As technology stocks power higher, much of this is driven by the five titans of tech. These companies benefit in various degrees from virtuous cycles, some of which they share, providing them with a near unassailable position. We will discuss these virtuous cycles and try to assess which of these companies benefit most. Source: The […]
Entries Tagged as 'MSFT'
June 9th, 2017 · Comments Off on The 5 Unstoppable Titans Of Tech
January 26th, 2017 · Comments Off on Is That A PC In Your Pocket?
Microsoft finally managed to run a full version of Windows 10 on ARM-designed chips, Qualcomm’s upcoming Snapdragon 835. Windows running on Snapdragon has the potential to become a powerful combination. We investigate the markets where this combination can make a real difference. Is That A PC In Your Pocket?
January 16th, 2017 · Comments Off on Exciting Times At Microsoft
Microsoft is on a roll with its cloud business and cool hardware. And there is more to come, like the HoloLens. Cracking the ability to run Windows on Snapdragon chips opens up old markets where Microsoft had already lost, as well as new markets. This is bad news for Intel, Chromebooks, and Apple. Exciting Times […]
July 6th, 2013 · Comments Off on Google Will Eat Microsoft’s Lunch – Seeking Alpha
Google Will Eat Microsoft’s Lunch In several articles (here, here, here, and here) we have been pondering the future of Intel (INTC) and Microsoft’s (MSFT) Windows, both companies have seen their core market, personal computers, coming under threat from mobile and hybrid devices working with processors based on the design of ARM (ARMH) and operating […]
May 20th, 2013 · Comments Off on Is Microsoft With Intel’s Haswell A Winning Combination? – Seeking Alpha
Is Microsoft With Intel’s Haswell A Winning Combination? via Is Microsoft With Intel’s Haswell A Winning Combination? – Seeking Alpha.
April 28th, 2009 · Comments Off on Microsoft a buy?
Enthusiasm about it’s upcoming Windows 7 operating program and rather aggressive cost cutting to maintain EPS despite declining sales has given a boost to the stockprice. Will it last?