are we in an echo chamber or does Polly want a cracker?
whats your guess on guidance...I say its up but not huge unless we got some major contract wins.
stocks get punished for over promissing & under delivering
I'm convinced it's all about projection of strength tomorrow. The #s, ok, but what is said and how it is said is going to make all the difference.
beats the numbers and the stock pops only to drop on reduced guidance
They don't care as much about what you did as what you're going to do
God forbid you miss & reduce....thats a disaster
Right now, Microsoft is guiding to breakeven for Bing and D&S in FY2016. The faster they can increase their handset market share, the faster they can increase their mobile ad market share and the faster they can increase their overall online ad market share (which is at ~19% plus ~10% from being Yahoo's backend.) so there is no lack of incentive for Microsoft to buy handset market share.
Microsoft could also be one the biggest winners if the emerging anti-trust forces swirling around Google, particularly in Europe, result in the same kind of anti-trust regulatory regime that unscrambled the competitive landscape for ATT (baby bells then wireless bells then 2 giants and 2 midgets) and IBM (Wintel got the PC, Oracle got the database, Cisco got networking, EMC got storage, Sun got the server, etc). Considering that Microsoft itself was the subject of intense regulatory scrutiny and multi-billion dollar fines for bundling its browser with the operating system -- arguably giving rise to web 2.0 companies like Google, Facebook, etc --
it would be quite the turn of events if Microsoft ends up dominating the mobile space.
Absolutely. If only for three reasons I see now:
- $7.2 billion cash gain
- getting rid of money and human recourses draining division
- focusing attention and corp. recourses on profitable business activities
Got it. Lucky on hindsight, but in real time, it sure seemed logical to me. And yes, the MB is malfunctioning by not pushing new posts to the top.
Great lesson in Human Nature Study... The conclusion from discussion on my earlier and this "Incredibly Lucky" thread clearly shows, how biased and subjective we all are. How willingly we accept/approve opinions which benefits us... or an outcome we desired and expected. JMHO
The behemoth loser which dragged down Microsoft is off the Nokia P&L? Aren't the 3 remaining business pretty intense, with great opportunity (network infrastructure, Location and IP)?
New Nokia, new multiple? If EPS is in line, could be a gap up to reflect the shedding of the large, shrinking, unprofitable Handset Division?
cuz I've been one of them and only since Nadella became MS CEO it has been slowly leaked to public domain, then memorable "screaming" Ballmer on BoD meeting literally forced "the Deal" decision to go through. Recent Nadella decisions only reinforced my conviction and awareness that the Deal could have never materialized, if not Ballmer powerful push..