. Either MSFT holds back and they build a lucarative iWork business or Office is released on the app store and they make a ton on their 30% cut. Either way, it is likely to be a big business for Apple. Link to comment Share on other sites More sharing options...
petec Posted July 25, 2013 Share Posted July 25, 2013 Funny - I really quite like Windows 8 ;) Link to comment Share on other sites More sharing options...
wachtwoord Posted July 25, 2013 Share Posted July 25, 2013 If they keep printing money and raising the dividend, I'm happy. I'm going to stop following this stock on a regular basis. I just bought a new all-in-one desktop for my home office, and I have to say Windows 8 is just a God-awful user interface. Really a complete piece of rubbish from a user standpoint. I don't understand how they could make such a clunky, ugly, difficult-to-use operating system like this. I can't even find any way to switch it to a Windows 7 view, like you would be able to switch to XP view on Vista. No wonder Chrome and iOS are kicking their ass with crap like this! If so many business users weren't roped into using Office, Windows would go the way of Blackberry! Cheers! Just hit the Windows button. Come on, it's really not that bad as you can use the exact same UI as before if you wish. However they also included another UI that should appeal more to the less technical and less intelligent. Time will tell if it works but I really like the idea. No, it's unlikely I will ever use the alternative interface, but I'm not a member of the target audience. Link to comment Share on other sites More sharing options...
onyx1 Posted July 25, 2013 Share Posted July 25, 2013 Funny - I really quite like Windows 8 ;) +1 Link to comment Share on other sites More sharing options...
ERICOPOLY Posted July 25, 2013 Share Posted July 25, 2013 If they keep printing money and raising the dividend, I'm happy. I'm going to stop following this stock on a regular basis. I just bought a new all-in-one desktop for my home office, and I have to say Windows 8 is just a God-awful user interface. Really a complete piece of rubbish from a user standpoint. I don't understand how they could make such a clunky, ugly, difficult-to-use operating system like this. +1 Link to comment Share on other sites More sharing options...
hyten1 Posted July 25, 2013 Share Posted July 25, 2013 Did you get a touch screen version? I have been using win8 and 8.1 since they were both available I find it a delight and ver nice to use, especially win 8.1 I mean if you didn't get a touch screen then win8 is not as useful If they keep printing money and raising the dividend, I'm happy. I'm going to stop following this stock on a regular basis. I just bought a new all-in-one desktop for my home office, and I have to say Windows 8 is just a God-awful user interface. Really a complete piece of rubbish from a user standpoint. I don't understand how they could make such a clunky, ugly, difficult-to-use operating system like this. I can't even find any way to switch it to a Windows 7 view, like you would be able to switch to XP view on Vista. No wonder Chrome and iOS are kicking their ass with crap like this! If so many business users weren't roped into using Office, Windows would go the way of Blackberry! Cheers! Link to comment Share on other sites More sharing options...
Palantir Posted August 4, 2013 Share Posted August 4, 2013 I saw some people using the surface at the airport this weekend. The device looks great, I hope MSFT don't give up on this product too easily, too much potential here. Best for college students IMO. Sent from my iPad. :) Link to comment Share on other sites More sharing options...
texual Posted August 4, 2013 Share Posted August 4, 2013 They need to get more efficient in their chipset and slim down the package, make it ultra sleek, 7, 8, 10 inch tablets and each update to Windows 8 will make it a better experience. I think Surface 2.0 and beyond will be well received. I would have gotten a Surface but I still find it too heavy and thick as a tablet. It is too large for my taste. I really like my iPad Mini to death. A smaller, 7/8 inch Windows 8 RT device, thin, light and colorful would be awesome. Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 4, 2013 Share Posted August 4, 2013 get em while they're hot... http://news.cnet.com/8301-10805_3-57596910-75/microsoft-cuts-surface-pro-tablet-prices-by-$100/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 5, 2013 Share Posted August 5, 2013 Some green shoots: http://techcrunch.com/2013/08/04/lync-azure-office-365-and-the-shifting-center-of-microsofts-gravity/? Link to comment Share on other sites More sharing options...
writser Posted August 23, 2013 Share Posted August 23, 2013 Aug. 23 (Bloomberg) -- Microsoft Corp. Chief Executive Officer Steve Ballmer will retire within the next 12 months after more than a decade leading the world’s largest software maker. Ballmer will continue to lead the company during the transition, Redmond, Washington-based Microsoft said today in a statement. Microsoft’s lead independent director, John Thompson, will lead the search committee for a new CEO. Shares up ~ 10% premarket. Must be a great feeling that your company becomes > 20 billion more valuable in the public opinion as soon as you announce your departure :) Link to comment Share on other sites More sharing options...
bmichaud Posted August 23, 2013 Share Posted August 23, 2013 I wouldn't be surprised if MSFT hit $40 today. Such a relief for shareholders! Link to comment Share on other sites More sharing options...
Stone19 Posted August 23, 2013 Share Posted August 23, 2013 Balmer himself just became close to a billion richer with the news. Link to comment Share on other sites More sharing options...
Palantir Posted August 23, 2013 Share Posted August 23, 2013 Shame. I liked Ballmer. Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 23, 2013 Share Posted August 23, 2013 Shame. I liked Ballmer. So you like testosterone fueled, fat, sweaty, bald guys, huh? http://www.youtube.com/watch?v=e8M6S8EKbnU Epic bromance, dude ;) Link to comment Share on other sites More sharing options...
rpadebet Posted August 23, 2013 Share Posted August 23, 2013 Shame. I liked Ballmer. But why?? ??? ??? ??? ??? Link to comment Share on other sites More sharing options...
Liberty Posted August 23, 2013 Share Posted August 23, 2013 Shame. I liked Ballmer. But why?? ??? ??? ??? ??? That's the point in the movie when there's a camera shot of Palantir in front of his computer looking like this: http://goo.gl/LgPYpl :D Link to comment Share on other sites More sharing options...
ItsAValueTrap Posted August 23, 2013 Share Posted August 23, 2013 Some classic Ballmer moments: http://www.youtube.com/watch?v=8To-6VIJZRE developers developers developers Ballmer laughs at iPhone *I was long MSFT before all this happened. Link to comment Share on other sites More sharing options...
rpadebet Posted August 23, 2013 Share Posted August 23, 2013 At this point, I think even Ballmer-The Owner is happy that Ballmer-The Executive resigned. I can imagine him jumping around high fiving the mirror for the $700 mill payday- Most productive day ever!! The only shame here is the easy catalyst for this stock is now over. The real hard part of actually turning around the business and showing some results for it is just beginning. Link to comment Share on other sites More sharing options...
Palantir Posted August 23, 2013 Share Posted August 23, 2013 The turnaround plan has been in place for some time now, it's not like the hard work is going to start from this point forward. They have parts of the business that are seeing strong growth, and areas like search are nearing profitability, and even WinPhone has been seeing growth. I'm pro MSFT. So who's going to be the next CEO? I think Nadella is the frontrunner, but who knows. Eric Rudder has been there the longest. Link to comment Share on other sites More sharing options...
Guest ajc Posted August 23, 2013 Share Posted August 23, 2013 Seen earlier on Twitter: "Ballmer should have just done a Vogue cover" Link to comment Share on other sites More sharing options...
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