Re: [CGUYS] Well-thought analysis of MSFT ... NOT

2009-08-01 Thread mike
Oh, so that's why Apple lowers prices, panic..

On Sat, Aug 1, 2009 at 9:32 AM, TPiwowar  wrote:

> M$ management in a panic starts fire sale...
>
> http://www.businessweek.com/magazine/content/09_30/b4140051491507.htm
>
> "Microsoft has long enjoyed Olympian profit margins, using its monopoly
> power to maintain prices on its software even in tough times. But now, amid
> a terrible downturn and rising competition, CEO Steven A. Ballmer is
> shifting to a scrappier approach. He is cutting prices on a variety of
> fronts, from flagship Windows and Office products to newfangled Internet
> services. "
>
> "Microsoft has so many promotions for Office that its effective price is
> $100, down from $150, and even lower in such countries as Brazil and
> India..."
>
>
>
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Re: [CGUYS] Well-thought analysis of MSFT ... NOT

2009-08-01 Thread TPiwowar

M$ management in a panic starts fire sale...

http://www.businessweek.com/magazine/content/09_30/b4140051491507.htm

"Microsoft has long enjoyed Olympian profit margins, using its  
monopoly power to maintain prices on its software even in tough  
times. But now, amid a terrible downturn and rising competition, CEO  
Steven A. Ballmer is shifting to a scrappier approach. He is cutting  
prices on a variety of fronts, from flagship Windows and Office  
products to newfangled Internet services. "


"Microsoft has so many promotions for Office that its effective price  
is $100, down from $150, and even lower in such countries as Brazil  
and India..."



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Re: [CGUYS] Well-thought analysis of MSFT ... NOT

2009-08-01 Thread mike
MS hasn't thrown anyone out windows lately either.

On Sat, Aug 1, 2009 at 8:49 AM, TPiwowar  wrote:

> On Jul 31, 2009, at 9:16 AM, Roy A. Ackerman, Ph.D., E.A. wrote:
>
>> In addition, Apple outsources the bulk of its production to China.  You
>> can
>> do your own political calculations with that.
>>
>
> The Macintosh is a Communist plot. I think I have heard that one before.
>
> And M$ has no dealings wit these Reds. Sure...
>
>
>
>
>
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Re: [CGUYS] Well-thought analysis of MSFT ... NOT

2009-08-01 Thread TPiwowar

On Jul 31, 2009, at 9:16 AM, Roy A. Ackerman, Ph.D., E.A. wrote:
In addition, Apple outsources the bulk of its production to China.   
You can

do your own political calculations with that.


The Macintosh is a Communist plot. I think I have heard that one before.

And M$ has no dealings wit these Reds. Sure...




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Re: [CGUYS] Well-thought analysis of MSFT ... NOT

2009-07-31 Thread phartz...@gmail.com
On Fri, Jul 31, 2009 at 9:16 AM, Roy A. Ackerman, Ph.D.,
E.A. wrote:

> But computer sales are
> not what you thought they were for Apple.

  I am a user of Apple computers for a long time.  I have never used,
on any daily basis, a Windows machine.  However, I am not an advocate
of Apple Corp. doing everything it can do to increase its sales of
desktop and laptop computers.  Obvioulsy, I do not own stock in that
company.

  As you have pointed out, Apple's low market share in the realm of
computers has helped prevent the platform from becoming a major target
for evil-doers, and that suits me just fine.

  I do not predicate my affinity for Macintosh computers upon their
popularity in the general marketplace, and were Macintosh computers to
gain, by leaps and bounds, far greater market penetration, the only
effect it would have upon me would be increased worry about malicious
code infecting my equipment.

  Steve


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Re: [CGUYS] Well-thought analysis of MSFT ... NOT

2009-07-31 Thread Roy A. Ackerman, Ph.D., E.A.
I am not being an apologist for MSFT.  They have done many things wrong-
including the concept of selling 5 different versions of Vista and 7, and
screwing up Windows Mobile.

However, to compare an Apple with a Microsoft is not totally correct.  That
would be equivalent to comparing Sherwin Williams with Punte Home Builders.
One provides something necessary for homes; the other provides the whole
home- with many subcontractors.

In addition, Apple outsources the bulk of its production to China.  You can
do your own political calculations with that.

More- over the past three years, PC Manufacturers have made concerted
efforts to lower the price of their desktops and (especially) laptops-
whether due to competition or market is immaterial for this analysis.  It
explains the changes to Dell, the disappearance of also-ran vendors (who are
by and large part of Acer nowadays).  So, if the desire of the manufacturer
was increased volume at lower unit sales price (notice that laptops no
longer use specialized components and are serviceable by almost anyone), the
fact that Apple never lowered its prices would guarantee that the sales
percentage increases.  

Now, a dose of reality (it's called examining the 10Q, 8K submitted to the
government and their stockholders) shows that gross sales of Macs (laptops
and desktops) as a gross number has decreased over the past year by some 8%
or more. And, that was before the much ballyhooed price drop (which is a
reflection of the information gleaned from the paragraph above). The growth
in Apple sales has been due to iPhone and iPod.  I salute that performance-
it's what companies need to do to grow and survive in the marketplace. (Hey,
MSFT wake the  up- and Xbox is NOT the answer.)  But computer sales are
not what you thought they were for Apple. 

Eschew Obfuscation

This is a reply from: 
Roy A. Ackerman, Ph.D., E.A. 
  Financial, Managerial, and Technical Services
for the Professional, Non-Profit, and the Entrepreneurial Organization

  703.548.1343 voice 
  703.783.1340 fax 
  

>From thinking to doing, from sales to profits, from tax to investments- we
are YOUR adjuvancy


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