Comments on: Google – Trouble in paradise

By: windsorr

windsorr — Mon, 23 Feb 2015 07:12:04 +0000

It needs to do all of those things at once. They have the man power just not perhaps the co-ordination.

By: windsorr

windsorr — Mon, 23 Feb 2015 07:11:00 +0000

I am looking for 400-500% upside in market share. If it pulls its finger out, it should be even more

By: Tim Nash

Tim Nash — Sat, 21 Feb 2015 11:05:15 +0000

Google – Microsoft in phones looks like a replay of MS – Apple in PC operating systems in the 90s. While Windows phone has a better UI, it lacks the apps and for the consumer, the phone cost is not significantly cheaper. For the OEMs there is little consumer demand for Windows phones and little demand for the latest version of Android, so it’s easiest to implement Android at their own pace. Carriers and independent shops are only going to stock Windows phones to the extent they can sell them, which means that unless MS is willing to pay for prominent shelf space, the phones will be buried at the back of the store.

MS can move forward in mobile but it needs to continue to concentrate on real advantages like Office.

By: adam

adam — Fri, 20 Feb 2015 19:16:02 +0000

To your last point, I see that MS have the best chance to grow, simply because they have less market share. But 100% increase in market share won’t translate into 100% profits, dividend yield, nor share price change because MS is a large corporation.

So what’s the quantitative upside?