41–50 of 159 posts
Preston McAfee is a very clever guy and has seemingly been able to recruit top tier econometricians out of academic positions:
Additionally, as someone who writes a lot of bash scripts, I'm excited that I'll be able to use them across platforms. The two main reasons I use Apple computers instead of Windows are build quality & the UNIXy background of macOS, and with their recent moves, they remove the last reason as a differentiating factor.
Even their cloud offerings are exciting. I use R to do a lot of statistics work, and now Excel has support for integrating R scripts hosted on Azure. This makes it much, much, much easier to get R code working in an enterprise setting, which has been a major hurdle for me previously.
Even as a longtime Apple fan and inveterate Microsoft-hater, I have to hand it to Satya Nadella and Microsoft as a whole. Their success is deserved. I work with basically the full range of Microsoft products in my job and what I see is that everything has improved lately. Windows is better, Office is better, their cloud offerings are better, and even the Surface is better. Now, if they would only improve the licensin…
[0] I love generalizations.
[1] IE: Overengineered for the sake of developer resumes everywhere.
Earlier quoted context omitted.
pg's position was "No one is even afraid of Microsoft anymore. They still make a lot of money—so does IBM, for that matter. But they're not dangerous." Which I think remains largely true?
I'm assuming this was said because people tend to be afraid of growth (eg Uber eating taxis). But there's something to be said for being scared of companies that have already grown and are stable too. Or at least wary.
[0] I love exaggerating for drama.
Earlier quoted context omitted.
Where can you get a 10% annual return perpetuity? Lending and borrowing rates are closely tied together since they're literally just two sides of the same market. Global long term rates have been slowly trending lower for the last few years.
http://www.investopedia.com/ask/answers/042415/what-average-... Over a long period of time that is what the market has returned. It is not guaranteed.One year it might be down 50% one year it might be 50%, but if you look at 30years S&P has returned about 7.5%. 10% is a just a round number makes math easier. You can plug in a different number my point its hard to get to 450 billion.
Earlier quoted context omitted.
You guys know that institutional Wall Street investors aren't total idiots, right? They know this as well as you do. On the earnings call yesterday, more than one person specifically asked about the impact on revenue numbers of the migration from one-off to recurring payments, and seemed satisfied with the answers they got.
I'm not calling anyone an idiot, I'm just wondering whether their increase in share price is the result of developing new products or simply moving old products to a subscription model.
People aren't simply signing up to pay by the month (though that can be desirable to some folks in itself). They're actually getting something different.
Is it a real increase in revenue or just smoke and mirrors from shifting Office revenue again?
My experience with Azure thus far has been not so great. Everything mostly works but the portal is just so painfully slow and difficult to coax along. Kind of doubt they will see the sort of exciting growth that AWS has seen, so yeah looking at accounting details would be key here.
Have you tried the Google Cloud Platform?
Even as a longtime Apple fan and inveterate Microsoft-hater, I have to hand it to Satya Nadella and Microsoft as a whole. Their success is deserved. I work with basically the full range of Microsoft products in my job and what I see is that everything has improved lately. Windows is better, Office is better, their cloud offerings are better, and even the Surface is better. Now, if they would only improve the licensin…
- Skype protocol centralization and crashing all the time
- Surface Book Issues
- Updates and malware detection that can't be turned off
- Windows 10 leaking information to Microsoft that you can't control.
- Windows Phone (down)
- Azure changing their price all the time and an admin console that is subpar
- We were trying to renew our MSDN Premium subscription for the last three months and they cannot do that because we are from Argentina and they are changing the internal system.
- State of the art notebooks like the latest Dell XPS with driver issues and lack of support for high DPI screens in Microsoft Office.