Comments on: How far is Microsoft willing to go???? Far enough..! http://www.intelligentspeculator.net/investing_commentary/how-far-is-microsoft-willing-to-go-far-enough/ Free stock picks and stock market commentary. Fri, 30 Jul 2010 15:08:26 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: PA http://www.intelligentspeculator.net/investing_commentary/how-far-is-microsoft-willing-to-go-far-enough/comment-page-1/#comment-4360 PA Fri, 04 Dec 2009 07:51:30 +0000 http://www.intelligentspeculator.net/?p=1442#comment-4360 PS: I notice that you liked Bing maps on Nov 30th, then you should definitely check out uber cool maps they rolled out using MSFT's silverlight plug-in (I do hate plugins) just yesterday .. they are ten times better! Btw, I was on CTRP following your recommendation, sold it much before you did (since I promised myself to ALWAYS take profits early) and boy did it run like crazy :( Thanks for the blog though, lovin' it! PS: I notice that you liked Bing maps on Nov 30th, then you should definitely check out uber cool maps they rolled out using MSFT’s silverlight plug-in (I do hate plugins) just yesterday .. they are ten times better!

Btw, I was on CTRP following your recommendation, sold it much before you did (since I promised myself to ALWAYS take profits early) and boy did it run like crazy :(

Thanks for the blog though, lovin’ it!

]]> By: PA http://www.intelligentspeculator.net/investing_commentary/how-far-is-microsoft-willing-to-go-far-enough/comment-page-1/#comment-4359 PA Fri, 04 Dec 2009 07:48:31 +0000 http://www.intelligentspeculator.net/?p=1442#comment-4359 Well said. I notice exactly that -- Bing, partly due to rolling out more, sexier, features is gaining market share, which is getting it media attention (just check techmeme.com -- way more Bing headliners of late) .. and this media attention certainly bodes well for "awareness" which is key to market share I think (see Bing chief Satya's recent presentation about Bing's "unaided" awareness increasing). If you notice Google ALWAYS tries to be in the limelight .. stealing thunder from MSFT at multiple instances (key MSFT announcements surrounding Bing, Office online, Windows 7 were EACH followed by or preceded by rather big announcements by Google: Chrome OS and others). I think this "media attention" is necessary for consumer driven entities, since the name Google has to stick around, always be there -- thats what creates the "habit". I think MSFT has a winner in Bing. Just need to see how far it goes and how fast Google reacts and holds share. Google has maybe 1-2 years of good growth, IMHO. Well said. I notice exactly that — Bing, partly due to rolling out more, sexier, features is gaining market share, which is getting it media attention (just check techmeme.com — way more Bing headliners of late) .. and this media attention certainly bodes well for “awareness” which is key to market share I think (see Bing chief Satya’s recent presentation about Bing’s “unaided” awareness increasing). If you notice Google ALWAYS tries to be in the limelight .. stealing thunder from MSFT at multiple instances (key MSFT announcements surrounding Bing, Office online, Windows 7 were EACH followed by or preceded by rather big announcements by Google: Chrome OS and others). I think this “media attention” is necessary for consumer driven entities, since the name Google has to stick around, always be there — thats what creates the “habit”.

I think MSFT has a winner in Bing. Just need to see how far it goes and how fast Google reacts and holds share. Google has maybe 1-2 years of good growth, IMHO.

]]> By: IS http://www.intelligentspeculator.net/investing_commentary/how-far-is-microsoft-willing-to-go-far-enough/comment-page-1/#comment-4296 IS Mon, 30 Nov 2009 14:33:08 +0000 http://www.intelligentspeculator.net/?p=1442#comment-4296 It will be VERY interesting because if Bing can keep improving its market share, it will start to get more media attention and that will help to get more market share, more attention, etc... It will be interesting because some of the features seem to be better already on Bing. The maps seem to be a major hit for example. It will be VERY interesting because if Bing can keep improving its market share, it will start to get more media attention and that will help to get more market share, more attention, etc…

It will be interesting because some of the features seem to be better already on Bing. The maps seem to be a major hit for example.

]]> By: PA http://www.intelligentspeculator.net/investing_commentary/how-far-is-microsoft-willing-to-go-far-enough/comment-page-1/#comment-4278 PA Sat, 28 Nov 2009 19:22:08 +0000 http://www.intelligentspeculator.net/?p=1442#comment-4278 The first big chunk would come off Yahoo, no doubt. I believe, however, that Bing might even get a few % points from Google (even assuming Google is going to be really nimble in matching up features). Let's see. The first big chunk would come off Yahoo, no doubt. I believe, however, that Bing might even get a few % points from Google (even assuming Google is going to be really nimble in matching up features). Let’s see.

]]> By: IS http://www.intelligentspeculator.net/investing_commentary/how-far-is-microsoft-willing-to-go-far-enough/comment-page-1/#comment-4266 IS Fri, 27 Nov 2009 14:56:12 +0000 http://www.intelligentspeculator.net/?p=1442#comment-4266 I would actually agree with you on that prediction, especially with Yahoo losing market share so quickly I would actually agree with you on that prediction, especially with Yahoo losing market share so quickly

]]> By: PA http://www.intelligentspeculator.net/investing_commentary/how-far-is-microsoft-willing-to-go-far-enough/comment-page-1/#comment-4253 PA Wed, 25 Nov 2009 23:01:57 +0000 http://www.intelligentspeculator.net/?p=1442#comment-4253 Here's a bold prediction: Bing will have ~15% market share (by itself) by September 2010. Here’s a bold prediction: Bing will have ~15% market share (by itself) by September 2010.

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